Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/12/2025 | 280.16 K | $8.82 M | -1.04% | 6.13% |
| VANGUARD GROUP INC | 05/09/2025 | 151.27 K | $4.76 M | 1.88% | 3.31% |
| CARDINAL CAPITAL MANAGEMENT | 04/18/2025 | 82.74 K | $2.60 M | 8.74% | 1.81% |
| SPEARS ABACUS ADVISORS LLC | 05/14/2025 | 42.08 K | $1.32 M | 0.00% | 0.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 42.01 K | $1.32 M | 4.07% | 0.92% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 37.49 K | $1.18 M | 6.26% | 0.82% |
| LPL FINANCIAL LLC | 05/07/2025 | 34.46 K | $1.08 M | 2.14% | 0.75% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 31.44 K | $989.35 K | 100.00% | 0.69% |
| NORTHERN TRUST CORP | 05/13/2025 | 30.74 K | $967.29 K | -0.46% | 0.67% |
| TRUST CO OF VERMONT | 04/24/2025 | 30.42 K | $957.41 K | 0.00% | 0.67% |
| BLACKROCK, INC. | 05/02/2025 | 21.50 K | $676.54 K | 4.51% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 20.15 K | $634.00 K | -25.61% | 0.44% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 18.23 K | $573.76 K | -2.54% | 0.40% |
| MORGAN STANLEY | 05/15/2025 | 14.22 K | $447.43 K | 4.54% | 0.31% |
| JANE STREET GROUP, LLC | 05/19/2025 | 12.74 K | $400.87 K | 100.00% | 0.28% |
| STATE STREET CORP | 05/15/2025 | 11.19 K | $352.18 K | 0.00% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 8.53 K | $268.00 K | 100.00% | 0.19% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 04/23/2025 | 7.48 K | $235.40 K | -11.79% | 0.16% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 6.80 K | $214.03 K | 100.00% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 6.62 K | $208.36 K | 100.00% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 6.48 K | $203.89 K | -52.76% | 0.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 6.41 K | $201.85 K | -59.38% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 4.51 K | $141.80 K | 6.65% | 0.10% |
| UBS GROUP AG | 05/13/2025 | 3.14 K | $98.91 K | 190.48% | 0.07% |
| CITIGROUP INC | 05/12/2025 | 2.82 K | $88.68 K | -8.36% | 0.06% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04/24/2025 | 775 | $27.15 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 770 | $24.23 K | 0.00% | 0.02% |
| CLEAN YIELD GROUP | 04/14/2025 | 450 | $14.16 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 196 | $6.17 K | 326.09% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 05/14/2025 | 120 | $3.78 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 31 | $976 | 0.00% | 0.00% |
| 05/02/2025 | 23 | $724 | 0.00% | 0.00% | |
| BARCLAYS PLC | 05/15/2025 | 17 | $1.00 K | -95.29% | 0.00% |
| JPMORGAN CHASE & CO | 05/12/2025 | 5 | $157 | 0.00% | 0.00% |
| 683 CAPITAL MANAGEMENT, LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
FMR LLC: 280,160
VANGUARD GROUP INC: 151,269
Cardinal Capital Management: 82,738
Spears Abacus Advisors LLC: 42,080
GEODE CAPITAL MANAGEMENT, LLC: 42,012
DIMENSIONAL FUND ADVISORS LP: 37,486
20.03% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.18 M shares in the last 24 months. This purchase volume represents approximately $33.45 M in transactions.