Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2024 | 214,725 | $5.57 M | -0.22% | 4.75% |
| VANGUARD GROUP INC | 11/13/2024 | 148,479 | $3.85 M | 2.41% | 3.28% |
| CARDINAL CAPITAL MANAGEMENT | 10/16/2024 | 74,413 | $1.93 M | 15.14% | 1.64% |
| SPEARS ABACUS ADVISORS LLC | 11/12/2024 | 42,940 | $1.11 M | 0.00% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 40,503 | $1.05 M | 3.02% | 0.90% |
| LPL FINANCIAL LLC | 11/08/2024 | 35,009 | $907,788 | 4.10% | 0.77% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 33,802 | $876,486 | 9.31% | 0.75% |
| TRUST CO OF VERMONT | 10/16/2024 | 30,423 | $788,868 | -0.02% | 0.67% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 17,305 | $448,719 | 100.00% | 0.38% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 16,532 | $428,675 | 17.82% | 0.37% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 16,390 | $424,993 | 0.00% | 0.36% |
| STATE STREET CORP | 11/14/2024 | 10,091 | $261,660 | 0.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 9,985 | $258,911 | -51.67% | 0.22% |
| MORGAN STANLEY | 11/14/2024 | 9,968 | $258,481 | 0.13% | 0.22% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 10/21/2024 | 8,480 | $219,886 | 100.00% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3,406 | $88,318 | 0.09% | 0.08% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10/25/2024 | 875 | $25,366 | 0.00% | 0.02% |
| BARCLAYS PLC | 11/19/2024 | 831 | $22,000 | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 770 | $19,969 | -79.58% | 0.02% |
| CLEAN YIELD GROUP | 10/07/2024 | 450 | $11,669 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 147 | $3,812 | -78.35% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 10/25/2024 | 120 | $3,112 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 5 | $130 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Union Bankshares, Inc.institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
FMR LLC: 214,725
VANGUARD GROUP INC: 148,479
Cardinal Capital Management: 74,413
Spears Abacus Advisors LLC: 42,940
GEODE CAPITAL MANAGEMENT, LLC: 40,503
LPL Financial LLC: 35,009
16.48% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 979,917 shares in the last 24 months. This purchase volume represents approximately $27.34 M in transactions.