Recent Quarter Total Invested
$19.34 M
Recent Quarter Institutional Ownership Percentage
16.48%
Total Invested of Last Quarter
$15.73 M
Ownership Percentage of Last Quarter
16.05%
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% |
| 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 - Frequently Asked Questions
-
Who are the largest shareholders of UNB shares?
During the previous two years, 38 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
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What percentage of Union Bankshares, Inc. stock is owned by institutional investors?
16.48% of Union Bankshares, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at UNB ?
Institutional investors have bought a total of 979,770 shares in the last 24 months. This purchase volume represents approximately $35.07 M in transactions.