Latest Institutional Transactions on First United Corp (FUNC)
This table provides information on the latest institutional transactions involving First United Corp (FUNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-230- 0.39% |
$6.81K - $8.32K
|
59K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-162K- 36.8% |
$4.81M - $5.87M
|
279K
$9.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
490+ 194.44% |
$14.5K - $17.7K
|
742
$25.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10New |
$296 - $362
|
10
$342
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.22K- 98.46% |
$86.1K - $130K
|
66
$2.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.73KNew |
$76.2K - $115K
|
3.73K
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.77KNew |
$138K - $208K
|
6.77K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$7.76K - $9.15K
|
400
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.62K- 12.5% |
$31.3K - $37K
|
11.3K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.11K+ 1.45% |
$21.6K - $25.4K
|
77.6K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
11New |
$213 - $252
|
11
$376
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
47New |
$912 - $1.08K
|
47
$1.61K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10.6K+ 6.35% |
$226K - $254K
|
178K
$6.09M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
122New |
$2.59K - $2.91K
|
122
$4.17K
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
BUY
|
- |
22.9KNew |
$486K - $546K
|
22.9K
$782K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.65K- 50.0% |
$123K - $180K
|
7.65K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.61K - $2.35K
|
100
$3.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$33.6K - $49K
|
2.08K
$71.2K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
71K+ 170.68% |
$892K - $1.21M
|
113K
$3.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.4KNew |
$219K - $296K
|
17.4K
$595K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.5KNew |
$157K - $213K
|
12.5K
$427K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-66.5K- 76.16% |
$1.11M - $1.36M
|
20.8K
$711K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.1KNew |
$219K - $267K
|
13.1K
$448K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$201 - $245
|
12
$410
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-8.44K- 34.71% |
$141K - $173K
|
15.9K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$18.8K - $23.1K
|
1.13K
$38.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
11.4KNew |
$190K - $233K
|
11.4K
$388K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
1.98K+ 14.25% |
$32.8K - $38.1K
|
15.9K
$543K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.8KNew |
$212K - $246K
|
12.8K
$438K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-330Closed |
$5.78K - $7.85K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$57.9K - $71.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-26.6KClosed |
$510K - $634K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-14.9KClosed |
$285K - $354K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12.3KClosed |
$221K - $251K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16KClosed |
$288K - $327K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14Closed |
$252 - $286
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.6KClosed |
$281K - $318K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-20Closed |
$326 - $381
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-59Closed |
$962 - $1.12K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.95KNew |
$81.7K - $94.3K
|
4.95K
$169K
|
|
|
Aug 16, 2021
Q2 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.1KClosed |
$167K - $193K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.4KClosed |
$353K - $408K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17KClosed |
$280K - $323K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-13.2KClosed |
$218K - $252K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4KClosed |
$66K - $76.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-569Closed |
$9.39K - $10.8K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-593Closed |
$9.79K - $11.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Strs Ohio
|
SELL
|
- |
-12.5KClosed |
$206K - $238K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-26.7KClosed |
$417K - $534K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-103Closed |
$1.61K - $2.06K
|
0
$0
|
|