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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10.6K+ 6.35% |
$226K - $254K
|
178K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.11KNew |
$193K - $217K
|
9.11K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
122New |
$2.59K - $2.91K
|
122
$4.02K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.84KNew |
$103K - $115K
|
4.84K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
BUY
|
- |
22.9KNew |
$486K - $546K
|
22.9K
$755K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.65K- 50.0% |
$123K - $180K
|
7.65K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.61K - $2.35K
|
100
$3.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$33.6K - $49K
|
2.08K
$68.7K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
71K+ 170.68% |
$892K - $1.21M
|
113K
$3.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.4KNew |
$219K - $296K
|
17.4K
$574K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.5KNew |
$157K - $213K
|
12.5K
$412K
|
|
| 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
$685K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.1KNew |
$219K - $267K
|
13.1K
$432K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$201 - $245
|
12
$395
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-8.44K- 34.71% |
$141K - $173K
|
15.9K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$18.8K - $23.1K
|
1.13K
$37.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
11.4KNew |
$190K - $233K
|
11.4K
$374K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
1.98K+ 14.25% |
$32.8K - $38.1K
|
15.9K
$524K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.8KNew |
$212K - $246K
|
12.8K
$422K
|
|
| 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
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-26.6KClosed |
$510K - $634K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$57.9K - $71.9K
|
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
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16KClosed |
$288K - $327K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12.3KClosed |
$221K - $251K
|
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 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$178K - $208K
|
0
$0
|
|
|
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
$163K
|
|
|
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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17KClosed |
$280K - $323K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.4KClosed |
$353K - $408K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4KClosed |
$66K - $76.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-13.2KClosed |
$218K - $252K
|
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
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-102KClosed |
$1.1M - $1.39M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-55Closed |
$592 - $749
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31.2K- 67.18% |
$336K - $425K
|
15.3K
$503K
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.6KClosed |
$135K - $171K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-38.1KClosed |
$458K - $595K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-1.17KClosed |
$14K - $18.3K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-480Closed |
$5.76K - $7.49K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-19.6KClosed |
$226K - $477K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$163K - $345K
|
0
$0
|
|