Institutional shares held 530,690
0 calls
0 puts
Total value of holdings $20M
$0 calls
$0 puts
Market Cap $169M
4,494,810 Shares Out.
Institutional ownership 11.81%
# of Institutions 26


Latest Institutional Activity in UNB

Top Purchases

Q3 2024
Cardinal Capital Management Shares Held: 74.4K ($2.81M)
Q3 2024
Community Financial Services Group, LLC Shares Held: 8.48K ($320K)
Q3 2024
Vanguard Group Inc Shares Held: 148K ($5.6M)
Q3 2024
Dimensional Fund Advisors LP Shares Held: 33.8K ($1.27M)
Q3 2024
Renaissance Technologies LLC Shares Held: 16.5K ($623K)

Top Sells

Q3 2024
Susquehanna International Group, LLP Shares Held: 9.99K ($376K)
Q3 2024
Wells Fargo & Company Shares Held: 770 ($29K)
Q3 2024
Tower Research Capital LLC (Trc) Shares Held: 147 ($5.54K)
Q3 2024
Citigroup Inc Shares Held: 3.56K ($134K)
Q3 2024
Trust CO Of Vermont Shares Held: 30.4K ($1.15M)

About UNB

Union Bankshares, Inc. operates as the bank holding company for Union Bank that provides retail, commercial, and municipal banking products and services in northern Vermont and New Hampshire. It offers retail depository services, such as personal checking, savings, money market, IRA/SEP/KEOGH, and health savings accounts, as well as certificates of deposit. The company also provides commercial real estate loans; commercial loans for plant and equipment, working capital, real estate renovation, and other business purposes to business owners and investors; small business administration guaranteed loans; home improvement loans and overdraft; and residential construction and mortgage loans. In addition, it offers online cash management services, including account reconciliation, credit card depository, automated clearing house origination, wire transfers, and night depository services; merchant credit card services for the deposit and immediate credit of sales drafts; remote deposit capture services; and online mortgage application services. Further, the company provides business checking accounts; standby letters of credit, bank checks or money orders, and safe deposit boxes; ATM services; debit cards; telephone, Internet, and mobile banking services; and asset management, fiduciary, and trust services. The company offers retail banking services to individuals; and commercial banking services to small and medium sized corporations, partnerships, and sole proprietorships, as well as nonprofit organizations, local municipalities, and school districts. It operates 18 banking offices, 3 loan centers, and various ATMs. Union Bankshares, Inc. was founded in 1891 and is headquartered in Morrisville, Vermont.


Insider Transactions at UNB

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
20.3K Shares
From 22 Insiders
Grant, award, or other acquisition 20K shares
Other acquisition or disposition 199 shares
Open market or private purchase 106 shares
Sell / Disposition
4.06K Shares
From 8 Insiders
Payment of exercise price or tax liability 4.06K shares

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