Institutional Ownership Union Bankshares Inc (UNB)
This table provides information about the institutional ownership of Union Bankshares Inc (UNB). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 557,514 shares, which have been reported (via 13F filing form) to have a value of $12 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
144,816
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Cardinal Capital Management
|
Apr 15, 2024 Q1 2024 |
55,061
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2024
Added 29.95%
|
|
|
Spears Abacus Advisors LLC
|
May 10, 2024 Q1 2024 |
42,940
shares
|
$922,351
0.03% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
38,529
shares
|
$827,602
0.0% of portfolio
|
Q4 2023
Added 6.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
32,882
shares
|
$706,305
0.0% of portfolio
|
Q1 2024
Added 6.05%
|
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
30,428
shares
|
$653,593
0.05% of portfolio
|
Q1 2024
Added 1571.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
28,010
shares
|
$601,654
0.0% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
27,062
shares
|
$581,291
0.0% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
25,515
shares
|
$548,062
0.0% of portfolio
|
Q1 2024
Added 265.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
17,399
shares
|
$373,730
0.0% of portfolio
|
Q1 2024
Reduced 12.58%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
16,763
shares
|
$360,069
0.0% of portfolio
|
Q1 2024
Added 42.74%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
16,390
shares
|
$352,057
0.01% of portfolio
|
Q1 2022
Added 3.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,058
shares
|
$344,925
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
13,032
shares
|
$279,927
0.0% of portfolio
|
Q1 2024
Added 3.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
10,695
shares
|
$229,728
0.0% of portfolio
|
Q1 2024
Added 23.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
10,465
shares
|
$224,788
0.0% of portfolio
|
Q1 2024
Added 129.5%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
9,891
shares
|
$212,458
0.0% of portfolio
|
Q3 2023
Reduced 4.92%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2024 Q1 2024 |
8,480
shares
|
$182,150
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
5,739
shares
|
$123,273
0.0% of portfolio
|
Q1 2024
Reduced 8.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,076
shares
|
$87,552
0.0% of portfolio
|
Q1 2024
Reduced 27.91%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,204
shares
|
$25,861
0.0% of portfolio
|
Q1 2024
Added 68.16%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 23, 2024 Q1 2024 |
875
shares
|
$18,795
0.0% of portfolio
|
Q2 2023
Reduced 20.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
722
shares
|
$15,508
0.0% of portfolio
|
Q1 2024
Added 527.83%
|
|
|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
450
shares
|
$9,666
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
25
shares
|
$537
0.0% of portfolio
|
Q1 2024
Reduced 56.14%
|
|