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 26 institutions that hold shares in the stock, with a total of 530,690 shares, which have been reported (via 13F filing form) to have a value of $16.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
148,479
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
74,413
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
42,940
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
40,503
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
35,009
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
33,802
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
30,423
shares
|
$950,110
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
26,444
shares
|
$825,846
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
17,070
shares
|
$533,096
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
16,532
shares
|
$516,294
0.0% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,390
shares
|
$511,859
0.01% of portfolio
|
Q1 2022
Added 3.4%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,091
shares
|
$315,141
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,985
shares
|
$311,831
0.0% of portfolio
|
Q3 2024
Reduced 51.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,968
shares
|
$311,300
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
8,480
shares
|
$264,830
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,555
shares
|
$111,022
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,406
shares
|
$106,369
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
875
shares
|
$27,326
0.0% of portfolio
|
Q2 2023
Reduced 20.45%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
831
shares
|
$25,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
770
shares
|
$24,047
0.0% of portfolio
|
Q3 2024
Reduced 79.58%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
450
shares
|
$14,053
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
147
shares
|
$4,590
0.0% of portfolio
|
Q3 2024
Reduced 78.35%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
120
shares
|
$3,747
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5
shares
|
$156
0.0% of portfolio
|
Q1 2024
Reduced 99.65%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$62
0.0% of portfolio
|
Q3 2023
Reduced 84.62%
|