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 32 institutions that hold shares in the stock, with a total of 602,079 shares, which have been reported (via 13F filing form) to have a value of $17.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
148,479
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
76,087
shares
|
$2.18 Million
0.35% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
42,080
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
40,370
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
35,276
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,739
shares
|
$966,622
0.0% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
30,880
shares
|
$884,712
0.0% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
30,423
shares
|
$871,618
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,080
shares
|
$775,842
0.0% of portfolio
|
Q4 2024
Added 171.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
18,708
shares
|
$535,984
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
17,070
shares
|
$489,055
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
15,790
shares
|
$452,383
0.01% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
13,714
shares
|
$392,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,599
shares
|
$389,611
0.0% of portfolio
|
Q4 2024
Added 36.43%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
11,191
shares
|
$320,622
0.0% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
683 Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,520
shares
|
$301,398
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,309
shares
|
$266,702
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
8,480
shares
|
$242,952
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,350
shares
|
$239,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,225
shares
|
$121,046
0.0% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,075
shares
|
$88,098
0.0% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,082
shares
|
$30,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
775
shares
|
$22,203
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
770
shares
|
$22,060
0.0% of portfolio
|
Q3 2024
Reduced 79.58%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$12,892
0.0% of portfolio
|
Q2 2021
New holding
|