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 33 institutions that hold shares in the stock, with a total of 624,376 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
151,269
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
84,511
shares
|
$2.3 Million
0.34% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
42,080
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
42,012
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
37,486
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,461
shares
|
$937,339
0.0% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
31,438
shares
|
$855,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
30,737
shares
|
$836,046
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
29,123
shares
|
$792,145
0.04% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,146
shares
|
$547,971
0.0% of portfolio
|
Q1 2025
Reduced 25.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
18,232
shares
|
$495,910
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
17,070
shares
|
$464,304
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
14,217
shares
|
$386,702
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,738
shares
|
$346,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
11,191
shares
|
$304,395
0.0% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
8,525
shares
|
$231,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
6,801
shares
|
$184,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,621
shares
|
$180,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,479
shares
|
$176,228
0.0% of portfolio
|
Q1 2025
Reduced 52.76%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
6,414
shares
|
$174,460
0.01% of portfolio
|
Q1 2025
Reduced 59.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,506
shares
|
$122,563
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,143
shares
|
$85,489
0.0% of portfolio
|
Q1 2025
Added 190.48%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,818
shares
|
$76,649
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
775
shares
|
$21,080
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
770
shares
|
$20,944
0.0% of portfolio
|
Q3 2024
Reduced 79.58%
|