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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
450
shares
|
$12,240
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$5,331
0.0% of portfolio
|
Q1 2025
Added 326.09%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
120
shares
|
$3,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
23
shares
|
$625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
17
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q4 2023
Added 28880.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q3 2023
Reduced 84.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|