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Union Bankshares (UNB) Institutional Ownership

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$25.36
-0.14 (-0.55%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Union Bankshares (NASDAQ:UNB)

Current
Institutional Ownership
Percentage
14.84%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$789.57K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$839.43K
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UNB Institutional Buying and Selling by Quarter

Union Bankshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Community Financial Services Group LLC8,480$259K0.1%N/A0.188%
4/16/2024 Cardinal Capital Management55,061$1.68M0.3%+29.9%1.218%
3/8/2024 Trust Co. of Vermont1,820$56K0.0%-93.6%0.040%
1/29/2024 Cardinal Capital Management42,371$1.30M0.2%-0.8%0.939%
11/27/2023 Trust Co. of Vermont28,268$607K0.0%-3.0%0.627%
10/16/2023 Cardinal Capital Management42,704$957K0.2%+4.3%0.948%
7/31/2023LPL Financial LLC26,335$612K0.0%+15.1%0.584%
7/12/2023 Cardinal Capital Management40,950$940K0.2%+2.8%0.908%
4/19/2023 Cardinal Capital Management39,829$881K0.2%+1.9%0.883%
2/13/2023Spears Abacus Advisors LLC47,292$1.14M0.1%-2.5%1.053%
2/7/2023LPL Financial LLC19,154$460K0.0%+2.4%0.427%
1/23/2023 Cardinal Capital Management39,070$915K0.2%+13.9%0.869%
10/24/2022 Cardinal Capital Management34,316$776K0.2%-2.9%0.763%
8/4/2022 Cardinal Capital Management35,339$924K0.2%+3.8%0.786%
7/20/2022 Trust Co. of Vermont29,334$767K0.1%+5.0%0.652%
4/21/2022 Cardinal Capital Management34,051$1.05M0.2%+19.3%0.757%
2/15/2022Spears Abacus Advisors LLC48,524$1.45M0.1%-3.2%1.082%
2/8/2022 Raymond James Financial Services Advisors Inc.7,776$232K0.0%-8.8%0.173%
1/18/2022 Cardinal Capital Management28,531$829K0.2%+2.5%0.636%
11/12/2021Renaissance Technologies LLC27,732$887K0.0%-9.8%0.618%
11/12/2021Geode Capital Management LLC35,546$1.14M0.0%+10.9%0.793%
11/9/2021Barclays PLC952$30K0.0%+23,700.0%0.021%
10/21/2021 Cardinal Capital Management27,837$890K0.2%+2.7%0.621%
8/26/2021Penn Mutual Asset Management LLC6,000$217K0.3%+81.8%0.134%
8/17/2021Bridgeway Capital Management LLC22,797$825K0.0%-12.0%0.509%
8/16/2021State Street Corp6,112$221K0.0%N/A0.136%
8/13/2021Renaissance Technologies LLC30,733$1.11M0.0%-12.3%0.686%
8/13/2021 WBI Investments Inc.11,307$409K0.1%-44.2%0.252%
8/13/2021LPL Financial LLC21,748$787K0.0%+2.0%0.485%
8/13/2021Stifel Financial Corp8,606$312K0.0%+4.2%0.192%
8/13/2021Geode Capital Management LLC32,066$1.16M0.0%+1.0%0.715%
8/13/2021Vanguard Group Inc.125,679$4.55M0.0%+18.3%2.804%
8/13/2021FMR LLC79,522$2.88M0.0%+44.3%1.774%
8/12/2021Dimensional Fund Advisors LP29,838$1.08M0.0%+5.0%0.666%
8/12/2021JPMorgan Chase & Co.3,336$121K0.0%+105.3%0.074%
8/2/2021 Trust Co. of Virginia VA5,973$217K0.0%N/A0.133%
7/15/2021 Cardinal Capital Management27,116$982K0.2%+3.9%0.605%
5/18/2021Millennium Management LLC17,320$520K0.0%-1.9%0.386%
5/14/2021Stifel Financial Corp8,260$248K0.0%-10.6%0.184%
5/13/2021Renaissance Technologies LLC35,032$1.05M0.0%+9.0%0.782%
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5/13/2021Penn Mutual Asset Management LLC3,300$99K0.1%N/A0.074%
5/13/2021 Bank of New York Mellon Corp18,252$547K0.0%-1.9%0.407%
5/12/2021Northern Trust Corp21,720$652K0.0%-31.7%0.485%
5/12/2021 WBI Investments20,271$608K0.1%+94.4%0.452%
5/12/2021JPMorgan Chase & Co.1,625$49K0.0%+4,066.7%0.036%
5/7/2021BlackRock Inc.6,973$209K0.0%+11.3%0.156%
4/19/2021 Cardinal Capital Management26,094$783K0.2%+5.9%0.582%
2/12/2021LPL Financial LLC20,591$529K0.0%-12.5%0.460%
2/11/2021Northern Trust Corp31,809$818K0.0%-10.3%0.711%
2/10/2021Renaissance Technologies LLC32,135$826K0.0%-12.9%0.718%
2/9/2021Wells Fargo & Company MN4,858$125K0.0%-21.0%0.109%
2/9/2021 Bank of New York Mellon Corp18,598$478K0.0%+39.7%0.416%
2/5/2021BlackRock Inc.6,265$161K0.0%-37.8%0.140%
2/4/2021 WBI Investments10,429$268K0.0%N/A0.233%
2/1/2021 Cardinal Capital Management24,630$633K0.1%+6.7%0.550%
1/20/2021 Hudson Capital Management LLC23,653$608K0.3%N/A0.529%
11/13/2020Morgan Stanley13,109$266K0.0%-7.0%0.293%
11/9/2020LPL Financial LLC23,538$477K0.0%N/A0.526%
11/6/2020BlackRock Inc.10,079$205K0.0%-13.1%0.225%
10/16/2020 Cardinal Capital Management23,083$468K0.1%+9.8%0.516%
8/31/2020Bridgeway Capital Management Inc.25,897$485K0.0%N/A0.579%
8/14/2020Bank of America Corp DE1,664$32K0.0%-77.6%0.037%
8/12/2020 Bank of New York Mellon Corp14,137$265K0.0%-46.1%0.316%
7/31/2020UBS Group AG1,502$28K0.0%-69.7%0.034%
7/17/2020 Trust Co. of Vermont27,415$513K0.1%-9.3%0.613%
7/16/2020 Cardinal Capital Management21,018$393K0.1%+15.3%0.470%
6/19/2020State Street Corp63,010$1.42M0.0%+3.4%1.410%
6/16/2020Royal Bank of Canada1,420$32K0.0%+342.4%0.032%
5/15/2020Morgan Stanley8,560$193K0.0%+19.2%0.191%
5/14/2020Wells Fargo & Company MN8,652$195K0.0%+24.6%0.193%
5/14/2020Geode Capital Management LLC51,203$1.15M0.0%+3.4%1.145%
5/12/2020JPMorgan Chase & Co.6,587$148K0.0%+29.6%0.147%
5/11/2020State Street Corp63,010$1.42M0.0%+3.4%1.410%
5/6/2020 Bank of New York Mellon Corp26,238$590K0.0%-2.7%0.587%
5/1/2020BlackRock Inc.188,833$4.25M0.0%+0.5%4.222%
5/1/2020UBS Group AG4,952$111K0.0%-32.2%0.111%
(Data available from 1/1/2016 forward)

UNB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNB shares?

During the previous two years, the following institutional investors and hedge funds held shares of Union Bankshares shares: Cardinal Capital Management ($1.68M), Spears Abacus Advisors LLC ($1.14M), LPL Financial LLC ($612K), and Community Financial Services Group LLC ($259K), Trust Co. of Vermont ($56K).Learn more on UNB's institutional investors.

What percentage of Union Bankshares stock is owned by institutional investors?

14.84% of Union Bankshares stock is owned by institutional investors. Learn more on UNB's institutional investor holdings.

Which institutional investors have been buying Union Bankshares stock?

The following institutional investors have purchased Union Bankshares stock in the last 24 months: Cardinal Capital Management ($22.37K), Community Financial Services Group LLC ($8.48K), LPL Financial LLC ($3.90K), and Trust Co. of Vermont ($1.40K).

How much institutional buying is happening at Union Bankshares?

Institutional investors have bought a total of 36,143 shares in the last 24 months. This purchase volume represents approximately $1.00M in transactions.

Which Union Bankshares major shareholders have been selling company stock?

The following institutional investors have sold Union Bankshares stock in the last 24 months: Trust Co. of Vermont ($27.31K), Cardinal Capital Management ($1.36K), and Spears Abacus Advisors LLC ($1.22K).

How much institutional selling is happening at Union Bankshares?

Institutional investors have sold a total of 29,892 shares in the last 24 months. This volume of shares sold represents approximately $891.91K in transactions.


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This page (NASDAQ:UNB) was last updated on 5/8/2024 by MarketBeat.com Staff

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