First United (FUNC) Institutional Ownership

$22.20
-0.07 (-0.31%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.36M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.12M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
5/23/2023Royce & Associates LP24,307$410K0.0%+53.2%0.363%
5/12/2023Huber Capital Management LLC113,972$1.92M0.5%+163.5%1.709%
5/12/2023Pinnacle Holdings LLC64,621$1.09M0.5%+5.9%0.969%
5/4/2023Royce & Associates LP24,307$410K0.0%+53.2%0.364%
2/14/2023Gendell Jeffrey L148,919$2.93M0.3%-7.4%2.236%
2/13/2023BHZ Capital Management LP11,355$223K0.1%N/A0.170%
1/19/2023First United Bank & Trust14,025$275K0.1%N/A0.211%
11/15/2022EJF Capital LLC255,473$4.23M0.7%-1.2%3.836%
11/7/2022LSV Asset Management15,900$263K0.0%+14.2%0.240%
11/4/2022First Republic Investment Management Inc.12,818$212K0.0%N/A0.193%
11/3/2022Barclays PLC3,595$59K0.0%-18.0%0.054%
8/19/2022rhino investment partners Inc49,697$932K0.4%+81.5%0.748%
8/15/2022Basswood Capital Management L.L.C.236,398$4.44M0.3%+0.2%3.561%
8/11/2022rhino investment partners Inc19,290$932K0.4%-29.6%0.291%
8/11/2022O Shaughnessy Asset Management LLC20,759$389K0.0%+63.5%0.313%
8/9/2022 SeaCrest Wealth Management LLC7,451$140K0.0%N/A0.112%
5/27/2022EJF Capital LLC243,348$5.48M0.6%+0.5%3.666%
5/11/2022BHZ Capital Management LP19,601$442K0.1%-6.2%0.296%
5/4/2022rhino investment partners Inc27,382$617K0.3%N/A0.413%
2/9/2022Dimensional Fund Advisors LP308,615$5.82M0.0%-2.7%4.663%
2/7/2022American Century Companies Inc.21,471$405K0.0%+36.9%0.324%
2/7/2022BHZ Capital Management LP20,906$392K0.1%+37.5%0.316%
11/15/2021Dimensional Fund Advisors LP317,207$5.90M0.0%-1.1%5.134%
11/12/2021Renaissance Technologies LLC113,495$2.11M0.0%-18.1%1.716%
11/12/2021Pinnacle Holdings LLC61,286$1.14M0.5%+3.5%0.926%
11/10/2021American Century Companies Inc.15,689$292K0.0%+16.8%0.237%
11/10/2021Goldman Sachs Group Inc.20,220$376K0.0%-2.6%0.306%
11/9/2021BlackRock Inc.70,485$1.31M0.0%-18.1%1.066%
11/4/2021BHZ Capital Management LP15,209$283K0.1%N/A0.230%
8/17/2021Millennium Management LLC45,673$796K0.0%N/A0.692%
8/17/2021Basswood Capital Management L.L.C.127,159$2.22M0.1%N/A1.927%
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8/17/2021Bridgeway Capital Management LLC68,093$1.19M0.0%-12.2%1.032%
8/16/2021Freestone Capital Holdings LLC16,000$279K0.0%N/A0.242%
8/16/2021Goldman Sachs Group Inc.20,765$362K0.0%-50.6%0.315%
8/13/2021EJF Capital LLC227,686$3.97M0.4%N/A3.450%
8/13/2021Gendell Jeffrey L160,991$2.81M0.2%+2.7%2.440%
8/13/2021Renaissance Technologies LLC138,495$2.41M0.0%+28.6%2.099%
8/13/2021Northern Trust Corp33,993$592K0.0%-60.6%0.515%
8/13/2021Geode Capital Management LLC47,118$821K0.0%-46.8%0.714%
8/13/2021Vanguard Group Inc.302,794$5.28M0.0%-17.5%4.588%
8/13/2021FMR LLC21,801$380K0.0%+13.0%0.330%
8/12/2021Dimensional Fund Advisors LP320,617$5.59M0.0%-0.5%4.859%
8/12/2021Ergoteles LLC29,700$518K0.0%N/A0.450%
8/11/2021Bank of New York Mellon Corp34,074$594K0.0%-33.3%0.516%
8/10/2021WINTON GROUP Ltd15,580$272K0.0%+17.0%0.236%
8/5/2021American Century Companies Inc.13,431$234K0.0%N/A0.204%
8/4/2021LSV Asset Management16,000$278K0.0%N/A0.242%
5/17/2021Nuveen Asset Management LLC21,410$377K0.0%-3.8%0.306%
5/17/2021Goldman Sachs Group Inc.42,029$741K0.0%+95.5%0.601%
5/14/2021Dimensional Fund Advisors LP322,111$5.68M0.0%+0.2%4.604%
5/14/2021Logan Capital Management Inc.4,951$87K0.0%N/A0.071%
5/14/2021M3F Inc.72,086$1.27M0.5%+1.6%1.030%
5/13/2021Barclays PLC10,110$178K0.0%+28.9%0.145%
5/13/2021Renaissance Technologies LLC107,711$1.90M0.0%+3.7%1.540%
5/12/2021Northern Trust Corp86,260$1.52M0.0%-18.2%1.233%
5/12/2021Geode Capital Management LLC88,634$1.56M0.0%+0.7%1.267%
5/12/2021JPMorgan Chase & Co.21,917$386K0.0%+7.6%0.313%
5/7/2021BlackRock Inc.425,917$7.51M0.0%+8.8%6.088%
5/7/2021BNP Paribas Arbitrage SA3,219$57K0.0%+66.6%0.046%
3/8/2021Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/25/2021Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/19/2021JPMorgan Chase & Co.20,360$315K0.0%+188.1%0.291%
2/16/2021Nuveen Asset Management LLC22,256$345K0.0%+106.3%0.318%
2/11/2021Northern Trust Corp105,413$1.63M0.0%-6.2%1.508%
2/11/2021Barclays PLC7,843$122K0.0%-10.2%0.112%
2/10/2021Renaissance Technologies LLC103,890$1.61M0.0%-7.0%1.486%
2/9/2021Bank of New York Mellon Corp51,408$797K0.0%+7.9%0.736%
2/5/2021BlackRock Inc.391,348$6.07M0.0%+6.5%5.599%
2/2/2021HoldCo Asset Management L.P.87,261$1.35M0.3%N/A1.249%
12/14/2020Strs Ohio12,500$146K0.0%N/A0.179%
11/16/2020Gendell Jeffrey L127,701$1.50M0.3%+4.1%1.827%
11/13/2020Morgan Stanley28,081$328K0.0%-5.7%0.402%
11/13/2020Pinnacle Holdings LLC59,265$694K0.3%-12.5%0.848%
11/12/2020JPMorgan Chase & Co.7,068$83K0.0%+14.7%0.101%
11/12/2020O Shaughnessy Asset Management LLC3,858$45K0.0%-47.3%0.055%
11/10/2020State Street Corp69,621$815K0.0%-6.1%0.997%
11/6/2020BlackRock Inc.367,465$4.30M0.0%+5.3%5.261%
10/30/2020WINTON GROUP Ltd26,904$315K0.0%+17.8%0.385%
8/25/2020Nuveen Asset Management LLC10,786$144K0.0%N/A0.154%
8/20/2020Charles Schwab Investment Management Inc.16,966$227K0.0%N/A0.243%
8/14/2020Bank of America Corp DE38,508$514K0.0%+30.2%0.551%
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8/12/2020American International Group Inc.4,108$55K0.0%N/A0.059%
8/12/2020Goldman Sachs Group Inc.22,010$294K0.0%-45.2%0.316%
8/12/2020Bank of New York Mellon Corp48,853$652K0.0%+55.4%0.701%
8/11/2020M3F Inc.50,000$667K0.5%-58.2%0.717%
8/7/2020New York State Common Retirement Fund6,600$88K0.0%N/A0.095%
8/5/2020Russell Investments Group Ltd.46,480$619K0.0%+321.4%0.667%
8/5/2020WINTON GROUP Ltd22,831$305K0.0%N/A0.328%
7/31/2020UBS Group AG2,579$34K0.0%+165.1%0.037%
5/15/2020Tower Research Capital LLC TRC2,583$37K0.0%+262.8%0.037%
5/15/2020Morgan Stanley29,606$423K0.0%-8.6%0.425%
(Data available from 1/1/2016 forward)

FUNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUNC shares?

During the previous two years, 18 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Gendell Jeffrey L ($3.94M), Basswood Capital Management L.L.C. ($3.67M), EJF Capital LLC ($3.65M), Huber Capital Management LLC ($1.92M), Pinnacle Holdings LLC ($1.40M), rhino investment partners Inc ($932K), and Royce & Associates LP ($410K).Learn more on FUNC's institutional investors.

What percentage of First United stock is owned by institutional investors?

33.27% of First United stock is owned by institutional investors. Learn more on FUNC's institutional investor holdings.

Which institutional investors have been buying First United stock?

Of the 16 institutional investors that purchased First United stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Huber Capital Management LLC ($70.72K), rhino investment partners Inc ($49.70K), Gendell Jeffrey L ($18.48K), Bank of Montreal Can ($17.42K), Royce & Associates LP ($16.87K), First United Bank & Trust ($14.03K), and First Republic Investment Management Inc. ($12.82K).

How much institutional buying is happening at First United?

Institutional investors have bought a total of 248,918 shares in the last 24 months. This purchase volume represents approximately $4.47M in transactions.

Which First United major shareholders have been selling company stock?

The following institutional investors have sold First United stock in the last 24 months: Basswood Capital Management L.L.C. ($28.43K), EJF Capital LLC ($22.70K), Gendell Jeffrey L ($11.87K), rhino investment partners Inc ($8.09K), Pinnacle Holdings LLC ($4.78K), Acadian Asset Management LLC ($1.42K), and BHZ Capital Management LP ($1.31K).

How much institutional selling is happening at First United?

Institutional investors have sold a total of 79,371 shares in the last 24 months. This volume of shares sold represents approximately $1.60M in transactions.


This page (NASDAQ:FUNC) was last updated on 4/25/2024 by MarketBeat.com Staff

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