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Union Bankshares (UNB) Institutional Ownership

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$33.39 +0.31 (+0.94%)
Closing price 04:00 PM Eastern
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$33.52 +0.13 (+0.39%)
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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)
9
Total
Institutional Inflows
(last 12 months)
$2.15M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$122.45K
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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
4/23/2025 Community Financial Services Group LLC7,480$235K0.1%-11.8%0.165%
4/18/2025 Cardinal Capital Management82,738$2.60M0.4%+8.7%1.823%
2/18/2025Alpine Global Management LLC9,309$269K0.1%N/A0.206%
2/17/2025Bridgeway Capital Management LLC15,790$456K0.0%-3.7%0.349%
2/17/2025Bank of America Corp DE4,225$122K0.0%+24.0%0.093%
2/17/2025683 Capital Management LLC10,520$304K0.0%N/A0.233%
2/14/2025Northern Trust Corp30,880$893K0.0%+16.8%0.682%
2/14/2025Alpine Global Management LLC9,309$269K0.1%N/A0.206%
2/14/2025Dimensional Fund Advisors LP35,276$1.02M0.0%+4.4%0.780%
2/13/2025Renaissance Technologies LLC18,708$541K0.0%+13.2%0.414%
2/12/2025Cannell & Spears LLC42,080$1.22M0.0%-2.0%0.931%
2/11/2025LPL Financial LLC33,739$975K0.0%-3.6%0.746%
1/31/2025 Cardinal Capital Management76,087$2.20M0.3%+2.2%1.683%
11/16/2024Geode Capital Management LLC40,503$1.05M0.0%+3.0%0.896%
11/13/2024FMR LLC214,725$5.57M0.0%-0.2%4.751%
10/21/2024 Community Financial Services Group LLC8,480$220K0.0%N/A0.188%
10/16/2024 Cardinal Capital Management74,413$1.93M0.3%+15.1%1.646%
8/9/2024Renaissance Technologies LLC14,032$301K0.0%+7.7%0.310%
8/9/2024Dimensional Fund Advisors LP30,924$664K0.0%+10.4%0.684%
7/12/2024 Cardinal Capital Management64,629$1.39M0.2%+17.4%1.430%
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%
2/8/2022Raymond 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%
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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%
8/13/2021WBI 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%
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%
5/12/2021WBI 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%
(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, 14 institutional investors and hedge funds held shares of Union Bankshares. The most heavily invested institutionals were FMR LLC ($5.57M), Cardinal Capital Management ($2.60M), Cannell & Spears LLC ($1.22M), Geode Capital Management LLC ($1.05M), Dimensional Fund Advisors LP ($1.02M), LPL Financial LLC ($975K), and Northern Trust Corp ($893K).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?

Of the 10 institutional investors that purchased Union Bankshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cardinal Capital Management ($43.24K), Alpine Global Management LLC ($18.62K), Community Financial Services Group LLC ($16.96K), 683 Capital Management LLC ($10.52K), Northern Trust Corp ($4.44K), Dimensional Fund Advisors LP ($4.39K), and LPL Financial LLC ($3.45K).

How much institutional buying is happening at Union Bankshares?

Institutional investors have bought a total of 106,795 shares in the last 24 months. This purchase volume represents approximately $2.94M 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), LPL Financial LLC ($1.27K), Community Financial Services Group LLC ($1K), Cannell & Spears LLC ($860.00), Bridgeway Capital Management LLC ($600.00), FMR LLC ($465.00), and Cardinal Capital Management ($333.00).

How much institutional selling is happening at Union Bankshares?

Institutional investors have sold a total of 31,842 shares in the last 24 months. This volume of shares sold represents approximately $961.88K in transactions.


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This page (NASDAQ:UNB) was last updated on 5/1/2025 by MarketBeat.com Staff
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