First United Ownership | Who Owns First United?
First United Ownership Summary
First United is owned by 43.81% institutional investors, 7.80% insiders, and 48.39% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.90% of FUNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.09% of its assets in First United shares.
FUNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First United | 43.81% | 7.80% | 48.39% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 381.64K | 5.90% | $12.87M |
| Vanguard group | 305.16K | 4.72% | $10.29M |
| Fourthstone | 278.79K | 4.31% | $9.40M |
| Gendell jeffrey l | 178.35K | 2.76% | $6.01M |
| Basswood capital management | 150.36K | 2.32% | $5.07M |
| Huber capital management | 123.61K | 1.91% | $4.17M |
| De lisle partners llp | 120.84K | 1.87% | $4.07M |
| Renaissance | 99.80K | 1.54% | $3.36M |
| Blackrock funding, inc. /de | 97.52K | 1.51% | $3.29M |
| Susquehanna group, llp | 92.43K | 1.43% | $3.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 20.80K | 2.60% | $424.82K |
| Fourthstone | 278.79K | 1.84% | $9.40M |
| Angel oak capital advisors | 27.70K | 1.24% | $933.77K |
| Ejf capital | 36.10K | 0.84% | $1.22M |
| Huber capital management | 123.61K | 0.83% | $4.17M |
| Pinnacle | 58.98K | 0.75% | $1.99M |
| De lisle partners llp | 120.84K | 0.60% | $4.07M |
| Basswood capital management | 150.36K | 0.30% | $5.07M |
| Gendell jeffrey l | 178.35K | 0.19% | $6.01M |
| Eam investors | 19.51K | 0.09% | $657.62K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 92.43K | 0.00% | 78.55K |
| Angel oak capital advisors | 27.70K | 1.24% | 27.70K |
| Qube research | 39.04K | 0.00% | 23.10K |
| Goldman sachs group | 38.33K | 0.00% | 18.58K |
| Marshall wace, llp | 24.15K | 0.00% | 16.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 278.79K | 1.84% | -162.35K |
| Park circle | - | - | -22.90K |
| Quadrature capital | - | - | -11.30K |
| Bank of america corp /de/ | 2.05K | - | -10.80K |
| Seacrest wealth management | - | - | -6.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Angel oak capital advisors | 27.70K | 1.24% | 27.70K | $933.77K |
| Schonfeld strategic advisors | 15.69K | 0.00% | 15.69K | $528.84K |
| 683 capital management | 10.06K | 0.02% | 10.06K | $339.22K |
| Price t rowe associates inc /md/ | 7.00K | - | 7.00K | $237.00K |
| Bnp paribas arbitrage, snc | 256.00 | - | 256.00 | $8.63K |
Sold Out
| Holder | Change |
|---|---|
| First united bank & trust | -11.00 |
| Innealta capital | -47.00 |
| Jpmorgan chase | -66.00 |
| Northwest financial advisors | -100.00 |
| Macquarie group | -122.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 55 | 7.84% | 2,833,798 | 3.87% | 43 | 2.46% | 31 | -6.06% | 17 | 112.50% |
| Sep 30, 2024 | 50 | 19.05% | 2,723,249 | 10.61% | 42 | 3.06% | 33 | 73.68% | 8 | -38.46% |
| Jun 30, 2024 | 42 | -12.50% | 2,461,929 | 0.47% | 37 | 2.72% | 19 | -38.71% | 13 | 30.00% |
| Mar 31, 2024 | 48 | 14.29% | 2,450,363 | 10.92% | 36 | 3.38% | 31 | 24.00% | 10 | 42.86% |
| Dec 31, 2023 | 42 | 20.00% | 2,209,093 | 4.47% | 33 | 3.33% | 25 | 150.00% | 7 | -41.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 199.96K | 3.09% | - |
| Vanguard US Total Market Shares ETF | 199.96K | 3.09% | - |
| VT De Lisle America B USD | 139.37K | 2.15% | 10.72K |
| Vanguard Institutional Extnd Mkt Idx Tr | 97.98K | 1.51% | - |
| DFA US Small Cap Value I | 92.64K | 1.43% | -1.37K |
| Huber Small Cap Value Inv | 78.01K | 1.21% | - |
| Huber Small Cap Value | 78.01K | 1.21% | - |
| Avantis US Small Cap Value ETF | 76.90K | 1.19% | 290.00 |
| DFA US Targeted Value I | 44.31K | 0.68% | - |
| DFA US Small Cap I | 39.17K | 0.61% | -2.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 18, 2025 | Peterson Julie W | SVP & Chief Risk Officer | Buy | $100.00 |
| Dec 17, 2024 | Peterson Julie W | VP & Chief Credit Officer | Buy | $100.00 |
| Jan 16, 2025 | Peterson Julie W | VP & Chief Credit Officer | Buy | $100.00 |
| Feb 19, 2025 | Peterson Julie W | VP & Chief Credit Officer | Buy | $100.00 |
| Nov 18, 2024 | Peterson Julie W | VP & Chief Credit Officer | Buy | $100.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 7 | - |
| 2024 Q4 | 4 | - |
| 2024 Q3 | 4 | 1 |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 6 | - |
FUNC Ownership FAQ
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