First United Ownership | Who Owns First United?
First United Ownership Summary
First United is owned by 37.07% institutional investors, 7.80% insiders, and 55.13% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.61% 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 | 37.07% | 7.80% | 55.13% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 372.33K | 5.61% | $7.60M |
| Fourthstone | 339.23K | 5.11% | $6.93M |
| Vanguard group | 308.61K | 4.65% | $6.30M |
| Gendell jeffrey l | 178.35K | 2.69% | $3.64M |
| Basswood capital management | 155.49K | 2.34% | $3.18M |
| Huber capital management | 124.56K | 1.88% | $2.54M |
| De lisle partners llp | 110.84K | 1.67% | $2.25M |
| Arrowstreet capital, limited partnership | 87.28K | 1.31% | $1.78M |
| Renaissance | 82.19K | 1.24% | $1.68M |
| Blackrock | 77.64K | 1.17% | $1.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 20.80K | 2.60% | $424.82K |
| Fourthstone | 339.23K | 2.21% | $6.93M |
| Huber capital management | 124.56K | 0.58% | $2.54M |
| Ejf capital | 35.98K | 0.54% | $734.81K |
| De lisle partners llp | 110.84K | 0.49% | $2.25M |
| Pinnacle | 59.21K | 0.49% | $1.21M |
| Basswood capital management | 155.49K | 0.21% | $3.18M |
| Gendell jeffrey l | 178.35K | 0.13% | $3.64M |
| Bridgeway capital management | 76.17K | 0.04% | $1.56M |
| Empowered funds | 22.51K | 0.01% | $459.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 339.23K | 2.21% | 119.18K |
| Acadian asset management | 66.70K | 0.00% | 27.97K |
| Arrowstreet capital, limited partnership | 87.28K | 0.00% | 26.00K |
| Dimensional fund advisors lp | 372.33K | 0.00% | 24.46K |
| Renaissance | 82.19K | 0.00% | 10.28K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | - | - | -65.45K |
| Millennium management | 12.85K | 0.00% | -33.54K |
| Park circle | - | - | -22.90K |
| Qube research | 208.00 | - | -16.81K |
| Jane street group | - | - | -14.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Coppell advisory solutions | 400.00 | 0.00% | 400.00 | $8.17K |
Sold Out
| Holder | Change |
|---|---|
| First united bank & trust | -11.00 |
| Innealta capital | -47.00 |
| Macquarie group | -122.00 |
| Tower research capital llc (trc) | -151.00 |
| Wells fargo & company/mn | -994.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 35 | -2.78% | 2,114,562 | -0.12% | 31 | 3.16% | 10 | -33.33% | 12 | 20.00% |
| Jun 30, 2023 | 36 | 2.86% | 2,117,125 | 2.30% | 31 | 3.29% | 15 | 36.36% | 10 | -16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 199.96K | 3.09% | - |
| VT De Lisle America B USD | 120.84K | 1.87% | - |
| DFA US Small Cap Value I | 100.05K | 1.55% | 578.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 97.98K | 1.51% | - |
| Huber Small Cap Value Inv | 78.01K | 1.21% | - |
| Huber Small Cap Value | 78.01K | 1.21% | - |
| DFA US Targeted Value I | 44.31K | 0.69% | 581.00 |
| DFA US Small Cap I | 43.30K | 0.67% | - |
| Avantis US Small Cap Value ETF | 38.85K | 0.60% | - |
| Fidelity Extended Market Index | 34.17K | 0.53% | -940.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2024 | Rush Jason Barry | SVP & COO | Buy | $2.35K |
| Nov 04, 2024 | Boal Brian R. | - | Buy | $2.11K |
| Nov 04, 2024 | Rodeheaver Carissa Lynn | Chairman, President & CEO | Buy | $3.81K |
| Nov 01, 2024 | Rodeheaver Carissa Lynn | Chairman, President & CEO | Buy | $1.35K |
| Aug 02, 2024 | Boal Brian R. | - | Buy | $1.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 4 | - |
| 2024 Q3 | 4 | 1 |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 6 | - |
| 2023 Q4 | 7 | - |
FUNC Ownership FAQ
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