First United Ownership 2024 | Who Owns First United Now?
Institutional Ownership
37.07%
Insider Ownership
7.80%
Retail Ownership
55.13%
Institutional Holders
42.00
First United Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 5.61% | 0.00% | 372,330 | 24,457 | 7.03% | 7,602,856 | Jun 30, 2024 |
| FOURTHSTONE LLC | 5.11% | 2.21% | 339,228 | 119,176 | 54.16% | 6,927,036 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.65% | 0.00% | 308,612 | - | - | 6,301,857 | Jun 30, 2024 |
| GENDELL JEFFREY L | 2.69% | 0.13% | 178,352 | - | - | 3,641,948 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2.34% | 0.21% | 155,485 | -613 | -0.39% | 3,175,004 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 1.88% | 0.58% | 124,556 | 5,000 | 4.18% | 2,543,434 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 1.67% | 0.49% | 110,838 | - | - | 2,253,337 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.31% | 0.00% | 87,280 | 26,003 | 42.44% | 1,782,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.24% | 0.00% | 82,195 | 10,280 | 14.29% | 1,678,422 | Jun 30, 2024 |
| BLACKROCK INC. | 1.17% | - | 77,640 | 1,112 | 1.45% | 1,585,410 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.15% | 0.04% | 76,175 | 6,371 | 9.13% | 1,555,494 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.00% | 0.00% | 66,698 | 27,973 | 72.23% | 1,360,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 0.00% | 63,890 | 4,448 | 7.48% | 1,304,971 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.89% | 0.49% | 59,206 | -60 | -0.10% | 1,208,987 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.60% | 0.00% | 39,947 | 4,645 | 13.16% | 815,718 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.55% | 0.00% | 36,611 | - | - | 748,000 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.54% | 0.54% | 35,985 | 985 | 2.81% | 734,814 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.48% | 0.00% | 31,639 | -151 | -0.47% | 646,069,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 22,507 | 6,371 | 39.48% | 459,593 | Jun 30, 2024 |
| STATE STREET CORP | 0.32% | - | 21,196 | 500 | 2.42% | 432,822,000 | Jun 30, 2024 |
First United's largest institutional shareholder is DIMENSIONAL FUND ADVISORS LP, holding 5.61% of the company's total share outstanding, currently valued at $7.60M. The top 10 institutional shareholders own together 27.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HOLDCO ASSET MANAGEMENT, LP | 0.31% | 2.60% | 20,804 | - | - | 424,818 | Jun 30, 2024 |
| FOURTHSTONE LLC | 5.11% | 2.21% | 339,228 | 119,176 | 54.16% | 6,927,036 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 1.88% | 0.58% | 124,556 | 5,000 | 4.18% | 2,543,434 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.54% | 0.54% | 35,985 | 985 | 2.81% | 734,814 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 1.67% | 0.49% | 110,838 | - | - | 2,253,337 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.89% | 0.49% | 59,206 | -60 | -0.10% | 1,208,987 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2.34% | 0.21% | 155,485 | -613 | -0.39% | 3,175,004 | Jun 30, 2024 |
| GENDELL JEFFREY L | 2.69% | 0.13% | 178,352 | - | - | 3,641,948 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.15% | 0.04% | 76,175 | 6,371 | 9.13% | 1,555,494 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 22,507 | 6,371 | 39.48% | 459,593 | Jun 30, 2024 |
| LOGAN CAPITAL MANAGEMENT INC | 0.07% | 0.00% | 4,951 | - | - | 101,099 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.00% | 0.00% | 66,698 | 27,973 | 72.23% | 1,360,000 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.17% | 0.00% | 11,302 | -1,615 | -12.50% | 228,639 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.26% | 0.00% | 17,305 | -5,500 | -24.12% | 353,368 | Jun 30, 2024 |
| STATE OF WYOMING | 0.02% | 0.00% | 1,028 | -204 | -16.56% | 20,992 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.24% | 0.00% | 82,195 | 10,280 | 14.29% | 1,678,422 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.61% | 0.00% | 372,330 | 24,457 | 7.03% | 7,602,856 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.31% | 0.00% | 87,280 | 26,003 | 42.44% | 1,782,000 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | 0.00% | 0.00% | 100 | - | - | 2,042 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.01% | 0.00% | 400 | 400 | 100.00% | 8,168 | Jun 30, 2024 |
The largest First United shareholder by % of total assets is HOLDCO ASSET MANAGEMENT, LP. The company owns 20.80K shares of First United (FUNC), representing 2.60% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 5.11% | 2.21% | 339,228 | 119,176 | 54.16% | 6,927,036 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.00% | 0.00% | 66,698 | 27,973 | 72.23% | 1,360,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.31% | 0.00% | 87,280 | 26,003 | 42.44% | 1,782,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.61% | 0.00% | 372,330 | 24,457 | 7.03% | 7,602,856 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.24% | 0.00% | 82,195 | 10,280 | 14.29% | 1,678,422 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 22,507 | 6,371 | 39.48% | 459,593 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.15% | 0.04% | 76,175 | 6,371 | 9.13% | 1,555,494 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 1.88% | 0.58% | 124,556 | 5,000 | 4.18% | 2,543,434 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.60% | 0.00% | 39,947 | 4,645 | 13.16% | 815,718 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 0.00% | 63,890 | 4,448 | 7.48% | 1,304,971 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 4,285 | 3,230 | 306.16% | 87,500 | Jun 30, 2024 |
| BLACKROCK INC. | 1.17% | - | 77,640 | 1,112 | 1.45% | 1,585,410 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.54% | 0.54% | 35,985 | 985 | 2.81% | 734,814 | Jun 30, 2024 |
| STATE STREET CORP | 0.32% | - | 21,196 | 500 | 2.42% | 432,822,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.01% | 0.00% | 400 | 400 | 100.00% | 8,168 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 607 | 188 | 44.87% | 12,395 | Jun 30, 2024 |
| INVESCO LTD. | 0.21% | 0.00% | 13,811 | 142 | 1.04% | 282,021 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 47 | 47 | 100.00% | 959 | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | 0.00% | 0.00% | 11 | 11 | 100.00% | 225 | Jun 30, 2024 |
| FMR LLC | 0.01% | - | 865 | - | - | 17,663 | Jun 30, 2024 |
As of Jun 30 2024, First United's largest institutional buyer is FOURTHSTONE LLC. The company purchased 119.18K stocks of FUNC, valued at $6.93M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.19% | 0.00% | 12,845 | -33,541 | -72.31% | 262,295 | Jun 30, 2024 |
| PARK CIRCLE CO | - | - | - | -22,900 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 208 | -16,812 | -98.78% | 4,248 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.03% | - | 2,052 | -10,796 | -84.03% | 41,902 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | - | - | - | -10,348 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -9,111 | -100.00% | - | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.26% | 0.00% | 17,305 | -5,500 | -24.12% | 353,368 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -4,836 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.24% | - | 15,996 | -4,565 | -22.20% | 326,638 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.00% | 18,104 | -4,119 | -18.53% | 369,684 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -3,579 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.17% | 0.00% | 11,302 | -1,615 | -12.50% | 228,639 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -994 | -100.00% | - | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2.34% | 0.21% | 155,485 | -613 | -0.39% | 3,175,004 | Jun 30, 2024 |
| STATE OF WYOMING | 0.02% | 0.00% | 1,028 | -204 | -16.56% | 20,992 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.48% | 0.00% | 31,639 | -151 | -0.47% | 646,069,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -122 | -100.00% | - | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.89% | 0.49% | 59,206 | -60 | -0.10% | 1,208,987 | Jun 30, 2024 |
| HOLDCO ASSET MANAGEMENT, LP | 0.31% | 2.60% | 20,804 | - | - | 424,818 | Jun 30, 2024 |
As of Jun 30 2024, First United's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -33.54K shares of FUNC, valued at $262.30K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | 0.01% | 0.00% | 400 | 400 | 100.00% | 8,168 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 47 | 47 | 100.00% | 959 | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | 0.00% | 0.00% | 11 | 11 | 100.00% | 225 | Jun 30, 2024 |
First United's largest new institutional shareholder by number of shares is COPPELL ADVISORY SOLUTIONS LLC, purchased 400.00 shares, valued at $8.17K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARK CIRCLE CO | - | - | - | -22,900 | -100.00% | - | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | - | - | - | -10,348 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -9,111 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -4,836 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -3,579 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -994 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -122 | -100.00% | - | Jun 30, 2024 |
First United's largest sold out institutional shareholder by shares sold is PARK CIRCLE CO, sold -22.90K shares, valued at -, as of undefined.
First United Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE CAPITAL FUND | 0.05% | 17,702 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 52,468 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.01% | 840 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 2,828 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,088 | - | - | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 78,008 | -1,000 | -1.27% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 9,750 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 12,573 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.00% | 6,705 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,994 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 297,937 | -86,874 | -22.58% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 9,111 | 1,300 | 16.64% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 35,302 | - | - | Feb 29, 2024 |
| Angel Oak Funds Trust | 0.00% | 25,000 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 288,979 | 42,439 | 17.21% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 52,579 | 5,176 | 10.92% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 593 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,597 | -307 | -5.20% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 480 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 50,450 | 8,924 | 21.49% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 55 | - | - | Apr 30, 2021 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 1,266 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 2,849 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,039 | - | - | Jan 31, 2024 |
| FIDELITY SUMMER STREET TRUST | 0.00% | 19,718 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 7,500 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 13,595 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 120 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 2,893 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,200 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 878 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 149 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 3,254 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 2,422 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 684 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 41,516 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 10,624 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,304 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 19,236 | - | - | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 19,446 | - | - | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 1,266 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 749 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,016 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 193 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 234 | - | - | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 29,621 | -1,615 | -5.17% | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 378 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 10,786 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 710 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 741 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,347 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 5,380 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 5,473 | - | - | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 370 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 2,537 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 13,600 | -346 | -2.48% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 976 | -88 | -8.27% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 789 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 2,668 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 461 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 779 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 717 | - | - | Feb 29, 2024 |
First United's largest mutual fund holder by % of total assets is "ROYCE CAPITAL FUND", owning 17.70K shares, compromising 0.05% of its total assets.
First United Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 42 | -12.50% |
| 31 Mar, 24 | 48 | 14.29% |
| 31 Dec, 23 | 42 | 20.00% |
| 30 Sep, 23 | 35 | -2.78% |
| 30 Jun, 23 | 36 | 2.86% |
| 31 Mar, 23 | 35 | -7.89% |
| 31 Dec, 22 | 38 | 5.56% |
| 30 Sep, 22 | 36 | 2.86% |
| 30 Jun, 22 | 35 | 6.06% |
| 31 Mar, 22 | 33 | 3.13% |
| 31 Dec, 21 | 32 | -8.57% |
| 30 Sep, 21 | 35 | -5.41% |
| 30 Jun, 21 | 37 | -7.50% |
| 31 Mar, 21 | 40 | -6.98% |
| 31 Dec, 20 | 43 | 2.38% |
| 30 Sep, 20 | 42 | -4.55% |
| 30 Jun, 20 | 44 | 12.82% |
| 31 Mar, 20 | 39 | -18.75% |
| 31 Dec, 19 | 48 | 9.09% |
| 30 Sep, 19 | 44 | 4.76% |
| 30 Jun, 19 | 42 | -12.50% |
| 31 Mar, 19 | 48 | -2.04% |
| 31 Dec, 18 | 49 | 2.08% |
| 30 Sep, 18 | 48 | - |
| 30 Jun, 18 | 48 | 65.52% |
| 31 Mar, 18 | 29 | -3.33% |
| 31 Dec, 17 | 30 | 20.00% |
| 30 Sep, 17 | 25 | -7.41% |
| 30 Jun, 17 | 27 | - |
| 31 Mar, 17 | 27 | -6.90% |
| 31 Dec, 16 | 29 | 7.41% |
| 30 Sep, 16 | 27 | - |
| 30 Jun, 16 | 27 | -3.57% |
| 31 Mar, 16 | 28 | 21.74% |
| 31 Dec, 15 | 23 | - |
| 30 Sep, 15 | 23 | -8.00% |
| 30 Jun, 15 | 25 | 4.17% |
| 31 Mar, 15 | 24 | 9.09% |
| 31 Dec, 14 | 22 | -8.33% |
| 30 Sep, 14 | 24 | 9.09% |
| 30 Jun, 14 | 22 | 4.76% |
| 31 Mar, 14 | 21 | -4.55% |
| 31 Dec, 13 | 22 | 22.22% |
| 30 Sep, 13 | 18 | 5.88% |
| 30 Jun, 13 | 17 | 325.00% |
| 31 Mar, 13 | 4 | -33.33% |
| 31 Dec, 12 | 6 | - |
| 30 Sep, 12 | 6 | -33.33% |
| 30 Jun, 12 | 9 | 28.57% |
| 31 Mar, 12 | 7 | - |
| 31 Dec, 11 | 7 | 16.67% |
| 30 Sep, 11 | 6 | - |
| 30 Jun, 11 | 6 | 100.00% |
| 31 Mar, 11 | 3 | 50.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | 2 | -60.00% |
| 30 Jun, 10 | 5 | - |
| 31 Mar, 10 | 5 | - |
| 31 Dec, 09 | 5 | -44.44% |
| 30 Sep, 09 | 9 | 28.57% |
| 30 Jun, 09 | 7 | 16.67% |
| 31 Mar, 09 | 6 | -25.00% |
| 31 Dec, 08 | 8 | 33.33% |
| 30 Sep, 08 | 6 | - |
| 30 Jun, 08 | 6 | - |
| 31 Mar, 08 | 6 | 20.00% |
| 31 Dec, 07 | 5 | - |
| 30 Sep, 07 | 5 | - |
| 30 Jun, 07 | 5 | -16.67% |
| 31 Mar, 07 | 6 | -14.29% |
| 31 Dec, 06 | 7 | -12.50% |
| 30 Sep, 06 | 8 | 100.00% |
| 30 Jun, 06 | 4 | -20.00% |
| 31 Mar, 06 | 5 | - |
| 31 Dec, 05 | 5 | 400.00% |
| 30 Sep, 05 | 1 | -66.67% |
| 30 Jun, 05 | 3 | -25.00% |
| 31 Mar, 05 | 4 | 100.00% |
| 31 Dec, 04 | 2 | - |
| 30 Sep, 04 | 2 | -33.33% |
| 30 Jun, 04 | 3 | -50.00% |
| 31 Mar, 04 | 6 | - |
| 31 Dec, 03 | 6 | 20.00% |
| 30 Sep, 03 | 5 | - |
| 30 Jun, 03 | 5 | 150.00% |
| 31 Mar, 03 | 2 | - |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | 50.00% |
| 30 Jun, 02 | 2 | -33.33% |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | -50.00% |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | 1 | - |
As of 30 Jun 24, 42 institutions are holding First United's shares, representing a decrease of -12.50% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,461,929 | 0.47% |
| 31 Mar, 24 | 2,450,363 | 10.92% |
| 31 Dec, 23 | 2,209,093 | 4.47% |
| 30 Sep, 23 | 2,114,562 | -0.12% |
| 30 Jun, 23 | 2,117,125 | 2.30% |
| 31 Mar, 23 | 2,069,491 | -1.27% |
| 31 Dec, 22 | 2,096,085 | -0.22% |
| 30 Sep, 22 | 2,100,612 | 1.28% |
| 30 Jun, 22 | 2,073,990 | 3.98% |
| 31 Mar, 22 | 1,994,533 | 3.67% |
| 31 Dec, 21 | 1,924,005 | -1.51% |
| 30 Sep, 21 | 1,953,427 | -3.79% |
| 30 Jun, 21 | 2,030,318 | -10.87% |
| 31 Mar, 21 | 2,277,845 | -3.96% |
| 31 Dec, 20 | 2,371,854 | 7.84% |
| 30 Sep, 20 | 2,199,474 | -4.43% |
| 30 Jun, 20 | 2,301,545 | 11.46% |
| 31 Mar, 20 | 2,064,985 | -4.51% |
| 31 Dec, 19 | 2,162,549 | -9.11% |
| 30 Sep, 19 | 2,379,258 | -10.43% |
| 30 Jun, 19 | 2,656,169 | -3.32% |
| 31 Mar, 19 | 2,747,266 | 9.76% |
| 31 Dec, 18 | 2,503,010 | 2.38% |
| 30 Sep, 18 | 2,444,740 | 2.90% |
| 30 Jun, 18 | 2,375,738 | -3.80% |
| 31 Mar, 18 | 2,469,662 | 6.43% |
| 31 Dec, 17 | 2,320,483 | -4.96% |
| 30 Sep, 17 | 2,441,493 | 4.08% |
| 30 Jun, 17 | 2,345,674 | 0.78% |
| 31 Mar, 17 | 2,327,505 | 28.74% |
| 31 Dec, 16 | 1,807,884 | 3.13% |
| 30 Sep, 16 | 1,753,091 | 0.92% |
| 30 Jun, 16 | 1,737,157 | 3.83% |
| 31 Mar, 16 | 1,673,147 | 7.01% |
| 31 Dec, 15 | 1,563,555 | -71.47% |
| 30 Sep, 15 | 5,480,730 | 345.86% |
| 30 Jun, 15 | 1,229,238 | -2.03% |
| 31 Mar, 15 | 1,254,726 | 1.64% |
| 31 Dec, 14 | 1,234,436 | -0.04% |
| 30 Sep, 14 | 1,234,891 | -1.02% |
| 30 Jun, 14 | 1,247,642 | -0.04% |
| 31 Mar, 14 | 1,248,093 | 5.47% |
| 31 Dec, 13 | 1,183,357 | 11.10% |
| 30 Sep, 13 | 1,065,139 | -2.91% |
| 30 Jun, 13 | 1,097,082 | 1334.39% |
| 31 Mar, 13 | 76,484 | 7.86% |
| 31 Dec, 12 | 70,908 | -21.09% |
| 30 Sep, 12 | 89,858 | -24.80% |
| 30 Jun, 12 | 119,497 | 26.95% |
| 31 Mar, 12 | 94,127 | -1.63% |
| 31 Dec, 11 | 95,686 | -24.80% |
| 30 Sep, 11 | 127,235 | -57.55% |
| 30 Jun, 11 | 299,699 | 24.71% |
| 31 Mar, 11 | 240,321 | 517.76% |
| 31 Dec, 10 | 38,902 | 1.04% |
| 30 Sep, 10 | 38,502 | -61.31% |
| 30 Jun, 10 | 99,511 | 2.64% |
| 31 Mar, 10 | 96,950 | 33.83% |
| 31 Dec, 09 | 72,440 | -75.24% |
| 30 Sep, 09 | 292,625 | -6.40% |
| 30 Jun, 09 | 312,619 | 7.39% |
| 31 Mar, 09 | 291,118 | -18.51% |
| 31 Dec, 08 | 357,243 | 18.34% |
| 30 Sep, 08 | 301,867 | 23.34% |
| 30 Jun, 08 | 244,741 | -7.05% |
| 31 Mar, 08 | 263,307 | -16.94% |
| 31 Dec, 07 | 317,001 | 25.60% |
| 30 Sep, 07 | 252,393 | -3.11% |
| 30 Jun, 07 | 260,493 | -0.94% |
| 31 Mar, 07 | 262,954 | 3.48% |
| 31 Dec, 06 | 254,104 | -15.28% |
| 30 Sep, 06 | 299,950 | 76.59% |
| 30 Jun, 06 | 169,853 | -11.13% |
| 31 Mar, 06 | 191,123 | 5.72% |
| 31 Dec, 05 | 180,787 | 256.36% |
| 30 Sep, 05 | 50,732 | -63.37% |
| 30 Jun, 05 | 138,512 | 113.49% |
| 31 Mar, 05 | 64,880 | 52.76% |
| 31 Dec, 04 | 42,471 | 155.60% |
| 30 Sep, 04 | 16,616 | -58.86% |
| 30 Jun, 04 | 40,387 | -44.86% |
| 31 Mar, 04 | 73,248 | 25.75% |
| 31 Dec, 03 | 58,248 | 14.08% |
| 30 Sep, 03 | 51,058 | 36.45% |
| 30 Jun, 03 | 37,419 | 151.74% |
| 31 Mar, 03 | 14,864 | - |
| 31 Dec, 02 | 14,864 | -12.89% |
| 30 Sep, 02 | 17,064 | 14.80% |
| 30 Jun, 02 | 14,864 | 20.90% |
| 31 Mar, 02 | 12,294 | 86.27% |
| 31 Dec, 01 | 6,600 | - |
| 30 Jun, 01 | 2,971 | - |
| 31 Mar, 01 | 2,971 | -76.79% |
| 31 Dec, 00 | 12,801 | - |
| 30 Sep, 00 | 12,801 | -6.57% |
| 30 Jun, 00 | 13,701 | 1422.33% |
| 31 Mar, 00 | 900 | - |
| 30 Sep, 99 | 73,597 | 0.68% |
| 30 Jun, 99 | 73,097 | -10.66% |
| 31 Mar, 99 | 81,821 | - |
First United (FUNC) has 2.46M shares outstanding as of 30 Jun 24, up 0.47% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 37.07% | 2.72% |
| 31 Mar, 24 | 36.89% | 3.38% |
| 31 Dec, 23 | 33.04% | 3.33% |
| 30 Sep, 23 | 31.49% | 3.16% |
| 30 Jun, 23 | 31.58% | 3.29% |
| 31 Mar, 23 | 31.00% | 3.12% |
| 31 Dec, 22 | 31.52% | 3.17% |
| 30 Sep, 22 | 31.55% | 3.24% |
| 30 Jun, 22 | 31.19% | 3.44% |
| 31 Mar, 22 | 30.09% | 3.66% |
| 31 Dec, 21 | 28.67% | 3.29% |
| 30 Sep, 21 | 29.52% | 3.13% |
| 30 Jun, 21 | 30.72% | 2.90% |
| 31 Mar, 21 | 32.56% | 2.84% |
| 31 Dec, 20 | 33.86% | 3.42% |
| 30 Sep, 20 | 31.48% | 2.89% |
| 30 Jun, 20 | 33.00% | 3.86% |
| 31 Mar, 20 | 29.24% | 3.16% |
| 31 Dec, 19 | 30.42% | 2.71% |
| 30 Sep, 19 | 33.48% | 2.39% |
| 30 Jun, 19 | 37.41% | 2.49% |
| 31 Mar, 19 | 38.76% | 3.11% |
| 31 Dec, 18 | 35.32% | 2.97% |
| 30 Sep, 18 | 34.51% | 3.06% |
| 30 Jun, 18 | 33.57% | 2.75% |
| 31 Mar, 18 | 34.95% | 3.12% |
| 31 Dec, 17 | 33.47% | 2.80% |
| 30 Sep, 17 | 34.55% | 3.13% |
| 30 Jun, 17 | 33.22% | 2.61% |
| 31 Mar, 17 | 35.64% | 4.28% |
| 31 Dec, 16 | 28.85% | 3.69% |
| 30 Sep, 16 | 27.96% | 3.64% |
| 30 Jun, 16 | 27.73% | 3.88% |
| 31 Mar, 16 | 26.75% | 4.09% |
| 31 Dec, 15 | 25.58% | 0.33% |
| 30 Sep, 15 | 87.62% | 22.64% |
| 30 Jun, 15 | 19.67% | 4.86% |
| 31 Mar, 15 | 20.12% | 5.11% |
| 31 Dec, 14 | 19.84% | 5.05% |
| 30 Sep, 14 | 19.83% | 4.93% |
| 30 Jun, 14 | 20.05% | 4.97% |
| 31 Mar, 14 | 20.09% | 5.53% |
| 31 Dec, 13 | 19.05% | 6.48% |
| 30 Sep, 13 | 17.15% | 5.49% |
| 30 Jun, 13 | 17.67% | 1161.08% |
| 31 Mar, 13 | 1.23% | 94.14% |
| 31 Dec, 12 | 1.14% | 54.48% |
| 30 Sep, 12 | 1.45% | 39.54% |
| 30 Jun, 12 | 1.91% | 83.88% |
| 31 Mar, 12 | 1.51% | 63.93% |
| 31 Dec, 11 | 1.54% | 36.86% |
| 30 Sep, 11 | 2.04% | 8.81% |
| 30 Jun, 11 | 4.82% | 32.18% |
| 31 Mar, 11 | 3.87% | 985.82% |
| 31 Dec, 10 | 0.63% | 162.79% |
| 30 Sep, 10 | 0.62% | 24.08% |
| 30 Jun, 10 | 1.60% | 65.43% |
| 31 Mar, 10 | 1.57% | 114.25% |
| 31 Dec, 09 | 1.17% | 5.22% |
| 30 Sep, 09 | 4.74% | 18.40% |
| 30 Jun, 09 | 5.07% | 22.62% |
| 31 Mar, 09 | 4.74% | 14.07% |
| 31 Dec, 08 | 5.80% | 24.07% |
| 30 Sep, 08 | 4.91% | 31.05% |
| 30 Jun, 08 | 3.98% | 21.86% |
| 31 Mar, 08 | 4.26% | 16.28% |
| 31 Dec, 07 | 5.12% | 30.85% |
| 30 Sep, 07 | 4.07% | 23.05% |
| 30 Jun, 07 | 4.20% | 23.31% |
| 31 Mar, 07 | 4.25% | 25.15% |
| 31 Dec, 06 | 4.11% | 17.44% |
| 30 Sep, 06 | 4.85% | 64.08% |
| 30 Jun, 06 | 2.75% | 28.66% |
| 31 Mar, 06 | 3.10% | 35.98% |
| 31 Dec, 05 | 2.93% | 432.03% |
| 30 Sep, 05 | 0.82% | 16.24% |
| 30 Jun, 05 | 2.25% | 201.95% |
| 31 Mar, 05 | 1.06% | 220.37% |
| 31 Dec, 04 | 0.69% | 942.05% |
| 30 Sep, 04 | 0.27% | 61.80% |
| 30 Jun, 04 | 0.66% | 45.52% |
| 31 Mar, 04 | 1.21% | 133.12% |
| 31 Dec, 03 | 0.95% | 135.95% |
| 30 Sep, 03 | 0.84% | 229.51% |
| 30 Jun, 03 | 0.60% | 1042.89% |
| 31 Mar, 03 | 0.24% | 407.82% |
| 31 Dec, 02 | 0.24% | 313.21% |
| 30 Sep, 02 | 0.28% | 473.12% |
| 30 Jun, 02 | 0.24% | 611.60% |
| 31 Mar, 02 | 0.20% | 1711.03% |
| 31 Dec, 01 | 0.11% | - |
| 30 Jun, 01 | 0.05% | 2109.75% |
| 31 Mar, 01 | 0.05% | 110.03% |
| 31 Dec, 00 | 0.21% | 495.43% |
| 30 Sep, 00 | 0.21% | 411.18% |
| 30 Jun, 00 | 0.22% | 103264.63% |
| 31 Mar, 00 | 0.01% | - |
| 30 Sep, 99 | 1.21% | 86.03% |
| 30 Jun, 99 | 1.18% | 64.62% |
| 31 Mar, 99 | 1.35% | - |
As of 30 Jun 24, First United is held by 37.07% institutional shareholders, representing a 2.72% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 19 | -38.71% |
| 31 Mar, 24 | 31 | 24.00% |
| 31 Dec, 23 | 25 | 150.00% |
| 30 Sep, 23 | 10 | -33.33% |
| 30 Jun, 23 | 15 | 36.36% |
| 31 Mar, 23 | 11 | -31.25% |
| 31 Dec, 22 | 16 | 14.29% |
| 30 Sep, 22 | 14 | -33.33% |
| 30 Jun, 22 | 21 | 40.00% |
| 31 Mar, 22 | 15 | 50.00% |
| 31 Dec, 21 | 10 | - |
| 30 Sep, 21 | 10 | -33.33% |
| 30 Jun, 21 | 15 | -6.25% |
| 31 Mar, 21 | 16 | -27.27% |
| 31 Dec, 20 | 22 | 69.23% |
| 30 Sep, 20 | 13 | -48.00% |
| 30 Jun, 20 | 25 | 25.00% |
| 31 Mar, 20 | 20 | -23.08% |
| 31 Dec, 19 | 26 | 23.81% |
| 30 Sep, 19 | 21 | 5.00% |
| 30 Jun, 19 | 20 | -4.76% |
| 31 Mar, 19 | 21 | -12.50% |
| 31 Dec, 18 | 24 | -14.29% |
| 30 Sep, 18 | 28 | -17.65% |
| 30 Jun, 18 | 34 | 142.86% |
| 31 Mar, 18 | 14 | -6.67% |
| 31 Dec, 17 | 15 | 66.67% |
| 30 Sep, 17 | 9 | - |
| 30 Jun, 17 | 9 | -62.50% |
| 31 Mar, 17 | 24 | 50.00% |
| 31 Dec, 16 | 16 | 77.78% |
| 30 Sep, 16 | 9 | 12.50% |
| 30 Jun, 16 | 8 | -33.33% |
| 31 Mar, 16 | 12 | 50.00% |
| 31 Dec, 15 | 8 | 60.00% |
| 30 Sep, 15 | 5 | -44.44% |
| 30 Jun, 15 | 9 | 80.00% |
| 31 Mar, 15 | 5 | -16.67% |
| 31 Dec, 14 | 6 | -14.29% |
| 30 Sep, 14 | 7 | -12.50% |
| 30 Jun, 14 | 8 | 60.00% |
| 31 Mar, 14 | 5 | -37.50% |
| 31 Dec, 13 | 8 | 60.00% |
| 30 Sep, 13 | 5 | -66.67% |
| 30 Jun, 13 | 15 | 650.00% |
| 31 Mar, 13 | 2 | - |
| 31 Dec, 12 | 2 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 3 | 50.00% |
| 31 Mar, 12 | 2 | - |
| 31 Dec, 11 | 2 | 100.00% |
| 30 Sep, 11 | 1 | -75.00% |
| 30 Jun, 11 | 4 | 300.00% |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 3 | 50.00% |
| 31 Mar, 10 | 2 | 100.00% |
| 31 Dec, 09 | 1 | -75.00% |
| 30 Sep, 09 | 4 | -20.00% |
| 30 Jun, 09 | 5 | 150.00% |
| 31 Mar, 09 | 2 | -50.00% |
| 31 Dec, 08 | 4 | 100.00% |
| 30 Sep, 08 | 2 | -33.33% |
| 30 Jun, 08 | 3 | 50.00% |
| 31 Mar, 08 | 2 | 100.00% |
| 31 Dec, 07 | 1 | -50.00% |
| 30 Sep, 07 | 2 | -33.33% |
| 30 Jun, 07 | 3 | 50.00% |
| 31 Mar, 07 | 2 | -50.00% |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | 200.00% |
| 30 Jun, 06 | 2 | - |
| 31 Mar, 06 | 2 | -60.00% |
| 31 Dec, 05 | 5 | 400.00% |
| 30 Sep, 05 | 1 | -66.67% |
| 30 Jun, 05 | 3 | - |
| 31 Mar, 05 | 3 | 200.00% |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 3 | -40.00% |
| 31 Dec, 03 | 5 | 25.00% |
| 30 Sep, 03 | 4 | - |
| 30 Jun, 03 | 4 | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | -66.67% |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 1 | - |
19 institutional shareholders have increased their position in FUNC stock as of 30 Jun 24 compared to 31 in the previous quarter (a -38.71% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 13 | 30.00% |
| 31 Mar, 24 | 10 | 42.86% |
| 31 Dec, 23 | 7 | -41.67% |
| 30 Sep, 23 | 12 | 20.00% |
| 30 Jun, 23 | 10 | -16.67% |
| 31 Mar, 23 | 12 | -14.29% |
| 31 Dec, 22 | 14 | 16.67% |
| 30 Sep, 22 | 12 | 140.00% |
| 30 Jun, 22 | 5 | -54.55% |
| 31 Mar, 22 | 11 | -8.33% |
| 31 Dec, 21 | 12 | -25.00% |
| 30 Sep, 21 | 16 | -5.88% |
| 30 Jun, 21 | 17 | 30.77% |
| 31 Mar, 21 | 13 | 18.18% |
| 31 Dec, 20 | 11 | -45.00% |
| 30 Sep, 20 | 20 | 42.86% |
| 30 Jun, 20 | 14 | 7.69% |
| 31 Mar, 20 | 13 | -13.33% |
| 31 Dec, 19 | 15 | -11.76% |
| 30 Sep, 19 | 17 | 13.33% |
| 30 Jun, 19 | 15 | 36.36% |
| 31 Mar, 19 | 11 | -21.43% |
| 31 Dec, 18 | 14 | 100.00% |
| 30 Sep, 18 | 7 | 75.00% |
| 30 Jun, 18 | 4 | -50.00% |
| 31 Mar, 18 | 8 | 60.00% |
| 31 Dec, 17 | 5 | -28.57% |
| 30 Sep, 17 | 7 | -12.50% |
| 30 Jun, 17 | 8 | 700.00% |
| 31 Mar, 17 | 1 | -50.00% |
| 31 Dec, 16 | 2 | -66.67% |
| 30 Sep, 16 | 6 | - |
| 30 Jun, 16 | 6 | 20.00% |
| 31 Mar, 16 | 5 | - |
| 31 Dec, 15 | 5 | -37.50% |
| 30 Sep, 15 | 8 | - |
| 30 Jun, 15 | 8 | 33.33% |
| 31 Mar, 15 | 6 | 20.00% |
| 31 Dec, 14 | 5 | -28.57% |
| 30 Sep, 14 | 7 | 75.00% |
| 30 Jun, 14 | 4 | -33.33% |
| 31 Mar, 14 | 6 | 100.00% |
| 31 Dec, 13 | 3 | -57.14% |
| 30 Sep, 13 | 7 | - |
| 30 Jun, 13 | - | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 3 | 50.00% |
| 30 Sep, 12 | 2 | - |
| 30 Jun, 12 | 2 | -33.33% |
| 31 Mar, 12 | 3 | 200.00% |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 1 | -66.67% |
| 30 Sep, 09 | 3 | 50.00% |
| 30 Jun, 09 | 2 | - |
| 31 Mar, 09 | 2 | - |
| 31 Dec, 08 | 2 | - |
| 30 Sep, 08 | 2 | - |
| 30 Jun, 08 | 2 | -33.33% |
| 31 Mar, 08 | 3 | 50.00% |
| 31 Dec, 07 | 2 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | -100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | - | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | -100.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | -50.00% |
| 30 Jun, 04 | 2 | 100.00% |
| 31 Mar, 04 | 1 | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Jun, 01 | - | -100.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
13 institutional shareholders have reduced their position in FUNC stock as of 30 Jun 24 compared to 10 in the previous quarter (a 30.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 42 | -12.50% | 2,461,929 | 0.47% | 37.07% | 2.72% | 19 | -38.71% | 13 | 30.00% |
| 31 Mar, 24 | 48 | 14.29% | 2,450,363 | 10.92% | 36.89% | 3.38% | 31 | 24.00% | 10 | 42.86% |
| 31 Dec, 23 | 42 | 20.00% | 2,209,093 | 4.47% | 33.04% | 3.33% | 25 | 150.00% | 7 | -41.67% |
| 30 Sep, 23 | 35 | -2.78% | 2,114,562 | -0.12% | 31.49% | 3.16% | 10 | -33.33% | 12 | 20.00% |
| 30 Jun, 23 | 36 | 2.86% | 2,117,125 | 2.30% | 31.58% | 3.29% | 15 | 36.36% | 10 | -16.67% |
| 31 Mar, 23 | 35 | -7.89% | 2,069,491 | -1.27% | 31.00% | 3.12% | 11 | -31.25% | 12 | -14.29% |
| 31 Dec, 22 | 38 | 5.56% | 2,096,085 | -0.22% | 31.52% | 3.17% | 16 | 14.29% | 14 | 16.67% |
| 30 Sep, 22 | 36 | 2.86% | 2,100,612 | 1.28% | 31.55% | 3.24% | 14 | -33.33% | 12 | 140.00% |
| 30 Jun, 22 | 35 | 6.06% | 2,073,990 | 3.98% | 31.19% | 3.44% | 21 | 40.00% | 5 | -54.55% |
| 31 Mar, 22 | 33 | 3.13% | 1,994,533 | 3.67% | 30.09% | 3.66% | 15 | 50.00% | 11 | -8.33% |
| 31 Dec, 21 | 32 | -8.57% | 1,924,005 | -1.51% | 28.67% | 3.29% | 10 | - | 12 | -25.00% |
| 30 Sep, 21 | 35 | -5.41% | 1,953,427 | -3.79% | 29.52% | 3.13% | 10 | -33.33% | 16 | -5.88% |
| 30 Jun, 21 | 37 | -7.50% | 2,030,318 | -10.87% | 30.72% | 2.90% | 15 | -6.25% | 17 | 30.77% |
| 31 Mar, 21 | 40 | -6.98% | 2,277,845 | -3.96% | 32.56% | 2.84% | 16 | -27.27% | 13 | 18.18% |
| 31 Dec, 20 | 43 | 2.38% | 2,371,854 | 7.84% | 33.86% | 3.42% | 22 | 69.23% | 11 | -45.00% |
| 30 Sep, 20 | 42 | -4.55% | 2,199,474 | -4.43% | 31.48% | 2.89% | 13 | -48.00% | 20 | 42.86% |
| 30 Jun, 20 | 44 | 12.82% | 2,301,545 | 11.46% | 33.00% | 3.86% | 25 | 25.00% | 14 | 7.69% |
| 31 Mar, 20 | 39 | -18.75% | 2,064,985 | -4.51% | 29.24% | 3.16% | 20 | -23.08% | 13 | -13.33% |
| 31 Dec, 19 | 48 | 9.09% | 2,162,549 | -9.11% | 30.42% | 2.71% | 26 | 23.81% | 15 | -11.76% |
| 30 Sep, 19 | 44 | 4.76% | 2,379,258 | -10.43% | 33.48% | 2.39% | 21 | 5.00% | 17 | 13.33% |
| 30 Jun, 19 | 42 | -12.50% | 2,656,169 | -3.32% | 37.41% | 2.49% | 20 | -4.76% | 15 | 36.36% |
| 31 Mar, 19 | 48 | -2.04% | 2,747,266 | 9.76% | 38.76% | 3.11% | 21 | -12.50% | 11 | -21.43% |
| 31 Dec, 18 | 49 | 2.08% | 2,503,010 | 2.38% | 35.32% | 2.97% | 24 | -14.29% | 14 | 100.00% |
| 30 Sep, 18 | 48 | - | 2,444,740 | 2.90% | 34.51% | 3.06% | 28 | -17.65% | 7 | 75.00% |
| 30 Jun, 18 | 48 | 65.52% | 2,375,738 | -3.80% | 33.57% | 2.75% | 34 | 142.86% | 4 | -50.00% |
| 31 Mar, 18 | 29 | -3.33% | 2,469,662 | 6.43% | 34.95% | 3.12% | 14 | -6.67% | 8 | 60.00% |
| 31 Dec, 17 | 30 | 20.00% | 2,320,483 | -4.96% | 33.47% | 2.80% | 15 | 66.67% | 5 | -28.57% |
| 30 Sep, 17 | 25 | -7.41% | 2,441,493 | 4.08% | 34.55% | 3.13% | 9 | - | 7 | -12.50% |
| 30 Jun, 17 | 27 | - | 2,345,674 | 0.78% | 33.22% | 2.61% | 9 | -62.50% | 8 | 700.00% |
| 31 Mar, 17 | 27 | -6.90% | 2,327,505 | 28.74% | 35.64% | 4.28% | 24 | 50.00% | 1 | -50.00% |
| 31 Dec, 16 | 29 | 7.41% | 1,807,884 | 3.13% | 28.85% | 3.69% | 16 | 77.78% | 2 | -66.67% |
| 30 Sep, 16 | 27 | - | 1,753,091 | 0.92% | 27.96% | 3.64% | 9 | 12.50% | 6 | - |
| 30 Jun, 16 | 27 | -3.57% | 1,737,157 | 3.83% | 27.73% | 3.88% | 8 | -33.33% | 6 | 20.00% |
| 31 Mar, 16 | 28 | 21.74% | 1,673,147 | 7.01% | 26.75% | 4.09% | 12 | 50.00% | 5 | - |
| 31 Dec, 15 | 23 | - | 1,563,555 | -71.47% | 25.58% | 0.33% | 8 | 60.00% | 5 | -37.50% |
| 30 Sep, 15 | 23 | -8.00% | 5,480,730 | 345.86% | 87.62% | 22.64% | 5 | -44.44% | 8 | - |
| 30 Jun, 15 | 25 | 4.17% | 1,229,238 | -2.03% | 19.67% | 4.86% | 9 | 80.00% | 8 | 33.33% |
| 31 Mar, 15 | 24 | 9.09% | 1,254,726 | 1.64% | 20.12% | 5.11% | 5 | -16.67% | 6 | 20.00% |
| 31 Dec, 14 | 22 | -8.33% | 1,234,436 | -0.04% | 19.84% | 5.05% | 6 | -14.29% | 5 | -28.57% |
| 30 Sep, 14 | 24 | 9.09% | 1,234,891 | -1.02% | 19.83% | 4.93% | 7 | -12.50% | 7 | 75.00% |
| 30 Jun, 14 | 22 | 4.76% | 1,247,642 | -0.04% | 20.05% | 4.97% | 8 | 60.00% | 4 | -33.33% |
| 31 Mar, 14 | 21 | -4.55% | 1,248,093 | 5.47% | 20.09% | 5.53% | 5 | -37.50% | 6 | 100.00% |
| 31 Dec, 13 | 22 | 22.22% | 1,183,357 | 11.10% | 19.05% | 6.48% | 8 | 60.00% | 3 | -57.14% |
| 30 Sep, 13 | 18 | 5.88% | 1,065,139 | -2.91% | 17.15% | 5.49% | 5 | -66.67% | 7 | - |
| 30 Jun, 13 | 17 | 325.00% | 1,097,082 | 1334.39% | 17.67% | 1161.08% | 15 | 650.00% | - | - |
| 31 Mar, 13 | 4 | -33.33% | 76,484 | 7.86% | 1.23% | 94.14% | 2 | - | - | -100.00% |
| 31 Dec, 12 | 6 | - | 70,908 | -21.09% | 1.14% | 54.48% | 2 | - | 3 | 50.00% |
| 30 Sep, 12 | 6 | -33.33% | 89,858 | -24.80% | 1.45% | 39.54% | - | -100.00% | 2 | - |
| 30 Jun, 12 | 9 | 28.57% | 119,497 | 26.95% | 1.91% | 83.88% | 3 | 50.00% | 2 | -33.33% |
| 31 Mar, 12 | 7 | - | 94,127 | -1.63% | 1.51% | 63.93% | 2 | - | 3 | 200.00% |
| 31 Dec, 11 | 7 | 16.67% | 95,686 | -24.80% | 1.54% | 36.86% | 2 | 100.00% | 1 | - |
| 30 Sep, 11 | 6 | - | 127,235 | -57.55% | 2.04% | 8.81% | 1 | -75.00% | 1 | - |
| 30 Jun, 11 | 6 | 100.00% | 299,699 | 24.71% | 4.82% | 32.18% | 4 | 300.00% | 1 | - |
| 31 Mar, 11 | 3 | 50.00% | 240,321 | 517.76% | 3.87% | 985.82% | 1 | - | 1 | - |
| 31 Dec, 10 | 2 | - | 38,902 | 1.04% | 0.63% | 162.79% | 1 | - | - | -100.00% |
| 30 Sep, 10 | 2 | -60.00% | 38,502 | -61.31% | 0.62% | 24.08% | - | -100.00% | 1 | - |
| 30 Jun, 10 | 5 | - | 99,511 | 2.64% | 1.60% | 65.43% | 3 | 50.00% | - | - |
| 31 Mar, 10 | 5 | - | 96,950 | 33.83% | 1.57% | 114.25% | 2 | 100.00% | - | -100.00% |
| 31 Dec, 09 | 5 | -44.44% | 72,440 | -75.24% | 1.17% | 5.22% | 1 | -75.00% | 1 | -66.67% |
| 30 Sep, 09 | 9 | 28.57% | 292,625 | -6.40% | 4.74% | 18.40% | 4 | -20.00% | 3 | 50.00% |
| 30 Jun, 09 | 7 | 16.67% | 312,619 | 7.39% | 5.07% | 22.62% | 5 | 150.00% | 2 | - |
| 31 Mar, 09 | 6 | -25.00% | 291,118 | -18.51% | 4.74% | 14.07% | 2 | -50.00% | 2 | - |
| 31 Dec, 08 | 8 | 33.33% | 357,243 | 18.34% | 5.80% | 24.07% | 4 | 100.00% | 2 | - |
| 30 Sep, 08 | 6 | - | 301,867 | 23.34% | 4.91% | 31.05% | 2 | -33.33% | 2 | - |
| 30 Jun, 08 | 6 | - | 244,741 | -7.05% | 3.98% | 21.86% | 3 | 50.00% | 2 | -33.33% |
| 31 Mar, 08 | 6 | 20.00% | 263,307 | -16.94% | 4.26% | 16.28% | 2 | 100.00% | 3 | 50.00% |
| 31 Dec, 07 | 5 | - | 317,001 | 25.60% | 5.12% | 30.85% | 1 | -50.00% | 2 | - |
| 30 Sep, 07 | 5 | - | 252,393 | -3.11% | 4.07% | 23.05% | 2 | -33.33% | - | - |
| 30 Jun, 07 | 5 | -16.67% | 260,493 | -0.94% | 4.20% | 23.31% | 3 | 50.00% | - | - |
| 31 Mar, 07 | 6 | -14.29% | 262,954 | 3.48% | 4.25% | 25.15% | 2 | -50.00% | - | - |
| 31 Dec, 06 | 7 | -12.50% | 254,104 | -15.28% | 4.11% | 17.44% | 4 | -33.33% | - | -100.00% |
| 30 Sep, 06 | 8 | 100.00% | 299,950 | 76.59% | 4.85% | 64.08% | 6 | 200.00% | 1 | - |
| 30 Jun, 06 | 4 | -20.00% | 169,853 | -11.13% | 2.75% | 28.66% | 2 | - | 1 | - |
| 31 Mar, 06 | 5 | - | 191,123 | 5.72% | 3.10% | 35.98% | 2 | -60.00% | 1 | - |
| 31 Dec, 05 | 5 | 400.00% | 180,787 | 256.36% | 2.93% | 432.03% | 5 | 400.00% | - | - |
| 30 Sep, 05 | 1 | -66.67% | 50,732 | -63.37% | 0.82% | 16.24% | 1 | -66.67% | - | - |
| 30 Jun, 05 | 3 | -25.00% | 138,512 | 113.49% | 2.25% | 201.95% | 3 | - | - | -100.00% |
| 31 Mar, 05 | 4 | 100.00% | 64,880 | 52.76% | 1.06% | 220.37% | 3 | 200.00% | 1 | - |
| 31 Dec, 04 | 2 | - | 42,471 | 155.60% | 0.69% | 942.05% | 1 | - | 1 | - |
| 30 Sep, 04 | 2 | -33.33% | 16,616 | -58.86% | 0.27% | 61.80% | - | - | 1 | -50.00% |
| 30 Jun, 04 | 3 | -50.00% | 40,387 | -44.86% | 0.66% | 45.52% | - | -100.00% | 2 | 100.00% |
| 31 Mar, 04 | 6 | - | 73,248 | 25.75% | 1.21% | 133.12% | 3 | -40.00% | 1 | - |
| 31 Dec, 03 | 6 | 20.00% | 58,248 | 14.08% | 0.95% | 135.95% | 5 | 25.00% | - | - |
| 30 Sep, 03 | 5 | - | 51,058 | 36.45% | 0.84% | 229.51% | 4 | - | - | - |
| 30 Jun, 03 | 5 | 150.00% | 37,419 | 151.74% | 0.60% | 1042.89% | 4 | - | - | - |
| 31 Mar, 03 | 2 | - | 14,864 | - | 0.24% | 407.82% | - | - | - | - |
| 31 Dec, 02 | 2 | -33.33% | 14,864 | -12.89% | 0.24% | 313.21% | - | -100.00% | - | - |
| 30 Sep, 02 | 3 | 50.00% | 17,064 | 14.80% | 0.28% | 473.12% | 1 | - | - | -100.00% |
| 30 Jun, 02 | 2 | -33.33% | 14,864 | 20.90% | 0.24% | 611.60% | 1 | -66.67% | 1 | - |
| 31 Mar, 02 | 3 | 200.00% | 12,294 | 86.27% | 0.20% | 1711.03% | 3 | 200.00% | - | - |
| 31 Dec, 01 | 1 | - | 6,600 | - | 0.11% | - | 1 | - | - | - |
| 30 Jun, 01 | 1 | - | 2,971 | - | 0.05% | 2109.75% | - | - | - | -100.00% |
| 31 Mar, 01 | 1 | - | 2,971 | -76.79% | 0.05% | 110.03% | - | - | 1 | - |
| 31 Dec, 00 | 1 | - | 12,801 | - | 0.21% | 495.43% | - | - | - | - |
| 30 Sep, 00 | 1 | -50.00% | 12,801 | -6.57% | 0.21% | 411.18% | - | -100.00% | - | - |
| 30 Jun, 00 | 2 | 100.00% | 13,701 | 1422.33% | 0.22% | 103264.63% | 1 | - | - | - |
| 31 Mar, 00 | 1 | - | 900 | - | 0.01% | - | 1 | - | - | - |
| 30 Sep, 99 | 1 | - | 73,597 | 0.68% | 1.21% | 86.03% | 1 | - | - | -100.00% |
| 30 Jun, 99 | 1 | - | 73,097 | -10.66% | 1.18% | 64.62% | - | -100.00% | 1 | - |
| 31 Mar, 99 | 1 | - | 81,821 | - | 1.35% | - | 1 | - | - | - |
First United Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of First United's stock was made by RUDY IRVIN ROBERT on Jul 26 2024, selling 2,000 shares at $27.52 per share (valued at $55.04K). The last insider buy of FUNC was made by Boal Brian R. on Aug 05 2024, buying 68 shares at $27.97 per share (worth $1.90K).
First United Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 20 | 3 | 666.67% |
| Q1 2024 | 17 | 7 | 242.86% |
| Q4 2023 | 8 | - | - |
| Q3 2023 | 7 | - | - |
| Q2 2023 | 18 | - | - |
| Q1 2023 | 21 | 2 | 1050.00% |
| Q4 2022 | 8 | 1 | 800.00% |
| Q3 2022 | 8 | 2 | 400.00% |
| Q2 2022 | 16 | 1 | 1600.00% |
| Q1 2022 | 12 | 3 | 400.00% |
| Q4 2021 | 10 | - | - |
| Q3 2021 | 15 | - | - |
| Q2 2021 | 30 | - | - |
| Q1 2021 | 14 | 1 | 1400.00% |
| Q4 2020 | 11 | 1 | 1100.00% |
| Q3 2020 | 30 | 1 | 3000.00% |
| Q2 2020 | 19 | - | - |
| Q1 2020 | 40 | - | - |
| Q4 2019 | 13 | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by First United's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 5 | - | - |
| Q1 2024 | 6 | - | - |
| Q4 2023 | 7 | - | - |
| Q3 2023 | 7 | - | - |
| Q2 2023 | 8 | - | - |
| Q1 2023 | 9 | - | - |
| Q4 2022 | 8 | - | - |
| Q3 2022 | 8 | 2 | 400.00% |
| Q2 2022 | 7 | - | - |
| Q1 2022 | 5 | - | - |
| Q4 2021 | 10 | - | - |
| Q3 2021 | 15 | - | - |
| Q2 2021 | 10 | - | - |
| Q1 2021 | 10 | - | - |
| Q4 2020 | 11 | 1 | 1100.00% |
| Q3 2020 | 28 | - | - |
| Q2 2020 | 10 | - | - |
| Q1 2020 | 18 | - | - |
| Q4 2019 | 13 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of First United's stocks.
First United Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| CHMG | Chemung Financial Corporation |
| PKBK | Parke Bancorp, Inc. |
| COFS | ChoiceOne Financial Services, Inc. |
| FCCO | First Community Corporation |
| FBIZ | First Business Financial Services, Inc. |
| OPOF | Old Point Financial Corporation |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| CVCY | Central Valley Community Bancorp |
| OBT | Orange County Bancorp, Inc. |
| GCBC | Greene County Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| BSVN | Bank7 Corp. |
FUNC Ownership FAQ
Who Owns First United?
First United is owned by institutional shareholders (37.07%), insiders (7.80%), and public (55.13%). The largest institutional shareholder of First United is DIMENSIONAL FUND ADVISORS LP (5.61% of total shares) and the top mutual fund owner is ROYCE CAPITAL FUND (0.05% of total shares).
Who are the major institutional shareholders of First United?
First United's major institutional shareholders are DIMENSIONAL FUND ADVISORS LP, FOURTHSTONE LLC, VANGUARD GROUP INC, GENDELL JEFFREY L, and BASSWOOD CAPITAL MANAGEMENT, L.L.C.. The top five shareholders own together 20.39% of the company's share outstanding.
How many First United shareholders are there?
As of Jun 2024, there are 42 institutional shareholders of First United.
What percentage of First United is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP owns 372.33K shares of First United, representing 5.61% of the company's total shares outstanding, valued at $7.6M (as of Jun 2024).
What percentage of First United is owned by FOURTHSTONE LLC?
As of Jun 2024, FOURTHSTONE LLC holds 339.23K shares of First United (FUNC), compromising 5.11% of the company, valued at $6.93M.
What percentage of First United is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of First United. The company owns 308.61K of the company's shares outstanding (worth $6.3M).