United-Guardian Ownership | Who Owns United-Guardian?
United-Guardian Ownership Summary
United-Guardian is owned by 21.89% institutional investors, 36.39% insiders, and 41.73% retail investors. Renaissance is the largest institutional shareholder, holding 4.08% of UG shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 3.29% of its assets in United-Guardian shares.
UG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | United-Guardian | 21.89% | 36.39% | 41.73% |
Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
Industry | Household & Personal Products Stocks | 61.00% | 13.56% | 25.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Renaissance | 187.56K | 4.08% | $1.68M |
Gamco investors, inc. et al | 159.50K | 3.47% | $1.43M |
Vanguard group | 133.25K | 2.90% | $1.19M |
Rodgers brothers | 102.88K | 2.24% | $919.72K |
Dimensional fund advisors lp | 77.23K | 1.68% | $690.40K |
Teton advisors | 65.26K | 1.42% | $583.43K |
Parthenon | 53.01K | 1.15% | $473.90K |
Neuberger berman group | 48.23K | 1.05% | $431.20K |
Gabelli funds | 38.00K | 0.83% | $339.72K |
Susquehanna group, llp | 32.26K | 0.70% | $288.40K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Teton advisors | 65.26K | 0.24% | $583.43K |
Rodgers brothers | 102.88K | 0.12% | $919.72K |
Parthenon | 53.01K | 0.06% | $473.90K |
Northstar group | 10.51K | 0.02% | $93.91K |
Gamco investors, inc. et al | 159.50K | 0.02% | $1.43M |
Renaissance | 187.56K | 0.00% | $1.68M |
Bridgeway capital management | 13.47K | 0.00% | $120.39K |
Gabelli funds | 38.00K | 0.00% | $339.72K |
First manhattan co. llc. | 17.06K | 0.00% | $152.53K |
Neuberger berman group | 48.23K | 0.00% | $431.20K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Gamco investors, inc. et al | 159.50K | 0.02% | 3.50K |
Fmr | 2.94K | - | 2.94K |
Rodgers brothers | 102.88K | 0.12% | 2.78K |
Renaissance | 187.56K | 0.00% | 2.10K |
Geode capital management | 26.16K | - | 1.26K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Susquehanna group, llp | 32.26K | 0.00% | -15.69K |
Citadel advisors | - | - | -10.74K |
Ubs group | 30.39K | 0.00% | -4.96K |
Neuberger berman group | 48.23K | 0.00% | -3.22K |
Teton advisors | 65.26K | 0.24% | -2.50K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Fmr | 2.94K | - | 2.94K | $26.27K |
Sold Out
Holder | Change |
---|---|
Innealta capital | -1.00 |
Ica group wealth management | -360.00 |
Citadel advisors | -10.74K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 30 | 3.45% | 1,005,529 | -3.55% | 21 | 4.25% | 10 | 11.11% | 11 | 10.00% |
Jun 30, 2024 | 29 | 3.57% | 1,042,543 | -2.40% | 22 | 4.20% | 9 | - | 10 | 42.86% |
Mar 31, 2024 | 28 | -3.45% | 1,068,225 | 0.48% | 23 | 4.34% | 9 | -25.00% | 7 | -30.00% |
Dec 31, 2023 | 29 | 11.54% | 1,063,109 | 1.66% | 23 | 4.47% | 12 | 20.00% | 10 | 42.86% |
Sep 30, 2023 | 26 | - | 1,045,741 | 3.24% | 22 | 4.68% | 10 | 25.00% | 7 | 16.67% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
1290 VT GAMCO Small Company Value IB | 151.00K | 3.29% | - |
Vanguard Total Stock Mkt Idx Inv | 79.20K | 1.72% | - |
TETON Westwood Mighty Mites AAA | 65.26K | 1.42% | -2.50K |
Vanguard Institutional Extnd Mkt Idx Tr | 52.42K | 1.14% | - |
Gabelli Small Cap Growth AAA | 38.00K | 0.83% | - |
DFA US Micro Cap I | 33.44K | 0.73% | - |
Auer Growth | 30.00K | 0.65% | - |
Fidelity Extended Market Index | 17.65K | 0.38% | -661.00 |
Bridgeway Ultra-Small Company Market | 13.47K | 0.29% | - |
Dimensional US Small Cap ETF | 10.37K | 0.23% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 15, 2016 | VERNICE JOSEPH J | Vice President | Buy | $20.66K |
Aug 15, 2016 | VERNICE JOSEPH J | Vice President | Sell | $46.74K |
Sep 22, 2015 | Parker Betsee | - | Sell | $1.85K |
Sep 22, 2015 | Parker Betsee | - | Sell | $1.85K |
Sep 22, 2015 | Parker Betsee | - | Sell | $9.25K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2022 Q4 | - | - |
2021 Q1 | - | - |
2020 Q1 | - | - |
2019 Q2 | - | - |
2018 Q3 | - | - |
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