United-Guardian Ownership 2024 | Who Owns United-Guardian Now?


OverviewRevenueFinancialsChart

Institutional Ownership

7.72%

Insider Ownership

36.39%

Retail Ownership

55.89%

Institutional Holders

8.00

United-Guardian Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC4.08%0.00%187,5632,1001.13%1,676,813Jun 30, 2024
GAMCO INVESTORS, INC. ET AL3.47%0.02%159,5003,5002.24%1,425,930Jun 30, 2024
VANGUARD GROUP INC2.90%-133,245--1,191,210Jun 30, 2024
RODGERS BROTHERS INC.2.24%0.12%102,8772,7772.77%919,720Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.68%0.00%77,226-340-0.44%690,400Jun 30, 2024
TETON ADVISORS, INC.1.42%0.24%65,261-2,500-3.69%583,433Jun 30, 2024
PARTHENON LLC1.15%0.06%53,009--473,900Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.05%0.00%48,232-3,220-6.26%431,198Jun 30, 2024
GABELLI FUNDS LLC0.83%0.00%38,000--339,720Jun 30, 2024
UBS GROUP AG0.66%0.00%30,387-4,960-14.03%271,659Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.57%-26,1651,2655.08%233,989Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.37%0.00%17,062--152,534Jun 30, 2024
NORTHERN TRUST CORP0.34%-15,499-850-5.20%138,561,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.29%0.00%13,466--120,386Jun 30, 2024
BLACKROCK INC.0.25%-11,6855124.58%104,464Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.24%0.00%11,000--98,000Jun 30, 2024
NORTHSTAR GROUP, INC.0.23%0.02%10,505--93,911Jun 30, 2024
WELLS FARGO & COMPANY/MN0.10%-4,500-24-0.53%40,234Jun 30, 2024
FMR LLC0.06%-2,9392,939100.00%26,275Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%1,037-131-11.22%9,271Jun 30, 2024

United-Guardian's largest institutional shareholder is RENAISSANCE TECHNOLOGIES LLC, holding 4.08% of the company's total share outstanding, currently valued at $1.68M. The top 10 institutional shareholders own together 19.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TETON ADVISORS, INC.1.42%0.24%65,261-2,500-3.69%583,433Jun 30, 2024
RODGERS BROTHERS INC.2.24%0.12%102,8772,7772.77%919,720Jun 30, 2024
PARTHENON LLC1.15%0.06%53,009--473,900Jun 30, 2024
NORTHSTAR GROUP, INC.0.23%0.02%10,505--93,911Jun 30, 2024
GAMCO INVESTORS, INC. ET AL3.47%0.02%159,5003,5002.24%1,425,930Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC4.08%0.00%187,5632,1001.13%1,676,813Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.29%0.00%13,466--120,386Jun 30, 2024
GABELLI FUNDS LLC0.83%0.00%38,000--339,720Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.37%0.00%17,062--152,534Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.05%0.00%48,232-3,220-6.26%431,198Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.68%0.00%77,226-340-0.44%690,400Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%1,037-131-11.22%9,271Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.24%0.00%11,000--98,000Jun 30, 2024
UBS GROUP AG0.66%0.00%30,387-4,960-14.03%271,659Jun 30, 2024
PRINCIPAL SECURITIES, INC.0.00%-136-50-26.88%1,216Jun 30, 2024
NORTHERN TRUST CORP0.34%-15,499-850-5.20%138,561,000Jun 30, 2024
VANGUARD GROUP INC2.90%-133,245--1,191,210Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.57%-26,1651,2655.08%233,989Jun 30, 2024
WELLS FARGO & COMPANY/MN0.10%-4,500-24-0.53%40,234Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-300--2,682Jun 30, 2024

The largest United-Guardian shareholder by % of total assets is TETON ADVISORS, INC.. The company owns 65.26K shares of United-Guardian (UG), representing 0.24% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GAMCO INVESTORS, INC. ET AL3.47%0.02%159,5003,5002.24%1,425,930Jun 30, 2024
FMR LLC0.06%-2,9392,939100.00%26,275Jun 30, 2024
RODGERS BROTHERS INC.2.24%0.12%102,8772,7772.77%919,720Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC4.08%0.00%187,5632,1001.13%1,676,813Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.57%-26,1651,2655.08%233,989Jun 30, 2024
BLACKROCK INC.0.25%-11,6855124.58%104,464Jun 30, 2024
ROYAL BANK OF CANADA0.00%-6565100.00%1,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-24232300.00%215Jun 30, 2024
INNEALTA CAPITAL, LLC--11100.00%9Jun 30, 2024
JPMORGAN CHASE & CO0.00%-7--63Jun 30, 2024
BROWN BROTHERS HARRIMAN & CO0.00%-39--349Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-300--2,682Jun 30, 2024
VANGUARD GROUP INC2.90%-133,245--1,191,210Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.24%0.00%11,000--98,000Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.37%0.00%17,062--152,534Jun 30, 2024
GABELLI FUNDS LLC0.83%0.00%38,000--339,720Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.29%0.00%13,466--120,386Jun 30, 2024
NORTHSTAR GROUP, INC.0.23%0.02%10,505--93,911Jun 30, 2024
PARTHENON LLC1.15%0.06%53,009--473,900Jun 30, 2024
MORGAN STANLEY0.01%-553-3-0.54%4,947Jun 30, 2024

As of Jun 30 2024, United-Guardian's largest institutional buyer is GAMCO INVESTORS, INC. ET AL. The company purchased 3.50K stocks of UG, valued at $1.43M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG0.66%0.00%30,387-4,960-14.03%271,659Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.05%0.00%48,232-3,220-6.26%431,198Jun 30, 2024
TETON ADVISORS, INC.1.42%0.24%65,261-2,500-3.69%583,433Jun 30, 2024
NORTHERN TRUST CORP0.34%-15,499-850-5.20%138,561,000Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----360-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.68%0.00%77,226-340-0.44%690,400Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%1,037-131-11.22%9,271Jun 30, 2024
PRINCIPAL SECURITIES, INC.0.00%-136-50-26.88%1,216Jun 30, 2024
WELLS FARGO & COMPANY/MN0.10%-4,500-24-0.53%40,234Jun 30, 2024
MORGAN STANLEY0.01%-553-3-0.54%4,947Jun 30, 2024
PARTHENON LLC1.15%0.06%53,009--473,900Jun 30, 2024
NORTHSTAR GROUP, INC.0.23%0.02%10,505--93,911Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.29%0.00%13,466--120,386Jun 30, 2024
GABELLI FUNDS LLC0.83%0.00%38,000--339,720Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.37%0.00%17,062--152,534Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.24%0.00%11,000--98,000Jun 30, 2024
VANGUARD GROUP INC2.90%-133,245--1,191,210Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-300--2,682Jun 30, 2024
BROWN BROTHERS HARRIMAN & CO0.00%-39--349Jun 30, 2024
JPMORGAN CHASE & CO0.00%-7--63Jun 30, 2024

As of Jun 30 2024, United-Guardian's biggest institutional seller is UBS GROUP AG. The company sold -4.96K shares of UG, valued at $271.66K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC0.06%-2,9392,939100.00%26,275Jun 30, 2024
INNEALTA CAPITAL, LLC--11100.00%9Jun 30, 2024

United-Guardian's largest new institutional shareholder by number of shares is FMR LLC, purchased 2.94K shares, valued at $26.27K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ICA GROUP WEALTH MANAGEMENT, LLC----360-100.00%-Jun 30, 2024

United-Guardian's largest sold out institutional shareholder by shares sold is ICA GROUP WEALTH MANAGEMENT, LLC, sold -0.36K shares, valued at -, as of undefined.

United-Guardian Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.18%123,064--Jan 31, 2024
TETON WESTWOOD FUNDS0.10%67,761-1,850-2.66%Dec 29, 2023
GABELLI EQUITY SERIES FUNDS INC0.05%38,000--Dec 29, 2023
JOHN HANCOCK INVESTMENT TRUST0.02%1,325,797--Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%84,566--Jan 31, 2024
Pacific Global ETF Trust0.01%3,172--Sep 30, 2021
BRIDGEWAY FUNDS INC0.01%13,466--Mar 28, 2024
GPS Funds I0.00%24,433--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.00%2,067--Mar 31, 2024
FORUM FUNDS0.00%9,000--Jan 31, 2024
ETF Series Solutions0.00%54,863--Jan 31, 2024
RBB FUND, INC.0.00%191,817--Feb 29, 2024
FRANKLIN MUTUAL SERIES FUNDS0.00%75,021--Jun 30, 2020
FRANKLIN FUND ALLOCATOR SERIES0.00%76,213--Mar 31, 2024
Series Portfolios Trust0.00%4,563--Jan 31, 2024
Pacer Funds Trust0.00%21,501--Jan 31, 2024
VANGUARD INDEX FUNDS0.00%127,502-52,417-29.13%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%17,185--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%330,998--Mar 31, 2024
EQ ADVISORS TRUST0.00%149,032--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%22,8594642.07%Feb 29, 2024
LoCorr Investment Trust0.00%2,665--Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%94,816--Dec 31, 2023
CARILLON SERIES TRUST0.00%4,586--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%3,342--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%2,129--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%68,4766,61910.70%Jan 31, 2024
Series Portfolios Trust0.00%360--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%600--Mar 31, 2024
Dimensional ETF Trust0.00%10,372-2,031-16.38%Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%680--Dec 31, 2023
VALIC Co I0.00%3,500--Feb 29, 2024
John Hancock Funds II0.00%113,531--Feb 29, 2024
WILSHIRE MUTUAL FUNDS INC0.00%1,132--Dec 31, 2023
NORTHERN FUNDS0.00%502--Mar 28, 2024
USAA MUTUAL FUNDS TRUST0.00%323--Jan 31, 2024
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST0.00%25,03225,032-Jun 30, 2020
iSHARES TRUST0.00%7,240-192-2.58%Mar 31, 2024

United-Guardian's largest mutual fund holder by % of total assets is "ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND", owning 123.06K shares, compromising 0.18% of its total assets.

United-Guardian Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 248-71.43%
31 Mar, 2428-3.45%
31 Dec, 232911.54%
30 Sep, 2326-
30 Jun, 2326-7.14%
31 Mar, 2328-12.50%
31 Dec, 223218.52%
30 Sep, 2227-10.00%
30 Jun, 22307.14%
31 Mar, 222812.00%
31 Dec, 2125-7.41%
30 Sep, 2127-
30 Jun, 2127-3.57%
31 Mar, 2128-
31 Dec, 20283.70%
30 Sep, 2027-6.90%
30 Jun, 2029-12.12%
31 Mar, 2033-8.33%
31 Dec, 19362.86%
30 Sep, 1935-
30 Jun, 19352.94%
31 Mar, 193413.33%
31 Dec, 1830-6.25%
30 Sep, 18323.23%
30 Jun, 1831-3.13%
31 Mar, 18323.23%
31 Dec, 173110.71%
30 Sep, 1728-
30 Jun, 1728-
31 Mar, 1728-9.68%
31 Dec, 16313.33%
30 Sep, 1630-
30 Jun, 16303.45%
31 Mar, 16297.41%
31 Dec, 1527-6.90%
30 Sep, 15297.41%
30 Jun, 1527-10.00%
31 Mar, 1530-3.23%
31 Dec, 1431-
30 Sep, 1431-
30 Jun, 14313.33%
31 Mar, 1430-
31 Dec, 133011.11%
30 Sep, 13278.00%
30 Jun, 1325257.14%
31 Mar, 137-12.50%
31 Dec, 128-27.27%
30 Sep, 121122.22%
30 Jun, 129-
31 Mar, 12912.50%
31 Dec, 118-
30 Sep, 11833.33%
30 Jun, 116-
31 Mar, 11620.00%
31 Dec, 105-
30 Sep, 105-
30 Jun, 105-
31 Mar, 105150.00%
31 Dec, 092-33.33%
30 Sep, 09350.00%
30 Jun, 092100.00%
31 Mar, 091-66.67%
31 Dec, 08350.00%
30 Sep, 082100.00%
30 Jun, 081-50.00%
31 Mar, 082-
31 Dec, 072-
30 Sep, 072-
30 Jun, 072100.00%
31 Mar, 071-50.00%
31 Dec, 062-
30 Sep, 062-
30 Jun, 062100.00%
31 Mar, 061-50.00%
31 Dec, 052-
30 Jun, 053200.00%
31 Mar, 051-
31 Dec, 041-
30 Sep, 041-50.00%
30 Jun, 042-33.33%
31 Mar, 04350.00%
31 Dec, 032-
31 Mar, 031-
31 Mar, 021-
30 Jun, 011-
30 Sep, 991-50.00%
30 Jun, 992-
31 Mar, 992-

As of 30 Jun 24, 8 institutions are holding United-Guardian's shares, representing a decrease of -71.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24354,644-66.80%
31 Mar, 241,068,2250.48%
31 Dec, 231,063,1091.66%
30 Sep, 231,045,7413.24%
30 Jun, 231,012,933-5.48%
31 Mar, 231,071,648-2.92%
31 Dec, 221,103,874-1.43%
30 Sep, 221,119,930-6.70%
30 Jun, 221,200,4154.24%
31 Mar, 221,151,6371.63%
31 Dec, 211,133,122-2.28%
30 Sep, 211,159,526-2.70%
30 Jun, 211,191,720-0.01%
31 Mar, 211,191,832-2.22%
31 Dec, 201,218,8931.01%
30 Sep, 201,206,734-0.30%
30 Jun, 201,210,335-0.57%
31 Mar, 201,217,3270.03%
31 Dec, 191,216,969-0.12%
30 Sep, 191,218,3831.39%
30 Jun, 191,201,6301.93%
31 Mar, 191,178,8294.49%
31 Dec, 181,128,154-0.11%
30 Sep, 181,129,4151.96%
30 Jun, 181,107,682-0.25%
31 Mar, 181,110,4930.66%
31 Dec, 171,103,1612.35%
30 Sep, 171,077,8473.72%
30 Jun, 171,039,233-0.47%
31 Mar, 171,044,1821.68%
31 Dec, 161,026,89110.00%
30 Sep, 16933,5061.36%
30 Jun, 16920,9703.07%
31 Mar, 16893,5462.20%
31 Dec, 15874,344-0.92%
30 Sep, 15882,447-34.14%
30 Jun, 151,339,94057.47%
31 Mar, 15850,9403.30%
31 Dec, 14823,7498.22%
30 Sep, 14761,2010.36%
30 Jun, 14758,5000.92%
31 Mar, 14751,5650.64%
31 Dec, 13746,8131.26%
30 Sep, 13737,5101.30%
30 Jun, 13728,050125.28%
31 Mar, 13323,179-27.57%
31 Dec, 12446,199-3.69%
30 Sep, 12463,31531.19%
30 Jun, 12353,155-23.51%
31 Mar, 12461,68936.90%
31 Dec, 11337,235-26.15%
30 Sep, 11456,65617.87%
30 Jun, 11387,422-0.06%
31 Mar, 11387,66616.92%
31 Dec, 10331,551-0.15%
30 Sep, 10332,051-0.37%
30 Jun, 10333,276-
31 Mar, 10333,2761963.63%
31 Dec, 0916,150-81.19%
30 Sep, 0985,85322.62%
30 Jun, 0970,01717.70%
31 Mar, 0959,489-21.44%
31 Dec, 0875,7242.76%
30 Sep, 0873,689422.62%
30 Jun, 0814,100-4.15%
31 Mar, 0814,71014.74%
31 Dec, 0712,8200.10%
30 Sep, 0712,807-0.74%
30 Jun, 0712,9035.76%
31 Mar, 0712,200-4.31%
31 Dec, 0612,749-0.12%
30 Sep, 0612,764513.36%
30 Jun, 062,08138.73%
31 Mar, 061,500-26.22%
31 Dec, 052,033-
30 Jun, 0520,0024183.08%
31 Mar, 05467-99.77%
31 Dec, 04200,4000.25%
30 Sep, 04199,900-41.23%
30 Jun, 04340,1258.00%
31 Mar, 04314,94375.35%
31 Dec, 03179,606-
31 Mar, 0381,775-
31 Mar, 02209-
30 Jun, 0134,600-
30 Sep, 9928,138-53.05%
30 Jun, 9959,938-37.94%
31 Mar, 9996,573-

United-Guardian (UG) has 354.64K shares outstanding as of 30 Jun 24, down -66.80% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 247.72%1.43%
31 Mar, 2423.25%4.34%
31 Dec, 2323.14%4.47%
30 Sep, 2322.76%4.68%
30 Jun, 2322.05%4.05%
31 Mar, 2323.33%4.04%
31 Dec, 2224.03%4.04%
30 Sep, 2224.38%3.57%
30 Jun, 2226.13%4.16%
31 Mar, 2225.07%4.12%
31 Dec, 2124.66%3.87%
30 Sep, 2125.24%3.75%
30 Jun, 2125.94%3.85%
31 Mar, 2125.94%3.69%
31 Dec, 2026.53%3.85%
30 Sep, 2026.27%3.78%
30 Jun, 2026.34%3.75%
31 Mar, 2026.50%3.78%
31 Dec, 1926.49%3.77%
30 Sep, 1926.52%3.88%
30 Jun, 1926.15%3.97%
31 Mar, 1925.66%4.23%
31 Dec, 1824.62%4.07%
30 Sep, 1824.58%4.23%
30 Jun, 1824.11%4.13%
31 Mar, 1824.17%4.19%
31 Dec, 1724.01%4.36%
30 Sep, 1723.46%4.59%
30 Jun, 1722.62%4.38%
31 Mar, 1722.73%4.55%
31 Dec, 1622.35%5.41%
30 Sep, 1620.32%5.06%
30 Jun, 1620.05%5.30%
31 Mar, 1619.45%5.37%
31 Dec, 1519.03%5.16%
30 Sep, 1519.20%2.26%
30 Jun, 1529.15%8.51%
31 Mar, 1518.51%5.76%
31 Dec, 1417.92%6.53%
30 Sep, 1416.56%6.08%
30 Jun, 1416.50%6.17%
31 Mar, 1416.35%6.19%
31 Dec, 1316.25%6.31%
30 Sep, 1316.05%6.40%
30 Jun, 1315.84%32.04%
31 Mar, 137.03%7.46%
31 Dec, 129.71%9.55%
30 Sep, 1210.08%17.07%
30 Jun, 127.68%7.62%
31 Mar, 1210.04%18.66%
31 Dec, 117.34%7.43%
30 Sep, 119.94%13.98%
30 Jun, 118.43%11.85%
31 Mar, 118.43%17.23%
31 Dec, 107.00%13.41%
30 Sep, 107.22%15.11%
30 Jun, 106.92%15.23%
31 Mar, 106.74%6320.46%
31 Dec, 090.33%10.84%
30 Sep, 091.74%86.63%
30 Jun, 091.42%97.86%
31 Mar, 091.20%51.32%
31 Dec, 081.53%68.98%
30 Sep, 081.49%1833.11%
30 Jun, 080.29%322.29%
31 Mar, 080.30%442.38%
31 Dec, 070.26%386.75%
30 Sep, 070.26%380.15%
30 Jun, 070.26%428.32%
31 Mar, 070.25%370.85%
31 Dec, 060.26%386.72%
30 Sep, 060.26%14569.12%
30 Jun, 060.04%4561.84%
31 Mar, 060.03%1789.08%
31 Dec, 050.04%-
30 Jun, 050.41%450810.53%
31 Mar, 050.01%0.06%
31 Dec, 044.07%24.73%
30 Sep, 044.06%8.52%
30 Jun, 046.90%16.86%
31 Mar, 046.40%47.58%
31 Dec, 033.67%-
31 Mar, 031.68%-
31 Mar, 020.00%-
30 Jun, 010.71%-
30 Sep, 990.56%30.94%
30 Jun, 991.35%36.15%
31 Mar, 991.93%-

As of 30 Jun 24, United-Guardian is held by 7.72% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243-66.67%
31 Mar, 249-25.00%
31 Dec, 231220.00%
30 Sep, 231025.00%
30 Jun, 23814.29%
31 Mar, 237-12.50%
31 Dec, 22833.33%
30 Sep, 226-50.00%
30 Jun, 221233.33%
31 Mar, 22950.00%
31 Dec, 21620.00%
30 Sep, 215-58.33%
30 Jun, 211250.00%
31 Mar, 21814.29%
31 Dec, 207-22.22%
30 Sep, 209-10.00%
30 Jun, 2010-
31 Mar, 201011.11%
31 Dec, 199-18.18%
30 Sep, 1911-
30 Jun, 1911-8.33%
31 Mar, 1912-
31 Dec, 1812-7.69%
30 Sep, 1813-13.33%
30 Jun, 181587.50%
31 Mar, 188-38.46%
31 Dec, 171330.00%
30 Sep, 171042.86%
30 Jun, 177-30.00%
31 Mar, 1710-
31 Dec, 161011.11%
30 Sep, 169-25.00%
30 Jun, 161233.33%
31 Mar, 16912.50%
31 Dec, 158-27.27%
30 Sep, 1511-
30 Jun, 151137.50%
31 Mar, 158-52.94%
31 Dec, 141741.67%
30 Sep, 141220.00%
30 Jun, 141025.00%
31 Mar, 148-33.33%
31 Dec, 131250.00%
30 Sep, 138-60.00%
30 Jun, 13201900.00%
31 Mar, 131-66.67%
31 Dec, 123-
30 Sep, 12350.00%
30 Jun, 122-50.00%
31 Mar, 124-
31 Dec, 11433.33%
30 Sep, 113200.00%
30 Jun, 111-50.00%
31 Mar, 112100.00%
31 Dec, 101-
30 Sep, 101-
30 Jun, 10--100.00%
31 Mar, 103200.00%
31 Dec, 091-50.00%
30 Sep, 092100.00%
30 Jun, 091-
31 Mar, 09--100.00%
31 Dec, 082100.00%
30 Sep, 081-
30 Jun, 08--100.00%
31 Mar, 081-
31 Dec, 071-
30 Sep, 07--100.00%
30 Jun, 071-
31 Mar, 07--
31 Dec, 06--100.00%
30 Sep, 061-
30 Jun, 061-
31 Mar, 06--100.00%
31 Dec, 052-
30 Jun, 053200.00%
31 Mar, 051-
31 Dec, 041-
30 Sep, 041-
30 Jun, 041-
31 Mar, 041-50.00%
31 Dec, 032-
31 Mar, 031-
31 Mar, 021-
30 Jun, 011-
30 Sep, 99--
30 Jun, 99--100.00%
31 Mar, 992-

3 institutional shareholders have increased their position in UG stock as of 30 Jun 24 compared to 9 in the previous quarter (a -66.67% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242-71.43%
31 Mar, 247-30.00%
31 Dec, 231042.86%
30 Sep, 23716.67%
30 Jun, 236-33.33%
31 Mar, 239-25.00%
31 Dec, 2212100.00%
30 Sep, 226-33.33%
30 Jun, 22912.50%
31 Mar, 22814.29%
31 Dec, 217-12.50%
30 Sep, 21833.33%
30 Jun, 216-25.00%
31 Mar, 218-33.33%
31 Dec, 2012100.00%
30 Sep, 206-14.29%
30 Jun, 207-22.22%
31 Mar, 209-25.00%
31 Dec, 191233.33%
30 Sep, 199-25.00%
30 Jun, 191220.00%
31 Mar, 191011.11%
31 Dec, 189-
30 Sep, 18912.50%
30 Jun, 18860.00%
31 Mar, 185-44.44%
31 Dec, 179125.00%
30 Sep, 174-60.00%
30 Jun, 1710150.00%
31 Mar, 174-42.86%
31 Dec, 16716.67%
30 Sep, 166-25.00%
30 Jun, 168-20.00%
31 Mar, 161042.86%
31 Dec, 15716.67%
30 Sep, 156-
30 Jun, 156-14.29%
31 Mar, 157600.00%
31 Dec, 141-85.71%
30 Sep, 147-22.22%
30 Jun, 149-
31 Mar, 149-10.00%
31 Dec, 131025.00%
30 Sep, 138-
30 Jun, 13--100.00%
31 Mar, 13350.00%
31 Dec, 122-66.67%
30 Sep, 12650.00%
30 Jun, 124100.00%
31 Mar, 122-
31 Dec, 112100.00%
30 Sep, 111-
30 Jun, 111-50.00%
31 Mar, 112100.00%
31 Dec, 101-
30 Sep, 101-
30 Jun, 10--
31 Mar, 10--
31 Dec, 09--
30 Sep, 09--100.00%
30 Jun, 091-
31 Mar, 09--100.00%
31 Dec, 081-
30 Sep, 08--
30 Jun, 08--100.00%
31 Mar, 081-
31 Dec, 07--100.00%
30 Sep, 071-
30 Jun, 07--
31 Mar, 07--100.00%
31 Dec, 061-
30 Sep, 061-
30 Jun, 06--
31 Mar, 06--
31 Dec, 05--
30 Jun, 05--
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-50.00%
31 Mar, 042-
31 Dec, 03--
31 Mar, 03--
31 Mar, 02--
30 Jun, 01--
30 Sep, 99--100.00%
30 Jun, 991-
31 Mar, 99--

2 institutional shareholders have reduced their position in UG stock as of 30 Jun 24 compared to 7 in the previous quarter (a -71.43% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 248-71.43%354,644-66.80%7.72%1.43%3-66.67%2-71.43%
31 Mar, 2428-3.45%1,068,2250.48%23.25%4.34%9-25.00%7-30.00%
31 Dec, 232911.54%1,063,1091.66%23.14%4.47%1220.00%1042.86%
30 Sep, 2326-1,045,7413.24%22.76%4.68%1025.00%716.67%
30 Jun, 2326-7.14%1,012,933-5.48%22.05%4.05%814.29%6-33.33%
31 Mar, 2328-12.50%1,071,648-2.92%23.33%4.04%7-12.50%9-25.00%
31 Dec, 223218.52%1,103,874-1.43%24.03%4.04%833.33%12100.00%
30 Sep, 2227-10.00%1,119,930-6.70%24.38%3.57%6-50.00%6-33.33%
30 Jun, 22307.14%1,200,4154.24%26.13%4.16%1233.33%912.50%
31 Mar, 222812.00%1,151,6371.63%25.07%4.12%950.00%814.29%
31 Dec, 2125-7.41%1,133,122-2.28%24.66%3.87%620.00%7-12.50%
30 Sep, 2127-1,159,526-2.70%25.24%3.75%5-58.33%833.33%
30 Jun, 2127-3.57%1,191,720-0.01%25.94%3.85%1250.00%6-25.00%
31 Mar, 2128-1,191,832-2.22%25.94%3.69%814.29%8-33.33%
31 Dec, 20283.70%1,218,8931.01%26.53%3.85%7-22.22%12100.00%
30 Sep, 2027-6.90%1,206,734-0.30%26.27%3.78%9-10.00%6-14.29%
30 Jun, 2029-12.12%1,210,335-0.57%26.34%3.75%10-7-22.22%
31 Mar, 2033-8.33%1,217,3270.03%26.50%3.78%1011.11%9-25.00%
31 Dec, 19362.86%1,216,969-0.12%26.49%3.77%9-18.18%1233.33%
30 Sep, 1935-1,218,3831.39%26.52%3.88%11-9-25.00%
30 Jun, 19352.94%1,201,6301.93%26.15%3.97%11-8.33%1220.00%
31 Mar, 193413.33%1,178,8294.49%25.66%4.23%12-1011.11%
31 Dec, 1830-6.25%1,128,154-0.11%24.62%4.07%12-7.69%9-
30 Sep, 18323.23%1,129,4151.96%24.58%4.23%13-13.33%912.50%
30 Jun, 1831-3.13%1,107,682-0.25%24.11%4.13%1587.50%860.00%
31 Mar, 18323.23%1,110,4930.66%24.17%4.19%8-38.46%5-44.44%
31 Dec, 173110.71%1,103,1612.35%24.01%4.36%1330.00%9125.00%
30 Sep, 1728-1,077,8473.72%23.46%4.59%1042.86%4-60.00%
30 Jun, 1728-1,039,233-0.47%22.62%4.38%7-30.00%10150.00%
31 Mar, 1728-9.68%1,044,1821.68%22.73%4.55%10-4-42.86%
31 Dec, 16313.33%1,026,89110.00%22.35%5.41%1011.11%716.67%
30 Sep, 1630-933,5061.36%20.32%5.06%9-25.00%6-25.00%
30 Jun, 16303.45%920,9703.07%20.05%5.30%1233.33%8-20.00%
31 Mar, 16297.41%893,5462.20%19.45%5.37%912.50%1042.86%
31 Dec, 1527-6.90%874,344-0.92%19.03%5.16%8-27.27%716.67%
30 Sep, 15297.41%882,447-34.14%19.20%2.26%11-6-
30 Jun, 1527-10.00%1,339,94057.47%29.15%8.51%1137.50%6-14.29%
31 Mar, 1530-3.23%850,9403.30%18.51%5.76%8-52.94%7600.00%
31 Dec, 1431-823,7498.22%17.92%6.53%1741.67%1-85.71%
30 Sep, 1431-761,2010.36%16.56%6.08%1220.00%7-22.22%
30 Jun, 14313.33%758,5000.92%16.50%6.17%1025.00%9-
31 Mar, 1430-751,5650.64%16.35%6.19%8-33.33%9-10.00%
31 Dec, 133011.11%746,8131.26%16.25%6.31%1250.00%1025.00%
30 Sep, 13278.00%737,5101.30%16.05%6.40%8-60.00%8-
30 Jun, 1325257.14%728,050125.28%15.84%32.04%201900.00%--100.00%
31 Mar, 137-12.50%323,179-27.57%7.03%7.46%1-66.67%350.00%
31 Dec, 128-27.27%446,199-3.69%9.71%9.55%3-2-66.67%
30 Sep, 121122.22%463,31531.19%10.08%17.07%350.00%650.00%
30 Jun, 129-353,155-23.51%7.68%7.62%2-50.00%4100.00%
31 Mar, 12912.50%461,68936.90%10.04%18.66%4-2-
31 Dec, 118-337,235-26.15%7.34%7.43%433.33%2100.00%
30 Sep, 11833.33%456,65617.87%9.94%13.98%3200.00%1-
30 Jun, 116-387,422-0.06%8.43%11.85%1-50.00%1-50.00%
31 Mar, 11620.00%387,66616.92%8.43%17.23%2100.00%2100.00%
31 Dec, 105-331,551-0.15%7.00%13.41%1-1-
30 Sep, 105-332,051-0.37%7.22%15.11%1-1-
30 Jun, 105-333,276-6.92%15.23%--100.00%--
31 Mar, 105150.00%333,2761963.63%6.74%6320.46%3200.00%--
31 Dec, 092-33.33%16,150-81.19%0.33%10.84%1-50.00%--
30 Sep, 09350.00%85,85322.62%1.74%86.63%2100.00%--100.00%
30 Jun, 092100.00%70,01717.70%1.42%97.86%1-1-
31 Mar, 091-66.67%59,489-21.44%1.20%51.32%--100.00%--100.00%
31 Dec, 08350.00%75,7242.76%1.53%68.98%2100.00%1-
30 Sep, 082100.00%73,689422.62%1.49%1833.11%1---
30 Jun, 081-50.00%14,100-4.15%0.29%322.29%--100.00%--100.00%
31 Mar, 082-14,71014.74%0.30%442.38%1-1-
31 Dec, 072-12,8200.10%0.26%386.75%1---100.00%
30 Sep, 072-12,807-0.74%0.26%380.15%--100.00%1-
30 Jun, 072100.00%12,9035.76%0.26%428.32%1---
31 Mar, 071-50.00%12,200-4.31%0.25%370.85%----100.00%
31 Dec, 062-12,749-0.12%0.26%386.72%--100.00%1-
30 Sep, 062-12,764513.36%0.26%14569.12%1-1-
30 Jun, 062100.00%2,08138.73%0.04%4561.84%1---
31 Mar, 061-50.00%1,500-26.22%0.03%1789.08%--100.00%--
31 Dec, 052-2,033-0.04%-2---
30 Jun, 053200.00%20,0024183.08%0.41%450810.53%3200.00%--
31 Mar, 051-467-99.77%0.01%0.06%1---
31 Dec, 041-200,4000.25%4.07%24.73%1---
30 Sep, 041-50.00%199,900-41.23%4.06%8.52%1---100.00%
30 Jun, 042-33.33%340,1258.00%6.90%16.86%1-1-50.00%
31 Mar, 04350.00%314,94375.35%6.40%47.58%1-50.00%2-
31 Dec, 032-179,606-3.67%-2---
31 Mar, 031-81,775-1.68%-1---
31 Mar, 021-209-0.00%-1---
30 Jun, 011-34,600-0.71%-1---
30 Sep, 991-50.00%28,138-53.05%0.56%30.94%----100.00%
30 Jun, 992-59,938-37.94%1.35%36.15%--100.00%1-
31 Mar, 992-96,573-1.93%-2---

United-Guardian Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2016VERNICE JOSEPH Jofficer Vice PresidentS-SaleSell3,126$14.95$46.74K3,400
Aug 16, 2016VERNICE JOSEPH Jofficer Vice PresidentS-SaleBuy1,400$14.76$20.66K2,000
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell500$18.50$9.25K445,911
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.49$1.85K445,811
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.47$1.85K445,711
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,611
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.43$1.84K445,511
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,411
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell130$18.46$2.40K445,281

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 22, 2023Vigilante Donnaofficer PresidentSell---2
Feb 22, 2021GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell8,400--1,318,053
Mar 06, 2020GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell8,000--1,334,853
May 22, 2019GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,600--1,350,853
Sep 25, 2018GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,620--1,362,053
Aug 02, 2017GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell2,000--1,373,293
Jul 06, 2017GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell6,700--1,377,293
Dec 09, 2016GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,300--1,390,693
Aug 16, 2016VERNICE JOSEPH Jofficer Vice PresidentS-SaleSell3,126$14.95$46.74K3,400
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell500$18.50$9.25K445,911
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.49$1.85K445,811
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.47$1.85K445,711
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,611
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.43$1.84K445,511
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,411
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell130$18.46$2.40K445,281

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 10, 2024Kolinski Catherinedirector Buy----
Jun 22, 2023Vigilante Donnaofficer PresidentSell---2
Dec 05, 2022Blanco Beatriz--Buy----
Dec 05, 2022Blanco Beatrizdirector, officer Chief Executive OfficerBuy----
Feb 22, 2021GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell8,400--1,318,053
Mar 06, 2020GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell8,000--1,334,853
May 22, 2019GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,600--1,350,853
Sep 25, 2018GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,620--1,362,053
Aug 02, 2017GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell2,000--1,373,293
Jul 06, 2017GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell6,700--1,377,293
Dec 09, 2016GLOBUS KENNETH Hdirector, 10 percent owner, officer PresidentG-GiftSell5,300--1,390,693
Aug 16, 2016VERNICE JOSEPH Jofficer Vice PresidentS-SaleSell3,126$14.95$46.74K3,400
Aug 16, 2016VERNICE JOSEPH Jofficer Vice PresidentS-SaleBuy1,400$14.76$20.66K2,000
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell500$18.50$9.25K445,911
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.49$1.85K445,811
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.47$1.85K445,711
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,611
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.43$1.84K445,511
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell100$18.44$1.84K445,411
Sep 24, 2015Parker Betsee10 percent owner-S-SaleSell130$18.46$2.40K445,281

The last insider sell of United-Guardian's stock was made by Vigilante Donna on Jun 22 2023, selling - shares at - per share (valued at -).

United-Guardian Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2022---
Q1 2021-1-
Q1 2020-1-
Q2 2019-1-
Q3 2018-1-
Q3 2017-2-
Q4 2016-1-
Q3 201611100.00%
Q3 2015-87-
Q2 2015-82-
Q1 2015-55-
Q2 2013-34-
Q2 2012-2-
Q3 20111--
Q2 2010-1-
Q4 20092229.09%
Q2 20094--
Q1 200931300.00%
Q4 20082--
Q3 200821200.00%

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by United-Guardian's insiders, as of Q4 2022.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2022---
Q1 2021---
Q1 2020---
Q2 2019---
Q3 2018---
Q3 2017---
Q4 2016---
Q3 2016-2-
Q3 2015-87-
Q2 2015-82-
Q1 2015-55-
Q2 2013-34-
Q2 2012---
Q3 20111--
Q2 2010-1-
Q4 2009-18-
Q2 20094--
Q1 2009---
Q4 20082--
Q3 2008---

As of Q4 2022, Insider owners conducted 0 open market buy trades and 0 open market sell trades of United-Guardian's stocks.

United-Guardian Peer Ownership


TickerCompany
UNBUnion Bankshares, Inc.
UBOHUnited Bancshares, Inc.
PMDPsychemedics Corporation
UNTYUnity Bancorp, Inc.
UTMDUtah Medical Products, Inc.

UG Ownership FAQ


United-Guardian is owned by institutional shareholders (7.72%), insiders (36.39%), and public (55.89%). The largest institutional shareholder of United-Guardian is RENAISSANCE TECHNOLOGIES LLC (4.08% of total shares) and the top mutual fund owner is ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND (0.18% of total shares).

United-Guardian's major institutional shareholders are RENAISSANCE TECHNOLOGIES LLC, GAMCO INVESTORS, INC. ET AL, VANGUARD GROUP INC, RODGERS BROTHERS INC., and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 14.37% of the company's share outstanding.

As of Jun 2024, there are 8 institutional shareholders of United-Guardian.

RENAISSANCE TECHNOLOGIES LLC owns 187.56K shares of United-Guardian, representing 4.08% of the company's total shares outstanding, valued at $1.68M (as of Jun 2024).

As of Jun 2024, GAMCO INVESTORS, INC. ET AL holds 159.5K shares of United-Guardian (UG), compromising 3.47% of the company, valued at $1.43M.

VANGUARD GROUP INC is the third largest holder of United-Guardian. The company owns 133.24K of the company's shares outstanding (worth $1.19M).