Union Bankshares Ownership 2024 | Who Owns Union Bankshares Now?
Institutional Ownership
14.10%
Insider Ownership
19.95%
Retail Ownership
65.94%
Institutional Holders
18.00
Union Bankshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 4.72% | 0.00% | 215,190 | 5,730 | 2.74% | 4,622,284 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.18% | 0.00% | 144,984 | 168 | 0.12% | 3,114,256 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT | 1.42% | 0.23% | 64,629 | 9,568 | 17.38% | 1,388,231 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.94% | 0.02% | 42,940 | - | - | 922,351 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 0.00% | 39,315 | 786 | 2.04% | 844,699 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.74% | 0.00% | 33,629 | 747 | 2.27% | 722,354 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.68% | 0.00% | 30,924 | 2,914 | 10.40% | 664,248 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.67% | 0.04% | 30,428 | - | - | 653,594 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.57% | 0.00% | 25,893 | -1,169 | -4.32% | 556,182,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.37% | - | 17,070 | 307 | 1.83% | 366,663 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.01% | 16,390 | - | - | 352,057 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 14,032 | 1,000 | 7.67% | 301,407 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 10,091 | 200 | 2.02% | 216,755,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.22% | - | 9,955 | -740 | -6.92% | 213,841 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.08% | - | 3,770 | -13,629 | -78.33% | 80,978 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | - | 3,403 | -673 | -16.51% | 73,096 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 2,458 | 1,254 | 104.15% | 52,798 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.02% | 0.00% | 875 | - | - | 20,318 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 679 | -43 | -5.96% | 14,585 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.01% | 0.00% | 450 | - | - | 9,666 | Jun 30, 2024 |
Union Bankshares's largest institutional shareholder is FMR LLC, holding 4.72% of the company's total share outstanding, currently valued at $4.62M. The top 10 institutional shareholders own together 14.14% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CARDINAL CAPITAL MANAGEMENT | 1.42% | 0.23% | 64,629 | 9,568 | 17.38% | 1,388,231 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.67% | 0.04% | 30,428 | - | - | 653,594 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.94% | 0.02% | 42,940 | - | - | 922,351 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.01% | 16,390 | - | - | 352,057 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.01% | 0.00% | 450 | - | - | 9,666 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 2,578 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 14,032 | 1,000 | 7.67% | 301,407 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.74% | 0.00% | 33,629 | 747 | 2.27% | 722,354 | Jun 30, 2024 |
| FMR LLC | 4.72% | 0.00% | 215,190 | 5,730 | 2.74% | 4,622,284 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 679 | -43 | -5.96% | 14,585 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.02% | 0.00% | 875 | - | - | 20,318 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.68% | 0.00% | 30,924 | 2,914 | 10.40% | 664,248 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.57% | 0.00% | 25,893 | -1,169 | -4.32% | 556,182,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 0.00% | 39,315 | 786 | 2.04% | 844,699 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.18% | 0.00% | 144,984 | 168 | 0.12% | 3,114,256 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.08% | - | 3,770 | -13,629 | -78.33% | 80,978 | Jun 30, 2024 |
| MORGAN STANLEY | 0.22% | - | 9,955 | -740 | -6.92% | 213,841 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 2,458 | 1,254 | 104.15% | 52,798 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 10,091 | 200 | 2.02% | 216,755,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.37% | - | 17,070 | 307 | 1.83% | 366,663 | Jun 30, 2024 |
The largest Union Bankshares shareholder by % of total assets is CARDINAL CAPITAL MANAGEMENT. The company owns 64.63K shares of Union Bankshares (UNB), representing 0.23% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CARDINAL CAPITAL MANAGEMENT | 1.42% | 0.23% | 64,629 | 9,568 | 17.38% | 1,388,231 | Jun 30, 2024 |
| FMR LLC | 4.72% | 0.00% | 215,190 | 5,730 | 2.74% | 4,622,284 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.68% | 0.00% | 30,924 | 2,914 | 10.40% | 664,248 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 2,458 | 1,254 | 104.15% | 52,798 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 14,032 | 1,000 | 7.67% | 301,407 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 0.00% | 39,315 | 786 | 2.04% | 844,699 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.74% | 0.00% | 33,629 | 747 | 2.27% | 722,354 | Jun 30, 2024 |
| BLACKROCK INC. | 0.37% | - | 17,070 | 307 | 1.83% | 366,663 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 10,091 | 200 | 2.02% | 216,755,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.18% | 0.00% | 144,984 | 168 | 0.12% | 3,114,256 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 2,578 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 75 | 50 | 200.00% | 2,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 5 | - | - | 107 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 31 | - | - | 666 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.02% | 0.00% | 875 | - | - | 20,318 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.01% | 0.00% | 450 | - | - | 9,666 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.01% | 16,390 | - | - | 352,057 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.94% | 0.02% | 42,940 | - | - | 922,351 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.67% | 0.04% | 30,428 | - | - | 653,594 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 679 | -43 | -5.96% | 14,585 | Jun 30, 2024 |
As of Jun 30 2024, Union Bankshares's largest institutional buyer is CARDINAL CAPITAL MANAGEMENT. The company purchased 9.57K stocks of UNB, valued at $1.39M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 0.08% | - | 3,770 | -13,629 | -78.33% | 80,978 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 2 | -10,463 | -99.98% | 42 | Jun 30, 2024 |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | - | - | - | -8,480 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.57% | 0.00% | 25,893 | -1,169 | -4.32% | 556,182,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.22% | - | 9,955 | -740 | -6.92% | 213,841 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | - | 3,403 | -673 | -16.51% | 73,096 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 679 | -43 | -5.96% | 14,585 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.67% | 0.04% | 30,428 | - | - | 653,594 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.94% | 0.02% | 42,940 | - | - | 922,351 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.01% | 16,390 | - | - | 352,057 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.01% | 0.00% | 450 | - | - | 9,666 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.02% | 0.00% | 875 | - | - | 20,318 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 31 | - | - | 666 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 5 | - | - | 107 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 75 | 50 | 200.00% | 2,000 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 2,578 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.18% | 0.00% | 144,984 | 168 | 0.12% | 3,114,256 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 10,091 | 200 | 2.02% | 216,755,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.37% | - | 17,070 | 307 | 1.83% | 366,663 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.74% | 0.00% | 33,629 | 747 | 2.27% | 722,354 | Jun 30, 2024 |
As of Jun 30 2024, Union Bankshares's biggest institutional seller is WELLS FARGO & COMPANY/MN. The company sold -13.63K shares of UNB, valued at $80.98K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 2,578 | Jun 30, 2024 |
Union Bankshares's largest new institutional shareholder by number of shares is 1620 INVESTMENT ADVISORS, INC., purchased 120.00 shares, valued at $2.58K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | - | - | - | -8,480 | -100.00% | - | Jun 30, 2024 |
Union Bankshares's largest sold out institutional shareholder by shares sold is COMMUNITY FINANCIAL SERVICES GROUP, LLC, sold -8.48K shares, valued at -, as of undefined.
Union Bankshares Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Absolute Shares Trust | 0.03% | 11,307 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 15,090 | - | - | Mar 28, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 141,000 | 59,185 | 72.34% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 23,471 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 804 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 6,925 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 469 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 161 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 139,394 | -46,625 | -25.06% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 773 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 35,855 | 1,429 | 4.15% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,794 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 303 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 509 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 7,865 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 1,970 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 32 | - | - | Apr 30, 2021 |
| SCHWAB CAPITAL TRUST | 0.00% | 2,125 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 6,092 | - | - | Mar 28, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 49,212 | 18,500 | 60.24% | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 3,114 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 25,043 | 2,252 | 9.88% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 60 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 4,000 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 600 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 399 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,163 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 249 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 574 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 925 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,117 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 100 | - | - | Mar 28, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 198 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 89 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 502 | -13 | -2.52% | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 6,393 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 3,983 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,097 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 236 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 619 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 156 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 438 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 117 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 664 | -64 | -8.79% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,050 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 8,782 | -235 | -2.61% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 558 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 1,966 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 589 | - | - | Mar 31, 2024 |
Union Bankshares's largest mutual fund holder by % of total assets is "Absolute Shares Trust", owning 11.31K shares, compromising 0.03% of its total assets.
Union Bankshares Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -35.71% |
| 31 Mar, 24 | 28 | -6.67% |
| 31 Dec, 23 | 30 | 30.43% |
| 30 Sep, 23 | 23 | - |
| 30 Jun, 23 | 23 | -8.00% |
| 31 Mar, 23 | 25 | -7.41% |
| 31 Dec, 22 | 27 | 3.85% |
| 30 Sep, 22 | 26 | 4.00% |
| 30 Jun, 22 | 25 | -10.71% |
| 31 Mar, 22 | 28 | -3.45% |
| 31 Dec, 21 | 29 | -6.45% |
| 30 Sep, 21 | 31 | -8.82% |
| 30 Jun, 21 | 34 | 9.68% |
| 31 Mar, 21 | 31 | 10.71% |
| 31 Dec, 20 | 28 | 16.67% |
| 30 Sep, 20 | 24 | -14.29% |
| 30 Jun, 20 | 28 | -20.00% |
| 31 Mar, 20 | 35 | -18.60% |
| 31 Dec, 19 | 43 | 7.50% |
| 30 Sep, 19 | 40 | - |
| 30 Jun, 19 | 40 | -2.44% |
| 31 Mar, 19 | 41 | 2.50% |
| 31 Dec, 18 | 40 | -4.76% |
| 30 Sep, 18 | 42 | 7.69% |
| 30 Jun, 18 | 39 | - |
| 31 Mar, 18 | 39 | -2.50% |
| 31 Dec, 17 | 40 | 8.11% |
| 30 Sep, 17 | 37 | -5.13% |
| 30 Jun, 17 | 39 | -4.88% |
| 31 Mar, 17 | 41 | 7.89% |
| 31 Dec, 16 | 38 | 5.56% |
| 30 Sep, 16 | 36 | 9.09% |
| 30 Jun, 16 | 33 | 83.33% |
| 31 Mar, 16 | 18 | 5.88% |
| 31 Dec, 15 | 17 | -5.56% |
| 30 Sep, 15 | 18 | - |
| 30 Jun, 15 | 18 | - |
| 31 Mar, 15 | 18 | 5.88% |
| 31 Dec, 14 | 17 | -10.53% |
| 30 Sep, 14 | 19 | 46.15% |
| 30 Jun, 14 | 13 | -7.14% |
| 31 Mar, 14 | 14 | 7.69% |
| 31 Dec, 13 | 13 | 18.18% |
| 30 Sep, 13 | 11 | - |
| 30 Jun, 13 | 11 | 266.67% |
| 31 Mar, 13 | 3 | -25.00% |
| 31 Dec, 12 | 4 | -20.00% |
| 30 Sep, 12 | 5 | 25.00% |
| 30 Jun, 12 | 4 | 33.33% |
| 31 Mar, 12 | 3 | - |
| 31 Dec, 11 | 3 | - |
| 30 Sep, 11 | 3 | - |
| 30 Jun, 11 | 3 | 50.00% |
| 31 Mar, 11 | 2 | -33.33% |
| 31 Dec, 10 | 3 | 50.00% |
| 30 Sep, 10 | 2 | - |
| 30 Jun, 10 | 2 | - |
| 31 Mar, 10 | 2 | - |
| 31 Dec, 09 | 2 | 100.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | - |
| 31 Mar, 04 | 1 | - |
| 31 Dec, 03 | 1 | - |
| 30 Sep, 03 | 1 | - |
As of 30 Jun 24, 18 institutions are holding Union Bankshares's shares, representing a decrease of -35.71% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 643,097 | -16.15% |
| 31 Mar, 24 | 767,003 | 14.89% |
| 31 Dec, 23 | 667,619 | 30.97% |
| 30 Sep, 23 | 509,765 | 4.39% |
| 30 Jun, 23 | 488,341 | 0.71% |
| 31 Mar, 23 | 484,889 | 0.93% |
| 31 Dec, 22 | 480,408 | -6.96% |
| 30 Sep, 22 | 516,345 | -7.24% |
| 30 Jun, 22 | 556,668 | -5.46% |
| 31 Mar, 22 | 588,820 | -3.35% |
| 31 Dec, 21 | 609,227 | -0.42% |
| 30 Sep, 21 | 611,827 | 2.42% |
| 30 Jun, 21 | 597,366 | 11.95% |
| 31 Mar, 21 | 533,618 | -1.20% |
| 31 Dec, 20 | 540,125 | 9.74% |
| 30 Sep, 20 | 492,165 | 4.12% |
| 30 Jun, 20 | 472,703 | -35.59% |
| 31 Mar, 20 | 733,894 | -3.86% |
| 31 Dec, 19 | 763,366 | 4.47% |
| 30 Sep, 19 | 730,684 | 1.09% |
| 30 Jun, 19 | 722,792 | 1.42% |
| 31 Mar, 19 | 712,651 | 0.35% |
| 31 Dec, 18 | 710,185 | -2.13% |
| 30 Sep, 18 | 725,614 | 3.97% |
| 30 Jun, 18 | 697,912 | 0.76% |
| 31 Mar, 18 | 692,670 | 0.98% |
| 31 Dec, 17 | 685,979 | 4.52% |
| 30 Sep, 17 | 656,285 | 2.23% |
| 30 Jun, 17 | 641,970 | 1.86% |
| 31 Mar, 17 | 630,234 | 3.05% |
| 31 Dec, 16 | 611,573 | 12.34% |
| 30 Sep, 16 | 544,399 | 11.08% |
| 30 Jun, 16 | 490,094 | 88.43% |
| 31 Mar, 16 | 260,094 | 14.16% |
| 31 Dec, 15 | 227,830 | -6.34% |
| 30 Sep, 15 | 243,265 | -0.53% |
| 30 Jun, 15 | 244,571 | 2.96% |
| 31 Mar, 15 | 237,534 | 35.78% |
| 31 Dec, 14 | 174,941 | -1.41% |
| 30 Sep, 14 | 177,443 | 13.38% |
| 30 Jun, 14 | 156,501 | -40.21% |
| 31 Mar, 14 | 261,765 | 58.63% |
| 31 Dec, 13 | 165,012 | -0.05% |
| 30 Sep, 13 | 165,099 | -9.93% |
| 30 Jun, 13 | 183,304 | 35.97% |
| 31 Mar, 13 | 134,810 | -4.96% |
| 31 Dec, 12 | 141,842 | -2.71% |
| 30 Sep, 12 | 145,787 | -2.43% |
| 30 Jun, 12 | 149,415 | -1.57% |
| 31 Mar, 12 | 151,802 | 18.66% |
| 31 Dec, 11 | 127,931 | -10.07% |
| 30 Sep, 11 | 142,250 | -11.72% |
| 30 Jun, 11 | 161,131 | 17.33% |
| 31 Mar, 11 | 137,327 | -24.67% |
| 31 Dec, 10 | 182,304 | -2.22% |
| 30 Sep, 10 | 186,445 | -4.58% |
| 30 Jun, 10 | 195,389 | -4.08% |
| 31 Mar, 10 | 203,696 | 633.04% |
| 31 Dec, 09 | 27,788 | 0.97% |
| 30 Sep, 09 | 27,521 | 0.24% |
| 30 Jun, 09 | 27,455 | 0.26% |
| 31 Mar, 09 | 27,383 | -6.83% |
| 31 Dec, 08 | 29,390 | 38.86% |
| 30 Sep, 08 | 21,165 | -4.25% |
| 30 Jun, 08 | 22,105 | -3.93% |
| 31 Mar, 08 | 23,009 | 24.70% |
| 31 Dec, 07 | 18,451 | -0.15% |
| 30 Sep, 07 | 18,479 | - |
| 30 Jun, 07 | 18,479 | -0.03% |
| 31 Mar, 07 | 18,484 | 0.01% |
| 31 Dec, 06 | 18,483 | - |
| 30 Jun, 06 | 13,172 | 1.54% |
| 31 Mar, 06 | 12,972 | -20.81% |
| 31 Dec, 05 | 16,380 | - |
| 30 Sep, 05 | 16,380 | -2.38% |
| 30 Jun, 05 | 16,780 | -5.36% |
| 31 Mar, 05 | 17,730 | -4.68% |
| 31 Dec, 04 | 18,600 | -2.87% |
| 30 Sep, 04 | 19,150 | -2.54% |
| 30 Jun, 04 | 19,650 | 138.18% |
| 31 Mar, 04 | 8,250 | - |
| 31 Dec, 03 | 8,250 | - |
| 30 Sep, 03 | 8,250 | - |
Union Bankshares (UNB) has 643.10K shares outstanding as of 30 Jun 24, down -16.15% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 14.10% | 4.99% |
| 31 Mar, 24 | 16.82% | 7.67% |
| 31 Dec, 23 | 14.81% | 11.58% |
| 30 Sep, 23 | 11.31% | 9.64% |
| 30 Jun, 23 | 10.83% | 9.37% |
| 31 Mar, 23 | 10.75% | 9.47% |
| 31 Dec, 22 | 10.66% | 8.08% |
| 30 Sep, 22 | 11.49% | 7.49% |
| 30 Jun, 22 | 12.39% | 7.22% |
| 31 Mar, 22 | 13.10% | 6.97% |
| 31 Dec, 21 | 13.71% | 7.37% |
| 30 Sep, 21 | 13.64% | 7.68% |
| 30 Jun, 21 | 13.33% | 9.39% |
| 31 Mar, 21 | 11.91% | 8.17% |
| 31 Dec, 20 | 12.07% | 9.98% |
| 30 Sep, 20 | 11.00% | 9.85% |
| 30 Jun, 20 | 10.57% | 3.92% |
| 31 Mar, 20 | 16.41% | 5.76% |
| 31 Dec, 19 | 16.88% | 6.31% |
| 30 Sep, 19 | 16.35% | 6.25% |
| 30 Jun, 19 | 16.18% | 6.36% |
| 31 Mar, 19 | 15.95% | 6.31% |
| 31 Dec, 18 | 15.90% | 6.02% |
| 30 Sep, 18 | 16.25% | 6.65% |
| 30 Jun, 18 | 15.63% | 6.50% |
| 31 Mar, 18 | 15.51% | 6.56% |
| 31 Dec, 17 | 15.37% | 7.11% |
| 30 Sep, 17 | 14.71% | 7.10% |
| 30 Jun, 17 | 14.39% | 7.21% |
| 31 Mar, 17 | 14.12% | 7.50% |
| 31 Dec, 16 | 13.72% | 9.16% |
| 30 Sep, 16 | 12.24% | 10.13% |
| 30 Jun, 16 | 10.99% | 32.30% |
| 31 Mar, 16 | 5.83% | 22.26% |
| 31 Dec, 15 | 5.12% | 17.19% |
| 30 Sep, 15 | 5.46% | 18.14% |
| 30 Jun, 15 | 5.49% | 19.32% |
| 31 Mar, 15 | 5.33% | 33.46% |
| 31 Dec, 14 | 3.99% | 25.19% |
| 30 Sep, 14 | 3.98% | 32.30% |
| 30 Jun, 14 | 3.51% | 9.96% |
| 31 Mar, 14 | 5.94% | 43.31% |
| 31 Dec, 13 | 3.70% | 26.42% |
| 30 Sep, 13 | 3.74% | 22.13% |
| 30 Jun, 13 | 4.11% | 44.89% |
| 31 Mar, 13 | 3.03% | 29.71% |
| 31 Dec, 12 | 3.19% | 29.83% |
| 30 Sep, 12 | 3.27% | 29.58% |
| 30 Jun, 12 | 3.33% | 28.66% |
| 31 Mar, 12 | 3.41% | 41.34% |
| 31 Dec, 11 | 2.87% | 28.18% |
| 30 Sep, 11 | 3.19% | 24.42% |
| 30 Jun, 11 | 3.62% | 38.06% |
| 31 Mar, 11 | 3.08% | 18.43% |
| 31 Dec, 10 | 4.09% | 23.36% |
| 30 Sep, 10 | 4.18% | 21.80% |
| 30 Jun, 10 | 4.38% | 21.52% |
| 31 Mar, 10 | 4.51% | 1165.81% |
| 31 Dec, 09 | 0.62% | 163.68% |
| 30 Sep, 09 | 0.62% | 163.37% |
| 30 Jun, 09 | 0.61% | 163.84% |
| 31 Mar, 09 | 0.61% | 142.84% |
| 31 Dec, 08 | 0.65% | 294.38% |
| 30 Sep, 08 | 0.47% | 194.66% |
| 30 Jun, 08 | 0.49% | 188.08% |
| 31 Mar, 08 | 0.51% | 304.00% |
| 31 Dec, 07 | 0.41% | 245.26% |
| 30 Sep, 07 | 0.41% | 245.69% |
| 30 Jun, 07 | 0.41% | 245.21% |
| 31 Mar, 07 | 0.41% | 242.66% |
| 31 Dec, 06 | 0.41% | - |
| 30 Jun, 06 | 0.29% | 355.60% |
| 31 Mar, 06 | 0.29% | 220.65% |
| 31 Dec, 05 | 0.36% | 278.20% |
| 30 Sep, 05 | 0.36% | 264.98% |
| 30 Jun, 05 | 0.37% | 243.10% |
| 31 Mar, 05 | 0.39% | 233.85% |
| 31 Dec, 04 | 0.41% | 230.44% |
| 30 Sep, 04 | 0.42% | 225.68% |
| 30 Jun, 04 | 0.43% | 1313.62% |
| 31 Mar, 04 | 0.18% | 555.23% |
| 31 Dec, 03 | 0.18% | 549.23% |
| 30 Sep, 03 | 0.18% | - |
As of 30 Jun 24, Union Bankshares is held by 14.10% institutional shareholders, representing a 4.99% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -35.71% |
| 31 Mar, 24 | 14 | -17.65% |
| 31 Dec, 23 | 17 | 112.50% |
| 30 Sep, 23 | 8 | -11.11% |
| 30 Jun, 23 | 9 | -18.18% |
| 31 Mar, 23 | 11 | - |
| 31 Dec, 22 | 11 | 10.00% |
| 30 Sep, 22 | 10 | -16.67% |
| 30 Jun, 22 | 12 | 33.33% |
| 31 Mar, 22 | 9 | -10.00% |
| 31 Dec, 21 | 10 | - |
| 30 Sep, 21 | 10 | -52.38% |
| 30 Jun, 21 | 21 | 23.53% |
| 31 Mar, 21 | 17 | 54.55% |
| 31 Dec, 20 | 11 | 266.67% |
| 30 Sep, 20 | 3 | -66.67% |
| 30 Jun, 20 | 9 | -50.00% |
| 31 Mar, 20 | 18 | -14.29% |
| 31 Dec, 19 | 21 | 23.53% |
| 30 Sep, 19 | 17 | -15.00% |
| 30 Jun, 19 | 20 | 33.33% |
| 31 Mar, 19 | 15 | -16.67% |
| 31 Dec, 18 | 18 | -18.18% |
| 30 Sep, 18 | 22 | 22.22% |
| 30 Jun, 18 | 18 | 5.88% |
| 31 Mar, 18 | 17 | -15.00% |
| 31 Dec, 17 | 20 | 5.26% |
| 30 Sep, 17 | 19 | 46.15% |
| 30 Jun, 17 | 13 | -35.00% |
| 31 Mar, 17 | 20 | - |
| 31 Dec, 16 | 20 | 11.11% |
| 30 Sep, 16 | 18 | -25.00% |
| 30 Jun, 16 | 24 | 166.67% |
| 31 Mar, 16 | 9 | 50.00% |
| 31 Dec, 15 | 6 | 20.00% |
| 30 Sep, 15 | 5 | -37.50% |
| 30 Jun, 15 | 8 | 60.00% |
| 31 Mar, 15 | 5 | 25.00% |
| 31 Dec, 14 | 4 | -60.00% |
| 30 Sep, 14 | 10 | 233.33% |
| 30 Jun, 14 | 3 | -50.00% |
| 31 Mar, 14 | 6 | 20.00% |
| 31 Dec, 13 | 5 | 66.67% |
| 30 Sep, 13 | 3 | -66.67% |
| 30 Jun, 13 | 9 | 800.00% |
| 31 Mar, 13 | 1 | -50.00% |
| 31 Dec, 12 | 2 | - |
| 30 Sep, 12 | 2 | - |
| 30 Jun, 12 | 2 | 100.00% |
| 31 Mar, 12 | 1 | -50.00% |
| 31 Dec, 11 | 2 | - |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 1 | -50.00% |
| 31 Mar, 10 | 2 | - |
| 31 Dec, 09 | 2 | 100.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | - |
| 31 Dec, 05 | - | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 1 | - |
| 31 Mar, 04 | - | - |
| 31 Dec, 03 | - | -100.00% |
| 30 Sep, 03 | 1 | - |
9 institutional shareholders have increased their position in UNB stock as of 30 Jun 24 compared to 14 in the previous quarter (a -35.71% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -57.14% |
| 31 Mar, 24 | 7 | - |
| 31 Dec, 23 | 7 | 16.67% |
| 30 Sep, 23 | 6 | - |
| 30 Jun, 23 | 6 | 100.00% |
| 31 Mar, 23 | 3 | -70.00% |
| 31 Dec, 22 | 10 | 100.00% |
| 30 Sep, 22 | 5 | -16.67% |
| 30 Jun, 22 | 6 | -40.00% |
| 31 Mar, 22 | 10 | 11.11% |
| 31 Dec, 21 | 9 | -25.00% |
| 30 Sep, 21 | 12 | 33.33% |
| 30 Jun, 21 | 9 | 12.50% |
| 31 Mar, 21 | 8 | -38.46% |
| 31 Dec, 20 | 13 | - |
| 30 Sep, 20 | 13 | -13.33% |
| 30 Jun, 20 | 15 | 66.67% |
| 31 Mar, 20 | 9 | -25.00% |
| 31 Dec, 19 | 12 | 33.33% |
| 30 Sep, 19 | 9 | -10.00% |
| 30 Jun, 19 | 10 | 42.86% |
| 31 Mar, 19 | 7 | -41.67% |
| 31 Dec, 18 | 12 | 100.00% |
| 30 Sep, 18 | 6 | -45.45% |
| 30 Jun, 18 | 11 | 10.00% |
| 31 Mar, 18 | 10 | 11.11% |
| 31 Dec, 17 | 9 | 125.00% |
| 30 Sep, 17 | 4 | -69.23% |
| 30 Jun, 17 | 13 | 8.33% |
| 31 Mar, 17 | 12 | 33.33% |
| 31 Dec, 16 | 9 | 12.50% |
| 30 Sep, 16 | 8 | 33.33% |
| 30 Jun, 16 | 6 | 200.00% |
| 31 Mar, 16 | 2 | 100.00% |
| 31 Dec, 15 | 1 | -80.00% |
| 30 Sep, 15 | 5 | 66.67% |
| 30 Jun, 15 | 3 | -25.00% |
| 31 Mar, 15 | 4 | - |
| 31 Dec, 14 | 4 | 100.00% |
| 30 Sep, 14 | 2 | -60.00% |
| 30 Jun, 14 | 5 | 25.00% |
| 31 Mar, 14 | 4 | 33.33% |
| 31 Dec, 13 | 3 | -25.00% |
| 30 Sep, 13 | 4 | 300.00% |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | -50.00% |
| 30 Sep, 10 | 2 | 100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | - | -100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | - | -100.00% |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 04 | - | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
3 institutional shareholders have reduced their position in UNB stock as of 30 Jun 24 compared to 7 in the previous quarter (a -57.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 18 | -35.71% | 643,097 | -16.15% | 14.10% | 4.99% | 9 | -35.71% | 3 | -57.14% |
| 31 Mar, 24 | 28 | -6.67% | 767,003 | 14.89% | 16.82% | 7.67% | 14 | -17.65% | 7 | - |
| 31 Dec, 23 | 30 | 30.43% | 667,619 | 30.97% | 14.81% | 11.58% | 17 | 112.50% | 7 | 16.67% |
| 30 Sep, 23 | 23 | - | 509,765 | 4.39% | 11.31% | 9.64% | 8 | -11.11% | 6 | - |
| 30 Jun, 23 | 23 | -8.00% | 488,341 | 0.71% | 10.83% | 9.37% | 9 | -18.18% | 6 | 100.00% |
| 31 Mar, 23 | 25 | -7.41% | 484,889 | 0.93% | 10.75% | 9.47% | 11 | - | 3 | -70.00% |
| 31 Dec, 22 | 27 | 3.85% | 480,408 | -6.96% | 10.66% | 8.08% | 11 | 10.00% | 10 | 100.00% |
| 30 Sep, 22 | 26 | 4.00% | 516,345 | -7.24% | 11.49% | 7.49% | 10 | -16.67% | 5 | -16.67% |
| 30 Jun, 22 | 25 | -10.71% | 556,668 | -5.46% | 12.39% | 7.22% | 12 | 33.33% | 6 | -40.00% |
| 31 Mar, 22 | 28 | -3.45% | 588,820 | -3.35% | 13.10% | 6.97% | 9 | -10.00% | 10 | 11.11% |
| 31 Dec, 21 | 29 | -6.45% | 609,227 | -0.42% | 13.71% | 7.37% | 10 | - | 9 | -25.00% |
| 30 Sep, 21 | 31 | -8.82% | 611,827 | 2.42% | 13.64% | 7.68% | 10 | -52.38% | 12 | 33.33% |
| 30 Jun, 21 | 34 | 9.68% | 597,366 | 11.95% | 13.33% | 9.39% | 21 | 23.53% | 9 | 12.50% |
| 31 Mar, 21 | 31 | 10.71% | 533,618 | -1.20% | 11.91% | 8.17% | 17 | 54.55% | 8 | -38.46% |
| 31 Dec, 20 | 28 | 16.67% | 540,125 | 9.74% | 12.07% | 9.98% | 11 | 266.67% | 13 | - |
| 30 Sep, 20 | 24 | -14.29% | 492,165 | 4.12% | 11.00% | 9.85% | 3 | -66.67% | 13 | -13.33% |
| 30 Jun, 20 | 28 | -20.00% | 472,703 | -35.59% | 10.57% | 3.92% | 9 | -50.00% | 15 | 66.67% |
| 31 Mar, 20 | 35 | -18.60% | 733,894 | -3.86% | 16.41% | 5.76% | 18 | -14.29% | 9 | -25.00% |
| 31 Dec, 19 | 43 | 7.50% | 763,366 | 4.47% | 16.88% | 6.31% | 21 | 23.53% | 12 | 33.33% |
| 30 Sep, 19 | 40 | - | 730,684 | 1.09% | 16.35% | 6.25% | 17 | -15.00% | 9 | -10.00% |
| 30 Jun, 19 | 40 | -2.44% | 722,792 | 1.42% | 16.18% | 6.36% | 20 | 33.33% | 10 | 42.86% |
| 31 Mar, 19 | 41 | 2.50% | 712,651 | 0.35% | 15.95% | 6.31% | 15 | -16.67% | 7 | -41.67% |
| 31 Dec, 18 | 40 | -4.76% | 710,185 | -2.13% | 15.90% | 6.02% | 18 | -18.18% | 12 | 100.00% |
| 30 Sep, 18 | 42 | 7.69% | 725,614 | 3.97% | 16.25% | 6.65% | 22 | 22.22% | 6 | -45.45% |
| 30 Jun, 18 | 39 | - | 697,912 | 0.76% | 15.63% | 6.50% | 18 | 5.88% | 11 | 10.00% |
| 31 Mar, 18 | 39 | -2.50% | 692,670 | 0.98% | 15.51% | 6.56% | 17 | -15.00% | 10 | 11.11% |
| 31 Dec, 17 | 40 | 8.11% | 685,979 | 4.52% | 15.37% | 7.11% | 20 | 5.26% | 9 | 125.00% |
| 30 Sep, 17 | 37 | -5.13% | 656,285 | 2.23% | 14.71% | 7.10% | 19 | 46.15% | 4 | -69.23% |
| 30 Jun, 17 | 39 | -4.88% | 641,970 | 1.86% | 14.39% | 7.21% | 13 | -35.00% | 13 | 8.33% |
| 31 Mar, 17 | 41 | 7.89% | 630,234 | 3.05% | 14.12% | 7.50% | 20 | - | 12 | 33.33% |
| 31 Dec, 16 | 38 | 5.56% | 611,573 | 12.34% | 13.72% | 9.16% | 20 | 11.11% | 9 | 12.50% |
| 30 Sep, 16 | 36 | 9.09% | 544,399 | 11.08% | 12.24% | 10.13% | 18 | -25.00% | 8 | 33.33% |
| 30 Jun, 16 | 33 | 83.33% | 490,094 | 88.43% | 10.99% | 32.30% | 24 | 166.67% | 6 | 200.00% |
| 31 Mar, 16 | 18 | 5.88% | 260,094 | 14.16% | 5.83% | 22.26% | 9 | 50.00% | 2 | 100.00% |
| 31 Dec, 15 | 17 | -5.56% | 227,830 | -6.34% | 5.12% | 17.19% | 6 | 20.00% | 1 | -80.00% |
| 30 Sep, 15 | 18 | - | 243,265 | -0.53% | 5.46% | 18.14% | 5 | -37.50% | 5 | 66.67% |
| 30 Jun, 15 | 18 | - | 244,571 | 2.96% | 5.49% | 19.32% | 8 | 60.00% | 3 | -25.00% |
| 31 Mar, 15 | 18 | 5.88% | 237,534 | 35.78% | 5.33% | 33.46% | 5 | 25.00% | 4 | - |
| 31 Dec, 14 | 17 | -10.53% | 174,941 | -1.41% | 3.99% | 25.19% | 4 | -60.00% | 4 | 100.00% |
| 30 Sep, 14 | 19 | 46.15% | 177,443 | 13.38% | 3.98% | 32.30% | 10 | 233.33% | 2 | -60.00% |
| 30 Jun, 14 | 13 | -7.14% | 156,501 | -40.21% | 3.51% | 9.96% | 3 | -50.00% | 5 | 25.00% |
| 31 Mar, 14 | 14 | 7.69% | 261,765 | 58.63% | 5.94% | 43.31% | 6 | 20.00% | 4 | 33.33% |
| 31 Dec, 13 | 13 | 18.18% | 165,012 | -0.05% | 3.70% | 26.42% | 5 | 66.67% | 3 | -25.00% |
| 30 Sep, 13 | 11 | - | 165,099 | -9.93% | 3.74% | 22.13% | 3 | -66.67% | 4 | 300.00% |
| 30 Jun, 13 | 11 | 266.67% | 183,304 | 35.97% | 4.11% | 44.89% | 9 | 800.00% | 1 | - |
| 31 Mar, 13 | 3 | -25.00% | 134,810 | -4.96% | 3.03% | 29.71% | 1 | -50.00% | 1 | - |
| 31 Dec, 12 | 4 | -20.00% | 141,842 | -2.71% | 3.19% | 29.83% | 2 | - | 1 | - |
| 30 Sep, 12 | 5 | 25.00% | 145,787 | -2.43% | 3.27% | 29.58% | 2 | - | 1 | - |
| 30 Jun, 12 | 4 | 33.33% | 149,415 | -1.57% | 3.33% | 28.66% | 2 | 100.00% | 1 | - |
| 31 Mar, 12 | 3 | - | 151,802 | 18.66% | 3.41% | 41.34% | 1 | -50.00% | 1 | - |
| 31 Dec, 11 | 3 | - | 127,931 | -10.07% | 2.87% | 28.18% | 2 | - | 1 | - |
| 30 Sep, 11 | 3 | - | 142,250 | -11.72% | 3.19% | 24.42% | 2 | 100.00% | 1 | - |
| 30 Jun, 11 | 3 | 50.00% | 161,131 | 17.33% | 3.62% | 38.06% | 1 | - | 1 | - |
| 31 Mar, 11 | 2 | -33.33% | 137,327 | -24.67% | 3.08% | 18.43% | - | -100.00% | 1 | - |
| 31 Dec, 10 | 3 | 50.00% | 182,304 | -2.22% | 4.09% | 23.36% | 2 | - | 1 | -50.00% |
| 30 Sep, 10 | 2 | - | 186,445 | -4.58% | 4.18% | 21.80% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 10 | 2 | - | 195,389 | -4.08% | 4.38% | 21.52% | 1 | -50.00% | 1 | - |
| 31 Mar, 10 | 2 | - | 203,696 | 633.04% | 4.51% | 1165.81% | 2 | - | - | - |
| 31 Dec, 09 | 2 | 100.00% | 27,788 | 0.97% | 0.62% | 163.68% | 2 | 100.00% | - | - |
| 30 Sep, 09 | 1 | - | 27,521 | 0.24% | 0.62% | 163.37% | 1 | - | - | - |
| 30 Jun, 09 | 1 | - | 27,455 | 0.26% | 0.61% | 163.84% | 1 | - | - | -100.00% |
| 31 Mar, 09 | 1 | - | 27,383 | -6.83% | 0.61% | 142.84% | - | -100.00% | 1 | - |
| 31 Dec, 08 | 1 | - | 29,390 | 38.86% | 0.65% | 294.38% | 1 | - | - | -100.00% |
| 30 Sep, 08 | 1 | - | 21,165 | -4.25% | 0.47% | 194.66% | - | - | 1 | - |
| 30 Jun, 08 | 1 | - | 22,105 | -3.93% | 0.49% | 188.08% | - | -100.00% | 1 | - |
| 31 Mar, 08 | 1 | - | 23,009 | 24.70% | 0.51% | 304.00% | 1 | - | - | -100.00% |
| 31 Dec, 07 | 1 | - | 18,451 | -0.15% | 0.41% | 245.26% | - | - | 1 | - |
| 30 Sep, 07 | 1 | - | 18,479 | - | 0.41% | 245.69% | - | - | - | -100.00% |
| 30 Jun, 07 | 1 | - | 18,479 | -0.03% | 0.41% | 245.21% | - | -100.00% | 1 | - |
| 31 Mar, 07 | 1 | - | 18,484 | 0.01% | 0.41% | 242.66% | 1 | - | - | - |
| 31 Dec, 06 | 1 | - | 18,483 | - | 0.41% | - | 1 | - | - | - |
| 30 Jun, 06 | 1 | - | 13,172 | 1.54% | 0.29% | 355.60% | 1 | - | - | -100.00% |
| 31 Mar, 06 | 1 | - | 12,972 | -20.81% | 0.29% | 220.65% | - | - | 1 | - |
| 31 Dec, 05 | 1 | - | 16,380 | - | 0.36% | 278.20% | - | - | - | -100.00% |
| 30 Sep, 05 | 1 | - | 16,380 | -2.38% | 0.36% | 264.98% | - | - | 1 | - |
| 30 Jun, 05 | 1 | - | 16,780 | -5.36% | 0.37% | 243.10% | - | - | 1 | - |
| 31 Mar, 05 | 1 | - | 17,730 | -4.68% | 0.39% | 233.85% | - | - | 1 | - |
| 31 Dec, 04 | 1 | - | 18,600 | -2.87% | 0.41% | 230.44% | - | - | 1 | - |
| 30 Sep, 04 | 1 | - | 19,150 | -2.54% | 0.42% | 225.68% | - | -100.00% | 1 | - |
| 30 Jun, 04 | 1 | - | 19,650 | 138.18% | 0.43% | 1313.62% | 1 | - | - | - |
| 31 Mar, 04 | 1 | - | 8,250 | - | 0.18% | 555.23% | - | - | - | - |
| 31 Dec, 03 | 1 | - | 8,250 | - | 0.18% | 549.23% | - | -100.00% | - | - |
| 30 Sep, 03 | 1 | - | 8,250 | - | 0.18% | - | 1 | - | - | - |
Union Bankshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of UNB was made by Hogan Patricia N on Mar 01 2024, buying 6 shares at $29.81 per share (worth $195.61).
Union Bankshares Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 9 | - | - |
| Q1 2024 | 14 | - | - |
| Q4 2023 | 6 | 9 | 66.67% |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 11 | 1 | 1100.00% |
| Q1 2023 | 12 | - | - |
| Q4 2022 | 2 | 8 | 25.00% |
| Q2 2022 | 16 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 4 | 8 | 50.00% |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | 10 | 3 | 333.33% |
| Q1 2021 | 28 | 1 | 2800.00% |
| Q4 2020 | 9 | 9 | 100.00% |
| Q2 2020 | 8 | - | - |
| Q1 2020 | 8 | 1 | 800.00% |
| Q4 2019 | 7 | 4 | 175.00% |
| Q3 2019 | 2 | - | - |
| Q2 2019 | - | 8 | - |
| Q1 2019 | 5 | 1 | 500.00% |
9 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Union Bankshares's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 3 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | 2 | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 2 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | 1 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Union Bankshares's stocks.
Union Bankshares Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| SFBC | Sound Financial Bancorp, Inc. |
| TCBC | TC Bancshares, Inc. |
| BSBK | Bogota Financial Corp. |
| FNWD | Finward Bancorp |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| SMBC | Southern Missouri Bancorp, Inc. |
| HVBC | HV Bancorp, Inc. |
| TCFC | The Community Financial Corporation |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| RBKB | Rhinebeck Bancorp, Inc. |
| WNEB | Western New England Bancorp, Inc. |
| MGYR | Magyar Bancorp, Inc. |
| FRAF | Franklin Financial Services Corporation |
UNB Ownership FAQ
Who Owns Union Bankshares?
Union Bankshares is owned by institutional shareholders (14.10%), insiders (19.95%), and public (65.94%). The largest institutional shareholder of Union Bankshares is FMR LLC (4.72% of total shares) and the top mutual fund owner is Absolute Shares Trust (0.03% of total shares).
Who are the major institutional shareholders of Union Bankshares?
Union Bankshares's major institutional shareholders are FMR LLC, VANGUARD GROUP INC, CARDINAL CAPITAL MANAGEMENT, SPEARS ABACUS ADVISORS LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 11.12% of the company's share outstanding.
How many Union Bankshares shareholders are there?
As of Jun 2024, there are 18 institutional shareholders of Union Bankshares.
What percentage of Union Bankshares is owned by FMR LLC?
FMR LLC owns 215.19K shares of Union Bankshares, representing 4.72% of the company's total shares outstanding, valued at $4.62M (as of Jun 2024).
What percentage of Union Bankshares is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 144.98K shares of Union Bankshares (UNB), compromising 3.18% of the company, valued at $3.11M.
What percentage of Union Bankshares is owned by CARDINAL CAPITAL MANAGEMENT?
CARDINAL CAPITAL MANAGEMENT is the third largest holder of Union Bankshares. The company owns 64.63K of the company's shares outstanding (worth $1.39M).