Union Bankshares Ownership | Who Owns Union Bankshares?
Union Bankshares Ownership Summary
Union Bankshares is owned by 16.05% institutional investors, 19.95% insiders, and 63.99% retail investors. Fmr is the largest institutional shareholder, holding 4.72% of UNB shares. Fidelity Low-Priced Stock is the top mutual fund, with 2.75% of its assets in Union Bankshares shares.
UNB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Union Bankshares | 16.05% | 19.95% | 63.99% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 215.19K | 4.72% | $4.62M |
| Vanguard group | 144.98K | 3.18% | $3.11M |
| Cardinal capital management | 64.63K | 1.42% | $1.39M |
| Spears abacus advisors | 42.94K | 0.94% | $922.35K |
| Geode capital management | 39.31K | 0.86% | $844.70K |
| Lpl financial | 33.63K | 0.74% | $722.35K |
| Dimensional fund advisors lp | 30.92K | 0.68% | $664.25K |
| Trust co of vermont | 30.43K | 0.67% | $653.59K |
| Northern trust | 25.89K | 0.57% | $556.18K |
| Susquehanna group, llp | 20.66K | 0.45% | $443.82K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cardinal capital management | 64.63K | 0.23% | $1.39M |
| Trust co of vermont | 30.43K | 0.04% | $653.59K |
| Spears abacus advisors | 42.94K | 0.02% | $922.35K |
| Bridgeway capital management | 16.39K | 0.01% | $352.06K |
| Clean yield group | 450.00 | 0.00% | $9.67K |
| 1620 investment advisors | 120.00 | 0.00% | $2.58K |
| Renaissance | 14.03K | 0.00% | $301.41K |
| Lpl financial | 33.63K | 0.00% | $722.35K |
| Fmr | 215.19K | 0.00% | $4.62M |
| Tower research capital llc (trc) | 679.00 | 0.00% | $14.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cardinal capital management | 64.63K | 0.23% | 9.57K |
| Fmr | 215.19K | 0.00% | 5.73K |
| Dimensional fund advisors lp | 30.92K | 0.00% | 2.91K |
| Ubs group | 2.46K | - | 1.25K |
| Renaissance | 14.03K | 0.00% | 1.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -16.06K |
| Wells fargo & company/mn | 3.77K | - | -13.63K |
| Qube research | 2.00 | - | -10.46K |
| Community financial services group | - | - | -8.48K |
| Susquehanna group, llp | 20.66K | 0.00% | -4.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 1620 investment advisors | 120.00 | 0.00% | 120.00 | $2.58K |
Sold Out
| Holder | Change |
|---|---|
| Community financial services group | -8.48K |
| Jane street group | -16.06K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 27 | -3.57% | 732,026 | -4.56% | 16 | 5.67% | 12 | -14.29% | 8 | 14.29% |
| Mar 31, 2024 | 28 | -6.67% | 767,003 | 14.89% | 16 | 7.67% | 14 | -17.65% | 7 | - |
| Dec 31, 2023 | 30 | 30.43% | 667,619 | 30.97% | 14 | 11.58% | 17 | 112.50% | 7 | 16.67% |
| Sep 30, 2023 | 23 | - | 509,765 | 4.39% | 11 | 9.64% | 8 | -11.11% | 6 | - |
| Jun 30, 2023 | 23 | -8.00% | 488,341 | 0.71% | 10 | 9.37% | 9 | -18.18% | 6 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 124.55K | 2.75% | -59.00 |
| Vanguard Total Stock Mkt Idx Inv | 95.95K | 2.12% | - |
| Strategic Advisers Fidelity US TtlStk | 49.21K | 1.09% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 47.11K | 1.04% | - |
| Fidelity Extended Market Index | 21.63K | 0.48% | 204.00 |
| Fidelity LowPriced Stock Commingled Pl A | 20.86K | 0.46% | - |
| Fidelity Low-Priced Stock K6 | 17.02K | 0.38% | 59.00 |
| Bridgeway Ultra-Small Company Market | 14.95K | 0.33% | - |
| DFA US Micro Cap I | 14.92K | 0.33% | - |
| iShares Micro-Cap ETF | 9.27K | 0.20% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 01, 2024 | Hogan Patricia N | Officer of Union Bank | Buy | $195.61 |
| Feb 22, 2024 | Parent Mary K | - | Buy | $3.11K |
| Mar 13, 2023 | Bugbee Dawn D | - | Buy | $4.69K |
| Nov 02, 2023 | Hogan Patricia N | - | Buy | $192.83 |
| Aug 03, 2023 | Hogan Patricia N | - | Buy | $167.25 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 2 | - |
| 2023 Q3 | 3 | - |
| 2023 Q2 | 1 | - |
UNB Ownership FAQ
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