Union Bankshares Ownership | Who Owns Union Bankshares?

Union Bankshares Ownership Summary

Union Bankshares is owned by 16.48% institutional investors, 19.95% insiders, and 63.57% 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	16.48%	19.95%	63.57%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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
Community financial services group	-	-	-8.48K
Susquehanna group, llp	20.66K	0.00%	-4.85K
Citigroup	4.03K	0.00%	-1.71K

New Positions

Holder	Shares	% Assets	Change	Value
1620 investment advisors	120.00	0.00%	120.00	$2.58K

Sold Out

Holder	Change
Qube research	-2.00
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 %
Sep 30, 2024	26	-3.70%	745,679	1.87%	16	6.40%	12	-	6	-25.00%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	124.55K	2.75%	-
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%	-
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

Who Owns Union Bankshares?

Union Bankshares shareholders are primarily institutional investors at 16.48%, followed by 19.95% insiders and 63.57% retail investors. The average institutional ownership in Union Bankshares's industry, Regional Banks Stocks, is 51.67%, which Union Bankshares falls below.

Who owns the most shares of Union Bankshares?

Union Bankshares’s largest shareholders are Fmr (215.19K shares, 4.72%), Vanguard group (144.98K shares, 3.18%), and Cardinal capital management (64.63K shares, 1.42%). Together, they hold 9.32% of Union Bankshares’s total shares outstanding.

Does Blackrock own Union Bankshares?

BlackRock is not among the top 10 institutional shareholders of Union Bankshares.

Who is Union Bankshares’s biggest shareholder by percentage of total assets invested?

Cardinal capital management is Union Bankshares’s biggest shareholder by percentage of total assets invested, with 0.23% of its assets in 64.63K Union Bankshares shares, valued at 1.39M$.

Who is the top mutual fund holder of Union Bankshares shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Union Bankshares shares, with 2.75% of its total shares outstanding invested in 124.55K Union Bankshares shares.

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