Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Union Bankshares Inc (UNB)  
$28.65 0.04 (0.14%) as of 4:30 Wed 7/9


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    2
Total shares held : 
916,002  
% of shares held : 
20.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
27,285  
% of shares held change : 
  0.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$28.26  
Last Quarter's Ending Price : 
$31.47  
Last Quarter's Average Price
$30.51  
Change from last quarter's     
avg. price to the last closing  : 
1.86 (6.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 66,123
 7.22%
 
Increased Positions :
10
 18,052
 1.97%
 
Unchanged Positions :
11
 85,839
 9.37%
 
Decreased Positions :
10
-28,711
-3.13%
 
Closed Positions :
3
-28,179
-3.08%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FMR LLC 1877 - 2025-03-31 280,160 $8,817,000 -2,937
   VANGUARD GROUP INC 3186 - 2025-03-31 151,269 $4,760,000 2,790
   CARDINAL CAPITAL MANAGEMENT 80 - 2025-03-31 82,738 $2,604,000 6,651
   SPEARS ABACUS ADVISORS LLC 210 - 2025-03-31 42,080 $1,324,000 0
   GEODE CAPITAL MANAGEMENT LLC 3201 - 2025-03-31 42,012 $1,322,000 1,642
   DIMENSIONAL FUND ADVISORS INC 2846 - 2025-03-31 37,486 $1,180,000 2,210
   LPL FINANCIAL CORP 3402 - 2025-03-31 34,461 $1,084,000 722
   MILLENNIUM MANAGEMENT LLC 2848 *New 2025-03-31 31,438 $989,000 31,438
   NORTHERN TRUST CORP 3293 - 2025-03-31 30,737 $967,000 -143
   TRUST CO OF VERMONT 186 - 2025-03-31 30,423 $957,000 0
   BlackRock Inc. 3969 - 2025-03-31 21,498 $677,000 927
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3911 - 2025-03-31 20,146 $634,000 -6,934
   RENAISSANCE TECHNOLOGIES LLC 2686 - 2025-03-31 18,232 $574,000 -476
   MORGAN STANLEY 5194 - 2025-03-31 14,217 $447,000 618
   JANE STREET GROUP LLC 3823 *New 2025-03-31 12,738 $401,000 12,738
   STATE STREET CORP 3492 - 2025-03-31 11,191 $352,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3446 *New 2025-03-31 8,525 $268,000 8,525
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 95 - 2025-03-31 7,480 $235,000 -1,000
   GOLDMAN SACHS GROUP INC/ 4474 *New 2025-03-31 6,801 $214,000 6,801
   RAYMOND JAMES FINANCIAL INC 4319 *New 2025-03-31 6,621 $208,000 6,621
   Qube Research & Technologies Ltd 2199 - 2025-03-31 6,479 $204,000 -7,235
   BRIDGEWAY CAPITAL MANAGEMENT INC 926 - 2025-03-31 6,414 $202,000 -9,376
   BANK OF AMERICA CORP /DE/ 5113 - 2025-03-31 4,506 $142,000 281
   UBS Group AG 5653 - 2025-03-31 3,143 $99,000 2,061
   CITIGROUP INC 3714 - 2025-03-31 2,818 $89,000 -257
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 427 - 2025-03-31 775 $27,000 0
   WELLS FARGO & CO/MN 4977 - 2025-03-31 770 $24,000 0
   CLEAN YIELD GROUP 297 - 2025-03-31 450 $14,000 0
   TOWER RESEARCH CAPITAL LLC 4074 - 2025-03-31 196 $6,000 150
   1620 INVESTMENT ADVISORS INC. 519 - 2025-03-31 120 $4,000 0
   BNP PARIBAS ARBITRAGE SA 4040 - 2024-12-31 31 $1,000 0
   BARCLAYS PLC 4101 - 2025-03-31 17 $1,000 -344
   SBI Securities Co. Ltd. 2568 - 2025-03-31 23 $1,000 0
   BNP PARIBAS ARBITRAGE SA 4124 - 2025-03-31 31 $1,000 -9
   Alpine Partners VI LLC 106 *Closed 2025-03-31 0 $0 -9,309
   J P MORGAN CHASE & CO 5446 - 2025-03-31 5 $0 0
   683 CAPITAL MANAGEMENT, LLC 111 *Closed 2025-03-31 0 $0 -10,520
   Capital Advisors Ltd. LLC 1528 - 2025-03-31 2 $0 0
   CITADEL ADVISORS LLC 6239 *Closed 2025-03-31 0 $0 -8,350
   PROEQUITIES INC. 9420 - 2025-03-31 0 $0 0

  40 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results