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Get Institutions for : 
Union Bankshares Inc (UNB)  
$28.11 0.01 (0.04%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    5
Total shares held : 
 665,579  
% of shares held : 
 14.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 184,063  
% of shares held change : 
   4.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.70  
Last Quarter's Ending Price : 
 $30.65  
Last Quarter's Average Price : 
 $27.37  
Change from last quarter's     
avg. price to the last closing  : 
0.74 (2.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 33,271
 5%
 
Increased Positions :
10
 154,835
 23.26%
 
Unchanged Positions :
8
 55,649
 8.36%
 
Decreased Positions :
6
-3,843
-0.58%
 
Closed Positions :
1
-200
-0.03%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 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 1913 - 2023-12-31 185,356 $5,681,000 139,697
   VANGUARD GROUP INC 3334 - 2023-12-31 144,608 $4,432,000 175
   CARDINAL CAPITAL MANAGEMENT 96 - 2024-03-31 55,061 $1,679,000 12,690
   SPEARS ABACUS ADVISORS LLC 74 - 2023-12-31 46,240 $1,417,000 -1,052
   GEODE CAPITAL MANAGEMENT LLC 3285 - 2023-12-31 38,529 $1,181,000 2,417
   LPL FINANCIAL CORP 3049 - 2023-12-31 31,005 $950,000 3,796
   DIMENSIONAL FUND ADVISORS INC 2951 - 2023-12-31 28,010 $859,000 0
   NORTHERN TRUST CORP 3366 - 2023-12-31 27,710 $849,000 4,461
   WELLS FARGO & CO/MN 3220 - 2023-12-31 19,902 $610,000 2
   BRIDGEWAY CAPITAL MANAGEMENT INC 944 - 2023-12-31 16,390 $502,000 0
   RENAISSANCE TECHNOLOGIES LLC 2883 - 2023-12-31 12,532 $384,000 -200
   BLACKROCK INC. 4170 - 2023-12-31 11,744 $360,000 -116
   STATE STREET CORP 3577 - 2023-12-31 9,891 $303,000 0
   MORGAN STANLEY 5410 - 2023-12-31 8,671 $266,000 -1,778
   STIFEL FINANCIAL CORP 2951 *New 2023-12-31 7,856 $241,000 7,856
   FINANCIAL NETWORK 2438 *New 2023-12-31 7,367 $226,000 7,367
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4799 *New 2023-12-31 6,972 $214,000 6,972
   CITIGROUP INC 3026 *New 2023-12-31 6,281 $193,000 6,281
   BANK OF AMERICA CORP /DE/ 5071 - 2023-12-31 5,654 $173,000 2,189
   Qube Research & Technologies Ltd 2572 *New 2023-12-31 4,560 $140,000 4,560
   TRUST CO OF VERMONT 418 - 2023-12-31 1,820 $56,000 -26,448
   J P MORGAN CHASE & CO 4759 - 2023-12-31 1,449 $44,000 1,444
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 445 - 2023-12-31 875 $26,000 0
   UBS Group AG 5708 - 2023-12-31 716 $22,000 614
   CLEAN YIELD GROUP - 2023-12-31 450 $14,000 0
   BARCLAYS PLC 3892 *New 2023-12-31 235 $7,000 235
   Scarborough Advisors LLC 434 *New 2023-12-31 222 $7,000 222
   TOWER RESEARCH CAPITAL LLC 5032 - 2023-12-31 115 $4,000 -364
   ROYAL BANK OF CANADA 6043 - 2023-12-31 57 $2,000 40
   BNP PARIBAS ARBITRAGE SA 3047 - 2023-12-31 31 $1,000 0
   PROEQUITIES INC. 3930 - 2023-12-31 0 $0 0
   Capital Advisors Ltd. LLC 1479 - 2024-03-31 2 $0 0
   FIRST MANHATTAN CO 1571 *Closed 2023-12-31 0 $0 -200
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 148 *Closed 2023-09-30 0 $0 -10,068
  34 Records found
  1    
  Page 1 of 1
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