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Get Institutions for : 
Union Bankshares Inc (UNB)  
$25.36 0.14 (0.55%) as of 4:30 Wed 5/8


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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  : 
2.01 (7.34%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   DIMENSIONAL FUND ADVISORS INC 2951 - 2023-12-31 28,010 $859,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 944 - 2023-12-31 16,390 $502,000 0
   STATE STREET CORP 3577 - 2023-12-31 9,891 $303,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 444 - 2024-03-31 875 $24,000 0
   CLEAN YIELD GROUP - 2023-12-31 450 $14,000 0
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 31 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Capital Advisors Ltd. LLC 1479 - 2024-03-31 2 $0 0

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