Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/13/2025 | 283,097 | $8.18 M | 31.84% | 6.26% |
| VANGUARD GROUP INC | 02/11/2025 | 148,479 | $4.29 M | 0.00% | 3.28% |
| CARDINAL CAPITAL MANAGEMENT | 01/31/2025 | 76,087 | $2.20 M | 2.25% | 1.68% |
| SPEARS ABACUS ADVISORS LLC | 02/12/2025 | 42,080 | $1.22 M | -2.00% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 40,370 | $1.17 M | -0.33% | 0.89% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 35,276 | $1.02 M | 4.36% | 0.78% |
| TRUST CO OF VERMONT | 01/15/2025 | 30,423 | $879,529 | 0.00% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 27,080 | $782,883 | 171.21% | 0.60% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 20,571 | $594,708 | 18.87% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 18,708 | $540,848 | 13.16% | 0.41% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 15,790 | $456,489 | -3.66% | 0.35% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 13,714 | $396,472 | 100.00% | 0.30% |
| 683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 10,520 | $304,133 | 100.00% | 0.23% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/18/2025 | 9,309 | $269,123 | 100.00% | 0.21% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 01/29/2025 | 8,480 | $245,157 | 0.00% | 0.19% |
| CITIGROUP INC | 02/12/2025 | 3,075 | $88,898 | -13.50% | 0.07% |
| UBS GROUP AG | 02/14/2025 | 1,082 | $31,281 | 100.00% | 0.02% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 01/28/2025 | 775 | $23,707 | -11.43% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 770 | $22,264 | 0.00% | 0.02% |
| CLEAN YIELD GROUP | 01/13/2025 | 450 | $13,010 | 0.00% | 0.01% |
| BARCLAYS PLC | 02/13/2025 | 361 | $10,000 | -56.56% | 0.01% |
| 1620 INVESTMENT ADVISORS, INC. | 02/11/2025 | 120 | $3,469 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 46 | $1,330 | -68.71% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 31 | $896 | 0.00% | 0.00% |
| 02/06/2025 | 23 | $665 | 100.00% | 0.00% | |
| JPMORGAN CHASE & CO | 02/12/2025 | 5 | $145 | 0.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 41 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
FMR LLC: 283,097
VANGUARD GROUP INC: 148,479
Cardinal Capital Management: 76,087
Spears Abacus Advisors LLC: 42,080
GEODE CAPITAL MANAGEMENT, LLC: 40,370
DIMENSIONAL FUND ADVISORS LP: 35,276
19.64% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.09 M shares in the last 24 months. This purchase volume represents approximately $31.63 M in transactions.