UNB NASDAQ
Union Bankshares, Inc.
1W: -3.4%
1M: -6.1%
3M: -6.2%
YTD: -1.1%
1Y: -25.8%
3Y: +26.8%
5Y: -10.2%
$23.79
+0.67 (+2.90%)
Weekly Expected Move ±4.8%
$21
$22
$23
$24
$26
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — UNB
59
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$21M
Total Invested
11
New Positions
17
Increased
21
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (66 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 298,948 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 200,031 | $$5M | +4,348 | +2.2% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 198,178 | $$5M | +13,083 | +7.1% | 12Q | SEC ↗ |
| 4 | Cardinal Capital Management | 102,560 | $$2M | +6,827 | +7.1% | 13Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 88,480 | $$2M | +1,166 | +1.3% | 13Q | SEC ↗ |
| 6 | Cannell & Spears LLC | 80,338 | $$2M | +40,169 | +100.0% | 13Q | SEC ↗ |
| 7 | NORTHERN TRUST CORP | 47,643 | $$1M | +2,623 | +5.8% | 13Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 41,052 | $$977K | — | +0.0% | 13Q | SEC ↗ |
| 9 | STATE STREET CORP | 36,575 | $$870K | -700 | -1.9% | 13Q | SEC ↗ |
| 10 | TRUST CO OF VERMONT | 29,323 | $$698K | — | +0.0% | 12Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 29,106 | $$692K | +2,910 | +11.1% | 2Q | SEC ↗ |
| 12 | VANGUARD FIDUCIARY TRUST CO NEW | 25,348 | $$603K | — | +0.0% | 1Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 21,757 | $$518K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MORGAN STANLEY | 20,791 | $$495K | +6,373 | +44.2% | 12Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 18,232 | $$434K | +200 | +1.1% | 13Q | SEC ↗ |
| 16 | LPL Financial LLC | 13,873 | $$330K | -16,257 | -54.0% | 13Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 12,996 | $$309K | +2,973 | +29.7% | 2Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 11,210 | $$267K | — | +0.0% | 4Q | SEC ↗ |
| 19 | Community Financial Services Group, LL NEW | 8,180 | $$195K | — | +0.0% | 1Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 4,757 | $$113K | +1,716 | +56.4% | 12Q | SEC ↗ |
| 21 | BARCLAYS PLC | 3,763 | $$90K | -4,779 | -55.9% | 7Q | SEC ↗ |
| 22 | DEUTSCHE BANK AG | 3,231 | $$77K | -1,376 | -29.9% | 3Q | SEC ↗ |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | $$69K | — | +0.0% | 4Q | SEC ↗ |
| 24 | RHUMBLINE ADVISERS | 2,831 | $$67K | +370 | +15.0% | 4Q | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,812 | $$43K | +34 | +1.9% | 4Q | SEC ↗ |
| 26 | Vanguard Global Advisers, LLC NEW | 1,628 | $$39K | — | +0.0% | 1Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 1,479 | $$35K | +25 | +1.7% | 12Q | SEC ↗ |
| 28 | UBS Group AG | 1,357 | $$32K | +183 | +15.6% | 6Q | SEC ↗ |
| 29 | Police & Firemen's Retirement System o | 1,202 | $$29K | — | +0.0% | 3Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 1,012 | $$24K | -91 | -8.3% | 13Q | SEC ↗ |
| 31 | Tower Research Capital LLC (TRC) | 941 | $$22K | +486 | +106.8% | 3Q | SEC ↗ |
| 32 | EverSource Wealth Advisors, LLC | 925 | $$22K | +924 | +92400.0% | 2Q | SEC ↗ |
| 33 | FMR LLC | 696 | $$17K | +49 | +7.6% | 13Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 518 | $$12K | +361 | +229.9% | 3Q | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 472 | $$11K | +73 | +18.3% | 3Q | SEC ↗ |
| 36 | Clean Yield Group | 450 | $$11K | — | +0.0% | 13Q | SEC ↗ |
| 37 | Ameritas Investment Partners, Inc. | 372 | $$9K | — | +0.0% | 4Q | SEC ↗ |
| 38 | Legal & General Group Plc | 330 | $$8K | -70 | -17.5% | 4Q | SEC ↗ |
| 39 | 1620 INVESTMENT ADVISORS, INC. | 120 | $$3K | — | +0.0% | 8Q | SEC ↗ |
| 40 | Portus Wealth Advisors, LLC NEW | 116 | $$3K | — | +0.0% | 1Q | SEC ↗ |
| 41 | CWM, LLC | 99 | $$2K | +55 | +125.0% | 3Q | SEC ↗ |
| 42 | CITIGROUP INC | 83 | $$2K | -68 | -45.0% | 9Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 62 | $$1K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Scarborough Advisors, LLC NEW | 58 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Sterling Capital Management LLC | 30 | $$1K | -8 | -21.1% | 4Q | SEC ↗ |
| 46 | SBI Securities Co., Ltd. | 23 | $$1K | — | +0.0% | 6Q | SEC ↗ |
| 47 | GAMMA Investing LLC NEW | 17 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 9 | $$0K | -2 | -18.2% | 3Q | SEC ↗ |
| 49 | Essential Partners LLC | 7 | $$0K | -11 | -61.1% | 1Q | SEC ↗ |
| 50 | Root Financial Partners, LLC NEW | 3 | $$0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 298,948 | $$7M |
| VANGUARD FIDUCIARY TRUST CO | 25,348 | $$603K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21,757 | $$518K |
| Community Financial Services Group, | 8,180 | $$195K |
| Vanguard Global Advisers, LLC | 1,628 | $$39K |
| Portus Wealth Advisors, LLC | 116 | $$3K |
| Scarborough Advisors, LLC | 58 | $$1K |
| GAMMA Investing LLC | 17 | $$0K |
| ROTHSCHILD INVESTMENT LLC | 3 | $$0K |
| Root Financial Partners, LLC | 3 | $$0K |
| Allworth Financial LP | 1 | $$0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueMark Investments, LLC | 14,960 | $$356K |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,525 | $$203K |
| Bank of New York Mellon Corp | 8,520 | $$203K |
| RAYMOND JAMES FINANCIAL INC | 6,622 | $$158K |
| BANK OF AMERICA CORP /DE | 5,305 | $$126K |
| Kestra Advisory Services, LLC | 1,787 | $$43K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY | 775 | $$18K |
| Empowered Funds, LLC | 400 | $$10K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 223 | $$5K |
| AMALGAMATED BANK | 114 | $$3K |
| Arax Advisory Partners | 32 | $$1K |
| True Wealth Design, LLC | 1 | $$0K |
| IFP Advisors, Inc | 1 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cannell & Spears LLC | +40,169 | +100.0% | 80,338 |
| VANGUARD GROUP INC | +13,083 | +7.1% | 198,178 |
| Cardinal Capital Management | +6,827 | +7.1% | 102,560 |
| MORGAN STANLEY | +6,373 | +44.2% | 20,791 |
| BlackRock, Inc. | +4,348 | +2.2% | 200,031 |
| CITADEL ADVISORS LLC | +2,973 | +29.7% | 12,996 |
| GOLDMAN SACHS GROUP INC | +2,910 | +11.1% | 29,106 |
| NORTHERN TRUST CORP | +2,623 | +5.8% | 47,643 |
| WELLS FARGO & COMPANY/MN | +1,716 | +56.4% | 4,757 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,166 | +1.3% | 88,480 |
| EverSource Wealth Advisors, LLC | +924 | +92400.0% | 925 |
| Tower Research Capital LLC (TRC) | +486 | +106.8% | 941 |
| RHUMBLINE ADVISERS | +370 | +15.0% | 2,831 |
| ROYAL BANK OF CANADA | +361 | +229.9% | 518 |
| RENAISSANCE TECHNOLOGIES LLC | +200 | +1.1% | 18,232 |
| UBS Group AG | +183 | +15.6% | 1,357 |
| Russell Investments Group, Ltd. | +73 | +18.3% | 472 |
| CWM, LLC | +55 | +125.0% | 99 |
| FMR LLC | +49 | +7.6% | 696 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +34 | +1.9% | 1,812 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -16,257 | -54.0% | 13,873 |
| BARCLAYS PLC | -4,779 | -55.9% | 3,763 |
| DEUTSCHE BANK AG | -1,376 | -29.9% | 3,231 |
| STATE STREET CORP | -700 | -1.9% | 36,575 |
| BNP PARIBAS FINANCIAL MARKETS | -91 | -8.3% | 1,012 |
| Legal & General Group Plc | -70 | -17.5% | 330 |
| CITIGROUP INC | -68 | -45.0% | 83 |
| Essential Partners LLC | -11 | -61.1% | 7 |
| Sterling Capital Management LLC | -8 | -21.1% | 30 |
| PNC FINANCIAL SERVICES GROUP, INC. | -2 | -18.2% | 9 |