UNB Institutional Ownership
Union Bankshares, Inc.
1W: -2.4%
1M: -3.1%
3M: -10.3%
YTD: -1.5%
1Y: -5.4%
3Y: +17.9%
5Y: -4.8%
$23.03
+0.03 (+0.13%)
Weekly Expected Move ±1.7%
$22
$23
$23
$23
$24
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Institutional Ownership — UNB
65
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$19M
Total Invested
15
New Positions
11
Increased
32
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 151,233 | $$3M | +1,759 | +1.2% | 2Q | SEC ↗ |
| 2 | Cardinal Capital Management | 104,509 | $$2M | +1,949 | +1.9% | 45Q | SEC ↗ |
| 3 | Truffle Hound Capital, LLC NEW | 80,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | BlackRock, Inc. | 65,942 | $$2M | -134,089 | -67.0% | 8Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 45,223 | $$1M | -43,257 | -48.9% | 41Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 41,052 | $$945K | — | +0.0% | 76Q | SEC ↗ |
| 7 | Cannell & Spears LLC | 40,169 | $$925K | — | +0.0% | 68Q | SEC ↗ |
| 8 | MILLENNIUM MANAGEMENT LLC NEW | 31,709 | $$730K | — | +0.0% | 1Q | SEC ↗ |
| 9 | TRUST CO OF VERMONT NEW | 29,323 | $$675K | — | +0.0% | 1Q | SEC ↗ |
| 10 | VANGUARD FIDUCIARY TRUST CO | 22,438 | $$517K | -2,910 | -11.5% | 2Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 21,852 | $$503K | +3,620 | +19.9% | 37Q | SEC ↗ |
| 12 | MORGAN STANLEY | 21,236 | $$489K | +1,434 | +7.2% | 51Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 16,723 | $$385K | -12,383 | -42.5% | 3Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 16,494 | $$380K | -31,149 | -65.4% | 41Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC NEW | 13,966 | $$322K | — | +0.0% | 1Q | SEC ↗ |
| 16 | LPL Financial LLC | 13,924 | $$321K | +51 | +0.4% | 24Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC NEW | 13,390 | $$308K | — | +0.0% | 1Q | SEC ↗ |
| 18 | STATE STREET CORP | 11,191 | $$258K | -25,384 | -69.4% | 21Q | SEC ↗ |
| 19 | HSBC HOLDINGS PLC NEW | 10,535 | $$243K | — | +0.0% | 1Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 9,381 | $$216K | -2,165 | -18.8% | 4Q | SEC ↗ |
| 21 | Squarepoint Ops LLC NEW | 9,261 | $$213K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Community Financial Services Group, LL | 7,180 | $$165K | -1,000 | -12.2% | 2Q | SEC ↗ |
| 23 | BARCLAYS PLC | 2,913 | $$67K | -850 | -22.6% | 8Q | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 2,050 | $$47K | +1,578 | +334.3% | 4Q | SEC ↗ |
| 25 | Vanguard Global Advisers, LLC | 1,628 | $$37K | — | +0.0% | 2Q | SEC ↗ |
| 26 | UBS Group AG | 1,111 | $$26K | -246 | -18.1% | 7Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 771 | $$18K | -1,325 | -63.2% | 40Q | SEC ↗ |
| 28 | FMR LLC | 745 | $$17K | +49 | +7.0% | 23Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV NEW | 535 | $$12K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Hanson & Doremus Investment Management NEW | 500 | $$12K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Clean Yield Group | 450 | $$10K | — | +0.0% | 21Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 223 | $$5K | -295 | -56.9% | 4Q | SEC ↗ |
| 33 | Arax Advisory Partners NEW | 144 | $$3K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Tower Research Capital LLC (TRC) | 133 | $$3K | -808 | -85.9% | 4Q | SEC ↗ |
| 35 | 1620 INVESTMENT ADVISORS, INC. | 120 | $$3K | — | +0.0% | 9Q | SEC ↗ |
| 36 | CWM, LLC | 99 | $$2K | +55 | +125.0% | 3Q | SEC ↗ |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 86 | $$2K | -926 | -91.5% | 41Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 57 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 49 | $$1K | -1,430 | -96.7% | 13Q | SEC ↗ |
| 40 | SBI Securities Co., Ltd. | 23 | $$1K | — | +0.0% | 7Q | SEC ↗ |
| 41 | Allworth Financial LP | 23 | $$1K | +22 | +2200.0% | 2Q | SEC ↗ |
| 42 | Essential Partners LLC | 20 | $$0K | +13 | +185.7% | 4Q | SEC ↗ |
| 43 | GAMMA Investing LLC | 17 | $$0K | — | +0.0% | 2Q | SEC ↗ |
| 44 | IFP Advisors, Inc NEW | 12 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 45 | EverSource Wealth Advisors, LLC | 9 | $$0K | +5 | +125.0% | 3Q | SEC ↗ |
| 46 | PNC Financial Services Group, Inc. | 8 | $$0K | -1 | -11.1% | 4Q | SEC ↗ |
| 47 | ROTHSCHILD INVESTMENT LLC | 7 | $$0K | +4 | +133.3% | 2Q | SEC ↗ |
| 48 | True Wealth Design, LLC NEW | 5 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 5 | $$0K | -57 | -91.9% | 4Q | SEC ↗ |
| 50 | Fortitude Family Office, LLC NEW | 2 | $$0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Truffle Hound Capital, LLC | 80,000 | $$2M |
| MILLENNIUM MANAGEMENT LLC | 31,709 | $$730K |
| TRUST CO OF VERMONT | 29,323 | $$675K |
| JANE STREET GROUP, LLC | 13,966 | $$322K |
| AQR CAPITAL MANAGEMENT LLC | 13,390 | $$308K |
| HSBC HOLDINGS PLC | 10,535 | $$243K |
| Squarepoint Ops LLC | 9,261 | $$213K |
| MERCER GLOBAL ADVISORS INC /ADV | 535 | $$12K |
| Hanson & Doremus Investment Managem | 500 | $$12K |
| Arax Advisory Partners | 144 | $$3K |
| Integrated Wealth Concepts LLC | 57 | $$1K |
| IFP Advisors, Inc | 12 | $$0K |
| True Wealth Design, LLC | 5 | $$0K |
| Fortitude Family Office, LLC | 2 | $$0K |
| Wealth Enhancement Trust Services, | 1 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21,757 | $$501K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 11,210 | $$258K |
| BANK OF AMERICA CORP /DE | 5,305 | $$122K |
| DEUTSCHE BANK AG | 3,231 | $$74K |
| NEW YORK STATE COMMON RETIREMENT FU | 2,900 | $$67K |
| RHUMBLINE ADVISERS | 2,831 | $$65K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 1,812 | $$42K |
| Kestra Advisory Services, LLC | 1,787 | $$41K |
| Police & Firemen's Retirement Syste | 1,202 | $$28K |
| Empowered Funds, LLC | 400 | $$9K |
| Ameritas Investment Partners, Inc. | 372 | $$9K |
| Legal & General Group Plc | 330 | $$8K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 223 | $$5K |
| CITIGROUP INC | 191 | $$4K |
| Portus Wealth Advisors, LLC | 116 | $$3K |
| AMALGAMATED BANK | 114 | $$3K |
| Scarborough Advisors, LLC | 58 | $$1K |
| Sterling Capital Management LLC | 30 | $$1K |
| Root Financial Partners, LLC | 3 | $$0K |
| MAI Capital Management | 2 | $$0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | +3,620 | +19.9% | 21,852 |
| Cardinal Capital Management | +1,949 | +1.9% | 104,509 |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,759 | +1.2% | 151,233 |
| Russell Investments Group, Ltd. | +1,578 | +334.3% | 2,050 |
| MORGAN STANLEY | +1,434 | +7.2% | 21,236 |
| CWM, LLC | +55 | +125.0% | 99 |
| LPL Financial LLC | +51 | +0.4% | 13,924 |
| FMR LLC | +49 | +7.0% | 745 |
| Allworth Financial LP | +22 | +2200.0% | 23 |
| Essential Partners LLC | +13 | +185.7% | 20 |
| EverSource Wealth Advisors, LLC | +5 | +125.0% | 9 |
| ROTHSCHILD INVESTMENT LLC | +4 | +133.3% | 7 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -134,089 | -67.0% | 65,942 |
| GEODE CAPITAL MANAGEMENT, LLC | -43,257 | -48.9% | 45,223 |
| NORTHERN TRUST CORP | -31,149 | -65.4% | 16,494 |
| STATE STREET CORP | -25,384 | -69.4% | 11,191 |
| GOLDMAN SACHS GROUP INC | -12,383 | -42.5% | 16,723 |
| VANGUARD FIDUCIARY TRUST CO | -2,910 | -11.5% | 22,438 |
| CITADEL ADVISORS LLC | -2,165 | -18.8% | 9,381 |
| JPMORGAN CHASE & CO | -1,430 | -96.7% | 49 |
| WELLS FARGO & COMPANY/MN | -1,325 | -63.2% | 771 |
| Community Financial Services Group, | -1,000 | -12.2% | 7,180 |
| BNP PARIBAS FINANCIAL MARKETS | -926 | -91.5% | 86 |
| BARCLAYS PLC | -850 | -22.6% | 2,913 |
| Tower Research Capital LLC (TRC) | -808 | -85.9% | 133 |
| ROYAL BANK OF CANADA | -295 | -56.9% | 223 |
| UBS Group AG | -246 | -18.1% | 1,111 |
| Farther Finance Advisors, LLC | -57 | -91.9% | 5 |
| PNC Financial Services Group, Inc. | -1 | -11.1% | 8 |