Union Bankshares Inc (UNB) Institutional Ownership

Ownership Summary

Union Bankshares Inc (NASDAQ:UNB) has 28 institutional investors with active 13F positions as of September 2024.

• Their combined ownership stood at 16.8% of outstanding shares in September 2024, up from 16.5% in June 2024.
• Their total shares held in UNB increased 4.66% from the prior quarter, while the number of investors in Union Bankshares increased 7.69% year over year.
• Among the 28 funds, 12 bought more Union Bankshares shares, 6 sold down, and 10 held their ground.
• Altogether, these fund groups held 766.45K shares in UNB by September 2024, up by 34.12K shares quarter on quarter, and up 198.25K shares year over year.
• As of September 30, 2024, BlackRock, Inc. held the largest stake in Union Bankshares with 200.03K shares, accounting for 4.39% of total shares outstanding.
• The most significant purchases of UNB for the quarter ending September 2024 came from VANGUARD CAPITAL MANAGEMENT LLC (149.47K), Cannell & Spears LLC (40.17K), VANGUARD FIDUCIARY TRUST CO (25.35K), VANGUARD PORTFOLIO MANAGEMENT LLC (21.76K), Community Financial Services Group, LLC (8.18K).
• Top sellers of UNB stock for the quarter ending September 2024 included LPL Financial LLC (16.26K), Barclays Plc (4.78K), Wells Fargo & Company/Mn (2.66K), CITADEL ADVISORS LLC (1.45K), DEUTSCHE BANK AG\ (1.38K).
• Per Business Quant data, the top 10 holders of Union Bankshares for the quarter ending September 2024 are BlackRock, Inc. (200.03K), VANGUARD CAPITAL MANAGEMENT LLC (149.47K), Cardinal Capital Management (102.56K), GEODE CAPITAL MANAGEMENT, LLC (88.48K), Cannell & Spears LLC (80.34K), Northern Trust Corp (47.64K), DIMENSIONAL FUND ADVISORS LP (41.05K), State Street Corp (36.58K), Goldman Sachs Group Inc (29.11K), VANGUARD FIDUCIARY TRUST CO (25.35K).