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UNB - Union Bankshares Inc-Morrisville VT Stock Price, Fair Value and News
28.00
USD
+0.40
(+1.45%)
Market Closed
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UNB
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Funds-Owners-Holders
Which funds bought or sold UNB recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
UNCHANGED
Premium
Premium
Premium
Premium
875
2024-04-23
Community Financial Services Group, LLC
NEW
Premium
Premium
Premium
Premium
8,480
2024-04-18
Capital Advisors, Ltd. LLC
UNCHANGED
Premium
Premium
Premium
Premium
2.00
2024-04-15
Cardinal Capital Management
ADDED
Premium
Premium
Premium
Premium
55,061
2024-03-11
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
144,608
2024-03-08
TRUST CO OF VERMONT
REDUCED
Premium
Premium
Premium
Premium
1,820
2024-02-29
Scarborough Advisors, LLC
NEW
Premium
Premium
Premium
Premium
222
2024-02-15
BARCLAYS PLC
NEW
Premium
Premium
Premium
Premium
235
2024-02-14
Royal Bank of Canada
ADDED
Premium
Premium
Premium
Premium
57.00
2024-02-14
BRIDGEWAY CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
16,390
2024-02-14
BNP PARIBAS FINANCIAL MARKETS
UNCHANGED
Premium
Premium
Premium
Premium
31.00
2024-02-14
LPL Financial LLC
ADDED
Premium
Premium
Premium
Premium
31,005
2024-02-14
Spears Abacus Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
46,240
2024-02-14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
NEW
Premium
Premium
Premium
Premium
6,972
2024-02-14
BANK OF AMERICA CORP /DE/
ADDED
Premium
Premium
Premium
Premium
5,654
2024-02-14
STATE STREET CORP
UNCHANGED
Premium
Premium
Premium
Premium
9,891
2024-02-13
MORGAN STANLEY
REDUCED
Premium
Premium
Premium
Premium
8,671
2024-02-13
NORTHERN TRUST CORP
ADDED
Premium
Premium
Premium
Premium
27,710
2024-02-13
RENAISSANCE TECHNOLOGIES LLC
REDUCED
Premium
Premium
Premium
Premium
12,532
2024-02-13
GEODE CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
38,529
2024-02-13
BlackRock Inc.
REDUCED
Premium
Premium
Premium
Premium
11,744
2024-02-13
Tower Research Capital LLC (TRC)
REDUCED
Premium
Premium
Premium
Premium
115
2024-02-13
Cetera Advisor Networks LLC
NEW
Premium
Premium
Premium
Premium
7,367
2024-02-13
Qube Research & Technologies Ltd
NEW
Premium
Premium
Premium
Premium
4,560
Rows per page:
10
25
50
All
1–25 of 35
Which funds are the top buyers of UNB?
Fund Name
# Shares
$ Value
% Port.
FMR LLC
185,356
5,681,160
-
VANGUARD GROUP INC
144,608
4,432,240
-
Cardinal Capital Management
55,061
1,679,360
0.27%
Spears Abacus Advisors LLC
46,240
1,417,260
0.11%
GEODE CAPITAL MANAGEMENT, LLC
38,529
1,181,180
-
LPL Financial LLC
31,005
950,295
-
DIMENSIONAL FUND ADVISORS LP
28,010
858,507
-
NORTHERN TRUST CORP
27,710
849,312
-
WELLS FARGO & COMPANY/MN
19,902
609,979
-
BRIDGEWAY CAPITAL MANAGEMENT, LLC
16,390
502,354
0.01%
Rows per page:
10
1–10 of 35
Which funds have put a big percent of portfolio in UNB?
Fund Name
$ Value
% Port.
Cardinal Capital Management
1,679,360
0.27%
Spears Abacus Advisors LLC
1,417,260
0.11%
Community Financial Services Group, LLC
258,640
0.06%
Clean Yield Group
13,793
0.01%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
502,354
0.01%
STATE STREET CORP
303,159
-
BNP PARIBAS FINANCIAL MARKETS
950
-
LPL Financial LLC
950,295
-
SUSQUEHANNA INTERNATIONAL GROUP, LLP
213,692
-
Rows per page:
10
1–10 of 35
Trend of No. of funds that hold UNB
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Community Financial Services Group, LLC
258,640
STIFEL FINANCIAL CORP
240,786
Cetera Advisor Networks LLC
225,799
SUSQUEHANNA INTERNATIONAL GROUP, LLP
213,692
CITIGROUP INC
192,513
Qube Research & Technologies Ltd
139,764
BARCLAYS PLC
7,000
Scarborough Advisors, LLC
6,798
Additions
Fund Name
% Increased
JPMORGAN CHASE & CO
28,880
UBS Group AG
601
FMR LLC
305
Royal Bank of Canada
235
BANK OF AMERICA CORP /DE/
63.17
Cardinal Capital Management
29.95
NORTHERN TRUST CORP
19.19
LPL Financial LLC
13.95
Reductions
Fund Name
% Reduced
TRUST CO OF VERMONT
-93.56
Tower Research Capital LLC (TRC)
-75.99
MORGAN STANLEY
-17.02
Spears Abacus Advisors LLC
-2.22
RENAISSANCE TECHNOLOGIES LLC
-1.57
BlackRock Inc.
-0.98
Sold off
Fund Name
$ Sold
FIRST MANHATTAN CO. LLC.
-4,294
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-