Latest Institutional Transactions on Union Bankshares Inc (UNB)
This table provides information on the latest institutional transactions involving Union Bankshares Inc (UNB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
8.48KNew |
$179K - $235K
|
8.48K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.02% |
$105 - $139
|
30.4K
$894K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
9.78K+ 15.14% |
$206K - $271K
|
74.4K
$2.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-740- 6.92% |
$15.7K - $22.6K
|
9.96K
$292K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.85K- 19.02% |
$103K - $148K
|
20.7K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673- 16.51% |
$14.3K - $20.6K
|
3.4K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50+ 200.0% |
$1.06K - $1.53K
|
75
$2.2K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
200+ 2.02% |
$4.25K - $6.12K
|
10.1K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.5K- 99.98% |
$223K - $320K
|
2
$58.8
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.17K- 4.32% |
$24.9K - $35.7K
|
25.9K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
307+ 1.83% |
$6.53K - $9.39K
|
17.1K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 78.33% |
$290K - $417K
|
3.77K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 104.15% |
$26.7K - $38.3K
|
2.46K
$72.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168+ 0.12% |
$3.57K - $5.14K
|
145K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43- 5.96% |
$915 - $1.31K
|
679
$19.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.71K- 29.85% |
$36.4K - $52.4K
|
4.03K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 7.67% |
$21.3K - $30.6K
|
14K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.91K+ 10.4% |
$62K - $89.1K
|
30.9K
$909K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
786+ 2.04% |
$16.7K - $24K
|
39.3K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
747+ 2.27% |
$15.9K - $22.8K
|
33.6K
$988K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
120New |
$2.55K - $3.67K
|
120
$3.53K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$464K - $514K
|
16.1K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 99.65% |
$41.7K - $46.2K
|
5
$147
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4.35K- 9.2% |
$126K - $139K
|
42.9K
$1.26M
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
222New |
$4.82K - $6.87K
|
222
$6.52K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
235New |
$5.1K - $7.27K
|
235
$6.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.37KNew |
$160K - $228K
|
7.37K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.86KNew |
$170K - $243K
|
7.86K
$231K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 84.62% |
$221 - $271
|
2
$58.8
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-225- 20.45% |
$4.56K - $5.23K
|
875
$25.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$4.28K - $5.6K
|
200
$5.88K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
353+ 3.87% |
$8.01K - $9.51K
|
9.47K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2New |
$45.4 - $53.9
|
2
$58.8
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
309New |
$7.01K - $8.32K
|
309
$9.08K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
821New |
$18.6K - $22.1K
|
821
$24.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
200New |
$4.38K - $5.65K
|
200
$5.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
378+ 2.0% |
$8.27K - $10.7K
|
19.2K
$565K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.83KClosed |
$174K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
77New |
$1.96K - $2.43K
|
77
$2.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-240Closed |
$6.12K - $7.56K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-200Closed |
$5.1K - $6.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
539+ 3.4% |
$16.2K - $17.6K
|
16.4K
$482K
|
|
|
May 12, 2022
Q1 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-7.16KClosed |
$215K - $234K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4Closed |
$120 - $131
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-39Closed |
$1.12K - $1.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.3KClosed |
$340K - $420K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25- 20.0% |
$752 - $928
|
100
$2.94K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-166Closed |
$4.99K - $6.16K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-5.97KClosed |
$180K - $222K
|
0
$0
|
|