Institutional Ownership Union Bankshares Inc (UNB)
This table provides information about the institutional ownership of Union Bankshares Inc (UNB). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 717,547 shares, which have been reported (via 13F filing form) to have a value of $15.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
1,202
shares
|
$26,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
775
shares
|
$16,833
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
767
shares
|
$16,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
450
shares
|
$9,774
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
400
shares
|
$8,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
372
shares
|
$8,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
227
shares
|
$4,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
151
shares
|
$3,279
0.0% of portfolio
|
Q3 2025
Reduced 88.27%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
124
shares
|
$2,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
120
shares
|
$2,606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
61
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
60
shares
|
$1,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
32
shares
|
$695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
26
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
24
shares
|
$521
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24
shares
|
$521
0.0% of portfolio
|
Q3 2025
Added 71.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7
shares
|
$152
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2
shares
|
$43
0.0% of portfolio
|
Q3 2023
Reduced 84.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|