Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
4,577,454
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Number of holders
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29
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Total 13F shares, excl. options
-
658,948
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Shares change
-
+159,632
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Total reported value, excl. options
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$20,196,347
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Value change
-
+$4,894,618
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Number of buys
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17
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Number of sells
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-7
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Price
-
$30.65
Significant Holders of UNION BANKSHARES INC - COMMON STOCK (UNB) as of Q4 2023
31 filings reported holding UNB - UNION BANKSHARES INC - COMMON STOCK as of Q4 2023.
UNION BANKSHARES INC - COMMON STOCK (UNB) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 658,948 shares
of 4,577,454 outstanding shares and own 14.4% of the company stock.
Largest 10 shareholders include FMR LLC (185,356 shares), VANGUARD GROUP INC (144,608 shares), Spears Abacus Advisors LLC (46,240 shares), Cardinal Capital Management (42,371 shares), GEODE CAPITAL MANAGEMENT, LLC (38,529 shares), LPL Financial LLC (31,005 shares), DIMENSIONAL FUND ADVISORS LP (28,010 shares), NORTHERN TRUST CORP (27,710 shares), WELLS FARGO & COMPANY/MN (19,902 shares), and BRIDGEWAY CAPITAL MANAGEMENT, LLC (16,390 shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.