UNB - Union Bankshares, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

Union Bankshares, Inc.
US ˙ NasdaqGM ˙ US9054001071

Mga Batayang Estadistika
Pemilik Institusional 99 total, 99 long only, 0 short only, 0 long/short - change of 43.48% MRQ
Alokasi Portofolio Rata-rata 0.0080 % - change of -37.09% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 1,203,005 - 26.43% (ex 13D/G) - change of 0.26MM shares 27.46% MRQ
Nilai Institusional (Jangka Panjang) $ 31,495 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Union Bankshares, Inc. (US:UNB) memiliki 99 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 1,203,005 saham. Pemegang saham terbesar meliputi Fmr Llc, Vanguard Group Inc, BlackRock, Inc., FLPSX - Fidelity Low-Priced Stock Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, Cardinal Capital Management, FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund, VEXMX - Vanguard Extended Market Index Fund Investor Shares, and Northern Trust Corp .

Struktur kepemilikan institusional Union Bankshares, Inc. (NasdaqGM:UNB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 25.86 / share. Previously, on September 9, 2024, the share price was 25.18 / share. This represents an increase of 2.70% over that period.

UNB / Union Bankshares, Inc. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

UNB / Union Bankshares, Inc. Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-02-12 13G FMR LLC 283,097 6.30
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-08 13F Geode Capital Management, Llc 86,310 105.44 2,298 73.75
2025-08-15 13F Morgan Stanley 18,141 27.60 483 7.83
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0
2025-08-14 13F Fmr Llc 280,164 0.00 7,458 -15.42
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 372 22.77 10 50.00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,559 -50.38 1,160 -41.32
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,236 2.15 636 6.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 1,046 0.00 35 3.03
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 775 0.00 21 -25.93
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,712 0.00 2,203 1.01
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,700 0.00 1,413 3.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 531 219.88 14 366.67
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 344 3,340.00 9
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3,230 -50.49 86 -41.78
2025-08-14 13F State Street Corp 34,078 204.51 907 157.67
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 139 0.00 4 -25.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 5 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 577 47.57 15 87.50
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,313 12,750.00 62
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 9 0
2025-08-07 13F 1620 Investment Advisors, Inc. 120 0.00 3 0.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,987 53
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 117 108.93 3 200.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP Profunds - Profund Vp Small-cap 8 0
2025-08-12 13F BlackRock, Inc. 133,428 520.65 3,552 425.30
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,365 9.78 158 11.27
2025-07-15 13F Cardinal Capital Management 84,511 2.14 2,250 -13.60
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,870 0.00 203 1.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 1 0
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,917 0.00 493 3.79
2025-05-15 13F Alpine Global Management, LLC 0 -100.00 0 -100.00
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,042 0.00 101 3.09
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 1,060 0.00 35 6.06
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 176 5
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 812 -65.48 22 -59.62
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 400 0.00 11 -16.67
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 604 5.23 16 33.33
2025-08-13 13F Renaissance Technologies Llc 17,158 -5.89 457 -20.42
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 5,575 0.00 148 -15.43
2025-08-13 13F New York State Common Retirement Fund 3,900 0
2025-07-17 13F Clean Yield Group 450 0.00 12 -21.43
2025-05-15 13F 683 Capital Management, LLC 0 -100.00 0
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 404 -31.41 11 -23.08
2025-07-18 13F Community Financial Services Group, LLC 0 -100.00 0
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,125 0.00 70 4.48
2025-08-12 13F LPL Financial LLC 30,116 -12.61 802 -26.11
2025-08-06 13F Commonwealth Equity Services, Llc 8,525 0.00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 560 0.00 15 -17.65
2025-06-26 NP USMIX - Extended Market Index Fund 388 -16.02 13 -14.29
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 409 0.00 14 0.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 388 0.00 13 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 796 8.45 21 -8.70
2025-08-04 13F Amalgamated Bank 124 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 19 1
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 871 -35.81 23 -23.33
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,981 21.07 165 25.19
2025-08-14 13F Bnp Paribas Arbitrage, Sa 719 2,219.35 19
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,643 0.00 78 0.00
2025-08-12 13F Dimensional Fund Advisors Lp 39,283 4.79 1,046 -11.37
2025-07-18 13F Trust Co Of Vermont 29,123 -4.27 775 -19.02
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,763 1.77 612 2.86
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124 3
2025-08-13 13F Northern Trust Corp 50,713 64.99 1,350 39.50
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,941 0.00 78 -15.22
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,000 0.00 66 4.76
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,620 15.64 1,454 -2.22
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 2,900 -29.22 77 -16.30
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 100 3
2025-08-11 13F Vanguard Group Inc 184,566 22.01 4,913 3.21
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6,306 -8.94 168 7.74
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 304 0.00 10 11.11
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,718 226.83 685 286.44
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156 0.00 5 0.00
2025-08-08 13F SBI Securities Co., Ltd. 24 4.35 1
2025-08-14 13F Bridgeway Capital Management Inc 0 -100.00 0
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,379 0.00 46 4.65
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1,692 45
2025-07-24 13F Capital Advisors, Ltd. LLC 2 0.00 0
2025-08-14 13F Bank Of America Corp /de/ 5,861 30.07 156 10.64
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-08-14 13F Royal Bank Of Canada 18 0
2025-08-12 13F Charles Schwab Investment Management Inc 11,253 300
2025-08-11 13F Citigroup Inc 1,287 -54.33 34 -61.36
2025-08-14 13F Spears Abacus Advisors LLC 42,080 0.00 1,120 -15.41
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,182 -11.12 218 -24.91
2025-06-26 NP FLPSX - Fidelity Low-Priced Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121,690 -0.33 4,026 3.36
2025-08-12 13F Rhumbline Advisers 3,818 102
2025-08-08 13F/A Sterling Capital Management LLC 14 -99.92 0 -100.00
2025-08-14 13F California State Teachers Retirement System 227 6
2025-08-14 13F/A Barclays Plc 7,000 41,076.47 0
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 373 -0.80 10 12.50
2025-08-12 13F Legal & General Group Plc 400 11
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 557 0.00 18 5.88
2025-08-14 13F Wells Fargo & Company/mn 2,680 248.05 71 195.83
2025-08-14 13F Raymond James Financial Inc 6,622 0.02 176 -15.38
2025-08-14 13F UBS Group AG 2,443 -22.27 65 -33.67
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 561 19.62 15 40.00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 13 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 100 3
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 853 0.00 23 -15.38
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4,697 -5.53 125 -19.87
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100,084 1.49 2,664 -14.15
2025-08-12 13F Jpmorgan Chase & Co 1,731 34,520.00 46
2025-08-12 13F Ameritas Investment Partners, Inc. 372 10
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