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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Cannell & Spears
New York
$1.93M -$69.7K -2,486 -4%
IWMPD
2
Integrated Wealth Management (Palm Desert)
California
$1.84M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$834K -$5.5K -196 -0.7%
TCOV
4
Trust Company of Vermont
Vermont
$806K +$665K +23,715 +527%
RJA
5
Raymond James & Associates
Florida
$496K +$172K +6,125 +54%
CCMINC
6
Cardinal Capital Management Inc (North Carolina)
North Carolina
$353K +$24.9K +889 +8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$342K
Vanguard Group
8
Vanguard Group
Pennsylvania
$267K
UBS Group
9
UBS Group
Switzerland
$229K +$69K +2,460 +44%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$216K -$6.96K -248 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$103K
Morgan Stanley
12
Morgan Stanley
New York
$101K +$12.6K +448 +14%
SCM
13
Segantii Capital Management
Hong Kong
$35K +$34.4K +1,227 New
Bank of America
14
Bank of America
North Carolina
$29K
BFA
15
BlackRock Fund Advisors
California
$20K +$4.32K +154 +29%
BIM
16
BlackRock Investment Management
Delaware
$19K
CYG
17
Clean Yield Group
Vermont
$13K +$12.6K +450 New
Deutsche Bank
18
Deutsche Bank
Germany
$5K
PSC
19
Prentiss Smith & Co
Vermont
$2K +$2.19K +78 New
AIG
20
American International Group
New York
-$11K -400 Closed
NFG
21
Next Financial Group
Texas
-$5K -200 Closed
Wells Fargo
22
Wells Fargo
California
-$28 -1 Closed