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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19M +$2.77K +100 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65M +$84.6K +3,058 +6%
CS
3
Cannell & Spears
New York
$1.51M -$34K -1,230 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.05M +$80.2K +2,897 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$952K +$7.75K +280 +0.9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$853K
TCOV
7
Trust Company of Vermont
Vermont
$831K
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$783K +$40.5K +1,464 +6%
BCM
9
Bridgeway Capital Management
Texas
$777K
Northern Trust
10
Northern Trust
Illinois
$652K -$279K -10,089 -32%
LPL Financial
11
LPL Financial
California
$640K +$20.5K +741 +4%
WI
12
WBI Investments
New Jersey
$608K +$272K +9,842 +94%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$547K -$9.58K -346 -2%
Millennium Management
14
Millennium Management
New York
$520K -$9.24K -334 -2%
Morgan Stanley
15
Morgan Stanley
New York
$362K +$194 +7 +0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$259K +$239K +8,626 New
Stifel Financial
17
Stifel Financial
Missouri
$248K -$27.2K -984 -11%
BlackRock
18
BlackRock
New York
$209K +$19.6K +708 +11%
BAM
19
Belpointe Asset Management
Nevada
$106K +$98.1K +3,545 New
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$99K +$91.3K +3,300 New
JP Morgan Chase
21
JP Morgan Chase
New York
$49K +$43.9K +1,586 +4,067%
Bank of America
22
Bank of America
North Carolina
$42K +$4.1K +148 +12%
Wells Fargo
23
Wells Fargo
California
$31K -$106K -3,832 -79%
UBS Group
24
UBS Group
Switzerland
$24K
TRCT
25
Tower Research Capital (TRC)
New York
$4K -$33.9K -1,225 -90%