Union Bank

Online Banking

NetTeller

UB_About-Us-Banner

Institutional Ownership

Institutional Ownership

Ownership > 100%

Ownership Information
Shares Outstanding
4,456,572
Short Interest Shares
4,486
Float (%)
77.40
Institutional Ownership (%)
5.55
Mutual Fund Ownership (%)
0.83
Insider Ownership (%)
22.60
Top 10 Instn Holders (%)
5.32
Ownership Activity - Total Positions
Company Shares % Out Value ($) Reported Change
Spears Abacus Advisors LLC 75,383 1.69 2,095,647 9/30/2015 (2,706)
Integrated Wealth Management Inc. 64,525 1.45 1,793,795 12/31/2015 0
Dimensional Fund Advisors LP 29,377 0.66 816,681 12/31/2015 0
ThomasPartners Inc. 17,254 0.39 479,661 9/30/2015 (155)
PNC Bank NA (Trust Department) 12,000 0.27 333,600 12/31/2015 0
Cardinal Capital Management Inc 11,479 0.26 319,116 12/31/2015 448
Vanguard Group Inc. 9,339 0.21 259,624 12/31/2015 100
Commonwealth Equity Services Inc. 7,815 0.18 217,257 12/31/2015 7,815
UBS Financial Services Inc. 5,427 0.12 150,871 9/30/2015 (810)
Trust Co. of Vermont 4,500 0.10 125,100 12/31/2015 0
RBC Capital Markets LLC 3,600 0.08 100,080 9/30/2015 800
Morgan Stanley Smith Barney LLC 3,082 0.07 85,680 12/31/2015 0
Bank of America, NA (Private Banking) 1,000 0.02 27,800 9/30/2015 0
AXA Equitable Funds Management Group LLC 675 0.02 18,765 9/30/2015 57
BlackRock Investment Management LLC 675 0.02 18,765 12/31/2015 0
BlackRock Fund Advisors 533 0.01 14,817 12/31/2015 533
FSC Securities Corp. 400 0.01 11,120 12/31/2015 0
Deutsche Bank Securities Inc. 200 0.00 5,560 9/30/2015 0
NEXT Financial Group Inc. 200 0.00 5,560 12/31/2015 0
Morgan Stanley & Co. LLC 8 0.00 222 12/31/2015 8
Copyright © 2016 FactSet Research Systems Inc. All rights reserved.