UNION BANKSHARES CORP NEW - 90539J109
Detailed investor-level table based on 13F positions.
Early Q2 2021 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | New | 2,405,964 | 61,712 | 0.04% | — | 1 | +2,405,964 | New | Q2 2014 | Aug 08, 2014 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 2,078,100 | 53,304 | 0.76% | 0.77% | 2 | +78,075 | 3.9% | Q2 2014 | Aug 05, 2014 |
| VANGUARD GROUP INC | History | New | 1,386,872 | 35,573 | 0.0% | — | 3 | +1,386,872 | New | Q2 2014 | Aug 11, 2014 |
| BlackRock Institutional Trust Company, N.A. | History | New | 1,345,603 | 34,515 | 0.01% | — | 4 | +1,345,603 | New | Q2 2014 | Aug 06, 2014 |
| BlackRock Fund Advisors | History | New | 1,066,456 | 27,355 | 0.01% | — | 5 | +1,066,456 | New | Q2 2014 | Aug 06, 2014 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | New | 502,588 | 12,891 | 0.09% | — | 6 | +502,588 | New | Q2 2014 | Aug 11, 2014 |
| Union Bankshares Corp | History | New | 250,244 | 6,418 | 2.99% | — | 7 | +250,244 | New | Q2 2014 | Aug 05, 2014 |
| LSV ASSET MANAGEMENT | History | New | 197,953 | 5,077 | 0.01% | — | 8 | +197,953 | New | Q2 2014 | Aug 06, 2014 |
| BlackRock Investment Management, LLC | History | New | 143,270 | 3,675 | 0.0% | — | 9 | +143,270 | New | Q2 2014 | Aug 06, 2014 |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | History | New | 130,044 | 3,336 | 0.01% | — | 10 | +130,044 | New | Q2 2014 | Jul 30, 2014 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY | History | New | 75,109 | 1,927 | 0.47% | — | 11 | +75,109 | New | Q2 2014 | Aug 01, 2014 |
| CREDIT SUISSE AG/ | History | New | 70,357 | 1,805 | 0.0% | — | 12 | +70,357 | New | Q2 2014 | Aug 11, 2014 |
| DIXON HUBARD FEINOUR & BROWN INC/VA | History | Reduced | 68,002 | 1,744 | 0.57% | 0.6% | 13 | -548 | -0.8% | Q2 2014 | Jul 28, 2014 |
| RHUMBLINE ADVISERS | History | Added to | 57,198 | 1,467 | 0.0% | 0.0% | 14 | +2,475 | 4.52% | Q2 2014 | Aug 06, 2014 |
| Nationwide Fund Advisors | History | New | 54,414 | 1,396 | 0.01% | — | 15 | +54,414 | New | Q2 2014 | Aug 11, 2014 |
| FIRST TRUST ADVISORS LP | History | New | 52,706 | 1,352 | 0.01% | — | 16 | +52,706 | New | Q2 2014 | Aug 11, 2014 |
| Swiss National Bank | History | New | 51,058 | 1,310 | 0.0% | — | 17 | +51,058 | New | Q2 2014 | Aug 06, 2014 |
| AMG National Trust Bank | History | New | 44,415 | 1,139 | 0.12% | — | 18 | +44,415 | New | Q2 2014 | Aug 08, 2014 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 35,987 | 923 | 0.0% | — | 19 | +35,987 | New | Q2 2014 | Aug 07, 2014 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | New | 35,626 | 914 | 0.01% | — | 20 | +35,626 | New | Q2 2014 | Jul 31, 2014 |
| DAVENPORT & Co LLC | History | New | 35,308 | 905 | 0.02% | — | 21 | +35,308 | New | Q2 2014 | Jul 25, 2014 |
| REGIONS FINANCIAL CORP | History | New | 34,216 | 878 | 0.01% | — | 22 | +34,216 | New | Q2 2014 | Jul 23, 2014 |
| Carroll Financial Associates, Inc. | History | New | 34,011 | 872 | 0.24% | — | 23 | +34,011 | New | Q2 2014 | Aug 08, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | New | 30,398 | 779 | 0.0% | — | 24 | +30,398 | New | Q2 2014 | Aug 08, 2014 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 28,730 | 737 | 0.01% | — | 25 | +28,730 | New | Q2 2014 | Jul 18, 2014 |
| BLACKROCK ADVISORS LLC | History | New | 26,795 | 687 | 0.0% | — | 26 | +26,795 | New | Q2 2014 | Aug 06, 2014 |
| MetLife Securities, Inc | History | New | 26,583 | 682 | 0.09% | — | 27 | +26,583 | New | Q2 2014 | Aug 04, 2014 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 22,330 | 573 | 0.0% | — | 28 | +22,330 | New | Q2 2014 | Jul 16, 2014 |
| ProShare Advisors LLC | History | New | 22,276 | 571 | 0.01% | — | 29 | +22,276 | New | Q2 2014 | Aug 08, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 21,921 | 563 | 0.0% | — | 30 | +21,921 | New | Q2 2014 | Aug 08, 2014 |
| BAIRD ROBERT W & CO INC /WI/ | History | New | 13,580 | 348 | 0.0% | — | 31 | +13,580 | New | Q2 2014 | Aug 08, 2014 |
| BlackRock Group LTD | History | New | 9,517 | 244 | 0.0% | — | 32 | +9,517 | New | Q2 2014 | Aug 06, 2014 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Reduced | 9,233 | 237 | 0.0% | 0.0% | 33 | -4,920 | -34.76% | Q2 2014 | Aug 11, 2014 |
| RAYMOND JAMES TRUST N.A. | History | New | 7,804 | 200 | 0.02% | — | 34 | +7,804 | New | Q2 2014 | Aug 04, 2014 |
| FIRST QUADRANT L P/CA | History | New | 4,382 | 112 | 0.0% | — | 35 | +4,382 | New | Q2 2014 | Jul 31, 2014 |
| RidgeWorth Capital Management LLC | History | New | 3,948 | 101 | 0.0% | — | 36 | +3,948 | New | Q2 2014 | Jul 31, 2014 |
| Sandy Spring Bank | History | New | 3,000 | 77 | 0.01% | — | 37 | +3,000 | New | Q2 2014 | Aug 06, 2014 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | History | New | 2,499 | 64 | 0.0% | — | 38 | +2,499 | New | Q2 2014 | Aug 06, 2014 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 1,640 | 42 | 0.0% | — | 39 | +1,640 | New | Q2 2014 | Aug 05, 2014 |
| Hoxton Financial, Inc. | History | New | 1,400 | 36 | 0.02% | — | 40 | +1,400 | New | Q2 2014 | Jul 10, 2014 |
| Alexandria Capital, LLC | History | New | 1,359 | 35 | 0.01% | — | 41 | +1,359 | New | Q2 2014 | Aug 01, 2014 |
| BlackRock Inc. | History | New | 1,068 | 27 | 0.0% | — | 42 | +1,068 | New | Q2 2014 | Aug 06, 2014 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 312 | 8 | 0.0% | — | 43 | +312 | New | Q2 2014 | Aug 12, 2014 |
| PRIVATE TRUST CO NA | History | New | 27 | 1 | 0.0% | — | 44 | +27 | New | Q2 2014 | Jul 22, 2014 |
| BANC FUNDS CO LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -634,584 | -100.0% | Q1 2014 | May 14, 2014 |
| NGAM ADVISORS, L.P. | History | Closed out | 0 | 0 | — | 0.15% | — | -386,707 | -100.0% | Q1 2014 | May 13, 2014 |
| KENNEDY CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -65,380 | -100.0% | Q1 2014 | May 14, 2014 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -26,014 | -100.0% | Q1 2014 | May 14, 2014 |
| MARTIN & CO INC /TN/ | History | Closed out | 0 | 0 | — | 0.2% | — | -23,438 | -100.0% | Q1 2014 | May 15, 2014 |