Heritage Wealth Advisors - UNION BANKSHARES CORP NEW ownership

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of UNION BANKSHARES CORP NEW
ValueSharesWeighting
Q1 2019$1,539,046,000
+61437.2%
47,604
-46.3%
0.25%
-48.3%
Q4 2018$2,501,000
-27.9%
88,612
-1.6%
0.49%
-28.0%
Q3 2018$3,469,000
+115.7%
90,036
+117.7%
0.68%
+13.0%
Q2 2018$1,608,000
-35.1%
41,359
-38.7%
0.60%
-41.5%
Q1 2018$2,476,00067,4501.03%
Other shareholders
UNION BANKSHARES CORP NEW shareholders Q3 2023
NameSharesValueWeighting ↓
CNA FINANCIAL CORP 313,649$8,854,0001.91%
MOODY ALDRICH PARTNERS LLC 162,488$4,587,0001.51%
BMT Investment Advisors 81,058$2,288,0001.45%
Tributary Capital Management, LLC 552,503$15,597,0001.43%
Phocas Financial Corp. 439,616$12,410,0001.38%
FJ Capital Management LLC 351,000$9,920,0001.16%
Monarch Partners Asset Management LLC 248,694$7,021,0001.01%
INVESTMENT COUNSELORS OF MARYLAND LLC 566,100$15,981,0000.92%
MARTIN & CO INC /TN/ 85,308$2,408,0000.85%
EMERALD ADVISERS, LLC 548,334$15,479,0000.76%
View complete list of UNION BANKSHARES CORP NEW shareholders