Security key
33741H107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 6,508,176
- Total 13F shares
- 2,461,829
- Share change
- +11,688
- Total reported value
- $50,257,148
- Price per share
- $20.42
- Number of holders
- 41
- Value change
- -$54,477
- Number of buys
- 19
- Number of sells
- 21
Report period
Q2 2024
Institutions
41
Top holders
10
FUNC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
FIRST UNITED CORP/MD/ SEC filings
FIRST UNITED CORP/MD/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 33741H107
Recent filing periods:
Ownership snapshot
Top shareholders of FUNC - FIRST UNITED CORP/MD/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
DIMENSIONAL FUND ADVISORS LP
13D/G signal
—
Evidence rows
49
Latest as of
22 May 2024
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.3%
|
$7,969,771
347,873 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
4.7%
|
$7,070,301
308,612 shares
|
— | 31 Mar 2024 |
| Fourthstone LLC |
13F
Company
|
3.4%
|
$5,041,391
220,052 shares
|
— | 31 Mar 2024 |
| Jeffrey L. Gendell |
13F
Individual
|
2.7%
|
$4,086,044
178,352 shares
|
— | 31 Mar 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
Company
|
2.4%
|
$3,576,205
156,098 shares
|
— | 31 Mar 2024 |
| Huber Capital Management LLC |
13F
Company
|
1.8%
|
$2,739,028
119,556 shares
|
— | 31 Mar 2024 |
| De Lisle Partners LLP |
13F
Company
|
1.7%
|
$2,548,719
110,838 shares
|
— | 31 Mar 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
1.2%
|
$1,753,256
76,528 shares
|
— | 31 Mar 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
41
Shares
2,461,829
Rows loaded
41
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
46
Q2 2024 holders
41
Holder diff
-5
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend