United-Guardian Ownership | Who Owns United-Guardian?
United-Guardian Ownership Summary
United-Guardian is owned by 22.56% institutional investors, 35.81% insiders, and 41.64% retail investors. Renaissance is the largest institutional shareholder, holding 4.14% of UG shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 3.31% of its assets in United-Guardian shares.
UG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | United-Guardian | 22.56% | 35.81% | 41.64% |
Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
Industry | Household & Personal Products Stocks | 66.63% | 15.69% | 17.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Renaissance | 190.16K | 4.14% | $1.82M |
Gamco investors, inc. et al | 159.50K | 3.47% | $1.28M |
Vanguard group | 137.36K | 2.99% | $1.33M |
Rodgers brothers | 89.77K | 1.95% | $718.04K |
Dimensional fund advisors lp | 74.99K | 1.63% | $723.69K |
Teton advisors | 53.96K | 1.17% | $431.63K |
Parthenon | 51.91K | 1.13% | $415.22K |
Gabelli funds | 38.00K | 0.83% | $303.96K |
Neuberger berman group | 37.26K | 0.81% | $356.21K |
Geode capital management | 31.26K | 0.68% | $301.79K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Teton advisors | 53.96K | 0.26% | $431.63K |
Rodgers brothers | 89.77K | 0.09% | $718.04K |
Parthenon | 51.91K | 0.05% | $415.22K |
Gamco investors, inc. et al | 159.50K | 0.01% | $1.28M |
Essex investment management | 7.10K | 0.01% | $67.91K |
Bridgeway capital management | 13.47K | 0.00% | $129.95K |
Renaissance | 190.16K | 0.00% | $1.82M |
Gabelli funds | 38.00K | 0.00% | $303.96K |
United capital financial advisers | 20.07K | 0.00% | $160.56K |
Advantage trust | 100.00 | 0.00% | $800.00 |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Renaissance | 190.16K | 0.00% | 7.80K |
Geode capital management | 31.26K | - | 2.93K |
Gamco investors, inc. et al | 159.50K | 0.01% | 2.00K |
Blackrock | 11.69K | - | 512.00 |
Tower research capital llc (trc) | 464.00 | 0.00% | 197.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Heron bay capital management | - | - | -13.97K |
Susquehanna group, llp | - | - | -11.29K |
Neuberger berman group | 37.26K | 0.00% | -10.97K |
Citadel advisors | - | - | -10.74K |
Northstar group | - | - | -10.59K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Eversource wealth advisors | 165.00 | 0.00% | 165.00 | $1.31K |
Advantage trust | 100.00 | 0.00% | 100.00 | $800.00 |
Ameritas advisory services | 1.00 | - | 1.00 | $8.00 |
Sold Out
Holder | Change |
---|---|
Innealta capital | -1.00 |
Jpmorgan chase | -6.00 |
Brown brothers harriman | -39.00 |
Ica group wealth management | -360.00 |
Hillsdale investment management | -1.71K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 32 | 3.23% | 1,036,263 | 0.57% | 22 | 4.48% | 13 | 116.67% | 8 | -42.86% |
Mar 31, 2025 | 31 | -3.13% | 1,030,849 | 0.08% | 22 | 4.46% | 7 | -22.22% | 14 | 55.56% |
Dec 31, 2024 | 26 | -13.33% | 962,346 | -4.29% | 20 | 4.37% | 7 | -30.00% | 7 | -36.36% |
Sep 30, 2024 | 30 | 3.45% | 1,005,529 | -3.55% | 21 | 4.25% | 10 | 11.11% | 11 | 10.00% |
Jun 30, 2024 | 29 | 3.57% | 1,042,543 | -2.40% | 22 | 4.20% | 9 | - | 10 | 42.86% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
1290 VT GAMCO Small Company Value IB | 152.00K | 3.31% | 2.00K |
Vanguard Total Stock Mkt Idx Inv | 90.26K | 1.96% | -1.97K |
Vanguard US Total Market Shares ETF | 79.20K | 1.72% | - |
TETON Westwood Mighty Mites AAA | 54.16K | 1.18% | - |
Gabelli Small Cap Growth AAA | 38.00K | 0.83% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 36.01K | 0.78% | -16.41K |
DFA US Micro Cap I | 32.27K | 0.70% | - |
Auer Growth | 30.00K | 0.65% | - |
Fidelity Extended Market Index | 17.21K | 0.37% | -45.00 |
Bridgeway Ultra-Small Company Market | 13.47K | 0.29% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 15, 2016 | VERNICE JOSEPH J | Vice President | Buy | $20.66K |
Aug 15, 2016 | VERNICE JOSEPH J | Vice President | Sell | $46.74K |
Sep 22, 2015 | Parker Betsee | - | Sell | $1.85K |
Sep 22, 2015 | Parker Betsee | - | Sell | $1.85K |
Sep 22, 2015 | Parker Betsee | - | Sell | $9.25K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2022 Q4 | - | - |
2021 Q1 | - | - |
2020 Q1 | - | - |
2019 Q2 | - | - |
2018 Q3 | - | - |
UG Ownership FAQ
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