UG United-Guardian, Inc. Action - prix de l'action, participation institutionnelle, actionnaires (NasdaqGM)

United-Guardian, Inc.
US ˙ NasdaqGM ˙ US9105711082

Statistiques de base
Propriétaires institutionnels 61 total, 61 long only, 0 short only, 0 long/short - change of 5,08% MRQ
Allocation moyenne du portefeuille 0.0133 % - change of -27,23% MRQ
Actions en circulation shares (source: Capital IQ)
Actions institutionnelles (Long) 1 317 890 (ex 13D/G) - change of 0,01MM shares 0,48% MRQ
Valeur institutionnelle (Long) $ 10 495 USD ($1000)
Participation institutionnels et actionnaires

United-Guardian, Inc. (US:UG) détient 61 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 1,317,890 actions. Les principaux actionnaires incluent Renaissance Technologies Llc, Gamco Investors, Inc. Et Al, EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Rodgers Brothers Inc., Dimensional Fund Advisors Lp, Teton Advisors, Inc., WMMAX - Teton Westwood Mighty Mites Fund Class A, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .

United-Guardian, Inc. (NasdaqGM:UG) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 5, 2025 is 8,51 / share. Previously, on September 9, 2024, the share price was 13,79 / share. This represents a decline of 38,29% over that period.

UG / United-Guardian, Inc. Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

UG / United-Guardian, Inc. Historical Put/Call Ratio
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-08-14 13F UBS Group AG 29 753 18,87 238 5,33
2025-08-12 13F Dimensional Fund Advisors Lp 76 927 0,07 612 -11,43
2025-08-14 13F Fmr Llc 171 0,00 1 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 1 0
2025-08-11 13F Principal Securities, Inc. 119 1 600,00 1
2025-08-08 13F Geode Capital Management, Llc 32 604 -0,74 260 -12,20
2025-08-14 13F Susquehanna International Group, Llp 18 476 68,99 147 50,00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 92 236 0,00 734 -11,46
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 13 466 0,00 107 -11,57
2025-07-30 13F Advantage Trust Co 100 1
2025-08-13 13F Gamco Investors, Inc. Et Al 159 500 1,27 1 276 -9,89
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 850 -0,93 32 -22,50
2025-08-11 13F United Capital Financial Advisers, Llc 20 070 0,00 161 -11,11
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 143 0,00 1 0,00
2025-08-13 13F Northern Trust Corp 24 350 0,77 195 -10,60
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 205 2
2025-08-11 13F Vanguard Group Inc 150 396 0,00 1 197 -11,46
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 340 0,00 3 -33,33
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 622 -3,92 21 -35,48
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 152 000 1,33 1 210 -10,31
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 1 261 10
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 251 3,60 143 -16,86
2025-08-12 13F BlackRock, Inc. 10 422 -7,66 83 -17,82
2025-08-11 13F HighTower Advisors, LLC 11 000 0,00 88 -11,22
2025-04-15 13F Capital Advisors, Ltd. LLC 0 -100,00 0
2025-08-12 13F Hillsdale Investment Management Inc. 0 -100,00 0
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 746 0,00 31 -18,42
2025-08-14 13F Rodgers Brothers Inc. 89 766 -4,12 718 -14,63
2025-09-04 13F/A Advisor Group Holdings, Inc. 300 0,00 2 0,00
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 655 0,00 37 -32,08
2025-08-14 13F Bridgeway Capital Management Inc 13 466 0,00 107 -11,57
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 544 0,00 4 0,00
2025-05-13 13F Heron Bay Capital Management 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 0 -100,00 0
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 342 0,00 26 -31,58
2025-08-15 13F Morgan Stanley 80 -67,35 1 -100,00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52 417 0,00 417 -11,46
2025-08-29 NP GCASX - The Gabelli Small Cap Growth Fund Class A 38 000 0,00 302 -11,44
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 600 0,00 5 -20,00
2025-08-08 13F SBI Securities Co., Ltd. 136 17,24 1 0,00
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 416 0,00 67 -31,25
2025-08-13 13F EverSource Wealth Advisors, LLC 165 1
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 067 0,00 16 -11,11
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 073 0,00 26 -19,35
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 797 0,00 14 -30,00
2025-07-29 13F Parthenon Llc 51 909 0,00 415 -10,94
2025-08-14 13F Bank Of America Corp /de/ 827 3 208,00 7
2025-08-13 13F Jones Financial Companies Lllp 100 0,00 1
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 274 0,00 255 -31,08
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 129 0,00 17 -15,79
2025-08-14 13F Wells Fargo & Company/mn 1 001 0,00 8 0,00
2025-08-25 13F/A Neuberger Berman Group LLC 24 872 -19,64 199 -28,78
2025-08-12 13F Essex Investment Management Co Llc 7 013 -1,16 56 -11,11
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 10 372 0,00 82 -31,09
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 741 0,00 14 -31,58
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 524 4
2025-08-14 13F First Manhattan Co 17 062 0,00 136 -11,11
2025-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 187 963 -0,53 1 504 -11,48
2025-08-13 13F Teton Advisors, Inc. 53 961 -0,37 432 -11,32
2025-08-15 13F Tower Research Capital LLC (TRC) 443 5,23 4 0,00
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 869 -11,17 55 -21,74
2025-08-29 NP WMMAX - Teton Westwood Mighty Mites Fund Class A 53 961 -0,37 430 -11,73
2025-03-28 NP DXUV - Dimensional US Vector Equity ETF 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 15 310 40,11 122 23,47
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 872 0,00 15 -33,33
2025-08-28 NP JAFEX - Total Stock Market Index Trust NAV 0 -100,00 0
2025-08-13 13F Gabelli Funds Llc 38 000 0,00 304 -11,14
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