Skip to content
Disclosery

UG UNITED GUARDIAN INC

Follow

COM (common), issuer CIK 101295

33 managers (34 13F filers) reported a position in UG shares at 2024-12-31, 1,030,075 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
34
New
3
Added
5
Reduced
9
Sold out
2
Shares held by filers
1,030,075

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GAMCO Investors (Gabelli)group of 2 filers holding196,500$1.88M0Timeline
RENAISSANCE TECHNOLOGIES LLC190,163$1.82M<0.01%+7,80013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC137,356$1.33M<0.01%013F-HRTimelineGroup
Rodgers Brothers Inc.95,377$912K0.12%-2,50013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP74,994$724K<0.01%-2,23613F-HRTimelineGroup
Teton Advisors, Inc.54,161$518K0.27%-60013F-HRTimeline
PARTHENON LLC51,909$496K0.06%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,260$356K<0.01%-10,97213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC31,264$302K<0.01%+2,92913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,527$244K<0.01%+10,46613F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,872$209K<0.01%-3,02813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,070$192K<0.01%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.17,062$163K<0.01%013F-HRTimeline
Heron Bay Capital Management13,966$135K0.03%new13F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC13,466$130K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,840$113K<0.01%+6913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,373$110K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC11,000$106K<0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC7,104$67.9K0.01%-82113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,501$43K<0.01%013F-HRTimelineGroup
Hillsdale Investment Management Inc.1,714$16.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…464$4.44K<0.01%+19713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$2.87K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC261$2.52K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY247$2.37K<0.01%-30213F-HR/ATimelineGroup
SBI Securities Co., Ltd.117$1.12K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$965<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO39$376<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24$229<0.01%-613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$68<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7$67<0.01%-12913F-HRTimelineGroup
Capital Advisors, Ltd. LLC30$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.