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Disclosery

UG UNITED GUARDIAN INC

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COM (common), issuer CIK 101295

31 managers (32 13F filers) reported a position in UG shares at 2025-03-31, 1,030,371 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
32
New
1
Added
5
Reduced
14
Sold out
3
Shares held by filers
1,030,371

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding195,500$1.76M-1,000Timeline
RENAISSANCE TECHNOLOGIES LLC188,963$1.7M<0.01%-1,20013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC150,396$1.35M<0.01%+13,04013F-HRTimelineGroup
Rodgers Brothers Inc.93,627$842K0.11%-1,75013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP76,877$691K<0.01%+1,88313F-HRTimelineGroup
Teton Advisors, Inc.54,161$487K0.3%013F-HRTimeline
PARTHENON LLC51,909$467K0.06%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC32,848$295K<0.01%+1,58413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC30,951$278K<0.01%-6,30913F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,030$225K<0.01%+3,15813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,164$217K<0.01%-1,36313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,070$180K<0.01%013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.17,062$153K<0.01%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC13,466$121K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,286$101K<0.01%-55413F-HRTimelineGroup
HighTower Advisors, LLC11,000$98.9K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,933$98.3K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,927$98.2K<0.01%-44613F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC7,095$63.8K0.01%-913F-HRTimeline
Hillsdale Investment Management Inc.1,714$15.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,001$9K<0.01%-3,50013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…421$3.79K<0.01%-4313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$2.7K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY245$2.21K<0.01%-213F-HRTimelineGroup
FMR LLCin group FMR LLC171$1.54K<0.01%-9013F-HRTimelineGroup
SBI Securities Co., Ltd.116$1.04K<0.01%-113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$915<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25$225<0.01%+113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7$67<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6$54<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.