Latest Institutional Transactions on Atlantic Union Bankshares Corp (AUB)
This table provides information on the latest institutional transactions involving Atlantic Union Bankshares Corp (AUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.4KNew |
$231K - $316K
|
8.4K
$279K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
13.4KNew |
$348K - $449K
|
13.4K
$445K
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1K+ 6.76% |
$26K - $33.5K
|
15.8K
$525K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-10.7K- 32.81% |
$278K - $358K
|
21.9K
$728K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
7.5KNew |
$195K - $251K
|
7.5K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
7KNew |
$182K - $235K
|
7K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
135New |
$3.51K - $4.52K
|
135
$4.49K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
55New |
$1.43K - $1.84K
|
55
$1.83K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.03K- 35.58% |
$183K - $236K
|
12.7K
$423K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
5.3KNew |
$138K - $177K
|
5.3K
$176K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
125New |
$3.25K - $4.19K
|
125
$4.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8+ 4.37% |
$208 - $268
|
191
$6.35K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
33New |
$779 - $1.15K
|
33
$1.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
680New |
$16K - $23.7K
|
680
$22.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
11.9KNew |
$281K - $414K
|
11.9K
$395K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
100New |
$2.36K - $3.48K
|
100
$3.32K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.25% |
$23.6 - $34.8
|
15
$499
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8+ 0.13% |
$270 - $321
|
6.26K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 4.19% |
$2.36K - $2.81K
|
1.74K
$57.8K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-325- 0.32% |
$11K - $13.1K
|
101K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16.3K- 48.25% |
$549K - $654K
|
17.5K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12.7KNew |
$428K - $510K
|
12.7K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 4.17% |
$16.9K - $20.1K
|
11.5K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.9K- 32.81% |
$233K - $277K
|
14.1K
$470K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8.33K- 2.34% |
$281K - $335K
|
348K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.64% |
$337 - $402
|
1.58K
$52.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
905KNew |
$30.5M - $36.4M
|
905K
$30.1M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$33.7 - $40.2
|
1
$33.2
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 25.71% |
$304 - $362
|
44
$1.46K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
29.9KNew |
$1.01M - $1.2M
|
29.9K
$993K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
6.57K+ 3.17% |
$222K - $264K
|
214K
$7.1M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$282K - $336K
|
8.37K
$278K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
758New |
$25.6K - $30.5K
|
758
$25.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
500+ 0.18% |
$16.9K - $20.1K
|
279K
$9.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
35K+ 81.21% |
$1.18M - $1.41M
|
78.1K
$2.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
48.6K+ 40.71% |
$1.64M - $1.95M
|
168K
$5.59M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-76Closed |
$2.37K - $2.78K
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.06KNew |
$33K - $38.7K
|
1.06K
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-13- 0.06% |
$406 - $476
|
23.2K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
22New |
$687 - $806
|
22
$731
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.7KNew |
$523K - $613K
|
16.7K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$999 - $1.17K
|
32
$1.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
25KNew |
$781K - $916K
|
25K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
442New |
$13.8K - $16.2K
|
442
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.21KNew |
$256K - $301K
|
8.21K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
4.5K+ 1.88% |
$141K - $165K
|
243K
$8.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.21KNew |
$37.8K - $44.4K
|
1.21K
$40.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.98KNew |
$155K - $182K
|
4.98K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
9.05K+ 65.36% |
$283K - $332K
|
22.9K
$761K
|
|