Latest Institutional Purchases of Atlantic Union Bankshares Corp (AUB)
This list provides information on the latest institutional transactions involving Atlantic Union Bankshares Corp (AUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.05K+ 6200.0% |
$32.9K - $38.6K
|
1.07K
$35.6K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
442New |
$13.8K - $16.2K
|
442
$14.7K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$3.31K - $3.88K
|
106
$3.52K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
85New |
$2.65K - $3.11K
|
85
$2.83K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
72New |
$2.25K - $2.64K
|
72
$2.39K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
36New |
$1.12K - $1.32K
|
36
$1.2K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$999 - $1.17K
|
32
$1.06K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
22New |
$687 - $806
|
22
$731
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5New |
$156 - $183
|
5
$166
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.36KNew |
$85.8K - $117K
|
3.36K
$112K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.1KNew |
$79.1K - $108K
|
3.1K
$103K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
840+ 29.59% |
$21.5K - $29.3K
|
3.68K
$122K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
164New |
$4.19K - $5.73K
|
164
$5.45K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
100+ 35.71% |
$2.55K - $3.49K
|
380
$12.6K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
8.81KNew |
$278K - $335K
|
8.81K
$293K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.32KNew |
$200K - $240K
|
6.32K
$210K
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
800+ 0.37% |
$25.3K - $30.4K
|
216K
$7.17M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$6.23K - $7.48K
|
197
$6.55K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113+ 23.99% |
$3.57K - $4.29K
|
584
$19.4K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$1.14K - $1.37K
|
36
$1.2K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
34New |
$1.07K - $1.29K
|
34
$1.13K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
19+ 3.28% |
$601 - $722
|
599
$19.9K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
13New |
$411 - $494
|
13
$432
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
43New |
$1.58K - $1.81K
|
43
$1.43K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
56New |
$1.87K - $2.13K
|
56
$1.86K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24New |
$803 - $913
|
24
$798
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
52.9KNew |
$1.88M - $2.22M
|
52.9K
$1.76M
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
130+ 55.32% |
$4.62K - $5.47K
|
365
$12.1K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.24K - $4.12K
|
100
$3.32K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.95KNew |
$194K - $300K
|
8.95K
$298K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.6KNew |
$383K - $539K
|
19.6K
$651K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
95KNew |
$1.9M - $3.58M
|
95K
$3.16M
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
47New |
$1.68K - $1.81K
|
47
$1.56K
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.2KNew |
$317K - $364K
|
9.2K
$306K
|
|
Q2 2019 | |||||||
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22.3KNew |
$721K - $849K
|
22.3K
$742K
|
|
Aug 07, 2019
Q2 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
18.6KNew |
$600K - $706K
|
18.6K
$617K
|
|
Aug 09, 2019
Q2 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.47KNew |
$209K - $246K
|
6.47K
$215K
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
BUY
|
- |
1.6KNew |
$51.7K - $60.8K
|
1.6K
$53.2K
|
|
Aug 13, 2019
Q2 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
900New |
$29.1K - $34.2K
|
900
$29.9K
|
|
Q2 2017 | |||||||
Jan 03, 2024
Q2 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
N/A
|
300
$9.97K
|