Institutional Ownership Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB). We have compiled data on the 349 institutions that hold shares in the stock, with a total of 83.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
675
shares
|
$21,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
673
shares
|
$21,899
0.0% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
599
shares
|
$19,491
0.02% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
526
shares
|
$17,116
0.0% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
508
shares
|
$16,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
454
shares
|
$14,773
0.0% of portfolio
|
Q4 2024
Added 41.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
430
shares
|
$13,992
0.0% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
388
shares
|
$12,625
0.0% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
347
shares
|
$11,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
320
shares
|
$10,412
0.01% of portfolio
|
Q4 2024
Added 65.8%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
312
shares
|
$10,152
0.0% of portfolio
|
Q2 2024
Added 305.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
308
shares
|
$10,022
0.0% of portfolio
|
Q4 2024
Added 54.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
308
shares
|
$10,022
0.0% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
226
shares
|
$7,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
217
shares
|
$7,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
208
shares
|
$6,768
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
183
shares
|
$5,954
0.0% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
175
shares
|
$5,694
0.0% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
164
shares
|
$5,336
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
125
shares
|
$4,067
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
100
shares
|
$3,254
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
93
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
79
shares
|
$2,570
0.0% of portfolio
|
Q4 2024
Added 29.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
75
shares
|
$2,440
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
66
shares
|
$2,147
0.0% of portfolio
|
Q4 2024
Added 46.67%
|