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 375 institutions that hold shares in the stock, with a total of 90.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
454
shares
|
$15,059
0.0% of portfolio
|
Q4 2024
Added 41.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
407
shares
|
$13,500
0.0% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
392
shares
|
$13,002
0.0% of portfolio
|
Q1 2025
Added 5500.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
388
shares
|
$12,869
0.0% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
317
shares
|
$10,514
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
270
shares
|
$8,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
269
shares
|
$8,922
0.0% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
266
shares
|
$8,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
255
shares
|
$8,458
0.0% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
243
shares
|
$8,060
0.0% of portfolio
|
Q2 2025
Added 143.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
211
shares
|
$6,998
0.0% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
209
shares
|
$6,932
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$6,634
0.0% of portfolio
|
Q2 2025
Added 1438.46%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
190
shares
|
$6,302
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
188
shares
|
$6,235
0.0% of portfolio
|
Q1 2025
Added 102.15%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
172
shares
|
$5,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
166
shares
|
$5,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
164
shares
|
$5,439
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
152
shares
|
$5,041
0.0% of portfolio
|
Q2 2025
Added 794.12%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
125
shares
|
$4,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
125
shares
|
$4,146
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
89
shares
|
$2,952
0.0% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65
shares
|
$2,156
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Sagefield Capital LP
Dallas, TX |
May 15, 2025 Q1 2025 |
62
shares
|
$2,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
54
shares
|
$1,791
0.0% of portfolio
|
Q3 2024
New holding
|