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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
52
shares
|
$1,724
0.0% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$1,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
49
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$1,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
34
shares
|
$1,127
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
33
shares
|
$1,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
33
shares
|
$1,094
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
23
shares
|
$762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13
shares
|
$431
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$431
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
11
shares
|
$364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$298
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$99
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$99
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|