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 405 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
109
shares
|
$3,640
0.0% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
90
shares
|
$3,006
0.0% of portfolio
|
Q2 2025
Added 8900.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
74
shares
|
$2,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
70
shares
|
$2,338
0.0% of portfolio
|
Q2 2025
Reduced 82.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
54
shares
|
$1,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
52
shares
|
$1,736
0.0% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$1,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$1,503
0.0% of portfolio
|
Q2 2025
Reduced 49.44%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43
shares
|
$1,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
43
shares
|
$1,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
41
shares
|
$1,369
0.0% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
39
shares
|
$1,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
38
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
38
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
Added 245.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
37
shares
|
$1,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
34
shares
|
$1,135
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
33
shares
|
$1,102
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
29
shares
|
$968
0.0% of portfolio
|
Q4 2023
Added 3.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13
shares
|
$434
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$434
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$300
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$100
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$100
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|