Purchases and Sales Made in Q1 2023 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q1 2023. The information is specifically focused on institutions that hold shares of Atlantic Union Bankshares Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
751New |
$25.3K - $30.2K
|
751
$31.7K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
740+ 2.32% |
$25K - $29.7K
|
32.6K
$1.38M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
733+ 4072.22% |
$24.7K - $29.5K
|
751
$31.7K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
576+ 3.2% |
$19.4K - $23.1K
|
18.6K
$784K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
569+ 2.7% |
$19.2K - $22.9K
|
21.6K
$914K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
539+ 4.89% |
$18.2K - $21.7K
|
11.6K
$489K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
537+ 43.98% |
$18.1K - $21.6K
|
1.76K
$74.3K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
527+ 41.14% |
$17.8K - $21.2K
|
1.81K
$76.4K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
500+ 0.18% |
$16.9K - $20.1K
|
279K
$11.8M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
482+ 182.58% |
$16.3K - $19.4K
|
746
$31.5K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
212New |
$7.15K - $8.52K
|
212
$8.95K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
197+ 2.77% |
$6.65K - $7.92K
|
7.3K
$308K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
150+ 1.91% |
$5.06K - $6.03K
|
8.01K
$338K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
143+ 2860.0% |
$4.82K - $5.75K
|
148
$6.25K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
128+ 64.97% |
$4.32K - $5.14K
|
325
$13.7K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 184.48% |
$3.61K - $4.3K
|
165
$6.97K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
99+ 1.06% |
$3.34K - $3.98K
|
9.41K
$398K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
81+ 3.54% |
$2.73K - $3.25K
|
2.37K
$100K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 4.19% |
$2.36K - $2.81K
|
1.74K
$73.5K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 78.48% |
$2.09K - $2.49K
|
141
$5.96K
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
60+ 0.8% |
$2.02K - $2.41K
|
7.56K
$319K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
55New |
$1.86K - $2.21K
|
55
$2.32K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35+ 0.02% |
$1.18K - $1.41K
|
209K
$8.83M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 62.5% |
$1.18K - $1.41K
|
91
$3.84K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
30+ 0.43% |
$1.01K - $1.21K
|
7.03K
$297K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 7.69% |
$844 - $1K
|
350
$14.8K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.03% |
$371 - $442
|
42.7K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.64% |
$337 - $402
|
1.58K
$66.6K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 25.71% |
$304 - $362
|
44
$1.86K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8+ 0.13% |
$270 - $321
|
6.26K
$264K
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
8+ 0.0% |
$270 - $321
|
243K
$10.3M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 5.66% |
$101 - $121
|
56
$2.37K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.01% |
$33.7 - $40.2
|
7.09K
$299K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$33.7 - $40.2
|
160
$6.76K
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$33.7 - $40.2
|
28.3K
$1.19M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$33.7 - $40.2
|
1
$42.2
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 6.67% |
$33.7 - $40.2
|
16
$676
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.26% |
$33.7 - $40.2
|
18
$760
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 26.09% |
$202 - $241
|
17
$718
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-15- 93.75% |
$506 - $603
|
1
$42.2
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 22.64% |
$2.02K - $2.41K
|
205
$8.66K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-131- 9.62% |
$4.42K - $5.26K
|
1.23K
$52K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-147- 96.71% |
$4.96K - $5.91K
|
5
$211
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-165- 0.14% |
$5.57K - $6.63K
|
117K
$4.92M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 0.47% |
$5.57K - $6.63K
|
35.1K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-177- 0.55% |
$5.97K - $7.11K
|
31.8K
$1.34M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-180- 2.0% |
$6.07K - $7.23K
|
8.84K
$373K
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-210- 0.38% |
$7.09K - $8.44K
|
54.4K
$2.3M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-240- 0.37% |
$8.1K - $9.64K
|
63.8K
$2.7M
|