Purchases and Sales Made in Q1 2025 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q1 2025. 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 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
266New |
$8.16K - $10.4K
|
266
$8.92K
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
195+ 1.73% |
$5.98K - $7.62K
|
11.5K
$384K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
185+ 2.15% |
$5.68K - $7.23K
|
8.8K
$295K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
172New |
$5.28K - $6.72K
|
172
$5.77K
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
172+ 0.21% |
$5.28K - $6.72K
|
82.4K
$2.77M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
136+ 14.01% |
$4.17K - $5.31K
|
1.11K
$37.1K
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 1.42% |
$3.96K - $5.04K
|
9.2K
$309K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104+ 131.65% |
$3.19K - $4.06K
|
183
$6.14K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
99+ 32.14% |
$3.04K - $3.87K
|
407
$13.7K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 0.36% |
$2.98K - $3.79K
|
26.9K
$902K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
95+ 102.15% |
$2.91K - $3.71K
|
188
$6.31K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 8.38% |
$2.76K - $3.52K
|
1.16K
$39K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 11.18% |
$2.33K - $2.97K
|
756
$25.4K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
72+ 0.52% |
$2.21K - $2.81K
|
13.9K
$467K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 39.34% |
$2.21K - $2.81K
|
255
$8.55K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64+ 6.0% |
$1.96K - $2.5K
|
1.13K
$37.9K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
63+ 4.83% |
$1.93K - $2.46K
|
1.37K
$45.8K
|
|
May 15, 2025
Q1 2025
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
62New |
$1.9K - $2.42K
|
62
$2.08K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
52+ 1.08% |
$1.6K - $2.03K
|
4.86K
$163K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 66.67% |
$1.53K - $1.95K
|
125
$4.19K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
49New |
$1.5K - $1.91K
|
49
$1.64K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
40+ 0.11% |
$1.23K - $1.56K
|
36.2K
$1.21M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$1.23K - $1.56K
|
40
$1.34K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36+ 0.42% |
$1.1K - $1.41K
|
8.55K
$287K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
33New |
$1.01K - $1.29K
|
33
$1.11K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
28New |
$859 - $1.09K
|
28
$939
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 9.09% |
$859 - $1.09K
|
336
$11.3K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
28+ 0.63% |
$859 - $1.09K
|
4.5K
$151K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23New |
$706 - $899
|
23
$771
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
23+ 34.85% |
$706 - $899
|
89
$2.99K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
15+ 0.17% |
$460 - $586
|
8.69K
$292K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 8.57% |
$460 - $586
|
190
$6.37K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14New |
$430 - $547
|
14
$470
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
14+ 0.1% |
$430 - $547
|
13.5K
$453K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 0.41% |
$123 - $156
|
973
$32.6K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$123 - $156
|
4
$134
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 80.0% |
$123 - $156
|
9
$302
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.03% |
$61.4 - $78.1
|
7.3K
$245K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$61.4 - $78.1
|
2
$67.1
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.48% |
$30.7 - $39.1
|
209
$7.01K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$30.7 - $39.1
|
1
$33.5
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.02% |
$30.7 - $39.1
|
6.54K
$219K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.01% |
$30.7 - $39.1
|
7.69K
$258K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 13.33% |
$61.4 - $78.1
|
13
$436
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.94% |
$92 - $117
|
317
$10.6K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12- 0.03% |
$368 - $469
|
39K
$1.31M
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-18- 0.1% |
$552 - $703
|
17.7K
$594K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26- 0.13% |
$798 - $1.02K
|
19.8K
$663K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-48- 0.23% |
$1.47K - $1.88K
|
21.2K
$711K
|