Purchases and Sales Made in Q2 2025 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
51New |
$1.22K - $1.64K
|
51
$1.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
49+ 0.21% |
$1.17K - $1.58K
|
22.9K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
43New |
$1.03K - $1.39K
|
43
$1.44K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
43New |
$1.03K - $1.39K
|
43
$1.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39New |
$930 - $1.26K
|
39
$1.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
38+ 0.47% |
$906 - $1.23K
|
8.13K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$882 - $1.19K
|
37
$1.24K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 15.3% |
$668 - $903
|
211
$7.05K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
27+ 245.45% |
$644 - $870
|
38
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.26% |
$549 - $742
|
8.82K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
12+ 0.14% |
$286 - $387
|
8.7K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$47.7 - $64.5
|
2
$66.8
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$23.9 - $32.2
|
3
$100
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.14% |
$23.9 - $32.2
|
13
$434
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$23.9 - $32.2
|
3
$100
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 1.91% |
$95.4 - $129
|
205
$6.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 40.0% |
$143 - $193
|
9
$301
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-7- 0.23% |
$167 - $226
|
3.08K
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 36.92% |
$572 - $774
|
41
$1.37K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-30- 0.22% |
$716 - $967
|
13.5K
$450K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-44- 49.44% |
$1.05K - $1.42K
|
45
$1.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44- 23.16% |
$1.05K - $1.42K
|
146
$4.88K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-64- 16.49% |
$1.53K - $2.06K
|
324
$10.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 0.11% |
$1.79K - $2.42K
|
66.7K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-79- 42.02% |
$1.88K - $2.55K
|
109
$3.64K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-138- 6.99% |
$3.29K - $4.45K
|
1.84K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 13.75% |
$3.82K - $5.16K
|
1K
$33.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-184- 0.45% |
$4.39K - $5.93K
|
40.3K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-240- 0.26% |
$5.72K - $7.74K
|
92.4K
$3.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-250- 3.71% |
$5.96K - $8.06K
|
6.49K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-322- 82.14% |
$7.68K - $10.4K
|
70
$2.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-505- 11.21% |
$12K - $16.3K
|
4K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-651- 4.31% |
$15.5K - $21K
|
14.5K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-655- 3.46% |
$15.6K - $21.1K
|
18.3K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-750- 2.49% |
$17.9K - $24.2K
|
29.3K
$979K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-906- 6.3% |
$21.6K - $29.2K
|
13.5K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 12.45% |
$25.4K - $34.3K
|
7.49K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.17K- 0.13% |
$28K - $37.8K
|
917K
$30.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.3K- 15.55% |
$31.1K - $42K
|
7.07K
$236K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.54K- 4.66% |
$36.8K - $49.7K
|
31.6K
$1.05M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.72K- 34.35% |
$40.9K - $55.3K
|
3.28K
$109K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-2.18K- 12.31% |
$52K - $70.3K
|
15.5K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.27K- 11.42% |
$54K - $73.1K
|
17.6K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.31K- 35.33% |
$55K - $74.3K
|
4.22K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 20.15% |
$86.5K - $117K
|
14.4K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-4.15K- 99.09% |
$98.9K - $134K
|
38
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.78K- 16.08% |
$114K - $154K
|
24.9K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.47K- 9.91% |
$130K - $176K
|
49.7K
$1.66M
|