Purchases and Sales Made in Q4 2022 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
231+ 5.28% |
$7.21K - $8.46K
|
4.61K
$174K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
231+ 5.28% |
$7.21K - $8.46K
|
4.61K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
202+ 2.1% |
$6.31K - $7.4K
|
9.8K
$370K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 15.21% |
$6.12K - $7.18K
|
1.49K
$56.1K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190+ 2.75% |
$5.93K - $6.96K
|
7.1K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
138New |
$4.31K - $5.05K
|
138
$5.21K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131+ 0.14% |
$4.09K - $4.8K
|
94.1K
$3.55M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$3.31K - $3.88K
|
106
$4K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
85New |
$2.65K - $3.11K
|
85
$3.21K
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
83+ 0.29% |
$2.59K - $3.04K
|
28.3K
$1.07M
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
80+ 0.03% |
$2.5K - $2.93K
|
278K
$10.5M
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
73+ 0.11% |
$2.28K - $2.67K
|
64.1K
$2.42M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
72New |
$2.25K - $2.64K
|
72
$2.72K
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
63+ 0.85% |
$1.97K - $2.31K
|
7.5K
$283K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
63+ 0.49% |
$1.97K - $2.31K
|
12.9K
$486K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
62+ 364.71% |
$1.94K - $2.27K
|
79
$2.98K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60+ 29.27% |
$1.87K - $2.2K
|
265
$10K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58New |
$1.81K - $2.12K
|
58
$2.19K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
56New |
$1.75K - $2.05K
|
56
$2.12K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45+ 0.11% |
$1.41K - $1.65K
|
42.7K
$1.61M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39+ 0.02% |
$1.22K - $1.43K
|
209K
$7.9M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
36New |
$1.12K - $1.32K
|
36
$1.36K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$999 - $1.17K
|
32
$1.21K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
27+ 0.02% |
$843 - $989
|
119K
$4.51M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
22+ 12.57% |
$687 - $806
|
197
$7.44K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
22New |
$687 - $806
|
22
$831
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17New |
$531 - $623
|
17
$642
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.33% |
$500 - $586
|
1.22K
$46.1K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$500 - $586
|
16
$604
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 58.33% |
$219 - $256
|
19
$718
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5New |
$156 - $183
|
5
$189
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 28.57% |
$125 - $147
|
18
$680
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.7% |
$93.7 - $110
|
430
$16.2K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 6.67% |
$31.2 - $36.6
|
14
$529
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 5.36% |
$93.7 - $110
|
53
$2K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 16.67% |
$93.7 - $110
|
15
$567
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4- 0.04% |
$125 - $147
|
9.02K
$341K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 1.22% |
$125 - $147
|
325
$12.3K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 12.5% |
$156 - $183
|
35
$1.32K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 13.58% |
$344 - $403
|
70
$2.64K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-13- 0.06% |
$406 - $476
|
23.2K
$878K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-43- 0.05% |
$1.34K - $1.58K
|
81K
$3.06M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-76Closed |
$2.37K - $2.78K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86- 0.24% |
$2.69K - $3.15K
|
35.2K
$1.33M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-96- 0.69% |
$3K - $3.52K
|
13.9K
$525K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 0.54% |
$3.03K - $3.55K
|
18K
$679K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-121- 0.63% |
$3.78K - $4.43K
|
19.1K
$722K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-129- 0.36% |
$4.03K - $4.73K
|
35.4K
$1.34M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-148- 10.36% |
$4.62K - $5.42K
|
1.28K
$48.4K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-150- 0.33% |
$4.68K - $5.49K
|
44.7K
$1.69M
|