Purchases and Sales Made in Q4 2023 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
115+ 52.75% |
$3.16K - $4.33K
|
333
$12.7K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
89+ 0.5% |
$2.44K - $3.35K
|
17.8K
$678K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 1.01% |
$2.14K - $2.94K
|
7.8K
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72+ 0.06% |
$1.98K - $2.71K
|
111K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 4.46% |
$1.18K - $1.62K
|
1.01K
$38.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 200.0% |
$1.15K - $1.58K
|
63
$2.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
42+ 0.06% |
$1.15K - $1.58K
|
66K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
27+ 2.23% |
$741 - $1.02K
|
1.24K
$47.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 22.12% |
$631 - $865
|
127
$4.83K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 5.76% |
$302 - $414
|
202
$7.69K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.02% |
$302 - $414
|
45.9K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$302 - $414
|
11
$419
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10New |
$275 - $376
|
10
$381
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 2.09% |
$220 - $301
|
391
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 35.29% |
$165 - $226
|
23
$875
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 4.11% |
$82.4 - $113
|
76
$2.89K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 17.65% |
$82.4 - $113
|
20
$761
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$54.9 - $75.3
|
2
$76.1
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.03% |
$54.9 - $75.3
|
7.29K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$27.5 - $37.6
|
1.98K
$75.5K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 8.33% |
$27.5 - $37.6
|
11
$419
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 5.45% |
$82.4 - $113
|
52
$1.98K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-16- 0.12% |
$439 - $602
|
13.1K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-18- 0.13% |
$494 - $677
|
13.7K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44- 0.24% |
$1.21K - $1.66K
|
18.6K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46- 0.01% |
$1.26K - $1.73K
|
318K
$12.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-50- 0.13% |
$1.37K - $1.88K
|
37.1K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-58- 0.17% |
$1.59K - $2.18K
|
34.7K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-70- 0.53% |
$1.92K - $2.63K
|
13.1K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-85- 0.7% |
$2.33K - $3.2K
|
12.1K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-85- 0.7% |
$2.33K - $3.2K
|
12.1K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-86- 8.91% |
$2.36K - $3.24K
|
879
$33.5K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-228- 2.24% |
$6.26K - $8.58K
|
9.93K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-281- 0.39% |
$7.71K - $10.6K
|
72.2K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-343- 0.83% |
$9.42K - $12.9K
|
40.9K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-363- 1.31% |
$9.96K - $13.7K
|
27.3K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-386- 1.81% |
$10.6K - $14.5K
|
21K
$798K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 4.45% |
$10.6K - $14.6K
|
8.3K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-413- 1.85% |
$11.3K - $15.5K
|
21.9K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-490- 10.16% |
$13.5K - $18.4K
|
4.34K
$165K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-495- 2.92% |
$13.6K - $18.6K
|
16.5K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-525- 5.49% |
$14.4K - $19.8K
|
9.03K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-549- 1.18% |
$15.1K - $20.7K
|
46.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-599- 0.11% |
$16.4K - $22.5K
|
528K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.83% |
$19.2K - $26.3K
|
37.5K
$1.43M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-722- 5.16% |
$19.8K - $27.2K
|
13.3K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-722- 3.3% |
$19.8K - $27.2K
|
21.2K
$806K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-760- 5.69% |
$20.9K - $28.6K
|
12.6K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-804- 5.78% |
$22.1K - $30.3K
|
13.1K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-825- 12.12% |
$22.6K - $31K
|
5.98K
$228K
|