Institutional Ownership Auburn National Bancorporation, Inc (AUBN)
This table provides information about the institutional ownership of Auburn National Bancorporation, Inc (AUBN). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 345,085 shares, which have been reported (via 13F filing form) to have a value of $8.45 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
74,483
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 127.6%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
39,882
shares
|
$977,109
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
28,105
shares
|
$688,572
0.02% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,490
shares
|
$673,505
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
24,968
shares
|
$611,716
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
22,530
shares
|
$551,985
0.03% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
19,619
shares
|
$480,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
19,553
shares
|
$479,048
0.0% of portfolio
|
Q2 2021
Reduced 11.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
16,009
shares
|
$392,220
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
15,724
shares
|
$385,238
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
12,701
shares
|
$311,174
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
12,105
shares
|
$296,572
0.0% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$245,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,344
shares
|
$228,928
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973
shares
|
$146,338
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,745
shares
|
$116,252
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,370
shares
|
$33,565
0.0% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
270
shares
|
$6,615
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
120
shares
|
$2,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31
shares
|
$759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19
shares
|
$465
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18
shares
|
$441
0.0% of portfolio
|
Q1 2025
Reduced 81.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14
shares
|
$343
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12
shares
|
$294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|