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 25 institutions that hold shares in the stock, with a total of 339,388 shares, which have been reported (via 13F filing form) to have a value of $7.05 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
39,624
shares
|
$810,310
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
37,034
shares
|
$757,345
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
32,725
shares
|
$669,226
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
30,670
shares
|
$627,201
0.02% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
27,490
shares
|
$562,170
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
23,368
shares
|
$477,875
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
22,530
shares
|
$460,738
0.03% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,619
shares
|
$401,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
19,553
shares
|
$399,858
0.0% of portfolio
|
Q2 2021
Reduced 11.48%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
15,724
shares
|
$321,555
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
15,609
shares
|
$319,204
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
12,697
shares
|
$259,653
0.04% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
11,170
shares
|
$228,426
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$204,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,280
shares
|
$189,776
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973
shares
|
$122,147
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,745
shares
|
$97,035
0.0% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,091
shares
|
$22,310
0.0% of portfolio
|
Q4 2024
Added 720.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
270
shares
|
$5,521
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
97
shares
|
$1,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83
shares
|
$1,697
0.0% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
21
shares
|
$429
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14
shares
|
$286
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|