Institutional Ownership Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB). We have compiled data on the 307 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
193
shares
|
$7,409
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
164
shares
|
$6,295
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
130
shares
|
$4,990
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
125
shares
|
$4,798
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
100
shares
|
$3,839
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
83
shares
|
$3,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
75
shares
|
$2,879
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
66
shares
|
$2,533
0.0% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65
shares
|
$2,495
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
61
shares
|
$2,341
0.0% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
54
shares
|
$2,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
52
shares
|
$1,996
0.0% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
34
shares
|
$1,305
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
33
shares
|
$1,266
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
29
shares
|
$1,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
21
shares
|
$806
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
19
shares
|
$729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$652
0.0% of portfolio
|
Q1 2020
Reduced 5.56%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
15
shares
|
$575
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
15
shares
|
$575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
14
shares
|
$537
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13
shares
|
$499
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$422
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7
shares
|
$268
0.0% of portfolio
|
Q2 2024
Reduced 63.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$268
0.0% of portfolio
|
Q3 2024
New holding
|