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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
7,687
shares
|
$295,103
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,545
shares
|
$289,652
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
7,382
shares
|
$283,394
0.14% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
7,297
shares
|
$280,131
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
7,214
shares
|
$276,945
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
7,200
shares
|
$276,408
0.02% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
6,843
shares
|
$262,702
0.03% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,626
shares
|
$254,372
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,549
shares
|
$251,416
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,524
shares
|
$250,456
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,494
shares
|
$249,304
0.05% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,473
shares
|
$248,498
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,224
shares
|
$238,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
6,179
shares
|
$237,211
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
6,058
shares
|
$232,566
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,018
shares
|
$231,031
0.0% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
5,980
shares
|
$229,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,978
shares
|
$229,495
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
5,868
shares
|
$225,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,834
shares
|
$223,967
0.0% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
5,799
shares
|
$222,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
5,762
shares
|
$221,203
0.04% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,762
shares
|
$221,203
0.01% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,698
shares
|
$218,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,623
shares
|
$215,866
0.12% of portfolio
|
Q4 2024
Added 2.25%
|