Purchases and Sales Made in Q4 2025 in Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51M+ 6808.01% |
$48.9M - $54.6M
|
1.53M
$49.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
87.8K+ 4.68% |
$2.84M - $3.17M
|
1.96M
$63.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.4KNew |
$1.02M - $1.13M
|
31.4K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
17.9K+ 38.58% |
$580K - $648K
|
64.4K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 4.87% |
$83.1K - $92.8K
|
55.3K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.97K+ 31.47% |
$63.6K - $71K
|
8.21K
$267K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.48K+ 13.86% |
$47.9K - $53.5K
|
12.2K
$395K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.4K+ 2.63% |
$45.3K - $50.6K
|
54.6K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 138.89% |
$38.8K - $43.4K
|
2.06K
$67.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17K+ 22.78% |
$37.7K - $42.1K
|
6.28K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.08K+ 1.39% |
$34.9K - $38.9K
|
78.4K
$2.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
985+ 11.89% |
$31.9K - $35.6K
|
9.27K
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
601New |
$19.4K - $21.7K
|
601
$19.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
122+ 1.17% |
$3.95K - $4.41K
|
10.6K
$344K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
85+ 5.24% |
$2.75K - $3.07K
|
1.71K
$55.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
40+ 11.3% |
$1.29K - $1.45K
|
394
$12.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 11.49% |
$1.2K - $1.34K
|
359
$11.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 67.5% |
$874 - $976
|
67
$2.18K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$485 - $542
|
15
$488
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 8.7% |
$129 - $145
|
50
$1.63K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3New |
$97.1 - $108
|
3
$97.5
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.69% |
$32.4 - $36.1
|
14
$455
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 1.11% |
$32.4 - $36.1
|
89
$2.89K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 1.57% |
$227 - $253
|
438
$14.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-185- 3.1% |
$5.99K - $6.68K
|
5.79K
$188K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.31% |
$6.47K - $7.23K
|
65.3K
$2.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-248- 7.19% |
$8.03K - $8.96K
|
3.2K
$104K
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-262- 0.25% |
$8.48K - $9.47K
|
106K
$3.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-341- 2.05% |
$11K - $12.3K
|
16.3K
$530K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-346- 5.56% |
$11.2K - $12.5K
|
5.88K
$191K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-422- 3.14% |
$13.7K - $15.2K
|
13K
$423K
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-648- 9.0% |
$21K - $23.4K
|
6.55K
$213K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-741- 4.23% |
$24K - $26.8K
|
16.8K
$545K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-796- 5.11% |
$25.8K - $28.8K
|
14.8K
$480K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-876- 7.24% |
$28.3K - $31.6K
|
11.2K
$365K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-940- 9.78% |
$30.4K - $34K
|
8.67K
$282K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.44K- 25.42% |
$46.6K - $52.1K
|
4.23K
$137K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.31K- 40.06% |
$74.7K - $83.4K
|
3.45K
$112K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.55K- 19.03% |
$82.5K - $92.1K
|
10.8K
$353K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.08K- 46.25% |
$164K - $183K
|
5.9K
$192K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.68K- 10.24% |
$184K - $205K
|
49.8K
$1.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.78K- 12.92% |
$187K - $209K
|
38.9K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.4K- 15.31% |
$1.79M - $2M
|
306K
$9.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-65.8K- 7.96% |
$2.13M - $2.38M
|
761K
$24.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-115K- 15.92% |
$3.71M - $4.15M
|
606K
$19.7M
|
|