Atlantic Union Bankshares Ownership 2024 | Who Owns Atlantic Union Bankshares Now?
Institutional Ownership
87.58%
Insider Ownership
1.18%
Retail Ownership
11.24%
Institutional Holders
266.00
Atlantic Union Bankshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.39% | 0.01% | 13,077,675 | 2,043,880 | 18.52% | 429,601,624 | Jun 30, 2024 |
| VANGUARD GROUP INC | 14.52% | 0.01% | 10,922,293 | 1,706,945 | 18.52% | 358,797,325 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.56% | 0.05% | 5,681,290 | 690,400 | 13.83% | 186,626,437 | Jun 30, 2024 |
| STATE STREET CORP | 5.80% | 0.01% | 4,361,910 | 832,995 | 23.60% | 143,288,744,000 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 3.54% | 0.41% | 2,658,342 | 30,586 | 1.16% | 87,326,535 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.73% | 0.01% | 2,051,039 | 396,771 | 23.98% | 67,390,015 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.18% | 0.05% | 1,636,712 | -1,747 | -0.11% | 53,765,989 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.12% | 0.05% | 1,595,728 | 128,447 | 8.75% | 52,419,665 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.80% | 0.01% | 1,351,057 | 401,133 | 42.23% | 44,382,222 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.68% | 0.38% | 1,259,613 | 10,622 | 0.85% | 41,378,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.57% | 0.01% | 1,180,199 | 368,190 | 45.34% | 38,769,532 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.42% | 0.01% | 1,065,041 | 113,698 | 11.95% | 34,986,596,000 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 1.21% | 0.17% | 911,585 | 127,409 | 16.25% | 29,945,593 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.01% | 895,838 | 193,746 | 27.60% | 29,428,278 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.17% | 0.00% | 878,438 | 58,449 | 7.13% | 28,856,689 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.94% | 0.05% | 707,200 | -171,600 | -19.53% | 23,232,000 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.91% | 0.06% | 684,814 | -1,269 | -0.18% | 22,496,140 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.84% | 0.01% | 631,895 | 346,202 | 121.18% | 20,757,740 | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.81% | 0.13% | 612,181 | 53,740 | 9.62% | 20,110,146 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.80% | 1.64% | 601,583 | 1,370 | 0.23% | 19,762,014 | Jun 30, 2024 |
Atlantic Union Bankshares's largest institutional shareholder is BLACKROCK INC., holding 17.39% of the company's total share outstanding, currently valued at $429.60M. The top 10 institutional shareholders own together 59.31% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.80% | 1.64% | 601,583 | 1,370 | 0.23% | 19,762,014 | Jun 30, 2024 |
| ATLANTIC UNION BANKSHARES CORP | 0.61% | 0.94% | 458,689 | 179,951 | 64.56% | 15,066,489 | Jun 30, 2024 |
| MARTIN & CO INC /TN/ | 0.11% | 0.71% | 85,475 | -3,877 | -4.34% | 2,807,862 | Jun 30, 2024 |
| DUDLEY CAPITAL MANAGEMENT, LLC | 0.05% | 0.66% | 36,071 | - | - | 1,184,932 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.03% | 0.58% | 22,713 | 6,215 | 37.67% | 746,122 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.16% | 0.51% | 121,057 | -2,843 | -2.29% | 3,976,722 | Jun 30, 2024 |
| TAYLOR FINANCIAL GROUP, INC. | 0.02% | 0.45% | 17,732 | 3,971 | 28.86% | 582,496 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 3.54% | 0.41% | 2,658,342 | 30,586 | 1.16% | 87,326,535 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.68% | 0.38% | 1,259,613 | 10,622 | 0.85% | 41,378,000 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.04% | 0.38% | 27,500 | - | - | 903,375 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.05% | 0.37% | 40,500 | 40,500 | 100.00% | 1,330,425 | Jun 30, 2024 |
| CANAL CAPITAL MANAGEMENT, LLC | 0.09% | 0.37% | 66,265 | -225 | -0.34% | 2,176,813 | Jun 30, 2024 |
| CITY CENTER ADVISORS, LLC | 0.01% | 0.35% | 8,346 | - | - | 294,697 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.46% | 0.35% | 346,292 | 117,186 | 51.15% | 11,375,692 | Jun 30, 2024 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 0.17% | 0.27% | 130,890 | 1,160 | 0.89% | 4,300,000 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.02% | 0.25% | 12,457 | 12,457 | 100.00% | 409,212 | Jun 30, 2024 |
| WHITE PINE CAPITAL LLC | 0.03% | 0.24% | 19,044 | -4,600 | -19.46% | 625,595 | Jun 30, 2024 |
| DOVER ADVISORS, LLC | 0.02% | 0.23% | 11,539 | 11,539 | 100.00% | 379,056 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | 0.49% | 0.23% | 365,467 | -2,300 | -0.63% | 12,005,591 | Jun 30, 2024 |
| OLIVER LUXXE ASSETS LLC | 0.04% | 0.23% | 32,314 | 1,023 | 3.27% | 1,061,515 | Jun 30, 2024 |
The largest Atlantic Union Bankshares shareholder by % of total assets is TRIBUTARY CAPITAL MANAGEMENT, LLC. The company owns 601.58K shares of Atlantic Union Bankshares (AUB), representing 1.64% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.39% | 0.01% | 13,077,675 | 2,043,880 | 18.52% | 429,601,624 | Jun 30, 2024 |
| VANGUARD GROUP INC | 14.52% | 0.01% | 10,922,293 | 1,706,945 | 18.52% | 358,797,325 | Jun 30, 2024 |
| STATE STREET CORP | 5.80% | 0.01% | 4,361,910 | 832,995 | 23.60% | 143,288,744,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.56% | 0.05% | 5,681,290 | 690,400 | 13.83% | 186,626,437 | Jun 30, 2024 |
| NORGES BANK | 0.57% | 0.00% | 427,771 | 427,771 | 100.00% | 14,052,277 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.80% | 0.01% | 1,351,057 | 401,133 | 42.23% | 44,382,222 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.73% | 0.01% | 2,051,039 | 396,771 | 23.98% | 67,390,015 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.57% | 0.01% | 1,180,199 | 368,190 | 45.34% | 38,769,532 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.84% | 0.01% | 631,895 | 346,202 | 121.18% | 20,757,740 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.01% | 895,838 | 193,746 | 27.60% | 29,428,278 | Jun 30, 2024 |
| ATLANTIC UNION BANKSHARES CORP | 0.61% | 0.94% | 458,689 | 179,951 | 64.56% | 15,066,489 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.12% | 0.05% | 1,595,728 | 128,447 | 8.75% | 52,419,665 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 1.21% | 0.17% | 911,585 | 127,409 | 16.25% | 29,945,593 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.59% | 0.01% | 443,150 | 125,045 | 39.31% | 14,557,478 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.17% | 0.01% | 124,689 | 124,689 | 100.00% | 4,096,034 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.42% | 0.00% | 317,014 | 117,510 | 58.90% | 10,413,911 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.46% | 0.35% | 346,292 | 117,186 | 51.15% | 11,375,692 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.42% | 0.01% | 1,065,041 | 113,698 | 11.95% | 34,986,596,000 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.35% | 0.01% | 261,634 | 100,859 | 62.73% | 8,594,666,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.25% | 0.00% | 190,388 | 67,364 | 54.76% | 6,254,247 | Jun 30, 2024 |
As of Jun 30 2024, Atlantic Union Bankshares's largest institutional buyer is BLACKROCK INC.. The company purchased 2.04M stocks of AUB, valued at $429.60M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | - | - | - | -341,043 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.18% | 0.04% | 135,280 | -250,512 | -64.93% | 4,443,948 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | - | - | - | -237,024 | -100.00% | - | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.94% | 0.05% | 707,200 | -171,600 | -19.53% | 23,232,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 16,306 | -166,310 | -91.07% | 535,249 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -120,281 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -100,756 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 31,430 | -98,308 | -75.77% | 1,032,475 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -88,799 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -78,026 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.12% | 0.00% | 93,042 | -66,568 | -41.71% | 3,056,430 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 7,466 | -57,097 | -88.44% | 245,258 | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | - | - | - | -49,123 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.37% | 0.01% | 274,570 | -47,653 | -14.79% | 9,019,624 | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | - | - | - | -44,848 | -100.00% | - | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -44,194 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -42,450 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -40,524 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.13% | 0.00% | 94,614 | -35,715 | -27.40% | 3,108,070 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.27% | 0.02% | 203,645 | -35,605 | -14.88% | 6,689,738 | Jun 30, 2024 |
As of Jun 30 2024, Atlantic Union Bankshares's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.34M shares of AUB, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.57% | 0.00% | 427,771 | 427,771 | 100.00% | 14,052,277 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.17% | 0.01% | 124,689 | 124,689 | 100.00% | 4,096,034 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.07% | 0.01% | 51,893 | 51,893 | 100.00% | 1,704,685 | Jun 30, 2024 |
| SMITH, SALLEY & ASSOCIATES | 0.07% | 0.12% | 50,885 | 50,885 | 100.00% | 1,671,572 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.00% | 45,556 | 45,556 | 100.00% | 1,496,515 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.05% | 0.37% | 40,500 | 40,500 | 100.00% | 1,330,425 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.04% | 0.03% | 33,750 | 33,750 | 100.00% | 1,108,688 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.04% | 0.00% | 31,518 | 31,518 | 100.00% | 1,035,000 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.03% | 0.01% | 23,933 | 23,933 | 100.00% | 786,199 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.03% | 0.15% | 20,565 | 20,565 | 100.00% | 676,074 | Jun 30, 2024 |
| HARBOR ADVISORS LLC | 0.02% | 0.11% | 18,644 | 18,644 | 100.00% | 612,455 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.02% | 0.01% | 18,077 | 18,077 | 100.00% | 593,829 | Jun 30, 2024 |
| MAN GROUP PLC | 0.02% | 0.00% | 13,548 | 13,548 | 100.00% | 445,052 | Jun 30, 2024 |
| LEDYARD NATIONAL BANK | 0.02% | 0.04% | 13,494 | 13,494 | 100.00% | 443,278 | Jun 30, 2024 |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 0.02% | 0.02% | 12,960 | 12,960 | 100.00% | 425,736 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.02% | 0.00% | 12,242 | 12,242 | 100.00% | 402,150 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.03% | 12,186 | 12,186 | 100.00% | 400,000 | Jun 30, 2024 |
| DOVER ADVISORS, LLC | 0.02% | 0.23% | 11,539 | 11,539 | 100.00% | 379,056 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.01% | 10,088 | 10,088 | 100.00% | 331,391 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 9,009 | 9,009 | 100.00% | 296,000 | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | 0.01% | 0.01% | 7,686 | 7,686 | 100.00% | 252,485 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.04% | 6,923 | 6,923 | 100.00% | 227,421 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | 0.01% | 0.02% | 6,562 | 6,562 | 100.00% | 215,562 | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.01% | 0.01% | 6,546 | 6,546 | 100.00% | 215,030 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.01% | 0.00% | 4,806 | 4,806 | 100.00% | 187,098 | Jun 30, 2024 |
| ORG PARTNERS LLC | 0.00% | 0.01% | 3,283 | 3,283 | 100.00% | 107,452,000 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.02% | 2,575 | 2,575 | 100.00% | 84,589 | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | 0.00% | 0.00% | 675 | 675 | 100.00% | 22,174 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 434 | 434 | 100.00% | 13,861 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 75 | 75 | 100.00% | 2,464 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | 25 | 25 | 100.00% | 822 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 11 | 11 | 100.00% | 361 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 33 | Jun 30, 2024 |
Atlantic Union Bankshares's largest new institutional shareholder by number of shares is NORGES BANK, purchased 427.77K shares, valued at $14.05M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | - | - | - | -341,043 | -100.00% | - | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | - | - | - | -237,024 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -120,281 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -100,756 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -88,799 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -78,026 | -100.00% | - | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | - | - | - | -49,123 | -100.00% | - | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | - | - | - | -44,848 | -100.00% | - | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -44,194 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -42,450 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -40,524 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -32,593 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -28,642 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -22,184 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -15,137 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -12,342 | -100.00% | - | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | - | - | - | -11,200 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -10,333 | -100.00% | - | Jun 30, 2024 |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | - | - | - | -9,389 | -100.00% | - | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | - | - | - | -8,999 | -100.00% | - | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | - | - | - | -8,304 | -100.00% | - | Jun 30, 2024 |
| HERITAGE WEALTH MANAGEMENT, LLC | - | - | - | -6,721 | -100.00% | - | Jun 30, 2024 |
| WILLS FINANCIAL GROUP, INC. | - | - | - | -6,013 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,899 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -340 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -139 | -100.00% | - | Jun 30, 2024 | |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -91 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
| EAGLE BAY ADVISORS LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Atlantic Union Bankshares's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -0.34M shares, valued at -, as of undefined.
Atlantic Union Bankshares Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.97% | 411,951 | -28,002 | -6.36% | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.39% | 99,624 | -7,157 | -6.70% | Dec 29, 2023 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.33% | 80,070 | - | - | Mar 31, 2024 |
| MSS Series Trust | 0.28% | 21,159 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.17% | 15,553 | - | - | Mar 31, 2024 |
| Viking Mutual Funds | 0.15% | 350,000 | - | - | Jan 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.12% | 439,956 | 26,002 | 6.28% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.11% | 493,286 | 43,021 | 9.55% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.10% | 50,612 | - | - | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.10% | 50,000 | -50,000 | -50.00% | Dec 31, 2023 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.09% | 120,969 | -13,823 | -10.26% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.08% | 52,013 | 216 | 0.42% | Feb 29, 2024 |
| Tributary Funds, Inc. | 0.08% | 394,769 | -6,207 | -1.55% | Dec 31, 2023 |
| Ultimus Managers Trust | 0.07% | 847,639 | -97,782 | -10.34% | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 300,934 | - | - | Mar 28, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.07% | 76,173 | -10,075 | -11.68% | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.07% | 43,033 | -13,744 | -24.21% | Dec 29, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.06% | 523,200 | - | - | Mar 31, 2024 |
| THOMPSON IM FUNDS INC | 0.06% | 1,011,000 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.06% | 37,476 | -147 | -0.39% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.06% | 280,673 | 180,311 | 179.66% | Mar 31, 2024 |
| ROYCE FUND | 0.05% | 358,322 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.05% | 37,470 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.04% | 10,000,000 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.04% | 54,023 | -420 | -0.77% | Feb 29, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.03% | 28,155 | 1,230 | 4.57% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 25,000 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.03% | 11,317 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.03% | 65,800 | - | - | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.02% | 129,592 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.02% | 227,426 | -269,800 | -54.26% | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.02% | 42,500 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 124,813 | - | - | Mar 31, 2024 |
| OAK ASSOCIATES FUNDS | 0.02% | 21,935 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,178 | -346 | -3.00% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.02% | 82,091 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 62,416 | -13,582 | -17.87% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 6,696,250 | -1,096,800 | -14.07% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 429,337 | -5,024 | -1.16% | Mar 31, 2024 |
| WESMARK FUNDS | 0.01% | 45,665 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.01% | 12,553 | -1,651 | -11.62% | Jan 31, 2024 |
| AMG Funds IV | 0.01% | 39,601 | - | - | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 21,928 | -17,819 | -44.83% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.01% | 930,596 | 7,602 | 0.82% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 102,179 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.01% | 296,080 | -16,495 | -5.28% | Mar 28, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 63,226 | 2,583 | 4.26% | Aug 31, 2023 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.01% | 220,843 | 83,687 | 61.02% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,886 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 427,858 | 1,723 | 0.40% | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 458,668 | 36,470 | 8.64% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 22,079 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 128 | -8 | -5.88% | Dec 31, 2023 |
| VALIC Co II | 0.01% | 183,696 | -11,727 | -6.00% | Feb 28, 2021 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 32,263 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 208,216 | 1,712 | 0.83% | Jan 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 68,946 | - | - | Jan 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 192,757 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 228,132 | -31,391 | -12.10% | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.00% | 46,133 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 9,678 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 9,286 | -647 | -6.51% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 262,106 | 10,088 | 4.00% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 21,030 | -1,871 | -8.17% | Mar 31, 2020 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 331,366 | -5,560 | -1.65% | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 18,194 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 14,499 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 3,448,881 | 353,424 | 11.42% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 101,605 | -13,551 | -11.77% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 660,083 | 23,605 | 3.71% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,781 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,261,809 | 42,029 | 3.45% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 96,845 | - | - | Mar 28, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 575,638 | -10,426 | -1.78% | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 272,818 | 1,457 | 0.54% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 84 | 5 | 6.33% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 2,517 | - | - | Mar 28, 2024 |
| KP Funds | 0.00% | 97,166 | -27,290 | -21.93% | Sep 30, 2020 |
| VANGUARD HORIZON FUNDS | 0.00% | 50,423 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 39,208 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 19,665 | - | - | Dec 31, 2023 |
| Columbia Funds Variable Series Trust II | 0.00% | 66,168 | -2,125 | -3.11% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 3,379 | -284 | -7.75% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 23,496 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 1,550 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 31,062 | -12,618 | -28.89% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 20,171 | -6,898 | -25.48% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 33,100 | 13,900 | 72.40% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 46,393 | -3,630 | -7.26% | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.00% | 40,200 | -9,100 | -18.46% | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 34,500 | - | - | Jan 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 384,741 | - | - | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.00% | 643 | - | - | Apr 30, 2021 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 98,934 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 32,028 | -1,356 | -4.06% | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 155,321 | -36,793 | -19.15% | Mar 28, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 77,268 | -2,000 | -2.52% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 53,400 | -1,257 | -2.30% | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 242,753 | -27,296 | -10.11% | Feb 29, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 38,700 | - | - | Mar 31, 2024 |
Atlantic Union Bankshares's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 411.95K shares, compromising 0.97% of its total assets.
Atlantic Union Bankshares Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 266 | -1.85% |
| 31 Mar, 24 | 271 | 7.54% |
| 31 Dec, 23 | 252 | 3.28% |
| 30 Sep, 23 | 244 | 7.49% |
| 30 Jun, 23 | 227 | -8.84% |
| 31 Mar, 23 | 249 | -2.35% |
| 31 Dec, 22 | 255 | 9.44% |
| 30 Sep, 22 | 233 | 0.87% |
| 30 Jun, 22 | 231 | -6.85% |
| 31 Mar, 22 | 248 | 3.33% |
| 31 Dec, 21 | 240 | 1.69% |
| 30 Sep, 21 | 236 | -2.07% |
| 30 Jun, 21 | 241 | 2.12% |
| 31 Mar, 21 | 236 | 10.28% |
| 31 Dec, 20 | 214 | 9.74% |
| 30 Sep, 20 | 195 | -3.94% |
| 30 Jun, 20 | 203 | 3.05% |
| 31 Mar, 20 | 197 | -12.83% |
| 31 Dec, 19 | 226 | 7.11% |
| 30 Sep, 19 | 211 | 2.43% |
| 30 Jun, 19 | 206 | 5050.00% |
| 31 Mar, 19 | 4 | 300.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | - |
| 30 Jun, 17 | 1 | - |
As of 30 Jun 24, 266 institutions are holding Atlantic Union Bankshares's shares, representing a decrease of -1.85% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 65,859,474 | 12.53% |
| 31 Mar, 24 | 58,524,609 | -0.69% |
| 31 Dec, 23 | 58,932,698 | 0.06% |
| 30 Sep, 23 | 58,899,472 | 0.56% |
| 30 Jun, 23 | 58,571,088 | -5.85% |
| 31 Mar, 23 | 62,209,620 | 17.91% |
| 31 Dec, 22 | 52,760,060 | -1.13% |
| 30 Sep, 22 | 53,361,811 | 0.47% |
| 30 Jun, 22 | 53,112,186 | 1.35% |
| 31 Mar, 22 | 52,402,213 | -0.18% |
| 31 Dec, 21 | 52,496,313 | -0.70% |
| 30 Sep, 21 | 52,865,486 | -2.33% |
| 30 Jun, 21 | 54,126,743 | -2.91% |
| 31 Mar, 21 | 55,747,946 | -0.21% |
| 31 Dec, 20 | 55,863,478 | 2.14% |
| 30 Sep, 20 | 54,692,522 | -0.14% |
| 30 Jun, 20 | 54,770,053 | 1.17% |
| 31 Mar, 20 | 54,136,078 | -3.12% |
| 31 Dec, 19 | 55,878,122 | -4.30% |
| 30 Sep, 19 | 58,388,775 | 5.42% |
| 30 Jun, 19 | 55,389,240 | 470376.85% |
| 31 Mar, 19 | 11,773 | 1139.26% |
| 31 Dec, 18 | 950 | 216.67% |
| 30 Sep, 18 | 300 | - |
| 30 Jun, 18 | 300 | - |
| 31 Mar, 18 | 300 | - |
| 31 Dec, 17 | 300 | - |
| 30 Sep, 17 | 300 | - |
| 30 Jun, 17 | 300 | - |
Atlantic Union Bankshares (AUB) has 65.86M shares outstanding as of 30 Jun 24, up 12.53% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 87.58% | 1.45% |
| 31 Mar, 24 | 77.83% | 1.26% |
| 31 Dec, 23 | 78.62% | 1.27% |
| 30 Sep, 23 | 78.53% | 1.29% |
| 30 Jun, 23 | 78.10% | 1.13% |
| 31 Mar, 23 | 83.13% | 1.67% |
| 31 Dec, 22 | 70.62% | 1.38% |
| 30 Sep, 22 | 71.43% | 1.42% |
| 30 Jun, 22 | 70.96% | 1.47% |
| 31 Mar, 22 | 69.37% | 1.51% |
| 31 Dec, 21 | 67.82% | 1.41% |
| 30 Sep, 21 | 69.28% | 1.47% |
| 30 Jun, 21 | 68.67% | 1.37% |
| 31 Mar, 21 | 70.69% | 1.41% |
| 31 Dec, 20 | 70.84% | 1.47% |
| 30 Sep, 20 | 69.48% | 1.44% |
| 30 Jun, 20 | 69.58% | 1.49% |
| 31 Mar, 20 | 68.28% | 1.41% |
| 31 Dec, 19 | 69.47% | 1.36% |
| 30 Sep, 19 | 71.41% | 1.57% |
| 30 Jun, 19 | 67.50% | 28469239.61% |
| 31 Mar, 19 | 0.02% | 762335.71% |
| 31 Dec, 18 | 0.00% | 634440.00% |
| 30 Sep, 18 | 0.00% | 199840.00% |
| 30 Jun, 18 | 0.00% | 198900.00% |
| 31 Mar, 18 | 0.00% | 95314.29% |
| 31 Dec, 17 | 0.00% | 142742.86% |
| 30 Sep, 17 | 0.00% | 142814.29% |
| 30 Jun, 17 | 0.00% | - |
As of 30 Jun 24, Atlantic Union Bankshares is held by 87.58% institutional shareholders, representing a 1.45% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 161 | 41.23% |
| 31 Mar, 24 | 114 | -0.87% |
| 31 Dec, 23 | 115 | 12.75% |
| 30 Sep, 23 | 102 | 15.91% |
| 30 Jun, 23 | 88 | -32.31% |
| 31 Mar, 23 | 130 | 2.36% |
| 31 Dec, 22 | 127 | 4.96% |
| 30 Sep, 22 | 121 | 18.63% |
| 30 Jun, 22 | 102 | -6.42% |
| 31 Mar, 22 | 109 | 9.00% |
| 31 Dec, 21 | 100 | -1.96% |
| 30 Sep, 21 | 102 | -2.86% |
| 30 Jun, 21 | 105 | 0.96% |
| 31 Mar, 21 | 104 | 7.22% |
| 31 Dec, 20 | 97 | 31.08% |
| 30 Sep, 20 | 74 | -24.49% |
| 30 Jun, 20 | 98 | 13.95% |
| 31 Mar, 20 | 86 | -13.13% |
| 31 Dec, 19 | 99 | 7.61% |
| 30 Sep, 19 | 92 | -54.90% |
| 30 Jun, 19 | 204 | 6700.00% |
| 31 Mar, 19 | 3 | 200.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | -100.00% |
| 30 Jun, 17 | 1 | - |
161 institutional shareholders have increased their position in AUB stock as of 30 Jun 24 compared to 114 in the previous quarter (a 41.23% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 64 | -34.69% |
| 31 Mar, 24 | 98 | 4.26% |
| 31 Dec, 23 | 94 | 3.30% |
| 30 Sep, 23 | 91 | 1.11% |
| 30 Jun, 23 | 90 | 20.00% |
| 31 Mar, 23 | 75 | -7.41% |
| 31 Dec, 22 | 81 | 8.00% |
| 30 Sep, 22 | 75 | -5.06% |
| 30 Jun, 22 | 79 | -8.14% |
| 31 Mar, 22 | 86 | 6.17% |
| 31 Dec, 21 | 81 | 1.25% |
| 30 Sep, 21 | 80 | 11.11% |
| 30 Jun, 21 | 72 | -15.29% |
| 31 Mar, 21 | 85 | 21.43% |
| 31 Dec, 20 | 70 | -9.09% |
| 30 Sep, 20 | 77 | 18.46% |
| 30 Jun, 20 | 65 | -8.45% |
| 31 Mar, 20 | 71 | -14.46% |
| 31 Dec, 19 | 83 | 18.57% |
| 30 Sep, 19 | 70 | 6900.00% |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
64 institutional shareholders have reduced their position in AUB stock as of 30 Jun 24 compared to 98 in the previous quarter (a -34.69% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 266 | -1.85% | 65,859,474 | 12.53% | 87.58% | 1.45% | 161 | 41.23% | 64 | -34.69% |
| 31 Mar, 24 | 271 | 7.54% | 58,524,609 | -0.69% | 77.83% | 1.26% | 114 | -0.87% | 98 | 4.26% |
| 31 Dec, 23 | 252 | 3.28% | 58,932,698 | 0.06% | 78.62% | 1.27% | 115 | 12.75% | 94 | 3.30% |
| 30 Sep, 23 | 244 | 7.49% | 58,899,472 | 0.56% | 78.53% | 1.29% | 102 | 15.91% | 91 | 1.11% |
| 30 Jun, 23 | 227 | -8.84% | 58,571,088 | -5.85% | 78.10% | 1.13% | 88 | -32.31% | 90 | 20.00% |
| 31 Mar, 23 | 249 | -2.35% | 62,209,620 | 17.91% | 83.13% | 1.67% | 130 | 2.36% | 75 | -7.41% |
| 31 Dec, 22 | 255 | 9.44% | 52,760,060 | -1.13% | 70.62% | 1.38% | 127 | 4.96% | 81 | 8.00% |
| 30 Sep, 22 | 233 | 0.87% | 53,361,811 | 0.47% | 71.43% | 1.42% | 121 | 18.63% | 75 | -5.06% |
| 30 Jun, 22 | 231 | -6.85% | 53,112,186 | 1.35% | 70.96% | 1.47% | 102 | -6.42% | 79 | -8.14% |
| 31 Mar, 22 | 248 | 3.33% | 52,402,213 | -0.18% | 69.37% | 1.51% | 109 | 9.00% | 86 | 6.17% |
| 31 Dec, 21 | 240 | 1.69% | 52,496,313 | -0.70% | 67.82% | 1.41% | 100 | -1.96% | 81 | 1.25% |
| 30 Sep, 21 | 236 | -2.07% | 52,865,486 | -2.33% | 69.28% | 1.47% | 102 | -2.86% | 80 | 11.11% |
| 30 Jun, 21 | 241 | 2.12% | 54,126,743 | -2.91% | 68.67% | 1.37% | 105 | 0.96% | 72 | -15.29% |
| 31 Mar, 21 | 236 | 10.28% | 55,747,946 | -0.21% | 70.69% | 1.41% | 104 | 7.22% | 85 | 21.43% |
| 31 Dec, 20 | 214 | 9.74% | 55,863,478 | 2.14% | 70.84% | 1.47% | 97 | 31.08% | 70 | -9.09% |
| 30 Sep, 20 | 195 | -3.94% | 54,692,522 | -0.14% | 69.48% | 1.44% | 74 | -24.49% | 77 | 18.46% |
| 30 Jun, 20 | 203 | 3.05% | 54,770,053 | 1.17% | 69.58% | 1.49% | 98 | 13.95% | 65 | -8.45% |
| 31 Mar, 20 | 197 | -12.83% | 54,136,078 | -3.12% | 68.28% | 1.41% | 86 | -13.13% | 71 | -14.46% |
| 31 Dec, 19 | 226 | 7.11% | 55,878,122 | -4.30% | 69.47% | 1.36% | 99 | 7.61% | 83 | 18.57% |
| 30 Sep, 19 | 211 | 2.43% | 58,388,775 | 5.42% | 71.41% | 1.57% | 92 | -54.90% | 70 | 6900.00% |
| 30 Jun, 19 | 206 | 5050.00% | 55,389,240 | 470376.85% | 67.50% | 28469239.61% | 204 | 6700.00% | 1 | - |
| 31 Mar, 19 | 4 | 300.00% | 11,773 | 1139.26% | 0.02% | 762335.71% | 3 | 200.00% | - | - |
| 31 Dec, 18 | 1 | - | 950 | 216.67% | 0.00% | 634440.00% | 1 | - | - | - |
| 30 Sep, 18 | 1 | - | 300 | - | 0.00% | 199840.00% | - | - | - | - |
| 30 Jun, 18 | 1 | - | 300 | - | 0.00% | 198900.00% | - | - | - | - |
| 31 Mar, 18 | 1 | - | 300 | - | 0.00% | 95314.29% | - | - | - | - |
| 31 Dec, 17 | 1 | - | 300 | - | 0.00% | 142742.86% | - | - | - | - |
| 30 Sep, 17 | 1 | - | 300 | - | 0.00% | 142814.29% | - | -100.00% | - | - |
| 30 Jun, 17 | 1 | - | 300 | - | 0.00% | - | 1 | - | - | - |
Atlantic Union Bankshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Atlantic Union Bankshares's stock was made by Miller Clare on Jun 25 2024, selling 458 shares at $31.13 per share (valued at $14.26K). The last insider buy of AUB was made by Ellett Frank Russell on Jun 10 2024, buying 4,467 shares at $30.85 per share (worth $137.81K).
Atlantic Union Bankshares Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 13 | - | - |
| Q2 2024 | 22 | 2 | 1100.00% |
| Q1 2024 | 38 | 26 | 146.15% |
| Q4 2023 | 11 | 3 | 366.67% |
| Q3 2023 | 13 | - | - |
| Q2 2023 | 18 | 3 | 600.00% |
| Q1 2023 | 33 | 20 | 165.00% |
| Q4 2022 | 20 | 3 | 666.67% |
| Q3 2022 | 14 | 1 | 1400.00% |
| Q2 2022 | 15 | - | - |
| Q1 2022 | 28 | 30 | 93.33% |
| Q4 2021 | 18 | 2 | 900.00% |
| Q3 2021 | 17 | 1 | 1700.00% |
| Q2 2021 | 16 | - | - |
| Q1 2021 | 33 | 33 | 100.00% |
| Q4 2020 | 26 | 4 | 650.00% |
| Q3 2020 | 19 | 39 | 48.72% |
| Q2 2020 | 20 | 26 | 76.92% |
| Q1 2020 | 32 | 18 | 177.78% |
| Q4 2019 | 18 | 4 | 450.00% |
13 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Atlantic Union Bankshares's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 3 | 1 | 300.00% |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 6 | - | - |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 2 | 4 | 50.00% |
| Q4 2020 | 8 | 1 | 800.00% |
| Q3 2020 | - | 36 | - |
| Q2 2020 | - | 26 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Atlantic Union Bankshares's stocks.
Atlantic Union Bankshares Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| GSBC | Great Southern Bancorp, Inc. |
| BOKF | BOK Financial Corporation |
| ACNB | ACNB Corporation |
| AUBN | Auburn National Bancorporation, Inc. |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| AMNB | American National Bankshares Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| FGBI | First Guaranty Bancshares, Inc. |
| FFIN | First Financial Bankshares, Inc. |
| FNWB | First Northwest Bancorp |
| BCML | BayCom Corp |
AUB Ownership FAQ
Who Owns Atlantic Union Bankshares?
Atlantic Union Bankshares is owned by institutional shareholders (87.58%), insiders (1.18%), and public (11.24%). The largest institutional shareholder of Atlantic Union Bankshares is BLACKROCK INC. (17.39% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.97% of total shares).
Who are the major institutional shareholders of Atlantic Union Bankshares?
Atlantic Union Bankshares's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and WESTWOOD HOLDINGS GROUP INC. The top five shareholders own together 48.81% of the company's share outstanding.
How many Atlantic Union Bankshares shareholders are there?
As of Jun 2024, there are 266 institutional shareholders of Atlantic Union Bankshares.
What percentage of Atlantic Union Bankshares is owned by BLACKROCK INC?
BLACKROCK INC owns 13.08M shares of Atlantic Union Bankshares, representing 17.39% of the company's total shares outstanding, valued at $429.6M (as of Jun 2024).
What percentage of Atlantic Union Bankshares is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 10.92M shares of Atlantic Union Bankshares (AUB), compromising 14.52% of the company, valued at $358.8M.
What percentage of Atlantic Union Bankshares is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Atlantic Union Bankshares. The company owns 5.68M of the company's shares outstanding (worth $186.63M).