Auburn National Ban Ownership | Who Owns Auburn National Ban?
Auburn National Ban Ownership Summary
Auburn National Ban is owned by 8.51% institutional investors, 34.87% insiders, and 56.63% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 1.09% of AUBN shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.85% of its assets in Auburn National Ban shares.
AUBN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Auburn National Ban | 8.51% | 34.87% | 56.63% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 37.95K | 1.09% | $694.09K |
| Vanguard group | 30.61K | 0.88% | $559.89K |
| Bridgeway capital management | 29.56K | 0.85% | $540.69K |
| Aptus capital advisors | 24.70K | 0.71% | $451.75K |
| Geode capital management | 21.94K | 0.63% | $401.37K |
| Truist financial | 19.55K | 0.56% | $357.62K |
| Ifg advisory | 18.33K | 0.52% | $335.26K |
| Advisor group | 16.57K | 0.47% | $302.97K |
| Apexium financial, lp | 15.72K | 0.45% | $287.59K |
| Renaissance | 14.31K | 0.41% | $261.71K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jamison private wealth management | 13.56K | 0.04% | $247.98K |
| Ifg advisory | 18.33K | 0.02% | $335.26K |
| Apexium financial, lp | 15.72K | 0.02% | $287.59K |
| Bridgeway capital management | 29.56K | 0.01% | $540.69K |
| Aptus capital advisors | 24.70K | 0.01% | $451.75K |
| Empowered funds | 10.06K | 0.00% | $184.03K |
| Advisor group | 16.57K | 0.00% | $302.97K |
| Truist financial | 19.55K | 0.00% | $357.62K |
| Renaissance | 14.31K | 0.00% | $261.71K |
| Eversource wealth advisors | 270.00 | 0.00% | $5.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | 16.57K | 0.00% | 16.48K |
| Empowered funds | 10.06K | 0.00% | 10.06K |
| Geode capital management | 21.94K | - | 952.00 |
| Bridgeway capital management | 29.56K | 0.01% | 720.00 |
| Renaissance | 14.31K | 0.00% | 268.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | - | - | -37.26K |
| Lincoln national | - | - | -16.48K |
| Aptus capital advisors | 24.70K | 0.01% | -1.88K |
| Tower research capital llc (trc) | - | - | -842.00 |
| Jpmorgan chase | 14.00 | - | -100.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Empowered funds | 10.06K | 0.00% | 10.06K | $184.03K |
| Bank of america corp /de/ | 18.00 | - | 18.00 | $329.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -4.00 |
| Wells fargo & company/mn | -19.00 |
| Tower research capital llc (trc) | -842.00 |
| Lincoln national | -16.48K |
| Fourthstone | -37.26K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 21 | 5.00% | 297,183 | 12.52% | 8 | 14.88% | 15 | 50.00% | 1 | -66.67% |
| Jun 30, 2024 | 20 | - | 264,117 | -9.08% | 7 | 10.93% | 10 | 25.00% | 3 | -25.00% |
| Mar 31, 2024 | 20 | -9.09% | 290,487 | -3.01% | 8 | 11.33% | 8 | - | 4 | 33.33% |
| Dec 31, 2023 | 22 | -8.33% | 299,508 | 4.13% | 8 | 12.69% | 8 | -33.33% | 3 | -40.00% |
| Sep 30, 2023 | 24 | 14.29% | 287,618 | 17.66% | 8 | 16.87% | 12 | 50.00% | 5 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 29.65K | 0.85% | - |
| DFA US Micro Cap I | 12.73K | 0.36% | - |
| Fidelity Extended Market Index | 12.66K | 0.36% | 156.00 |
| Bridgeway Omni Small-Cap Value | 12.00K | 0.34% | 7.50K |
| Bridgeway Omni Small-Cap Value N | 12.00K | 0.34% | 7.50K |
| EA Bridgeway Omni Small-Cap Value ETF | 10.88K | 0.31% | 15.00 |
| Bridgeway Ultra-Small Company Market | 7.50K | 0.21% | -7.50K |
| DFA US Core Equity 2 I | 6.20K | 0.18% | - |
| iShares Micro-Cap ETF | 5.19K | 0.15% | - |
| Fidelity Total Market Index | 4.85K | 0.14% | -12.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | HOUSEL DAVID E | - | Buy | $2.34K |
| Nov 27, 2024 | Walker William James IV | SVP/CFO | Buy | $2.36K |
| Oct 01, 2024 | HAM WILLIAM F JR | - | Buy | $1.17K |
| Oct 01, 2024 | HAM WILLIAM F JR | - | Buy | $255.90 |
| Oct 01, 2024 | O'DONNELL SHANNON | Senior Vice President | Buy | $374.47 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 10 | - |
| 2024 Q3 | 13 | - |
| 2024 Q2 | 13 | - |
| 2024 Q1 | 8 | - |
| 2023 Q4 | 11 | - |
AUBN Ownership FAQ
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