Auburn National Ban Ownership | Who Owns Auburn National Ban?
Auburn National Ban Ownership Summary
Auburn National Ban is owned by 9.71% institutional investors, 34.87% insiders, and 55.42% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 1.13% of AUBN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.26% of its assets in Auburn National Ban shares.
AUBN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Auburn National Ban | 9.71% | 34.87% | 55.42% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 39.62K | 1.13% | $930.77K |
| Fourthstone | 37.03K | 1.06% | $869.93K |
| Vanguard group | 32.73K | 0.94% | $768.71K |
| Bridgeway capital management | 30.67K | 0.88% | $720.44K |
| Aptus capital advisors | 27.49K | 0.79% | $645.74K |
| Geode capital management | 23.37K | 0.67% | $549.08K |
| Ifg advisory | 22.53K | 0.64% | $529.23K |
| Truist financial | 19.55K | 0.56% | $459.30K |
| Apexium financial, lp | 15.72K | 0.45% | $369.36K |
| Renaissance | 15.61K | 0.45% | $366.65K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 37.03K | 0.17% | $869.93K |
| Jamison private wealth management | 12.70K | 0.04% | $298.25K |
| Ifg advisory | 22.53K | 0.03% | $529.23K |
| Apexium financial, lp | 15.72K | 0.02% | $369.36K |
| Bridgeway capital management | 30.67K | 0.02% | $720.44K |
| Rbf capital | 10.00K | 0.01% | $234.90K |
| Aptus capital advisors | 27.49K | 0.01% | $645.74K |
| Empowered funds | 11.17K | 0.00% | $262.38K |
| Truist financial | 19.55K | 0.00% | $459.30K |
| Captrust financial advisors | 9.28K | 0.00% | $217.99K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 37.03K | 0.17% | 37.03K |
| Ubs group | 1.09K | - | 958.00 |
| Empowered funds | 11.17K | 0.00% | 572.00 |
| Bridgeway capital management | 30.67K | 0.02% | 572.00 |
| Dimensional fund advisors lp | 39.62K | 0.00% | 523.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lincoln national | - | - | -16.48K |
| Advisor group | 83.00 | - | -16.48K |
| Jamison private wealth management | 12.70K | 0.04% | -1.16K |
| Aptus capital advisors | 27.49K | 0.01% | -900.00 |
| Fmr | - | - | -4.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fourthstone | 37.03K | 0.17% | 37.03K | $869.93K |
| Bank of america corp /de/ | 18.00 | - | 18.00 | $329.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -4.00 |
| Lincoln national | -16.48K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 24 | 14.29% | 339,336 | 14.18% | 9 | 13.42% | 11 | -26.67% | 4 | 300.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 43.87K | 1.26% | 3.64K |
| Vanguard Institutional Extnd Mkt Idx Tr | 29.65K | 0.85% | - |
| DFA US Micro Cap I | 12.73K | 0.36% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 12.11K | 0.35% | 12.00 |
| Bridgeway Omni Small-Cap Value N | 12.00K | 0.34% | - |
| Bridgeway Omni Small-Cap Value | 12.00K | 0.34% | - |
| Fidelity Extended Market Index | 11.95K | 0.34% | -76.00 |
| Bridgeway Ultra-Small Company Market | 7.50K | 0.21% | - |
| DFA US Core Equity 2 I | 6.20K | 0.18% | - |
| iShares Micro-Cap ETF | 5.15K | 0.15% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 02, 2025 | O'DONNELL SHANNON | Senior Vice President | Buy | $300.73 |
| Apr 02, 2025 | O'DONNELL SHANNON | Senior Vice President | Buy | $388.02 |
| Apr 02, 2025 | HOUSEL DAVID E | - | Buy | $905.37 |
| Apr 02, 2025 | HOUSEL DAVID E | - | Buy | $408.14 |
| Apr 02, 2025 | HAM WILLIAM F JR | - | Buy | $257.77 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 8 | - |
| 2025 Q1 | 10 | - |
| 2024 Q4 | 10 | - |
| 2024 Q3 | 13 | - |
| 2024 Q2 | 13 | - |
AUBN Ownership FAQ
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