Atlantic Union Bankshares Ownership 2024 | Who Owns Atlantic Union Bankshares Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

57.81%

Insider Ownership

1.16%

Retail Ownership

41.03%

Institutional Holders

184.00

Atlantic Union Bankshares Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.71%0.01%11,033,795330,7873.09%389,603,302Mar 31, 2024
VANGUARD GROUP INC12.28%0.01%9,215,348-75,478-0.81%325,393,938Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP6.65%0.05%4,990,89073,4201.49%176,228,320Mar 31, 2024
STATE STREET CORP4.70%0.01%3,528,915-206,045-5.52%124,605,989Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC3.50%0.73%2,627,756419,79319.01%92,786,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.21%0.01%1,654,26848,9323.05%58,420,490Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.18%0.05%1,638,459-84,543-4.91%57,853,987Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC1.96%0.05%1,467,28117,4961.21%51,809,693Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.67%0.39%1,248,991-21,334-1.68%44,102,000Mar 31, 2024
NORTHERN TRUST CORP1.27%0.01%951,343-49,449-4.94%33,591,922Mar 31, 2024
FRANKLIN RESOURCES INC1.27%0.01%949,92457,0416.39%33,541,816Mar 31, 2024
LSV ASSET MANAGEMENT1.17%0.06%878,800-45,700-4.94%31,030,000Mar 31, 2024
GOLDMAN SACHS GROUP INC1.09%0.01%819,989-151,374-15.58%28,953,811Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.08%0.01%812,009-33,302-3.94%28,672,032Mar 31, 2024
LONDON CO OF VIRGINIA1.05%0.15%784,176100,49214.70%27,689,248,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.94%0.01%702,09284,00813.59%24,790,868Mar 31, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0.91%0.06%686,083-520-0.08%24,225,591Mar 31, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC0.80%1.74%600,213-6,344-1.05%21,193,535Mar 31, 2024
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/0.74%0.13%558,44141,0907.94%19,718,552Mar 31, 2024
MORGAN STANLEY0.64%0.00%477,497-25,504-5.07%16,860,493Mar 31, 2024

Atlantic Union Bankshares's largest institutional shareholder is BLACKROCK INC., holding 14.71% of the company's total share outstanding, currently valued at $389.60M. The top 10 institutional shareholders own together 51.13% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRADELINK CAPITAL LLC0.01%4.72%8,9998,999100.00%318,000Mar 31, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC0.80%1.74%600,213-6,344-1.05%21,193,535Mar 31, 2024
FIFTH LANE CAPITAL, LP0.06%1.35%44,19444,194100.00%1,560,490Mar 31, 2024
MENDON CAPITAL ADVISORS CORP0.07%0.95%50,000--1,765,500Mar 31, 2024
ATLANTIC UNION BANKSHARES CORP0.37%0.83%278,738-8,577-2.99%9,842,239Mar 31, 2024
MARTIN & CO INC /TN/0.12%0.77%89,3525580.63%3,155,028Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC3.50%0.73%2,627,756419,79319.01%92,786,000Mar 31, 2024
DUDLEY CAPITAL MANAGEMENT, LLC0.05%0.73%36,071-7,654-17.50%1,256,353Mar 31, 2024
REDMOND ASSET MANAGEMENT, LLC0.07%0.55%49,123-4,431-8.27%1,734,533Mar 31, 2024
KEELEY-TETON ADVISORS, LLC0.17%0.54%123,900-2,792-2.20%4,374,909Mar 31, 2024
SALZHAUER MICHAEL0.02%0.44%16,498--582,544Mar 31, 2024
CANAL CAPITAL MANAGEMENT, LLC0.09%0.39%66,4905360.81%2,347,757Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.67%0.39%1,248,991-21,334-1.68%44,102,000Mar 31, 2024
TAYLOR FINANCIAL GROUP, INC.0.02%0.37%13,761-4,060-22.78%485,901Mar 31, 2024
TETON ADVISORS, INC.0.04%0.34%27,500--971,025Mar 31, 2024
WHITE PINE CAPITAL LLC0.03%0.29%23,6448723.83%751,170Mar 31, 2024
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC0.17%0.28%129,7304,7453.80%4,581,000Mar 31, 2024
CTC ALTERNATIVE STRATEGIES, LTD.0.01%0.25%11,20011,200100.00%395,472Mar 31, 2024
OLIVER LUXXE ASSETS LLC0.04%0.23%31,29110,59751.21%1,104,885Mar 31, 2024
CEREDEX VALUE ADVISORS LLC0.49%0.23%367,767-81,230-18.09%12,985,853Mar 31, 2024

The largest Atlantic Union Bankshares shareholder by % of total assets is TRADELINK CAPITAL LLC. The company owns 9.00K shares of Atlantic Union Bankshares (AUB), representing 4.72% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WESTWOOD HOLDINGS GROUP INC3.50%0.73%2,627,756419,79319.01%92,786,000Mar 31, 2024
BLACKROCK INC.14.71%0.01%11,033,795330,7873.09%389,603,302Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.17%0.01%129,738129,738100.00%4,581,049Mar 31, 2024
OLD MISSION CAPITAL LLC0.13%0.06%100,756100,756100.00%3,557,694Mar 31, 2024
LONDON CO OF VIRGINIA1.05%0.15%784,176100,49214.70%27,689,248,000Mar 31, 2024
MARSHALL WACE, LLP0.12%0.00%88,79988,799100.00%3,135,493Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.94%0.01%702,09284,00813.59%24,790,868Mar 31, 2024
WALLEYE CAPITAL LLC0.16%0.01%120,28181,569210.71%4,247,122Mar 31, 2024
UBS GROUP AG0.14%0.00%101,75479,165350.46%3,592,933Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.10%0.02%78,02678,026100.00%2,755,098Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP6.65%0.05%4,990,89073,4201.49%176,228,320Mar 31, 2024
SEI INVESTMENTS CO0.21%0.01%160,77573,26283.72%5,676,964Mar 31, 2024
FRANKLIN RESOURCES INC1.27%0.01%949,92457,0416.39%33,541,816Mar 31, 2024
CERITY PARTNERS LLC0.07%0.00%49,17049,170100.00%1,735,779Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.21%0.01%1,654,26848,9323.05%58,420,490Mar 31, 2024
SQUAREPOINT OPS LLC0.09%0.00%64,56348,207294.74%2,279,720Mar 31, 2024
WESBANCO BANK INC0.06%0.06%45,66545,665100.00%1,612,431Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.06%0.00%44,94344,943100.00%1,587,000Mar 31, 2024
FIFTH LANE CAPITAL, LP0.06%1.35%44,19444,194100.00%1,560,490Mar 31, 2024
HRT FINANCIAL LP0.06%0.01%42,45042,450100.00%1,498,000Mar 31, 2024

As of Mar 31 2024, Atlantic Union Bankshares's largest institutional buyer is WESTWOOD HOLDINGS GROUP INC. The company purchased 419.79K stocks of AUB, valued at $92.79M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FULLER & THALER ASSET MANAGEMENT, INC.0.32%0.04%237,024-290,556-55.07%8,369,312,000Mar 31, 2024
HSBC HOLDINGS PLC0.24%0.00%182,616-281,733-60.67%6,448,171Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.45%0.01%341,043-278,238-44.93%12,042,228Mar 31, 2024
STATE STREET CORP4.70%0.01%3,528,915-206,045-5.52%124,605,989Mar 31, 2024
GOLDMAN SACHS GROUP INC1.09%0.01%819,989-151,374-15.58%28,953,811Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.17%0.01%124,393-126,534-50.43%4,392,304Mar 31, 2024
FOREST HILL CAPITAL, LLC----88,868-100.00%-Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.18%0.05%1,638,459-84,543-4.91%57,853,987Mar 31, 2024
CEREDEX VALUE ADVISORS LLC0.49%0.23%367,767-81,230-18.09%12,985,853Mar 31, 2024
VANGUARD GROUP INC12.28%0.01%9,215,348-75,478-0.81%325,393,938Mar 31, 2024
BARCLAYS PLC0.15%0.00%113,229-57,607-33.72%3,998,000Mar 31, 2024
NORTHERN TRUST CORP1.27%0.01%951,343-49,449-4.94%33,591,922Mar 31, 2024
LSV ASSET MANAGEMENT1.17%0.06%878,800-45,700-4.94%31,030,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.08%0.01%812,009-33,302-3.94%28,672,032Mar 31, 2024
ROYAL BANK OF CANADA0.13%0.00%93,878-27,239-22.49%3,313,000Mar 31, 2024
MORGAN STANLEY0.64%0.00%477,497-25,504-5.07%16,860,493Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.52%0.01%391,091-23,435-5.65%13,809,424Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.67%0.39%1,248,991-21,334-1.68%44,102,000Mar 31, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.09%0.01%70,587-20,596-22.59%2,492,427Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----20,127-100.00%-Mar 31, 2024

As of Mar 31 2024, Atlantic Union Bankshares's biggest institutional seller is FULLER & THALER ASSET MANAGEMENT, INC.. The company sold -0.29M shares of AUB, valued at $8.37B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.0.17%0.01%129,738129,738100.00%4,581,049Mar 31, 2024
OLD MISSION CAPITAL LLC0.13%0.06%100,756100,756100.00%3,557,694Mar 31, 2024
MARSHALL WACE, LLP0.12%0.00%88,79988,799100.00%3,135,493Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.10%0.02%78,02678,026100.00%2,755,098Mar 31, 2024
CERITY PARTNERS LLC0.07%0.00%49,17049,170100.00%1,735,779Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.06%0.00%44,94344,943100.00%1,587,000Mar 31, 2024
FIFTH LANE CAPITAL, LP0.06%1.35%44,19444,194100.00%1,560,490Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%40,16340,163100.00%1,418,156Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO0.04%0.05%28,64228,642100.00%1,011,349Mar 31, 2024
GUGGENHEIM CAPITAL LLC0.02%0.00%18,32818,328100.00%647,162Mar 31, 2024
STEPHENS INC /AR/0.02%0.01%17,18517,185100.00%606,815Mar 31, 2024
XTX TOPCO LTD0.02%0.06%12,34212,342100.00%435,796Mar 31, 2024
SG AMERICAS SECURITIES, LLC0.01%0.00%11,25411,254100.00%397,000Mar 31, 2024
CTC ALTERNATIVE STRATEGIES, LTD.0.01%0.25%11,20011,200100.00%395,472Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%10,33310,333100.00%364,858Mar 31, 2024
TRADELINK CAPITAL LLC0.01%4.72%8,9998,999100.00%318,000Mar 31, 2024
FIRST NATIONAL ADVISERS, LLC0.01%0.06%6,9596,959100.00%245,722Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0.01%0.00%6,4736,473100.00%217,299Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.01%0.02%5,1305,130100.00%178,678Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.00%0.00%2,1002,100100.00%74,151Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%1,0671,067100.00%37,164,000Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%749749100.00%27,369,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%340340100.00%12,005Mar 31, 2024
FIRST FINANCIAL CORP /IN/0.00%0.00%9191100.00%3,212Mar 31, 2024
QUEST PARTNERS LLC-0.00%3333100.00%1,165Mar 31, 2024
EAGLE BAY ADVISORS LLC-0.00%1111100.00%388Mar 31, 2024
MASSMUTUAL TRUST CO FSB/ADV--66100.00%212Mar 31, 2024

Atlantic Union Bankshares's largest new institutional shareholder by number of shares is BALYASNY ASSET MANAGEMENT L.P., purchased 129.74K shares, valued at $4.58M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FOREST HILL CAPITAL, LLC----88,868-100.00%-Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----20,127-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----10,579-100.00%-Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----9,930-100.00%-Mar 31, 2024
ALPHAMARK ADVISORS, LLC----8,398-100.00%-Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD----6,712-100.00%-Mar 31, 2024
MQS MANAGEMENT LLC----6,521-100.00%-Mar 31, 2024
VECTORS RESEARCH MANAGEMENT, LLC----6,137-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----6,000-100.00%-Mar 31, 2024
PETTYJOHN, WOOD & WHITE, INC----5,546-100.00%-Mar 31, 2024
THOMPSON SIEGEL & WALMSLEY LLC----4,977-100.00%-Mar 31, 2024
ELEQUIN SECURITIES, LLC----879-100.00%-Mar 31, 2024
STRS OHIO----800-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----800-100.00%-Mar 31, 2024
TD WATERHOUSE CANADA INC.----1-100.00%-Mar 31, 2024

Atlantic Union Bankshares's largest sold out institutional shareholder by shares sold is FOREST HILL CAPITAL, LLC, sold -88.87K shares, valued at -, as of undefined.

Atlantic Union Bankshares Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG FUNDS2.80%312,575--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.97%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 FUND0.33%80,070--Mar 31, 2024
MSS Series Trust0.28%21,159--Feb 29, 2024
TEMPLETON GLOBAL INVESTMENT TRUST0.21%607,404--Feb 29, 2024
Viking Mutual Funds0.15%350,000--Jan 31, 2024
Vericimetry Funds0.15%15,553--Dec 31, 2023
FRANKLIN VALUE INVESTORS TRUST0.12%439,95626,0026.28%Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.11%493,28643,0219.55%Feb 29, 2024
AMG FUNDS III0.11%18,194--Feb 29, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.10%134,792-33,855-20.07%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.10%50,612--Dec 31, 2023
RMB INVESTORS TRUST0.10%50,000-50,000-50.00%Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.08%52,0132160.42%Feb 29, 2024
Tributary Funds, Inc.0.08%394,769-6,207-1.55%Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.07%76,173-10,075-11.68%Jan 31, 2024
TETON WESTWOOD FUNDS0.07%43,033-13,744-24.21%Dec 29, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.06%300,934--Dec 29, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.06%37,476-147-0.39%Mar 31, 2024
TIMOTHY PLAN0.06%274,645174,283173.65%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.06%523,200--Dec 31, 2023
ROYCE FUND0.06%358,322-41,164-10.30%Dec 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.04%37,470--Dec 31, 2023
Voya EQUITY TRUST0.04%54,023-420-0.77%Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.03%26,9256842.61%Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.03%65,800--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%11,5242932.61%Dec 31, 2023
FRONTIER FUNDS, INC.0.03%11,317--Dec 31, 2023
HOMESTEAD FUNDS INC0.02%129,592--Dec 31, 2023
Capitol Series Trust0.02%227,426-269,800-54.26%Mar 31, 2024
HENNESSY FUNDS TRUST0.02%42,500--Jan 31, 2024
ROYCE VALUE TRUST, INC.0.02%25,00015,000150.00%Dec 31, 2023
OAK ASSOCIATES FUNDS0.02%21,935--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%124,8135,3444.47%Dec 31, 2023
EATON VANCE GROWTH TRUST0.02%46,133--Feb 29, 2024
VANGUARD INDEX FUNDS0.02%7,793,0501,142,94017.19%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%62,416-13,582-17.87%Jan 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.02%82,091--Dec 29, 2023
VICTORY PORTFOLIOS0.01%434,361-22,692-4.96%Dec 31, 2023
WESMARK FUNDS0.01%45,665--Mar 31, 2024
AMG Funds IV0.01%39,601--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%930,5967,6020.82%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%102,179--Dec 31, 2023
Fidelity Commonwealth Trust II0.01%63,2262,5834.26%Aug 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%1,886--Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.01%427,8581,7230.40%Jan 31, 2024
TOUCHSTONE STRATEGIC TRUST0.01%422,1988,7992.13%Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.01%22,079--Feb 29, 2024
Humankind Benefit Corp0.01%128-8-5.88%Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.01%12,111--Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST0.01%137,1566,7195.15%Dec 31, 2023
VALIC Co II0.01%183,696-11,727-6.00%Feb 28, 2021
John Hancock Exchange-Traded Fund Trust0.01%32,263--Jan 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%68,946--Jan 31, 2024
HARTFORD SERIES FUND INC0.00%192,757--Dec 31, 2023
Victory Portfolios II0.00%259,52368,11135.58%Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%9,678--Dec 31, 2023
IndexIQ ETF Trust0.00%9,286-647-6.51%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%262,10610,0884.00%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%14,499--Dec 31, 2023
JNL VARIABLE FUND LLC0.00%21,030-1,871-8.17%Mar 31, 2020
Voya VARIABLE PORTFOLIOS INC0.00%115,156-13,913-10.78%Dec 31, 2023
VANGUARD WHITEHALL FUNDS0.00%331,366-5,560-1.65%Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%3,448,881353,42411.42%Jan 31, 2024
Calvert Variable Products, Inc.0.00%7,7813134.19%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%660,08323,6053.71%Feb 29, 2024
WILLIAM BLAIR FUNDS0.00%271,361-5,267-1.90%Dec 31, 2023
Virtus Investment Trust0.00%96,845--Dec 29, 2023
Dimensional ETF Trust0.00%1,261,80942,0293.45%Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%34,500--Jan 31, 2024
SYNTAX ETF TRUST0.00%79-10-11.24%Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.00%2,517--Dec 29, 2023
VANGUARD HORIZON FUNDS0.00%50,423--Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%31,418-12,262-28.07%Feb 29, 2024
KP Funds0.00%97,166-27,290-21.93%Sep 30, 2020
Segall Bryant & Hamill Trust0.00%39,208--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%394,22513,7483.61%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%19,665--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%27,069-13,307-32.96%Dec 31, 2023
SHELTON FUNDS0.00%3,379-284-7.75%Feb 29, 2024
Principal Exchange-Traded Funds0.00%23,496--Mar 31, 2024
PFM Multi-Manager Series Trust0.00%1,550--Dec 31, 2023
VIRTUS ASSET TRUST0.00%49,300-36,800-42.74%Dec 29, 2023
VANGUARD TAX-MANAGED FUNDS0.00%586,064-1,636-0.28%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%50,023--Dec 31, 2023
TARGET PORTFOLIO TRUST0.00%33,10013,90072.40%Jan 31, 2024
JANUS INVESTMENT FUND0.00%384,741--Dec 31, 2023
SunAmerica Specialty Series0.00%643--Apr 30, 2021
Legg Mason ETF Investment Trust0.00%39,747-14,550-26.80%Dec 31, 2023
PENN SERIES FUNDS INC0.00%33,3845,65520.39%Dec 29, 2023
T. Rowe Price Index Trust, Inc.0.00%19,130--Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%53,400-1,257-2.30%Dec 31, 2023
PRUDENTIAL SERIES FUND0.00%79,268-1,600-1.98%Dec 29, 2023
PRINCIPAL VARIABLE CONTRACTS FUNDS INC0.00%38,700--Dec 31, 2023
PROSHARES TRUST0.00%242,753-27,296-10.11%Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%106,76231,62042.08%Feb 29, 2024
JPMORGAN INSURANCE TRUST0.00%11,8959,195340.56%Mar 31, 2023
Catholic Responsible Investments Funds0.00%33,768-409-1.20%Jan 31, 2024
Nushares ETF Trust0.00%6,045-447-6.89%Jan 31, 2024

Atlantic Union Bankshares's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 312.57K shares, compromising 2.80% of its total assets.

Atlantic Union Bankshares Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24184-25.51%
31 Dec, 232472.92%
30 Sep, 232408.11%
30 Jun, 23222-9.02%
31 Mar, 23244-3.17%
31 Dec, 2225210.04%
30 Sep, 22229-
30 Jun, 22229-6.53%
31 Mar, 222453.38%
31 Dec, 212372.16%
30 Sep, 21232-2.11%
30 Jun, 212371.72%
31 Mar, 2123310.95%
31 Dec, 202109.95%
30 Sep, 20191-4.02%
30 Jun, 201992.58%
31 Mar, 20194-13.39%
31 Dec, 192247.18%
30 Sep, 192092.45%
30 Jun, 192045000.00%
31 Mar, 194-

As of 31 Mar 24, 184 institutions are holding Atlantic Union Bankshares's shares, representing a decrease of -25.51% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2443,366,993-26.20%
31 Dec, 2358,759,962-0.09%
30 Sep, 2358,810,9001.62%
30 Jun, 2357,873,945-5.90%
31 Mar, 2361,504,22316.69%
31 Dec, 2252,706,222-0.99%
30 Sep, 2253,234,6690.33%
30 Jun, 2253,058,9611.34%
31 Mar, 2252,357,751-0.17%
31 Dec, 2152,449,072-0.70%
30 Sep, 2152,820,750-2.32%
30 Jun, 2154,073,258-3.00%
31 Mar, 2155,747,709-0.17%
31 Dec, 2055,841,8002.21%
30 Sep, 2054,636,630-0.14%
30 Jun, 2054,714,3851.12%
31 Mar, 2054,105,979-3.15%
31 Dec, 1955,868,332-4.25%
30 Sep, 1958,347,7195.43%
30 Jun, 1955,345,004470001.11%
31 Mar, 1911,773-

Atlantic Union Bankshares (AUB) has 43.37M shares outstanding as of 31 Mar 24, down -26.20% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2457.81%0.94%
31 Dec, 2378.35%1.27%
30 Sep, 2378.42%1.31%
30 Jun, 2377.34%1.14%
31 Mar, 2382.19%1.65%
31 Dec, 2270.55%1.39%
30 Sep, 2271.26%1.42%
30 Jun, 2270.89%1.48%
31 Mar, 2269.31%1.44%
31 Dec, 2169.33%1.45%
30 Sep, 2169.22%1.47%
30 Jun, 2168.60%1.37%
31 Mar, 2170.69%1.40%
31 Dec, 2070.94%1.47%
30 Sep, 2069.41%1.44%
30 Jun, 2069.51%1.49%
31 Mar, 2068.24%1.41%
31 Dec, 1969.66%1.37%
30 Sep, 1971.36%1.57%
30 Jun, 1967.44%28446503.25%
31 Mar, 190.02%-

As of 31 Mar 24, Atlantic Union Bankshares is held by 57.81% institutional shareholders, representing a 0.94% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2477-32.46%
31 Dec, 2311412.87%
30 Sep, 2310116.09%
30 Jun, 2387-32.03%
31 Mar, 231280.79%
31 Dec, 221277.63%
30 Sep, 2211815.69%
30 Jun, 22102-6.42%
31 Mar, 2210911.22%
31 Dec, 2198-1.01%
30 Sep, 2199-4.81%
30 Jun, 211040.97%
31 Mar, 211035.10%
31 Dec, 209834.25%
30 Sep, 2073-24.74%
30 Jun, 209714.12%
31 Mar, 2085-14.14%
31 Dec, 199910.00%
30 Sep, 1990-55.45%
30 Jun, 192024950.00%
31 Mar, 194-

77 institutional shareholders have increased their position in AUB stock as of 31 Mar 24 compared to 114 in the previous quarter (a -32.46% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2465-30.11%
31 Dec, 23933.33%
30 Sep, 23902.27%
30 Jun, 238822.22%
31 Mar, 2372-8.86%
31 Dec, 22795.33%
30 Sep, 2275-3.85%
30 Jun, 2278-7.14%
31 Mar, 22843.70%
31 Dec, 21811.25%
30 Sep, 218012.68%
30 Jun, 2171-15.48%
31 Mar, 218425.37%
31 Dec, 2067-11.84%
30 Sep, 207618.75%
30 Jun, 2064-8.57%
31 Mar, 2070-13.58%
31 Dec, 198115.71%
30 Sep, 19706900.00%
30 Jun, 191-
31 Mar, 19--

65 institutional shareholders have reduced their position in AUB stock as of 31 Mar 24 compared to 93 in the previous quarter (a -30.11% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24184-25.51%43,366,993-26.20%57.81%0.94%77-32.46%65-30.11%
31 Dec, 232472.92%58,759,962-0.09%78.35%1.27%11412.87%933.33%
30 Sep, 232408.11%58,810,9001.62%78.42%1.31%10116.09%902.27%
30 Jun, 23222-9.02%57,873,945-5.90%77.34%1.14%87-32.03%8822.22%
31 Mar, 23244-3.17%61,504,22316.69%82.19%1.65%1280.79%72-8.86%
31 Dec, 2225210.04%52,706,222-0.99%70.55%1.39%1277.63%795.33%
30 Sep, 22229-53,234,6690.33%71.26%1.42%11815.69%75-3.85%
30 Jun, 22229-6.53%53,058,9611.34%70.89%1.48%102-6.42%78-7.14%
31 Mar, 222453.38%52,357,751-0.17%69.31%1.44%10911.22%843.70%
31 Dec, 212372.16%52,449,072-0.70%69.33%1.45%98-1.01%811.25%
30 Sep, 21232-2.11%52,820,750-2.32%69.22%1.47%99-4.81%8012.68%
30 Jun, 212371.72%54,073,258-3.00%68.60%1.37%1040.97%71-15.48%
31 Mar, 2123310.95%55,747,709-0.17%70.69%1.40%1035.10%8425.37%
31 Dec, 202109.95%55,841,8002.21%70.94%1.47%9834.25%67-11.84%
30 Sep, 20191-4.02%54,636,630-0.14%69.41%1.44%73-24.74%7618.75%
30 Jun, 201992.58%54,714,3851.12%69.51%1.49%9714.12%64-8.57%
31 Mar, 20194-13.39%54,105,979-3.15%68.24%1.41%85-14.14%70-13.58%
31 Dec, 192247.18%55,868,332-4.25%69.66%1.37%9910.00%8115.71%
30 Sep, 192092.45%58,347,7195.43%71.36%1.57%90-55.45%706900.00%
30 Jun, 192045000.00%55,345,004470001.11%67.44%28446503.25%2024950.00%1-
31 Mar, 194-11,773-0.02%-4---

Atlantic Union Bankshares Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Miller Clareofficer EVP & CHROS-SaleSell2,188$34.12$74.65K9,090

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Miller Clareofficer EVP & CHROS-SaleSell2,188$34.12$74.65K9,090

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Corbin Patrick E.director-A-AwardBuy319--26,487
May 13, 2024Miller Clareofficer EVP & CHROS-SaleSell2,188$34.12$74.65K9,090
Apr 03, 2024SNEAD THOMAS G JRdirector-A-AwardBuy153--11,213
Apr 03, 2024O'Hara Michelle A.director-A-AwardBuy460--1,042
Apr 03, 2024Corbin Patrick E.director-A-AwardBuy814--26,167
Apr 03, 2024Engola Pauldirector-A-AwardBuy460--1,042
Apr 03, 2024Wimbush Frederick Blairdirector-A-AwardBuy460--8,155
Apr 03, 2024Delorier Rilla Sdirector-A-AwardBuy460--3,925
Apr 03, 2024Ellett Frank Russelldirector-A-AwardBuy814--42,334
Apr 03, 2024KIMBLE DONALD Rdirector-A-AwardBuy460--8,042
Apr 03, 2024TILLETT RONALD Ldirector-J-OtherBuy1,206--32,638
Apr 03, 2024TILLETT RONALD Ldirector-A-AwardBuy460--8,158
Apr 03, 2024MCCANN PATRICK Jdirector-A-AwardBuy460--28,756
Apr 03, 2024Rohman Thomas P.director-A-AwardBuy153--18,245
Apr 03, 2024SCHREINER LINDA Vdirector-A-AwardBuy460--19,318
Apr 03, 2024WAMPLER KEITH Ldirector-A-AwardBuy460--15,745
Apr 03, 2024SHEPHARD JOEL Rdirector-A-AwardBuy460--108,537
Apr 03, 2024AGEE NANCY Hdirector-A-AwardBuy460--31,874
Apr 01, 2024SHEPHARD JOEL Rdirector-A-AwardBuy108,077$47.76$5.16M108,077
Apr 01, 2024SHEPHARD JOEL Rdirector-A-AwardBuy135--135

The last insider sell of Atlantic Union Bankshares's stock was made by Miller Clare on May 13 2024, selling 2,188 shares at $34.12 per share (valued at $74.65K).

Atlantic Union Bankshares Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202418--
Q1 20243826146.15%
Q4 2023113366.67%
Q3 202313--
Q2 2023183600.00%
Q1 20233320165.00%
Q4 2022203666.67%
Q3 20221411400.00%
Q2 202215--
Q1 2022283093.33%
Q4 2021182900.00%
Q3 20211711700.00%
Q2 202116--
Q1 20213333100.00%
Q4 2020264650.00%
Q3 2020193948.72%
Q2 2020202676.92%
Q1 20203218177.78%
Q4 2019184450.00%
Q3 20192112100.00%

18 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Atlantic Union Bankshares's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 20241--
Q4 2023---
Q3 2023---
Q2 2023---
Q1 2023---
Q4 20226--
Q3 202211100.00%
Q2 2022---
Q1 2022---
Q4 20211--
Q3 2021---
Q2 2021---
Q1 20212450.00%
Q4 202081800.00%
Q3 2020-36-
Q2 2020-26-
Q1 2020---
Q4 2019-1-
Q3 2019---

As of Q2 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


TickerCompany
NFBKNorthfield Bancorp, Inc. (Staten Island, NY)
BOKFBOK Financial Corporation
BCMLBayCom Corp
HBCPHome Bancorp, Inc.
GSBCGreat Southern Bancorp, Inc.
ACNBACNB Corporation
FFNWFirst Financial Northwest, Inc.
AMNBAmerican National Bankshares Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
AFBIAffinity Bancshares, Inc.
AUBNAuburn National Bancorporation, Inc.
FNWDFinward Bancorp
FFINFirst Financial Bankshares, Inc.
FCCOFirst Community Corporation
FGBIFirst Guaranty Bancshares, Inc.
FNWBFirst Northwest Bancorp

AUB Ownership FAQ


Atlantic Union Bankshares is owned by institutional shareholders (57.81%), insiders (1.16%), and public (41.03%). The largest institutional shareholder of Atlantic Union Bankshares is BLACKROCK INC. (14.71% of total shares) and the top mutual fund owner is AMG FUNDS (2.80% of total shares).

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 41.85% of the company's share outstanding.

As of Mar 2024, there are 184 institutional shareholders of Atlantic Union Bankshares.

BLACKROCK INC owns 11.03M shares of Atlantic Union Bankshares, representing 14.71% of the company's total shares outstanding, valued at $389.6M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 9.22M shares of Atlantic Union Bankshares (AUB), compromising 12.28% of the company, valued at $325.39M.

DIMENSIONAL FUND ADVISORS LP is the third largest holder of Atlantic Union Bankshares. The company owns 4.99M of the company's shares outstanding (worth $176.23M).