Auburn National Ban Ownership | Who Owns Auburn National Ban?


OverviewRevenueFinancialsChart

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 1.13% 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


TypeName% Inst% Insiders% Retail
StockAuburn National Ban8.51%34.87%56.63%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dimensional fund advisors lp39.62K1.13%$930.77K
Fourthstone37.03K1.06%$869.93K
Vanguard group32.73K0.94%$768.71K
Bridgeway capital management29.56K0.85%$540.69K
Aptus capital advisors24.70K0.71%$451.75K
Geode capital management23.37K0.67%$549.08K
Truist financial19.55K0.56%$459.30K
Ifg advisory18.33K0.52%$335.26K
Apexium financial, lp15.72K0.45%$369.36K
Renaissance15.61K0.45%$366.65K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Fourthstone37.03K0.17%$869.93K
Jamison private wealth management12.70K0.04%$298.25K
Apexium financial, lp15.72K0.02%$369.36K
Ifg advisory18.33K0.02%$335.26K
Bridgeway capital management29.56K0.01%$540.69K
Aptus capital advisors24.70K0.01%$451.75K
Empowered funds11.17K0.00%$262.38K
Truist financial19.55K0.00%$459.30K
Renaissance15.61K0.00%$366.65K
Eversource wealth advisors270.000.00%$6.34K

Top Buyers

HolderShares% AssetsChange
Fourthstone37.03K0.17%37.03K
Bridgeway capital management29.56K0.01%720.00
Empowered funds11.17K0.00%572.00
Dimensional fund advisors lp39.62K0.00%523.00
Renaissance15.61K0.00%400.00

Top Sellers

HolderShares% AssetsChange
Advisor group83.00--16.48K
Lincoln national---16.48K
Aptus capital advisors24.70K0.01%-1.88K
Jamison private wealth management12.70K0.04%-1.16K
Fmr---4.00

New Positions

HolderShares% AssetsChangeValue
Fourthstone37.03K0.17%37.03K$869.93K
Bank of america corp /de/18.00-18.00$329.00

Sold Out

HolderChange
Fmr-4.00
Lincoln national-16.48K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024215.00%297,18312.52%814.88%1550.00%1-66.67%
Jun 30, 202420-264,117-9.08%710.93%1025.00%3-25.00%
Mar 31, 202420-9.09%290,487-3.01%811.33%8-433.33%
Dec 31, 202322-8.33%299,5084.13%812.69%8-33.33%3-40.00%
Sep 30, 20232414.29%287,61817.66%816.87%1250.00%5-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr29.65K0.85%-
DFA US Micro Cap I12.73K0.36%-
Fidelity Extended Market Index12.21K0.35%-98.00
Bridgeway Omni Small-Cap Value12.00K0.34%7.50K
Bridgeway Omni Small-Cap Value N12.00K0.34%7.50K
EA Bridgeway Omni Small-Cap Value ETF11.58K0.33%40.00
Bridgeway Ultra-Small Company Market7.50K0.21%-7.50K
DFA US Core Equity 2 I6.20K0.18%-
iShares Micro-Cap ETF5.33K0.15%-
Fidelity Total Market Index4.83K0.14%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 11, 2025Hedges David A President\CEOBuy$2.63K
Jan 30, 2025HOUSEL DAVID E-Buy$4.38K
Jan 14, 2025O'DONNELL SHANNON Senior Vice PresidentBuy$392.64
Jan 14, 2025O'DONNELL SHANNON Senior Vice PresidentBuy$287.52
Jan 14, 2025HOUSEL DAVID E-Buy$407.33

Insider Transactions Trends


DateBuySell
2025 Q110-
2024 Q410-
2024 Q313-
2024 Q213-
2024 Q18-

AUBN Ownership FAQ


Who Owns Auburn National Ban?

Auburn National Ban shareholders are primarily institutional investors at 8.51%, followed by 34.87% insiders and 56.62% retail investors. The average institutional ownership in Auburn National Ban's industry, Regional Banks Stocks, is 51.80%, which Auburn National Ban falls below.

Who owns the most shares of Auburn National Ban?

Auburn National Ban’s largest shareholders are Dimensional fund advisors lp (39.62K shares, 1.13%), Fourthstone (37.03K shares, 1.06%), and Vanguard group (32.72K shares, 0.94%). Together, they hold 3.13% of Auburn National Ban’s total shares outstanding.

Does Blackrock own Auburn National Ban?

BlackRock is not among the top 10 institutional shareholders of Auburn National Ban.

Who is Auburn National Ban’s biggest shareholder by percentage of total assets invested?

Fourthstone is Auburn National Ban’s biggest shareholder by percentage of total assets invested, with 0.17% of its assets in 37.03K Auburn National Ban shares, valued at 869.93K$.

Who is the top mutual fund holder of Auburn National Ban shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Auburn National Ban shares, with 0.85% of its total shares outstanding invested in 29.65K Auburn National Ban shares.

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