Auburn National Bancorporation, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 77.09 K | $2.09 M | 3.22% | 2.21% |
| LPL FINANCIAL LLC | 11/12/2025 | 51.54 K | $1.26 M | 162.70% | 1.48% |
| TRUFFLE HOUND CAPITAL, LLC | 11/06/2025 | 46.58 K | $1.26 M | 65.65% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 41.81 K | $1.13 M | 0.98% | 1.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 30.05 K | $814.55 K | 4.72% | 0.86% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 27.29 K | $668.88 K | -0.73% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 25.19 K | $683.15 K | 0.94% | 0.72% |
| IFG ADVISORY, LLC | 11/12/2025 | 22.53 K | $552.21 K | 0.00% | 0.64% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 19.55 K | $479.24 K | 0.00% | 0.56% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 16.51 K | $469.52 K | 0.00% | 0.47% |
| APEXIUM FINANCIAL, LP | 11/18/2025 | 15.72 K | $426.28 K | 0.00% | 0.45% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 14.05 K | $380.79 K | 10.66% | 0.40% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10/14/2025 | 12.71 K | $344.50 K | 0.02% | 0.36% |
| RBF CAPITAL, LLC | 11/14/2025 | 10.00 K | $245.10 K | 0.00% | 0.29% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 9.46 K | $247.08 K | 0.54% | 0.27% |
| BLACKROCK, INC. | 11/12/2025 | 5.88 K | $144.10 K | 2.80% | 0.17% |
| MORGAN STANLEY | 11/14/2025 | 4.76 K | $116.77 K | 0.19% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.30 K | $31.88 K | 100.00% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 270 | $7.32 K | 0.00% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 36 | $882 | -90.32% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 14 | $380 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 10 | $245 | -16.67% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 2 | $57 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2 | $49 | -90.91% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Auburn National Bancorporation, Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Auburn National Bancorporation, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 77,085
LPL Financial LLC: 51,540
Truffle Hound Capital, LLC: 46,580
DIMENSIONAL FUND ADVISORS LP: 41,808
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 30,046
Aptus Capital Advisors, LLC: 27,290
12.38% of Auburn National Bancorporation, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 482.73 K shares in the last 24 months. This purchase volume represents approximately $11.89 M in transactions.