Auburn National Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 50.57 K | $1.21 M | -1.92% | 1.45% |
| TRUFFLE HOUND CAPITAL, LLC | 05/07/2026 | 50.00 K | $1.19 M | 0.00% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 41.85 K | $998.68 K | 0.00% | 1.20% |
| 05/15/2026 | 39.56 K | $944.15 K | 100.00% | 1.13% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 32.28 K | $770.39 K | 4.71% | 0.92% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 27.29 K | $651.28 K | 0.00% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 25.23 K | $602.24 K | -1.57% | 0.72% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 19.55 K | $466.63 K | 0.00% | 0.56% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 19.19 K | $457.92 K | 112.94% | 0.55% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 16.78 K | $400.48 K | 9.47% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 16.51 K | $393.99 K | 0.00% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 12.67 K | $302.35 K | 100.00% | 0.36% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 04/27/2026 | 12.51 K | $298.65 K | 0.03% | 0.36% |
| RBF CAPITAL, LLC | 05/18/2026 | 10.00 K | $238.65 K | 0.00% | 0.29% |
| M3F, INC. | 04/28/2026 | 9.15 K | $218.00 K | 100.00% | 0.26% |
| BLACKROCK, INC. | 05/13/2026 | 7.92 K | $189.01 K | 17.30% | 0.23% |
| MORGAN STANLEY | 05/15/2026 | 3.88 K | $92.52 K | 0.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.30 K | $31.05 K | 0.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 964 | $23.01 K | 100.00% | 0.03% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 540 | $12.89 K | 100.00% | 0.02% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 98 | $2.34 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 61 | $1.46 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 14 | $332 | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 13 | $310 | -18.75% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| IFG ADVISORY, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
Auburn National Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of Auburn National Bancorp Inc.. The most heavily invested institutionals were:
LPL Financial LLC: 50,573
Truffle Hound Capital, LLC: 50,000
DIMENSIONAL FUND ADVISORS LP: 41,847
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 32,281
Aptus Capital Advisors, LLC: 27,290
GEODE CAPITAL MANAGEMENT, LLC: 25,229
11.39% of Auburn National Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 504.75 K shares in the last 24 months. This purchase volume represents approximately $12.27 M in transactions.