Auburn National Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 50.57 K | $1.37 M | 0.00% | 1.45% |
| TRUFFLE HOUND CAPITAL, LLC | 08/06/2026 | 50.00 K | $1.35 M | 0.00% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 41.97 K | $1.13 M | 0.30% | 1.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 33.21 K | $898.03 K | 2.88% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 25.73 K | $696.00 K | 2.00% | 0.74% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 25.45 K | $688.09 K | -35.68% | 0.73% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 20.33 K | $549.72 K | -25.50% | 0.58% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 19.55 K | $528.71 K | 0.00% | 0.56% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 18.95 K | $512.27 K | -1.27% | 0.54% |
| FOURTHSTONE LLC | 08/14/2026 | 17.81 K | $481.47 K | 100.00% | 0.51% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 17.71 K | $478.91 K | 5.54% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 16.31 K | $441.00 K | -1.21% | 0.47% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 07/16/2026 | 12.52 K | $338.47 K | 0.02% | 0.36% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 12.11 K | $327.48 K | -4.40% | 0.35% |
| BLACKROCK, INC. | 08/07/2026 | 10.34 K | $279.70 K | 30.61% | 0.30% |
| RBF CAPITAL, LLC | 08/14/2026 | 10.00 K | $270.40 K | 0.00% | 0.29% |
| MORGAN STANLEY | 08/13/2026 | 3.88 K | $104.84 K | 0.03% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.30 K | $35.18 K | 0.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 964 | $26.07 K | 0.00% | 0.03% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 270 | $7.30 K | -50.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 98 | $2.65 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 61 | $1.65 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 32 | $865 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 14 | $396 | 0.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 13 | $352 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 5 | $135 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $14 | 100.00% | 0.00% |
| M3F, INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
Auburn National Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 39 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: 41,973
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 33,211
GEODE CAPITAL MANAGEMENT, LLC: 25,733
VANGUARD CAPITAL MANAGEMENT LLC: 25,447
11.15% of Auburn National Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 535.58 K shares in the last 24 months. This purchase volume represents approximately $13.02 M in transactions.