Company · Ownership research

AUBURN NATIONAL BANCORPORATION, INC AUBN

CIK 0000750574 · CUSIP 050473107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 21 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$730.77K 37,962 shares	0.00%	+1.10K(+3.00%)Added	SEC filing ↗ May 10, 2024	▾
02	Fourthstone LLC CIK 1767803 · View history	$718.26K 37,264 shares	0.23%	-7.54K(-16.80%)Reduced	SEC filing ↗ May 14, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$590.05K 30,612 shares	0.00%	+11(0.00%)Added	SEC filing ↗ May 10, 2024	▾
04	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$555.21K 28,842 shares	0.01%	+700(+2.50%)Added	SEC filing ↗ May 15, 2024	▾
05	Aptus Capital Advisors, LLC CIK 1664193 · View history	$512.27K 26,577 shares	0.01%	-381(-1.40%)Reduced	SEC filing ↗ May 15, 2024	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$404.11K 20,987 shares	0.00%	+195(+0.90%)Added	SEC filing ↗ May 13, 2024	▾
07	TRUIST FINANCIAL CORP CIK 92230 · View history	$376.88K 19,553 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾
08	IFG Advisory, LLC CIK 1728319 · View history	$353.31K 18,330 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ May 6, 2024	▾
09	LINCOLN NATIONAL CORP CIK 59558 · View history	$317.69K 16,482 shares	0.00%	+16.48KNew	SEC filing ↗ May 2, 2024	▾
10	Apexium Financial, LP CIK 1765285 · View history	$302.69K 15,724 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Apr 19, 2024	▾
11	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$271.00K 14,041 shares	0.00%	+1.40K(+11.10%)Added	SEC filing ↗ May 13, 2024	▾
12	JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 2006637 · View history	$260.99K 13,558 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Apr 26, 2024	▾
13	BlackRock Inc. CIK 1364742 · View history	$111.99K 5,810 shares	0.00%	-132(-2.20%)Reduced	SEC filing ↗ May 10, 2024	▾
14	MORGAN STANLEY CIK 895421 · Amended · View history	$74.72K 3,876 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 17, 2024	▾
15	Tower Research Capital LLC (TRC) CIK 1533421 · View history	$7.13K 370 shares	0.00%	+179(+93.70%)Added	SEC filing ↗ May 15, 2024	▾
16	EverSource Wealth Advisors, LLC CIK 1710537 · Amended · View history	$5.00K 270 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Jun 11, 2024	▾
17	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$2.19K 114 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Dec 26, 2024	▾
18	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$1.60K 83 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 10, 2024	▾
19	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$358.00 19 shares	0.00%	+1(+5.60%)Added	SEC filing ↗ May 10, 2024	▾
20	UBS Group AG CIK 1610520 · View history	$251.00 13 shares	0.00%	-173(-93.00%)Reduced	SEC filing ↗ May 13, 2024	▾

Showing 20 / 21 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

290,487

Not deduplicated across managers

Disclosed value

$5.60M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

AUBURN NATIONAL BANCORPORATION, INC · Q1 2024

Explore all 21 reporting institutions.

This page includes 20 of 21 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.