Creative Planning Community Bank System, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$44.86 - $54.89 $3,588 - $4,391	80 Added 1.38%	5,888 $276,000
Q1 2023 May 15, 2023	BUY	$51.8 - $64.39 $2,797 - $3,477	54 Added 0.94%	5,808 $304,000
Q4 2022 Feb 10, 2023	BUY	$58.94 - $65.38 $3,477 - $3,857	59 Added 1.04%	5,754 $362,000
Q3 2022 Nov 03, 2022	BUY	$60.08 - $72.52 $3,304 - $3,988	55 Added 0.98%	5,695 $342,000
Q2 2022 Aug 15, 2022	BUY	$61.45 - $70.99 $6,022 - $6,957	98 Added 1.77%	5,640 $357,000
Q1 2022 May 16, 2022	SELL	$69.47 - $77.89 $716,374 - $803,201	-10,312 Reduced 65.04%	5,542 $389,000
Q4 2021 Feb 11, 2022	BUY	$69.24 - $76.17 $969 - $1,066	14 Added 0.09%	15,854 $1.18 Million
Q3 2021 Nov 10, 2021	BUY	$65.53 - $76.11 $2,162 - $2,511	33 Added 0.21%	15,840 $1.08 Million
Q2 2021 Aug 04, 2021	SELL	$75.38 - $81.52 $4.94 Million - $5.34 Million	-65,479 Reduced 80.55%	15,807 $1.2 Million
Q1 2021 Apr 30, 2021	SELL	$62.03 - $82.46 $186,896 - $248,451	-3,013 Reduced 3.57%	81,286 $6.24 Million
Q4 2020 Jan 29, 2021	BUY	$54.35 - $67.11 $1,521 - $1,879	28 Added 0.03%	84,299 $5.25 Million
Q3 2020 Nov 05, 2020	BUY	$52.29 - $62.42 $6,745 - $8,052	129 Added 0.15%	84,271 $4.59 Million
Q2 2020 Jul 23, 2020	SELL	$51.93 - $66.48 $51,254 - $65,615	-987 Reduced 1.16%	84,142 $4.8 Million
Q1 2020 May 05, 2020	SELL	$48.4 - $71.52 $46,706 - $69,016	-965 Reduced 1.12%	85,129 $5.01 Million
Q4 2019 Jan 30, 2020	BUY	$60.09 - $71.07 $194,751 - $230,337	3,241 Added 3.91%	86,094 $6.11 Million
Q3 2019 Nov 01, 2019	SELL	$59.51 - $66.12 $952 - $1,057	-16 Reduced 0.02%	82,853 $5.11 Million
Q2 2019 Jul 26, 2019	BUY	$61.1 - $67.47 $977 - $1,079	16 Added 0.02%	82,869 $5.46 Million
Q1 2019 Apr 24, 2019	SELL	$56.94 - $64.92 $5,694 - $6,492	-100 Reduced 0.12%	82,853 $4.95 Million
Q4 2018 Feb 01, 2019	SELL	$54.72 - $65.66 $13,680 - $16,415	-250 Reduced 0.3%	82,953 $4.84 Million
Q3 2018 Oct 25, 2018	SELL	$60.04 - $66.52 $93,062 - $103,106	-1,550 Reduced 1.83%	83,203 $5.08 Million
Q2 2018 Jul 20, 2018	SELL	$52.61 - $61.98 $105 - $123	-2 Reduced -0.0%	84,753 $5.01 Million
Q1 2018 Apr 18, 2018	SELL	$51.22 - $57.0 $20,385 - $22,686	-398 Reduced 0.47%	84,755 $4.54 Million
Q4 2017 Jan 17, 2018	BUY	$51.38 - $56.8 $5,138 - $5,680	100 Added 0.12%	85,153 $4.58 Million
Q3 2017 Oct 17, 2017	BUY	$49.11 - $55.72 $4.18 Million - $4.74 Million	85,053	85,053 $4.7 Million

Others Institutions Holding CBU

# of Institutions

264

Shares Held

37.2M

Call Options Held

22.2K

Put Options Held

200

View Full List

About COMMUNITY BANK SYSTEM, INC.

Ticker CBU
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 53,736,000
Market Cap $3.51B
Description
Community Bank System, Inc. operates as the bank holding company for Community Bank, N.A. that provides various banking and other financial services to retail, commercial, and municipal customers. It operates through three segments: Banking, Employee Benefit Services, and All Other. The company offers various deposits products, such as checking,...

More about CBU

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