W.G. Shaheen & Associates Dba Whitney & CO Tompkins Financial Corp Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$894 Million
Q1 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Tompkins Financial Corp stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 5,730 shares of TMP stock, worth $349,415. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,730

Previous 6,030 4.98%

Holding current value

$349,415

Previous $409,000 11.98%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	SELL	$62.44 - $72.73 $18,732 - $21,819	-300 Reduced 4.98%	5,730 $360,000
Q4 2024 Feb 04, 2025	SELL	$56.09 - $78.15 $5,609 - $7,815	-100 Reduced 1.63%	6,030 $409,000
Q3 2024 Nov 07, 2024	SELL	$46.27 - $63.96 $27,762 - $38,376	-600 Reduced 8.92%	6,130 $355,000
Q2 2024 Jul 30, 2024	SELL	$43.51 - $49.03 $134,881 - $151,993	-3,100 Reduced 31.54%	6,730 $329,000
Q1 2024 May 08, 2024	SELL	$46.63 - $59.28 $151,547 - $192,660	-3,250 Reduced 24.85%	9,830 $494,000
Q4 2023 Feb 08, 2024	SELL	$48.24 - $63.75 $24,120 - $31,875	-500 Reduced 3.68%	13,080 $787,000
Q3 2023 Nov 08, 2023	SELL	$47.33 - $61.7 $26,031 - $33,935	-550 Reduced 3.89%	13,580 $665,000
Q2 2023 Aug 14, 2023	SELL	$50.57 - $65.27 $70,798 - $91,378	-1,400 Reduced 9.01%	14,130 $787,000
Q1 2023 May 03, 2023	SELL	$65.33 - $79.14 $52,264 - $63,312	-800 Reduced 4.9%	15,530 $1.03 Million
Q4 2022 Feb 03, 2023	SELL	$73.44 - $84.49 $11,016 - $12,673	-150 Reduced 0.91%	16,330 $1.27 Million
Q3 2022 Nov 09, 2022	SELL	$70.79 - $79.9 $48,137 - $54,332	-680 Reduced 3.96%	16,480 $1.2 Million
Q1 2022 May 13, 2022	SELL	$76.17 - $86.3 $7,617 - $8,630	-100 Reduced 0.58%	17,160 $1.34 Million
Q4 2021 Feb 11, 2022	SELL	$77.45 - $85.02 $147,155 - $161,538	-1,900 Reduced 9.92%	17,260 $1.44 Million
Q3 2021 Nov 12, 2021	SELL	$73.63 - $81.76 $33,133 - $36,792	-450 Reduced 2.29%	19,160 $1.55 Million
Q2 2021 Aug 13, 2021	SELL	$76.81 - $85.17 $112,833 - $125,114	-1,469 Reduced 6.97%	19,610 $1.52 Million
Q1 2021 May 11, 2021	SELL	$66.87 - $92.36 $10,030 - $13,854	-150 Reduced 0.71%	21,079 $1.74 Million
Q4 2020 Feb 10, 2021	SELL	$54.65 - $71.79 $50,441 - $66,262	-923 Reduced 4.17%	21,229 $1.54 Million
Q3 2020 Nov 13, 2020	SELL	$55.47 - $70.64 $58,243 - $74,172	-1,050 Reduced 4.53%	22,152 $1.26 Million
Q2 2020 Aug 13, 2020	SELL	$56.02 - $74.99 $81,229 - $108,735	-1,450 Reduced 5.88%	23,202 $1.5 Million
Q1 2020 May 05, 2020	SELL	$61.75 - $92.88 $183,397 - $275,853	-2,970 Reduced 10.75%	24,652 $1.77 Million
Q4 2019 Feb 06, 2020	SELL	$78.52 - $91.5 $38,474 - $44,835	-490 Reduced 1.74%	27,622 $2.53 Million
Q3 2019 Nov 07, 2019	SELL	$76.76 - $84.31 $88,274 - $96,956	-1,150 Reduced 3.93%	28,112 $2.5 Million
Q2 2019 Aug 06, 2019	SELL	$75.93 - $83.73 $57,479 - $63,383	-757 Reduced 2.52%	29,262 $2.39 Million
Q1 2019 May 06, 2019	SELL	$73.0 - $81.13 $565,750 - $628,757	-7,750 Reduced 20.52%	30,019 $2.42 Million
Q4 2018 Feb 07, 2019	SELL	$69.67 - $83.0 $567,810 - $676,450	-8,150 Reduced 17.75%	37,769 $2.9 Million
Q3 2018 Nov 13, 2018	SELL	$80.12 - $91.14 $198,297 - $225,571	-2,475 Reduced 5.11%	45,919 $3.51 Million
Q2 2018 Aug 14, 2018	SELL	$75.0 - $89.15 $516,000 - $613,352	-6,880 Reduced 12.45%	48,394 $4.16 Million
Q1 2018 May 11, 2018	SELL	$74.35 - $85.82 $315,244 - $363,876	-4,240 Reduced 7.12%	55,274 $4.19 Million
Q4 2017 Feb 12, 2018	SELL	$79.06 - $89.99 $256,945 - $292,467	-3,250 Reduced 5.18%	59,514 $4.84 Million
Q2 2017 Aug 11, 2017	BUY	N/A	62,764	62,764 $4.94 Million

Others Institutions Holding TMP

# of Institutions

190

Shares Held

9.6M

Call Options Held

9.8K

Put Options Held

7.1K

View Full List

About TOMPKINS FINANCIAL CORP

Ticker TMP
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,483,800
Market Cap $883M
Description
Tompkins Financial Corporation, a financial holding company, provides commercial and consumer banking, leasing, trust and investment management, financial planning and wealth management, and insurance services. The company operates in three segments: Banking, Insurance, and Wealth Management. It accepts various deposit products, including checki...

More about TMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Account

W.G. Shaheen & Associates Dba Whitney & CO Tompkins Financial Corp Transaction History