A detailed history of Waldron Private Wealth LLC transactions in Community Bank System, Inc. stock. As of the latest transaction made, Waldron Private Wealth LLC holds 228,070 shares of CBU stock, worth $15.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
228,070
Previous 228,070 -0.0%
Holding current value
$15.7 Million
Previous $10.8 Million 22.91%
% of portfolio
0.55%
Previous 0.48%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 29, 2024

SELL
$44.86 - $54.89 $8.81 Million - $10.8 Million
-196,298 Reduced 46.26%
228,070 $10.7 Million
Q2 2023

Aug 07, 2023

SELL
$44.86 - $54.89 $8.81 Million - $10.8 Million
-196,298 Reduced 46.26%
228,070 $10.8 Million
Q1 2023

Aug 29, 2024

BUY
$51.8 - $64.39 $10.2 Million - $12.6 Million
196,298 Added 86.07%
424,368 $22.3 Million
Q1 2023

May 02, 2023

BUY
$51.8 - $64.39 $133,540 - $165,997
2,578 Added 0.61%
424,368 $22.5 Million
Q1 2022

May 04, 2022

SELL
$69.47 - $77.89 $1.9 Million - $2.13 Million
-27,336 Reduced 6.09%
421,790 $29.8 Million
Q1 2021

May 11, 2021

SELL
$62.03 - $82.46 $12.4 Million - $16.5 Million
-200,200 Reduced 30.83%
449,126 $34.6 Million
Q2 2020

Aug 11, 2020

BUY
$51.93 - $66.48 $93,993 - $120,328
1,810 Added 0.28%
649,326 $37.3 Million
Q4 2019

Feb 07, 2020

BUY
$60.09 - $71.07 $16.2 Million - $19.2 Million
270,142 Added 71.58%
647,516 $46.2 Million
Q3 2019

Nov 06, 2019

BUY
$59.51 - $66.12 $22.5 Million - $25 Million
377,374 New
377,374 $23.4 Million

Others Institutions Holding CBU

About COMMUNITY BANK SYSTEM, INC.


  • Ticker CBU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 53,736,000
  • Market Cap $3.69B
  • 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
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.