Latest Institutional Purchases of Berkshire Hills Bancorp Inc (BHLB)
This list provides information on the latest institutional transactions involving Berkshire Hills Bancorp Inc (BHLB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
345New |
$9.45K - $10.9K
|
345
$9.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
327New |
$8.96K - $10.3K
|
327
$9.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
97+ 1.08% |
$2.66K - $3.06K
|
9.1K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$822 - $947
|
30
$853
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27New |
$740 - $852
|
27
$768
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.4 - $31.6
|
1
$28.4
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
20.8KNew |
$501K - $632K
|
20.8K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.1KNew |
$338K - $426K
|
14.1K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.95K+ 40.63% |
$143K - $180K
|
20.6K
$586K
|
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.78KNew |
$115K - $145K
|
4.78K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 1.45% |
$74.7K - $94.2K
|
217K
$6.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
971New |
$23.3K - $29.5K
|
971
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349New |
$8.39K - $10.6K
|
349
$9.92K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
$1.73K - $2.18K
|
72
$2.05K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31New |
$745 - $940
|
31
$881
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17New |
$409 - $516
|
17
$483
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15New |
$361 - $455
|
15
$426
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 61.11% |
$264 - $334
|
29
$824
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.41% |
$216 - $273
|
2.23K
$63.4K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.92KNew |
$239K - $286K
|
9.92K
$282K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$2.41K - $2.88K
|
100
$2.84K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16New |
$386 - $461
|
16
$455
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
920+ 5.29% |
$26.4K - $28.8K
|
18.3K
$521K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
98New |
$2.35K - $2.8K
|
98
$2.79K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
925KNew |
$15.3M - $22.5M
|
925K
$26.3M
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
32.2KNew |
$330K - $608K
|
32.2K
$917K
|
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$27.6K - $50.9K
|
2.7K
$76.8K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
14.7KNew |
$128K - $161K
|
14.7K
$416K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
890New |
$23.2K - $36.5K
|
890
$25.3K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.7K+ 433.48% |
$432K - $462K
|
13.2K
$375K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
90New |
$3.37K - $3.92K
|
90
$2.56K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 3730.3% |
$44.7K - $48.9K
|
1.26K
$35.9K
|
|