Latest Institutional Transactions on Cb Financial Services, Inc. (CBFV)
This table provides information on the latest institutional transactions involving Cb Financial Services, Inc. (CBFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
61New |
$0 - $1.4K
|
61
$1.77K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
75New |
$1.62K - $2.02K
|
75
$2.17K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.6K- 29.24% |
$99.3K - $124K
|
11.1K
$323K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43KNew |
$795K - $977K
|
43K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.5KNew |
$416K - $512K
|
22.5K
$652K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$192 - $223
|
9
$261
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.08KNew |
$126K - $139K
|
6.08K
$176K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45- 2.94% |
$932 - $1.03K
|
1.49K
$43.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
244+ 1.77% |
$5.26K - $5.78K
|
14.1K
$408K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1K- 8.96% |
$20.6K - $24.4K
|
10.2K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.32KClosed |
$27.3K - $32.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.91KClosed |
$205K - $242K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$20.6K - $24.4K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-4.14KClosed |
$99.2K - $110K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-612Closed |
$14.7K - $16.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-500Closed |
$12K - $13.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-19.6KClosed |
$468K - $520K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-600Closed |
$14.4K - $16K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.16KClosed |
$26.7K - $28.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-491Closed |
$11.3K - $12K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
12.4KNew |
$285K - $303K
|
12.4K
$359K
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-39Closed |
$869 - $930
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.45KClosed |
$154K - $169K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 0.44% |
$227 - $250
|
2.47K
$71.7K
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.1KClosed |
$251K - $276K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.88KClosed |
$59.5K - $65.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-436Closed |
$9.01K - $9.9K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.21KClosed |
$66.4K - $72.9K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-436Closed |
$9.01K - $9.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
88.9K+ 2114.99% |
$1.84M - $2.02M
|
93.1K
$2.7M
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-8.5KClosed |
$159K - $199K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10.2KClosed |
$191K - $239K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.68KClosed |
$44K - $57.1K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-74Closed |
$1.22K - $1.58K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-340Closed |
$5.59K - $7.26K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
2.5K+ 116.28% |
$41.1K - $53.4K
|
4.65K
$135K
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.95KClosed |
$164K - $212K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-230Closed |
$3.78K - $4.91K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.67KClosed |
$60.3K - $78.2K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-314Closed |
$5.63K - $8.75K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-73.7KClosed |
$1.32M - $2.05M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-10Closed |
$179 - $279
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-33.8KClosed |
$607K - $943K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.35KClosed |
$78K - $121K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4KClosed |
$61K - $94.7K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-2.01KClosed |
$36.1K - $56.1K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4.2KClosed |
$75.3K - $117K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.26KClosed |
$76.4K - $119K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-40.4KClosed |
$707K - $1.25M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-7.03KClosed |
$123K - $217K
|
0
$0
|