Community Bank System, Inc. CBU
We take great care to ensure that the data presented and summarized in this overview for COMMUNITY BANK SYSTEM, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CBU
View all-
Black Rock Inc. New York, NY7.54MShares$517 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA6.42MShares$440 Million0.01% of portfolio
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State Street Corp Boston, MA3.29MShares$225 Million0.01% of portfolio
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Neuberger Berman Group LLC New York, NY3.17MShares$217 Million0.15% of portfolio
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Morgan Stanley New York, NY2.24MShares$154 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.77MShares$122 Million0.03% of portfolio
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Geode Capital Management, LLC Boston, MA1.21MShares$82.9 Million0.01% of portfolio
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Eaton Vance Management Boston, MA918KShares$62.9 Million0.08% of portfolio
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Federated Hermes, Inc. Pittsburgh, PA737KShares$50.5 Million0.1% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA653KShares$44.8 Million0.01% of portfolio
Latest Institutional Activity in CBU
Top Purchases
Top Sells
About CBU
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, savings, and money market deposit accounts, as well as time deposits. It also provides loans, including consumer mortgages; general purpose commercial and industrial loans, and mortgages on commercial properties; paycheck protection program loans; installment loans that are originated through selected dealerships and are secured by automobiles, marine, and other recreational vehicles; personal installment loans and lines of credit for consumers; and home equity products. In addition, the company offers broker-dealer and investment advisory; cash management, investment, and treasury services; asset management; and employee benefit services, as well as operates as a full-service insurance agency that offers personal and commercial lines of insurance, and other risk management products and services. Further, it provides contribution plan administration, employee benefit trust, collective investment fund, retirement plan administration, fund administration, transfer agency, actuarial and benefit consulting, VEBA/HRA, and health and welfare consulting services. Additionally, the company offers wealth management, retirement planning, higher educational planning, fiduciary, risk management, trust, and personal financial planning services; and investment alternatives, including stocks, bonds, mutual funds, and advisory products, as well as master recordkeeping services. As of January 24, 2022, it operated approximately 215 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. Community Bank System, Inc. was founded in 1866 and is headquartered in DeWitt, New York.
Insider Transactions at CBU
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 02
2024
|
John F. Whipple Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,313
+15.54%
|
-
|
Nov 26
2024
|
Michael N Abdo EVP and General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
1,422
-19.59%
|
$100,962
$71.45 P/Share
|
Nov 26
2024
|
Michael N Abdo EVP and General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
2,100
+22.44%
|
-
|
Nov 26
2024
|
Joseph E Sutaris EVP & Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
6,174
-30.73%
|
$438,354
$71.45 P/Share
|
Nov 26
2024
|
Joseph E Sutaris EVP & Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,647
+10.08%
|
-
|
Nov 25
2024
|
John F. Whipple Director |
SELL
Open market or private sale
|
Direct |
3,937
-40.34%
|
$287,401
$73.1 P/Share
|
Nov 25
2024
|
John F. Whipple Director |
BUY
Exercise of conversion of derivative security
|
Direct |
3,937
+28.74%
|
$137,795
$35.36 P/Share
|
Nov 06
2024
|
Mark J. Bolus Director |
SELL
Open market or private sale
|
Direct |
4,092
-2.01%
|
$286,440
$70.1 P/Share
|
Nov 06
2024
|
Mark J. Bolus Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,092
+1.97%
|
$147,312
$36.69 P/Share
|
Nov 06
2024
|
Deresa Fischer Durkee SVP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,841
-27.51%
|
$114,142
$62.2 P/Share
|
Nov 06
2024
|
Deresa Fischer Durkee SVP, Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,132
+14.1%
|
$93,808
$44.83 P/Share
|
Nov 05
2024
|
Kerrie D. Mac Pherson Director |
BUY
Open market or private purchase
|
Direct |
320
+8.83%
|
$19,840
$62.2 P/Share
|
Oct 01
2024
|
Maureen A Gillan Myer EVP, Chief Human Resources Off |
SELL
Payment of exercise price or tax liability
|
Direct |
177
-4.43%
|
$10,266
$58.07 P/Share
|
Jun 13
2024
|
Dimitar Karaivanov President & CEO |
BUY
Open market or private purchase
|
Direct |
1,000
+4.84%
|
$43,000
$43.52 P/Share
|
Jun 04
2024
|
Dimitar Karaivanov President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
1,951
-9.47%
|
$85,844
$44.76 P/Share
|
Apr 30
2024
|
Joseph E Sutaris EVP & Chief Financial Officer |
BUY
Discretionary transaction
|
Indirect |
3,543
+25.57%
|
$152,349
$43.22 P/Share
|
Apr 12
2024
|
Sally A Steele Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,464
+4.0%
|
-
|
Mar 19
2024
|
Jeffrey M Levy SVP & Chief Banking Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,650
+17.7%
|
-
|
Mar 19
2024
|
Maureen A Gillan Myer EVP, Chief Human Resources Off |
BUY
Grant, award, or other acquisition
|
Direct |
1,391
+25.81%
|
-
|
Mar 19
2024
|
Joseph E Sutaris EVP & Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,933
+13.44%
|
-
|
Last 12 Months Summary
Exercise of conversion of derivative security | 48.7K shares |
---|---|
Grant, award, or other acquisition | 18.4K shares |
Open market or private purchase | 2.32K shares |
Discretionary transaction | 3.54K shares |
Open market or private sale | 24.6K shares |
---|---|
Payment of exercise price or tax liability | 30.5K shares |