Latest Institutional Transactions on Community Bank System, Inc. (CBU)
This table provides information on the latest institutional transactions involving Community Bank System, Inc. (CBU) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$190K - $241K
|
3.37K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 21.69% |
$1.01K - $1.29K
|
101
$6.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 36.64% |
$371K - $470K
|
11.4K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-183- 0.61% |
$10.3K - $13.1K
|
29.8K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-403- 1.98% |
$22.7K - $28.8K
|
19.9K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.72% |
$226 - $286
|
556
$36.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
750+ 13.99% |
$42.3K - $53.6K
|
6.11K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 0.76% |
$395 - $500
|
929
$60.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-13.8K- 45.11% |
$777K - $985K
|
16.8K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
442+ 6.99% |
$24.9K - $31.6K
|
6.76K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 8.68% |
$4.12K - $5.22K
|
914
$59.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
519+ 28.58% |
$29.3K - $37.1K
|
2.34K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$56.4 - $71.5
|
8
$520
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29KNew |
$129K - $163K
|
2.29K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$113 - $143
|
10
$650
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-626- 8.79% |
$35.3K - $44.7K
|
6.5K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
499+ 1.0% |
$28.1K - $35.7K
|
50.3K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.4% |
$5.64K - $7.15K
|
24.9K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.36KNew |
$189K - $240K
|
3.36K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.38% |
$1.41K - $1.79K
|
6.66K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.69K+ 11.43% |
$321K - $406K
|
55.4K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
127K+ 699.34% |
$7.14M - $9.05M
|
145K
$9.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-312- 5.76% |
$17.6K - $22.3K
|
5.1K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.66KNew |
$206K - $262K
|
3.66K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$169 - $214
|
3
$195
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-37- 0.86% |
$2.09K - $2.64K
|
4.24K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 0.83% |
$564 - $715
|
1.22K
$79.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.09K+ 6.21% |
$174K - $220K
|
52.8K
$3.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 12.57% |
$1.24K - $1.57K
|
197
$12.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.43K+ 17.68% |
$80.5K - $102K
|
9.51K
$618K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$226 - $286
|
469
$30.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-594- 1.81% |
$33.5K - $42.4K
|
32.3K
$2.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
101+ 505.0% |
$5.69K - $7.22K
|
121
$7.87K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
238+ 99.17% |
$13.4K - $17K
|
478
$31.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 1.43% |
$72.8K - $99.7K
|
112K
$7.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
979+ 8.39% |
$44.9K - $61.5K
|
12.6K
$822K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.76KNew |
$356K - $487K
|
7.76K
$504K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20- 2.75% |
$917 - $1.26K
|
708
$46K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
54.6K+ 99.02% |
$2.5M - $3.43M
|
110K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136+ 0.84% |
$6.24K - $8.54K
|
16.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-413- 4.68% |
$18.9K - $25.9K
|
8.4K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-428- 4.42% |
$19.6K - $26.9K
|
9.25K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-44.6K- 77.33% |
$2.05M - $2.8M
|
13.1K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.2K- 69.51% |
$788K - $1.08M
|
7.54K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
652+ 2.64% |
$29.9K - $41K
|
25.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1K- 0.26% |
$45.9K - $62.8K
|
381K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 7.01% |
$656K - $899K
|
190K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
149K+ 530.25% |
$6.86M - $9.39M
|
178K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
37.4K+ 1.19% |
$1.71M - $2.35M
|
3.17M
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.09K+ 3.66% |
$49.8K - $68.2K
|
30.8K
$2M
|
|