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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.39M - $1.56M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-34Closed |
$2.36K - $2.65K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-91- 81.98% |
$6.32K - $7.09K
|
20
$1.17K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$10.4K - $11.7K
|
150
$8.76K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-350Closed |
$24.3K - $27.3K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$1.05M - $1.18M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.02KClosed |
$210K - $235K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-211Closed |
$14.7K - $16.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 5.24% |
$695 - $779
|
181
$10.6K
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.08KClosed |
$422K - $473K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-391Closed |
$27.1K - $29.8K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.39KNew |
$166K - $182K
|
2.39K
$140K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-872Closed |
$60.4K - $66.4K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.67KClosed |
$115K - $127K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-20KClosed |
$1.39M - $1.53M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17KClosed |
$358K - $394K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
708New |
$49K - $53.9K
|
708
$41.3K
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-724Closed |
$50.1K - $55.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$728K - $846K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.68KClosed |
$241K - $280K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.57KClosed |
$300K - $348K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.9KClosed |
$124K - $144K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5Closed |
$328 - $381
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$19.7K - $22.8K
|
300
$17.5K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
174New |
$11.4K - $13.2K
|
174
$10.2K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
60.2KNew |
$4.54M - $4.91M
|
60.2K
$3.51M
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-3.8KClosed |
$286K - $310K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
246New |
$18.5K - $20.1K
|
246
$14.4K
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-325- 4.54% |
$24.5K - $26.5K
|
6.83K
$399K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-757Closed |
$47K - $62.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$789K - $1.05M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4Closed |
$248 - $330
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.01KClosed |
$311K - $413K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-20KClosed |
$1.24M - $1.65M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-438Closed |
$27.2K - $36.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-42.5K- 68.46% |
$2.63M - $3.5M
|
19.6K
$1.14M
|
|
May 12, 2021
Q1 2021
|
Minerva Advisors LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.96K- 51.26% |
$432K - $574K
|
6.62K
$386K
|
|
May 11, 2021
Q1 2021
|
Jennison Associates LLC
|
SELL
|
- |
-9.06KClosed |
$562K - $747K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.52KClosed |
$280K - $372K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-19Closed |
$1.18K - $1.57K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-172Closed |
$10.7K - $14.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.64KClosed |
$102K - $135K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16Closed |
$870 - $1.07K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-43Closed |
$2.34K - $2.89K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-714Closed |
$38.8K - $47.9K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$590K - $728K
|
10.9K
$633K
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-100- 1.37% |
$5.44K - $6.71K
|
7.2K
$420K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 19.47% |
$1.2K - $1.48K
|
91
$5.31K
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-618Closed |
$33.6K - $41.5K
|
0
$0
|