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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-400- 33.9% |
$21.7K - $26.8K
|
780
$45.5K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
90New |
$4.89K - $6.04K
|
90
$5.25K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-38.4KClosed |
$2.01M - $2.39M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 50.0% |
$4.71K - $5.62K
|
270
$15.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.49K- 53.9% |
$130K - $156K
|
2.13K
$124K
|
|
|
Nov 13, 2020
Q3 2020
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45.9KClosed |
$2.4M - $2.87M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-4.24KClosed |
$222K - $265K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26Closed |
$1.36K - $1.62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.56KClosed |
$81.6K - $97.4K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$112K - $134K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.94KClosed |
$258K - $308K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.51KClosed |
$131K - $157K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.7KClosed |
$193K - $231K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.7KNew |
$557K - $665K
|
10.7K
$622K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 10.83% |
$883 - $1.13K
|
174
$10.2K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-623Closed |
$32.4K - $41.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.23KClosed |
$116K - $148K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6KClosed |
$312K - $399K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.01KClosed |
$52.6K - $67.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-58.9KClosed |
$3.06M - $3.92M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8.14KClosed |
$423K - $541K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.57KClosed |
$133K - $171K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-16KClosed |
$832K - $1.07M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-991Closed |
$48K - $70.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
34.1KNew |
$1.65M - $2.44M
|
34.1K
$1.99M
|
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-7.85KClosed |
$380K - $562K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3Closed |
$145 - $215
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-368Closed |
$17.8K - $26.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-150Closed |
$7.26K - $10.7K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-585Closed |
$28.3K - $41.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-289Closed |
$17.4K - $20.5K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-268Closed |
$16.1K - $19K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.28KClosed |
$257K - $304K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-70Closed |
$4.21K - $4.97K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3KClosed |
$180K - $213K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-50.4KClosed |
$3.03M - $3.58M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.19M - $1.32M
|
0
$0
|
|
|
Nov 21, 2019
Q3 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-65Closed |
$3.87K - $4.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.65KClosed |
$217K - $241K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.22KClosed |
$72.8K - $80.9K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.64KClosed |
$276K - $307K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.78KClosed |
$463K - $514K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.33K- 31.36% |
$436K - $485K
|
16.1K
$937K
|
|
|
Oct 25, 2019
Q3 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-8.76KClosed |
$521K - $579K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-400Closed |
$23.8K - $26.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-483Closed |
$29.5K - $32.6K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-4KClosed |
$244K - $270K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13Closed |
$794 - $877
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.74KClosed |
$412K - $455K
|
0
$0
|
|