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 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
3.46K+ 2.71% |
$194K - $235K
|
131K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15.3K- 6.69% |
$855K - $1.04M
|
213K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.01K- 14.22% |
$113K - $137K
|
12.1K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
42+ 3.89% |
$2.36K - $2.86K
|
1.12K
$65.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.29K- 56.24% |
$72.1K - $87.4K
|
1K
$58.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.46K+ 19.05% |
$250K - $303K
|
27.9K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-609- 13.36% |
$34.2K - $41.4K
|
3.95K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-900- 8.26% |
$50.5K - $61.2K
|
10K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.89KNew |
$274K - $332K
|
4.89K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.82K+ 10.49% |
$326K - $396K
|
61.3K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$112 - $136
|
4.99K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
884+ 8.83% |
$49.6K - $60.1K
|
10.9K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
993+ 11.23% |
$55.7K - $67.5K
|
9.83K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-578- 28.03% |
$32.4K - $39.3K
|
1.48K
$86.6K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.9K+ 28.02% |
$107K - $129K
|
8.69K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.14K- 2.25% |
$63.8K - $77.3K
|
49.4K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.8K- 40.58% |
$157K - $190K
|
4.1K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
9.56KNew |
$536K - $650K
|
9.56K
$558K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.2KNew |
$685K - $830K
|
12.2K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-606- 12.56% |
$34K - $41.2K
|
4.22K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 28.57% |
$112 - $136
|
5
$292
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 6.97% |
$1.81M - $2.19M
|
430K
$25.1M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.36K- 2.5% |
$188K - $228K
|
131K
$7.64M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-172- 1.13% |
$9.65K - $11.7K
|
15.1K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-292- 3.67% |
$16.4K - $19.9K
|
7.67K
$448K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-634- 3.76% |
$35.6K - $43.1K
|
16.2K
$948K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.36% |
$33.6K - $40.8K
|
24.8K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-60- 8.13% |
$3.36K - $4.08K
|
678
$39.6K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.6KNew |
$202K - $245K
|
3.6K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 6.67% |
$56.1 - $68
|
14
$817
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-245- 0.98% |
$13.7K - $16.7K
|
24.7K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
186+ 4.94% |
$10.4K - $12.6K
|
3.95K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.81K+ 11.72% |
$494K - $599K
|
84K
$4.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-83- 1.36% |
$4.65K - $5.64K
|
6.03K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.62K+ 17.07% |
$90.8K - $110K
|
11.1K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.38K+ 2.89% |
$414K - $501K
|
262K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.43% |
$16.8K - $20.4K
|
12K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.82K+ 7.39% |
$102K - $124K
|
26.5K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.7K- 3.13% |
$151K - $184K
|
83.6K
$4.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-506- 1.57% |
$28.4K - $34.4K
|
31.8K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-411- 2.67% |
$23K - $27.9K
|
15K
$874K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
463+ 19.83% |
$26K - $31.5K
|
2.8K
$163K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.1K+ 31.53% |
$118K - $143K
|
8.76K
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.21K+ 4.29% |
$67.6K - $82K
|
29.3K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$505 - $612
|
9
$525
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 27.46% |
$2.97K - $3.6K
|
140
$8.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$112 - $136
|
7.79K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 0.86% |
$449 - $544
|
937
$54.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-11.1K- 65.95% |
$620K - $752K
|
5.71K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.87K- 1.61% |
$105K - $127K
|
114K
$6.66M
|