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 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.82K+ 283.21% |
$250K - $311K
|
6.53K
$451K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 4666.67% |
$7.25K - $9.01K
|
143
$9.88K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 62.5% |
$777 - $966
|
9
$622
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
9.05KNew |
$533K - $592K
|
9.05K
$625K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 2.9% |
$3.36K - $3.73K
|
2.02K
$140K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.45KNew |
$203K - $225K
|
3.45K
$238K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.12K
|
63
$4.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-175- 5.02% |
$10.3K - $11.4K
|
3.31K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76New |
$4.48K - $4.97K
|
76
$5.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.12K+ 38.85% |
$302K - $335K
|
18.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.36K- 17.99% |
$316K - $350K
|
24.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
217New |
$12.8K - $14.2K
|
217
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11New |
$648 - $719
|
11
$760
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.34KNew |
$79K - $87.6K
|
1.34K
$92.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 3.04% |
$413 - $458
|
223
$15.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-30- 0.23% |
$1.77K - $1.96K
|
13.3K
$915K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
202New |
$11.9K - $13.2K
|
202
$14K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
388New |
$22.9K - $25.4K
|
388
$26.8K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$300 - $363
|
5
$345
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
255K+ 38.41% |
$15.3M - $18.5M
|
918K
$63.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-104- 3.0% |
$6.25K - $7.54K
|
3.37K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.93KNew |
$236K - $285K
|
3.93K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.15KNew |
$430K - $519K
|
7.15K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.23K- 85.53% |
$194K - $234K
|
547
$37.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.48K- 11.76% |
$88.8K - $107K
|
11.1K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.16% |
$421 - $508
|
4.25K
$293K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
5.69KNew |
$342K - $413K
|
5.69K
$393K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-86- 50.29% |
$5.17K - $6.24K
|
85
$5.87K
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.1KNew |
$605K - $731K
|
10.1K
$696K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
485New |
$29.1K - $35.2K
|
485
$33.5K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
500New |
$30.7K - $35.5K
|
500
$34.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$1.23K - $1.42K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-37Closed |
$2.27K - $2.63K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-356Closed |
$21.9K - $25.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
694New |
$42.6K - $49.3K
|
694
$47.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.64KNew |
$101K - $117K
|
1.64K
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.15KClosed |
$193K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.63KNew |
$284K - $329K
|
4.63K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.42KClosed |
$210K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-4.31KClosed |
$265K - $306K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18.3KClosed |
$1.12M - $1.3M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$553 - $639
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45- 19.57% |
$2.77K - $3.19K
|
185
$12.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
52+ 260.0% |
$3.2K - $3.69K
|
72
$4.97K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-90- 45.0% |
$5.53K - $6.39K
|
110
$7.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.75K- 11.92% |
$415K - $479K
|
49.9K
$3.45M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
2K+ 58.76% |
$123K - $142K
|
5.41K
$374K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 13.51% |
$1.84K - $2.13K
|
192
$13.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-400Closed |
$24.6K - $28.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.11KClosed |
$191K - $221K
|
0
$0
|
|