Institutional Ownership Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$11,860
0.01% of portfolio
|
Q1 2022
Reduced 5.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
160
shares
|
$10,484
0.0% of portfolio
|
Q2 2024
Added 28.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$9,829
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
139
shares
|
$9,108
0.01% of portfolio
|
Q3 2024
Reduced 66.98%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
129
shares
|
$8,453
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
127
shares
|
$8,322
0.0% of portfolio
|
Q3 2024
Added 122.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
121
shares
|
$7,929
0.0% of portfolio
|
Q4 2024
Added 505.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
110
shares
|
$7,208
0.0% of portfolio
|
Q2 2022
Reduced 45.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
101
shares
|
$6,618
0.0% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
99
shares
|
$6,487
0.0% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
91
shares
|
$5,963
0.0% of portfolio
|
Q4 2020
Reduced 19.47%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
90
shares
|
$5,897
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
71
shares
|
$4,652
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
69
shares
|
$4,521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
54
shares
|
$3,538
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$3,538
0.0% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45
shares
|
$2,948
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$2,490
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$1,965
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$1,376
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
18
shares
|
$1,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
18
shares
|
$1,179
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
16
shares
|
$1,048
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
11
shares
|
$720
0.0% of portfolio
|
Q3 2023
Reduced 8.33%
|