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 254 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
109
shares
|
$6,234
0.0% of portfolio
|
Q1 2024
Added 36.25%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
93
shares
|
$5,319
0.0% of portfolio
|
Q2 2024
Added 365.0%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
91
shares
|
$5,205
0.0% of portfolio
|
Q4 2020
Reduced 19.47%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
90
shares
|
$5,148
0.0% of portfolio
|
Q4 2020
New holding
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
84
shares
|
$4,804
0.0% of portfolio
|
Q4 2023
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
71
shares
|
$4,061
0.01% of portfolio
|
Q3 2023
New holding
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
69
shares
|
$3,946
0.0% of portfolio
|
Q2 2024
Added 245.0%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
69
shares
|
$3,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
57
shares
|
$3,260
0.0% of portfolio
|
Q2 2024
Reduced 26.92%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
54
shares
|
$3,088
0.0% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
38
shares
|
$2,173
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
29
shares
|
$1,658
0.0% of portfolio
|
Q2 2024
Added 38.1%
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
24
shares
|
$1,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$1,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
20
shares
|
$1,144
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
18
shares
|
$1,029
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
16
shares
|
$915
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
15
shares
|
$858
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
12
shares
|
$686
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
11
shares
|
$629
0.0% of portfolio
|
Q1 2024
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
11
shares
|
$629
0.0% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
7
shares
|
$400
0.0% of portfolio
|
Q2 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
6
shares
|
$343
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
5
shares
|
$286
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1
shares
|
$57
0.0% of portfolio
|
Q3 2023
Reduced 83.33%
|