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 |
|---|---|---|---|---|---|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
4,309
shares
|
$282,368
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
4,242
shares
|
$277,978
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
4,238
shares
|
$277,716
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
4,058
shares
|
$265,920
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,042
shares
|
$264,872
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,014
shares
|
$263,037
0.06% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$262,120
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
3,967
shares
|
$259,957
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,925
shares
|
$257,205
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,804
shares
|
$249,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
3,703
shares
|
$242,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
3,676
shares
|
$240,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,660
shares
|
$239,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
3,394
shares
|
$222,408
0.06% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
3,374
shares
|
$221,098
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,361
shares
|
$220,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,890
shares
|
$189,381
0.01% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,360
shares
|
$154,650
0.03% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,335
shares
|
$153,012
0.0% of portfolio
|
Q4 2024
Added 28.58%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,285
shares
|
$149,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,031
shares
|
$133,091
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,804
shares
|
$118,216
0.0% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,774
shares
|
$116,250
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$104,848
0.02% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,452
shares
|
$95,149
0.0% of portfolio
|
Q2 2020
Added 10.83%
|