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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$91,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,222
shares
|
$80,077
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,202
shares
|
$78,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$65,530
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
929
shares
|
$60,877
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
923
shares
|
$60,484
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
800
shares
|
$52,424
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
780
shares
|
$51,113
0.01% of portfolio
|
Q4 2020
Reduced 33.9%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
708
shares
|
$46,395
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
682
shares
|
$44,691
0.0% of portfolio
|
Q3 2024
Added 58.6%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
556
shares
|
$36,434
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
501
shares
|
$32,830
0.0% of portfolio
|
Q3 2024
Added 26.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
485
shares
|
$31,782
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
478
shares
|
$31,323
0.01% of portfolio
|
Q4 2024
Added 99.17%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
469
shares
|
$30,733
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
439
shares
|
$28,767
0.0% of portfolio
|
Q3 2024
Added 302.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
417
shares
|
$27,326
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
390
shares
|
$25,556
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
328
shares
|
$21,493
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$19,659
0.0% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$19,659
0.0% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$19,659
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
270
shares
|
$17,693
0.0% of portfolio
|
Q3 2020
Added 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
262
shares
|
$17,168
0.0% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
197
shares
|
$12,909
0.0% of portfolio
|
Q4 2024
Added 12.57%
|