Purchases and Sales Made in Q1 2023 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q1 2023. The information is specifically focused on institutions that hold shares of COMMUNITY BANK SYSTEM, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
207+ 42.95% |
$10.7K - $13.3K
|
689
$41.1K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
153+ 1.14% |
$7.93K - $9.85K
|
13.6K
$813K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 4666.67% |
$7.25K - $9.01K
|
143
$8.53K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
129+ 0.7% |
$6.68K - $8.31K
|
18.6K
$1.11M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
128+ 0.44% |
$6.63K - $8.24K
|
29.2K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
92New |
$4.77K - $5.92K
|
92
$5.49K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 19.79% |
$3.89K - $4.83K
|
454
$27.1K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
70+ 0.38% |
$3.63K - $4.51K
|
18.3K
$1.09M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
69New |
$3.57K - $4.44K
|
69
$4.11K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65New |
$3.37K - $4.19K
|
65
$3.88K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 0.56% |
$2.8K - $3.48K
|
9.69K
$578K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$2.8K - $3.48K
|
54
$3.22K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 0.94% |
$2.8K - $3.48K
|
5.81K
$346K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 47.0% |
$2.43K - $3.03K
|
147
$8.77K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 146.15% |
$1.97K - $2.45K
|
64
$3.82K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
30+ 6.19% |
$1.55K - $1.93K
|
515
$30.7K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
30+ 6.19% |
$1.55K - $1.93K
|
515
$30.7K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$881 - $1.09K
|
17
$1.01K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 1200.0% |
$622 - $773
|
13
$775
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.77% |
$207 - $258
|
521
$31.1K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.69% |
$155 - $193
|
439
$26.2K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 9.09% |
$51.8 - $64.4
|
12
$716
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 12.5% |
$51.8 - $64.4
|
9
$537
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 16.67% |
$51.8 - $64.4
|
5
$298
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1- 0.01% |
$51.8 - $64.4
|
7.41K
$442K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2- 0.02% |
$104 - $129
|
10.9K
$649K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.6% |
$104 - $129
|
331
$19.7K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 45.45% |
$259 - $322
|
6
$358
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6- 0.03% |
$311 - $386
|
22.2K
$1.32M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 29.63% |
$414 - $515
|
19
$1.13K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 62.5% |
$777 - $966
|
9
$537
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-17- 0.09% |
$881 - $1.09K
|
17.9K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 4.93% |
$1.24K - $1.55K
|
463
$27.6K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 96.15% |
$1.3K - $1.61K
|
1
$59.6
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-31- 1.3% |
$1.61K - $2K
|
2.36K
$141K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51- 0.46% |
$2.64K - $3.28K
|
11.1K
$661K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58- 0.89% |
$3K - $3.73K
|
6.45K
$384K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-68- 0.05% |
$3.52K - $4.38K
|
138K
$8.23M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-94- 1.98% |
$4.87K - $6.05K
|
4.65K
$277K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 87.96% |
$4.92K - $6.12K
|
13
$775
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-121- 0.87% |
$6.27K - $7.79K
|
13.7K
$818K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-124- 1.62% |
$6.42K - $7.98K
|
7.53K
$449K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-133- 0.63% |
$6.89K - $8.56K
|
20.9K
$1.25M
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-135- 0.67% |
$6.99K - $8.69K
|
20.1K
$1.2M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-138- 2.12% |
$7.15K - $8.89K
|
6.38K
$380K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-154- 3.37% |
$7.98K - $9.92K
|
4.42K
$263K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-195- 1.73% |
$10.1K - $12.6K
|
11.1K
$660K
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.19% |
$10.4K - $12.9K
|
106K
$6.29M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-200- 1.16% |
$10.4K - $12.9K
|
17.1K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-218- 2.64% |
$11.3K - $14K
|
8.03K
$479K
|