Purchases and Sales Made in Q1 2025 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q1 2025. 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 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
92+ 0.64% |
$5.16K - $6.26K
|
14.4K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84+ 0.17% |
$4.71K - $5.71K
|
50.4K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
80+ 6.65% |
$4.49K - $5.44K
|
1.28K
$76.5K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
76+ 0.12% |
$4.26K - $5.17K
|
65.3K
$3.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 91.03% |
$3.98K - $4.83K
|
149
$8.88K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 27.03% |
$3.36K - $4.08K
|
282
$16.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
42+ 3.89% |
$2.36K - $2.86K
|
1.12K
$67K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$1.46K - $1.77K
|
26
$1.55K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 125.0% |
$1.12K - $1.36K
|
36
$2.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$841 - $1.02K
|
15
$894
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 22.22% |
$673 - $816
|
66
$3.94K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 16.67% |
$561 - $680
|
70
$4.17K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 8.91% |
$505 - $612
|
110
$6.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$505 - $612
|
9
$537
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 0.86% |
$449 - $544
|
937
$55.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.9% |
$280 - $340
|
561
$33.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$224 - $272
|
7
$417
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$112 - $136
|
4.99K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$112 - $136
|
7.79K
$465K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$56.1 - $68
|
1
$59.6
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$56.1 - $68
|
1
$59.6
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$56.1 - $68
|
1
$59.6
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 6.67% |
$56.1 - $68
|
14
$835
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 28.57% |
$112 - $136
|
5
$298
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 0.33% |
$336 - $408
|
1.81K
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 15.79% |
$336 - $408
|
32
$1.91K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 20.29% |
$785 - $952
|
55
$3.28K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-21- 3.16% |
$1.18K - $1.43K
|
644
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 3.13% |
$2.24K - $2.72K
|
1.24K
$73.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-45- 22.84% |
$2.52K - $3.06K
|
152
$9.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 27.46% |
$2.97K - $3.6K
|
140
$8.35K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54- 0.49% |
$3.03K - $3.67K
|
11.1K
$661K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-60- 8.13% |
$3.36K - $4.08K
|
678
$40.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-83- 1.36% |
$4.65K - $5.64K
|
6.03K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-91- 0.96% |
$5.1K - $6.19K
|
9.43K
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-135- 3.18% |
$7.57K - $9.18K
|
4.11K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-162- 2.58% |
$9.08K - $11K
|
6.11K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-172- 1.13% |
$9.65K - $11.7K
|
15.1K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-175- 5.26% |
$9.81K - $11.9K
|
3.15K
$188K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-210- 2.27% |
$11.8K - $14.3K
|
9.04K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-245- 0.98% |
$13.7K - $16.7K
|
24.7K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-264- 79.76% |
$14.8K - $17.9K
|
67
$4K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-278- 3.13% |
$15.6K - $18.9K
|
8.62K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-292- 3.67% |
$16.4K - $19.9K
|
7.67K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.43% |
$16.8K - $20.4K
|
12K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-366Closed |
$20.5K - $24.9K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-381- 1.14% |
$21.4K - $25.9K
|
33.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-383- 7.48% |
$21.5K - $26K
|
4.74K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-411- 2.67% |
$23K - $27.9K
|
15K
$893K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-440- 6.77% |
$24.7K - $29.9K
|
6.06K
$361K
|