Purchases and Sales Made in Q3 2023 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q3 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 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
248+ 0.89% |
$10.1K - $13.7K
|
28.2K
$1.84M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
221+ 0.13% |
$8.99K - $12.2K
|
171K
$11.1M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
203New |
$8.25K - $11.2K
|
203
$13.2K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
183+ 0.86% |
$7.44K - $10.1K
|
21.4K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
152+ 5.19% |
$6.18K - $8.39K
|
3.08K
$201K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
151+ 1.0% |
$6.14K - $8.33K
|
15.3K
$998K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97+ 0.52% |
$3.94K - $5.35K
|
18.6K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
80+ 0.53% |
$3.25K - $4.41K
|
15.2K
$992K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
71New |
$2.89K - $3.92K
|
71
$4.63K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
47+ 156.67% |
$1.91K - $2.59K
|
77
$5.02K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
45+ 8.26% |
$1.83K - $2.48K
|
590
$38.5K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
45+ 8.26% |
$1.83K - $2.48K
|
590
$38.5K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$854 - $1.16K
|
21
$1.37K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 0.18% |
$813 - $1.1K
|
10.9K
$711K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 1.0% |
$732 - $993
|
1.82K
$119K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$732 - $993
|
18
$1.17K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
18+ 0.01% |
$732 - $993
|
138K
$9M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 0.95% |
$447 - $607
|
1.17K
$76.3K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$325 - $441
|
8
$522
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.95% |
$203 - $276
|
530
$34.6K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.9% |
$163 - $221
|
447
$29.2K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.01% |
$122 - $166
|
23.7K
$1.55M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 22.22% |
$81.3 - $110
|
11
$718
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$40.7 - $55.2
|
11
$718
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.0% |
$81.3 - $110
|
38
$2.48K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 50.0% |
$81.3 - $110
|
2
$131
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 2.01% |
$244 - $331
|
292
$19.1K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$407 - $552
|
2
$131
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$407 - $552
|
2
$131
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.05% |
$488 - $662
|
23.2K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 0.78% |
$569 - $772
|
1.79K
$117K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 1.84% |
$610 - $828
|
800
$52.2K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 65.22% |
$610 - $828
|
8
$522
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 22.86% |
$1.3K - $1.77K
|
108
$7.05K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-34- 0.16% |
$1.38K - $1.88K
|
21.7K
$1.42M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39- 0.29% |
$1.59K - $2.15K
|
13.4K
$876K
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-72- 1.05% |
$2.93K - $3.97K
|
6.76K
$441K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-86- 24.36% |
$3.5K - $4.74K
|
267
$17.4K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-126- 98.44% |
$5.12K - $6.95K
|
2
$131
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127Closed |
$5.16K - $7.01K
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-200- 3.29% |
$8.13K - $11K
|
5.88K
$384K
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-200- 1.81% |
$8.13K - $11K
|
10.8K
$707K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-216- 2.81% |
$8.78K - $11.9K
|
7.48K
$488K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-220- 2.64% |
$8.95K - $12.1K
|
8.11K
$529K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-276- 89.03% |
$11.2K - $15.2K
|
34
$2.22K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300Closed |
$12.2K - $16.6K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-400- 2.92% |
$16.3K - $22.1K
|
13.3K
$867K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-425- 1.55% |
$17.3K - $23.4K
|
27.1K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-534- 1.14% |
$21.7K - $29.5K
|
46.1K
$3.01M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-585- 1.58% |
$23.8K - $32.3K
|
36.6K
$2.39M
|