Purchases and Sales Made in Q4 2023 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
147New |
$5.52K - $7.89K
|
147
$8.81K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
103New |
$3.87K - $5.53K
|
103
$6.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
84New |
$3.16K - $4.51K
|
84
$5.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 52.14% |
$2.74K - $3.92K
|
213
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
60+ 0.23% |
$2.25K - $3.22K
|
26.7K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58New |
$2.18K - $3.11K
|
58
$3.48K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
52+ 8.81% |
$1.95K - $2.79K
|
642
$38.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52+ 0.73% |
$1.95K - $2.79K
|
7.18K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 1.05% |
$1.13K - $1.61K
|
2.89K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28New |
$1.05K - $1.5K
|
28
$1.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 0.18% |
$751 - $1.07K
|
10.9K
$655K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
17+ 0.29% |
$639 - $912
|
5.9K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 800.0% |
$601 - $859
|
18
$1.08K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.03% |
$451 - $644
|
1.18K
$70.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.18% |
$413 - $590
|
6.19K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.45% |
$301 - $429
|
1.8K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 38.89% |
$263 - $376
|
25
$1.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 1.13% |
$225 - $322
|
536
$32.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$188 - $268
|
5
$300
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.12% |
$188 - $268
|
452
$27.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$75.1 - $107
|
4
$240
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.37% |
$37.6 - $53.7
|
268
$16.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.03% |
$75.1 - $107
|
7.29K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 50.0% |
$150 - $215
|
4
$240
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 54.55% |
$225 - $322
|
5
$300
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28- 25.93% |
$1.05K - $1.5K
|
80
$4.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32- 0.15% |
$1.2K - $1.72K
|
21.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32- 0.15% |
$1.2K - $1.72K
|
21.4K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-38- 0.41% |
$1.43K - $2.04K
|
9.34K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-43- 0.18% |
$1.62K - $2.31K
|
23.7K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-47- 61.04% |
$1.77K - $2.52K
|
30
$1.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-50- 1.03% |
$1.88K - $2.68K
|
4.83K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62- 0.47% |
$2.33K - $3.33K
|
13.2K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-76- 0.33% |
$2.86K - $4.08K
|
23.2K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-76- 26.03% |
$2.86K - $4.08K
|
216
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82- 0.31% |
$3.08K - $4.4K
|
26.8K
$1.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-90- 0.34% |
$3.38K - $4.83K
|
26.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-112- 0.6% |
$4.21K - $6.01K
|
18.5K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-119- 15.76% |
$4.47K - $6.39K
|
636
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-171- 1.27% |
$6.42K - $9.18K
|
13.2K
$794K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-190- 0.7% |
$7.14K - $10.2K
|
26.9K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-249- 0.85% |
$9.35K - $13.4K
|
29K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-292- 1.09% |
$11K - $15.7K
|
26.5K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.88% |
$11.3K - $16.1K
|
15.6K
$938K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-313- 1.59% |
$11.8K - $16.8K
|
19.4K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-335- 2.19% |
$12.6K - $18K
|
15K
$897K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-408- 5.45% |
$15.3K - $21.9K
|
7.07K
$424K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-491- 1.47% |
$18.4K - $26.4K
|
32.8K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-499- 7.5% |
$18.7K - $26.8K
|
6.16K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.84% |
$18.8K - $26.8K
|
26.7K
$1.6M
|