Purchases and Sales Made in Q4 2024 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
127K+ 699.34% |
$7.14M - $9.05M
|
145K
$9.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.69K+ 11.43% |
$321K - $406K
|
55.4K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.66KNew |
$206K - $262K
|
3.66K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$190K - $241K
|
3.37K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.36KNew |
$189K - $240K
|
3.36K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.09K+ 6.21% |
$174K - $220K
|
52.8K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29KNew |
$129K - $163K
|
2.29K
$149K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.43K+ 17.68% |
$80.5K - $102K
|
9.51K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
750+ 13.99% |
$42.3K - $53.6K
|
6.11K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
519+ 28.58% |
$29.3K - $37.1K
|
2.34K
$152K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
499+ 1.0% |
$28.1K - $35.7K
|
50.3K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
442+ 6.99% |
$24.9K - $31.6K
|
6.76K
$440K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
238+ 99.17% |
$13.4K - $17K
|
478
$31.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
101+ 505.0% |
$5.69K - $7.22K
|
121
$7.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 8.68% |
$4.12K - $5.22K
|
914
$59.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.38% |
$1.41K - $1.79K
|
6.66K
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 12.57% |
$1.24K - $1.57K
|
197
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 21.69% |
$1.01K - $1.29K
|
101
$6.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 0.83% |
$564 - $715
|
1.22K
$79.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 0.76% |
$395 - $500
|
929
$60.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$226 - $286
|
469
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.72% |
$226 - $286
|
556
$36.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$169 - $214
|
3
$195
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$56.4 - $71.5
|
8
$520
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$113 - $143
|
10
$650
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-37- 0.86% |
$2.09K - $2.64K
|
4.24K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.4% |
$5.64K - $7.15K
|
24.9K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-183- 0.61% |
$10.3K - $13.1K
|
29.8K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-312- 5.76% |
$17.6K - $22.3K
|
5.1K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-403- 1.98% |
$22.7K - $28.8K
|
19.9K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-594- 1.81% |
$33.5K - $42.4K
|
32.3K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-626- 8.79% |
$35.3K - $44.7K
|
6.5K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 36.64% |
$371K - $470K
|
11.4K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-13.8K- 45.11% |
$777K - $985K
|
16.8K
$1.09M
|