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 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.36KNew |
$189K - $240K
|
3.36K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.33KNew |
$187K - $238K
|
3.33K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.31KNew |
$187K - $236K
|
3.31K
$197K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.09K+ 6.21% |
$174K - $220K
|
52.8K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.87K+ 13.18% |
$162K - $205K
|
24.7K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.72K+ 32.38% |
$153K - $194K
|
11.1K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.48K+ 34.9% |
$140K - $177K
|
9.58K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29KNew |
$129K - $163K
|
2.29K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.12K+ 38.91% |
$119K - $151K
|
7.55K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.09K+ 16.54% |
$118K - $149K
|
14.7K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.06KNew |
$116K - $147K
|
2.06K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.05K+ 16.79% |
$116K - $147K
|
14.3K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$114K - $144K
|
2.02K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 6.43% |
$111K - $141K
|
32.7K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.86K+ 4.84% |
$105K - $133K
|
40.2K
$2.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.66K+ 19.77% |
$93.8K - $119K
|
10.1K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.43K+ 4.63% |
$80.5K - $102K
|
32.3K
$1.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.43K+ 17.68% |
$80.5K - $102K
|
9.51K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.3K+ 12.36% |
$73.3K - $92.9K
|
11.8K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.29K+ 17.87% |
$72.6K - $92K
|
8.5K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.26K+ 4.18% |
$71.1K - $90.1K
|
31.4K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 15.98% |
$68.7K - $87K
|
8.84K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 1.53% |
$66K - $83.6K
|
77.4K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.14K+ 12.84% |
$64.5K - $81.7K
|
10.1K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.14K+ 3.98% |
$64.3K - $81.5K
|
29.8K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 12.62% |
$59.9K - $76K
|
9.48K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
750+ 13.99% |
$42.3K - $53.6K
|
6.11K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
750+ 3.06% |
$42.3K - $53.6K
|
25.3K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
702+ 140.12% |
$39.6K - $50.2K
|
1.2K
$71.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
639+ 4.74% |
$36K - $45.7K
|
14.1K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
634+ 3.9% |
$35.7K - $45.3K
|
16.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
568+ 13.4% |
$32K - $40.6K
|
4.81K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
554+ 1.68% |
$31.2K - $39.6K
|
33.5K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
544+ 11.89% |
$30.7K - $38.9K
|
5.12K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
522+ 0.03% |
$29.4K - $37.3K
|
1.77M
$106M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
519+ 28.58% |
$29.3K - $37.1K
|
2.34K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
499+ 1.0% |
$28.1K - $35.7K
|
50.3K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
442+ 6.99% |
$24.9K - $31.6K
|
6.76K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
327+ 3.99% |
$18.4K - $23.4K
|
8.53K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
277+ 512.96% |
$15.6K - $19.8K
|
331
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
255+ 2.87% |
$14.4K - $18.2K
|
9.14K
$545K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
238+ 99.17% |
$13.4K - $17K
|
478
$28.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
236+ 0.23% |
$13.3K - $16.9K
|
105K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
214+ 13.72% |
$12.1K - $15.3K
|
1.77K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
158+ 17.12% |
$8.91K - $11.3K
|
1.08K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
150+ 1.6% |
$8.46K - $10.7K
|
9.52K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
147+ 0.13% |
$8.29K - $10.5K
|
110K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
136New |
$7.67K - $9.72K
|
136
$8.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
135+ 2.2% |
$7.61K - $9.65K
|
6.27K
$374K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
101+ 505.0% |
$5.69K - $7.22K
|
121
$7.22K
|