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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 8.68% |
$4.12K - $5.22K
|
914
$54.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 51.97% |
$3.72K - $4.72K
|
193
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
64+ 1.68% |
$3.61K - $4.57K
|
3.87K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 38.75% |
$3.5K - $4.43K
|
222
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
59+ 0.75% |
$3.33K - $4.22K
|
7.96K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59+ 1.2% |
$3.33K - $4.22K
|
4.99K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 8.21% |
$3.16K - $4K
|
738
$44K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
54+ 0.36% |
$3.04K - $3.86K
|
15.2K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51+ 0.22% |
$2.88K - $3.64K
|
23.4K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 11.59% |
$2.14K - $2.72K
|
366
$21.8K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
36New |
$2.03K - $2.57K
|
36
$2.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.38% |
$1.41K - $1.79K
|
6.66K
$397K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 12.57% |
$1.24K - $1.57K
|
197
$11.7K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
20New |
$1.13K - $1.43K
|
20
$1.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 21.69% |
$1.01K - $1.29K
|
101
$6.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15New |
$846 - $1.07K
|
15
$894
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 33.33% |
$846 - $1.07K
|
60
$3.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.67% |
$677 - $857
|
1.82K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 0.83% |
$564 - $715
|
1.22K
$72.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 0.76% |
$395 - $500
|
929
$55.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.72% |
$226 - $286
|
556
$33.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$226 - $286
|
469
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$169 - $214
|
3
$179
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 40.0% |
$113 - $143
|
7
$417
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$113 - $143
|
2
$119
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$56.4 - $71.5
|
1
$59.6
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$56.4 - $71.5
|
1
$59.6
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$56.4 - $71.5
|
8
$477
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 12.5% |
$56.4 - $71.5
|
7
$417
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$113 - $143
|
10
$596
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-10- 0.09% |
$564 - $715
|
11.2K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 21.21% |
$1.18K - $1.5K
|
78
$4.65K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-25- 0.17% |
$1.41K - $1.79K
|
14.3K
$851K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-33- 0.56% |
$1.86K - $2.36K
|
5.83K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-37- 0.86% |
$2.09K - $2.64K
|
4.24K
$253K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-43- 6.07% |
$2.42K - $3.07K
|
665
$39.7K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-46- 0.18% |
$2.59K - $3.29K
|
25.3K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-63- 45.32% |
$3.55K - $4.5K
|
76
$4.53K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-67- 0.43% |
$3.78K - $4.79K
|
15.4K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.4% |
$5.64K - $7.15K
|
24.9K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114- 12.47% |
$6.43K - $8.15K
|
800
$47.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-135- 0.76% |
$7.61K - $9.65K
|
17.6K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-183- 0.61% |
$10.3K - $13.1K
|
29.8K
$1.78M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-246- 0.47% |
$13.9K - $17.6K
|
52.5K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-312- 5.76% |
$17.6K - $22.3K
|
5.1K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-361- 1.75% |
$20.4K - $25.8K
|
20.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 5.14% |
$21.5K - $27.2K
|
7.04K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-389- 2.39% |
$21.9K - $27.8K
|
15.9K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-403- 1.98% |
$22.7K - $28.8K
|
19.9K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-455- 0.85% |
$25.7K - $32.5K
|
53.2K
$3.17M
|