Latest Institutional Transactions on Civista Bancshares, Inc. (CIVB)
This table provides information on the latest institutional transactions involving Civista Bancshares, Inc. (CIVB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$57.2 - $73.5
|
4
$83.5
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
114New |
$1.63K - $2.1K
|
114
$2.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-827- 61.53% |
$11.8K - $15.2K
|
517
$10.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
700+ 5.47% |
$10K - $12.9K
|
13.5K
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83+ 0.8% |
$1.19K - $1.53K
|
10.5K
$218K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10KNew |
$145K - $188K
|
10K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.9KNew |
$85.7K - $111K
|
5.9K
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$16.1K - $21K
|
1.11K
$23.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.38K- 12.97% |
$78.1K - $101K
|
36.1K
$753K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$494 - $641
|
34
$710
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.2K- 99.27% |
$60.9K - $79.1K
|
31
$647
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-19.3K- 13.37% |
$300K - $381K
|
125K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1K- 5.66% |
$15.5K - $19.7K
|
16.7K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
14.7KNew |
$229K - $291K
|
14.7K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-42- 61.76% |
$606 - $731
|
26
$543
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
SELL
|
- |
-500- 2.51% |
$7.22K - $8.7K
|
19.4K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.8KNew |
$257K - $309K
|
17.8K
$371K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.4KNew |
$338K - $407K
|
23.4K
$489K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
34.2KNew |
$494K - $595K
|
34.2K
$714K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28New |
$404 - $487
|
28
$585
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.6K+ 13.81% |
$52K - $62.6K
|
29.7K
$619K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$303 - $365
|
21
$438
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
89New |
$1.49K - $2.01K
|
89
$1.86K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-6.43K- 21.22% |
$107K - $145K
|
23.9K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700+ 140.0% |
$11.7K - $15.8K
|
1.2K
$25.1K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 85.67% |
$5.19K - $7.03K
|
52
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.92K+ 60.09% |
$116K - $156K
|
18.4K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 75.87% |
$16.7K - $22.6K
|
318
$6.64K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11K- 44.59% |
$183K - $248K
|
13.6K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
81.3KNew |
$1.36M - $1.84M
|
81.3K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
41.5K+ 84.4% |
$694K - $938K
|
90.8K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.15KNew |
$69.2K - $93.7K
|
4.15K
$86.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.95% |
$16.7 - $22.6
|
106
$2.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-105- 10.14% |
$1.75K - $2.37K
|
930
$19.4K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
650+ 164.56% |
$13.5K - $15.6K
|
1.05K
$21.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
800+ 0.55% |
$16.6K - $19.2K
|
147K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07KNew |
$105K - $122K
|
5.07K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
456+ 0.85% |
$9.45K - $11K
|
54.2K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-28.9K- 42.13% |
$599K - $695K
|
39.7K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-82- 98.8% |
$1.7K - $1.97K
|
1
$20.9
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-107- 0.95% |
$2.22K - $2.57K
|
11.2K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$266K - $308K
|
12.8K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$41.4 - $48.1
|
33.5K
$700K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
45+ 0.13% |
$932 - $1.08K
|
34.2K
$713K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.23KNew |
$25.5K - $29.6K
|
1.23K
$25.7K
|
|
| Q3 2022 | |||||||
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.5KNew |
$362K - $398K
|
17.5K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
10K+ 5.26% |
$207K - $227K
|
200K
$4.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
236+ 1.11% |
$4.87K - $5.35K
|
21.4K
$448K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2New |
$41.3 - $45.4
|
2
$41.8
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
191New |
$3.94K - $4.33K
|
191
$3.99K
|
|