Latest Institutional Transactions on Customers Bancorp, Inc. (CUBI)
This table provides information on the latest institutional transactions involving Customers Bancorp, Inc. (CUBI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-22.1KClosed |
$962K - $1.45M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$131 - $197
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
American Financial Group Inc
|
SELL
|
- |
-333KClosed |
$14.5M - $21.9M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-19.4KClosed |
$844K - $1.28M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-42.8KClosed |
$1.86M - $2.81M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.61KNew |
$157K - $237K
|
3.61K
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-900Closed |
$39.2K - $59.1K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.88KClosed |
$256K - $386K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-859Closed |
$30K - $37.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9.89KClosed |
$345K - $430K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
2.1K+ 53.38% |
$73.3K - $91.3K
|
6.03K
$387K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33.3KClosed |
$1.16M - $1.45M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-58.5KClosed |
$1.75M - $2.54M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-74.3KClosed |
$2.22M - $3.22M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-6.31KClosed |
$189K - $274K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
30New |
$897 - $1.3K
|
30
$1.92K
|
|
|
Aug 13, 2021
Q2 2021
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-20KClosed |
$598K - $868K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15KClosed |
$64.4K - $93.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$367K - $532K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.7KNew |
$176K - $312K
|
9.7K
$622K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-191Closed |
$3.46K - $6.14K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.26KClosed |
$95.3K - $169K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-10.8KClosed |
$197K - $348K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-1.64KClosed |
$29.7K - $52.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-127Closed |
$2.3K - $4.08K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-197Closed |
$3.57K - $6.33K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-10.4KClosed |
$189K - $334K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-631Closed |
$7.16K - $12K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Perry Creek Capital LP
New York, NY |
BUY
|
- |
386KNew |
$4.38M - $7.32M
|
386K
$24.8M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-63.3KClosed |
$654K - $860K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-67Closed |
$692 - $909
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-861Closed |
$8.89K - $11.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44Closed |
$455 - $597
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-300Closed |
$3.1K - $4.07K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Matthew 25 Management Corp
|
SELL
|
- |
-353KClosed |
$3.11M - $5.19M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.93KClosed |
$78.8K - $131K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.42KClosed |
$82.2K - $199K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-39KClosed |
$380K - $919K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38.6KClosed |
$377K - $911K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-534Closed |
$5.21K - $12.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-27.1KClosed |
$264K - $639K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-141Closed |
$1.38K - $3.33K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$800 - $1.93K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Covington Capital Management
|
SELL
|
- |
-440Closed |
$8.55K - $11.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Bray Capital Advisors
|
SELL
|
- |
-164Closed |
$3.19K - $4.15K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.7K+ 28.72% |
$52.5K - $68.3K
|
12.1K
$776K
|
|
|
Jan 27, 2020
Q4 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-481Closed |
$9.35K - $12.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Feb 13, 2025
Q3 2019
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-87KClosed |
$1.59M - $1.86M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-112KClosed |
$2.05M - $2.39M
|
0
$0
|
|