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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.7K+ 105.82% |
$669K - $857K
|
28.5K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 25.18% |
$1.28M - $1.64M
|
83.5K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 250.0% |
$456 - $584
|
14
$898
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.95K- 21.86% |
$88.9K - $114K
|
6.97K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-8K- 3.51% |
$365K - $467K
|
220K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-210- 0.81% |
$9.58K - $12.3K
|
25.7K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-101- 17.26% |
$4.61K - $5.9K
|
484
$31K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.1KNew |
$1.37M - $1.76M
|
30.1K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
28.2K+ 17.92% |
$1.29M - $1.65M
|
186K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
45+ 11.14% |
$2.05K - $2.63K
|
449
$28.8K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
8.92K+ 3.53% |
$407K - $521K
|
262K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.58K+ 25.37% |
$72K - $92.2K
|
7.8K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-10.5K- 64.81% |
$479K - $613K
|
5.7K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.2K+ 34.92% |
$100K - $129K
|
8.5K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-14.7K- 7.15% |
$670K - $859K
|
191K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.4K+ 25.92% |
$63.7K - $81.6K
|
6.78K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.84% |
$18.2K - $23.4K
|
13.7K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-171- 3.87% |
$7.8K - $9.99K
|
4.25K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-197- 2.25% |
$8.99K - $11.5K
|
8.54K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-86- 3.53% |
$3.92K - $5.02K
|
2.35K
$151K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.03K - $11.6K
|
198
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.08KNew |
$277K - $355K
|
6.08K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-195- 0.51% |
$8.89K - $11.4K
|
38.2K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
270+ 3.78% |
$12.3K - $15.8K
|
7.42K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.32KNew |
$243K - $311K
|
5.32K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.3K+ 7.3% |
$59.2K - $75.8K
|
19.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.8K+ 2.69% |
$173K - $222K
|
145K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 2.91% |
$9.12K - $11.7K
|
6.67K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$867 - $1.11K
|
19
$1.22K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
BUY
|
- |
3.06K+ 8.54% |
$139K - $178K
|
38.8K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.36KNew |
$199K - $255K
|
4.36K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-400- 1.04% |
$18.2K - $23.4K
|
38K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-261- 3.03% |
$11.9K - $15.2K
|
8.34K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-710- 4.27% |
$32.4K - $41.5K
|
15.9K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
32.2K+ 11.29% |
$1.47M - $1.88M
|
318K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
137+ 169.14% |
$6.25K - $8K
|
218
$14K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$45.6 - $58.4
|
3
$192
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$456 - $584
|
10
$641
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10K+ 37.04% |
$456K - $584K
|
37K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
104K+ 1866.54% |
$4.75M - $6.08M
|
110K
$7.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-129- 1.17% |
$5.88K - $7.54K
|
10.9K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-205- 79.15% |
$9.35K - $12K
|
54
$3.46K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1+ 6.67% |
$45.6 - $58.4
|
16
$1.03K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 57.14% |
$912 - $1.17K
|
55
$3.53K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20New |
$885 - $1.15K
|
20
$1.28K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.2K- 17.66% |
$674K - $879K
|
71.1K
$4.56M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101+ 5.94% |
$4.47K - $5.82K
|
1.8K
$116K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.81K+ 4.35% |
$169K - $220K
|
91.4K
$5.87M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$44.2 - $57.7
|
1
$64.1
|
|