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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 20.62% |
$849 - $1.64K
|
310
$18.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$80.1 - $155
|
5
$292
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$433 - $835
|
27
$1.58K
|
|
| Q1 2023 | |||||||
|
May 10, 2024
Q1 2023
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
300New |
$5.21K - $9.78K
|
300
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.35K+ 722.46% |
$40.8K - $76.5K
|
2.67K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.87K+ 2691.71% |
$84.6K - $159K
|
5.05K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Newtyn Management, LLC
New York, NY |
BUY
|
- |
475K+ 316.67% |
$8.25M - $15.5M
|
625K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 10.13% |
$23K - $43.3K
|
11.8K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$214K - $401K
|
12.3K
$719K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.1K+ 27.27% |
$141K - $264K
|
37.8K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
75New |
$1.3K - $2.45K
|
75
$4.38K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
338KNew |
$5.88M - $11M
|
338K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
CALL |
26KNew |
$452K - $848K
|
26K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-28- 10.07% |
$486 - $913
|
250
$14.6K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70New |
$1.22K - $2.28K
|
70
$4.09K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
297+ 0.78% |
$5.16K - $9.68K
|
38.6K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 98.89% |
$212K - $397K
|
137
$8K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
125New |
$2.17K - $4.08K
|
125
$7.3K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
10.7KNew |
$185K - $348K
|
10.7K
$623K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6- 40.0% |
$161 - $208
|
9
$526
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 92.59% |
$67.2K - $86.7K
|
200
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-1.04K- 5.81% |
$27.9K - $35.9K
|
16.8K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
315+ 3.75% |
$8.47K - $10.9K
|
8.71K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
1K+ 11.11% |
$26.9K - $34.7K
|
10K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-5K- 12.5% |
$134K - $173K
|
35K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
1.42K+ 10.11% |
$38.2K - $49.3K
|
15.5K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-30.7K- 64.36% |
$826K - $1.06M
|
17K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$468K - $604K
|
17.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25.9K+ 22.74% |
$697K - $899K
|
140K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-12.5K- 58.31% |
$336K - $433K
|
8.93K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-11K- 49.63% |
$297K - $383K
|
11.2K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.36KNew |
$36.5K - $47.1K
|
1.36K
$79.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$134 - $173
|
5
$292
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
31.1KNew |
$837K - $1.08M
|
31.1K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 57.14% |
$108 - $139
|
3
$175
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-19.3K- 22.04% |
$518K - $668K
|
68.2K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10.3K+ 7.37% |
$276K - $356K
|
149K
$8.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 25.0% |
$457 - $589
|
51
$2.98K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41New |
$1.1K - $1.42K
|
41
$2.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 10.45% |
$188 - $243
|
60
$3.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
29.9K+ 5.58% |
$804K - $1.04M
|
566K
$33.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
52.1K+ 21.2% |
$1.4M - $1.81M
|
298K
$17.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 50.0% |
$26.9 - $34.7
|
1
$58.4
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
245+ 3.55% |
$6.59K - $8.49K
|
7.15K
$417K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 23.08% |
$80.7 - $104
|
10
$584
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
87.9K+ 1027.38% |
$2.36M - $3.05M
|
96.5K
$5.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
468New |
$12.6K - $16.2K
|
468
$27.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-10.8K- 24.9% |
$292K - $376K
|
32.7K
$1.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
235New |
$6.32K - $8.15K
|
235
$13.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
80.7K+ 69.89% |
$2.17M - $2.8M
|
196K
$11.5M
|
|