Latest Institutional Purchases of Customers Bancorp, Inc. (CUBI)
This list provides information on the latest institutional transactions involving Customers Bancorp, Inc. (CUBI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$433 - $835
|
27
$1.73K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$80.1 - $155
|
5
$321
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Newtyn Management, LLC
New York, NY |
BUY
|
- |
475K+ 316.67% |
$8.25M - $15.5M
|
625K
$40.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
338KNew |
$5.88M - $11M
|
338K
$21.7M
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
CALL |
26KNew |
$452K - $848K
|
26K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$214K - $401K
|
12.3K
$789K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
10.7KNew |
$185K - $348K
|
10.7K
$684K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.1K+ 27.27% |
$141K - $264K
|
37.8K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.87K+ 2691.71% |
$84.6K - $159K
|
5.05K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.35K+ 722.46% |
$40.8K - $76.5K
|
2.67K
$171K
|
|
|
May 10, 2024
Q1 2023
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
300New |
$5.21K - $9.78K
|
300
$19.2K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
297+ 0.78% |
$5.16K - $9.68K
|
38.6K
$2.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
125New |
$2.17K - $4.08K
|
125
$8.02K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
75New |
$1.3K - $2.45K
|
75
$4.81K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70New |
$1.22K - $2.28K
|
70
$4.49K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
87.9K+ 1027.38% |
$2.36M - $3.05M
|
96.5K
$6.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
80.7K+ 69.89% |
$2.17M - $2.8M
|
196K
$12.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
52.1K+ 21.2% |
$1.4M - $1.81M
|
298K
$19.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
29.9K+ 5.58% |
$804K - $1.04M
|
566K
$36.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25.9K+ 22.74% |
$697K - $899K
|
140K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$468K - $604K
|
17.4K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10.3K+ 7.37% |
$276K - $356K
|
149K
$9.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
1.42K+ 10.11% |
$38.2K - $49.3K
|
15.5K
$993K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.36KNew |
$36.5K - $47.1K
|
1.36K
$87.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
1K+ 11.11% |
$26.9K - $34.7K
|
10K
$641K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
468New |
$12.6K - $16.2K
|
468
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
315+ 3.75% |
$8.47K - $10.9K
|
8.71K
$559K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
245+ 3.55% |
$6.59K - $8.49K
|
7.15K
$458K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
235New |
$6.32K - $8.15K
|
235
$15.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41New |
$1.1K - $1.42K
|
41
$2.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$134 - $173
|
5
$321
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
20.8K+ 168.77% |
$475K - $835K
|
33.2K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.1KNew |
$298K - $523K
|
13.1K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
12.3K+ 14.09% |
$280K - $491K
|
99.3K
$6.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.77KNew |
$63.2K - $111K
|
2.77K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
79New |
$1.8K - $3.17K
|
79
$5.07K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$456 - $801
|
20
$1.28K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
279KNew |
$9.11M - $14.3M
|
279K
$17.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
50KNew |
$1.63M - $2.56M
|
50K
$3.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
49KNew |
$1.6M - $2.51M
|
49K
$3.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 13.73% |
$572K - $895K
|
145K
$9.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.32K+ 552.49% |
$272K - $425K
|
9.82K
$630K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.77K+ 63.52% |
$156K - $244K
|
12.3K
$788K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$4.96K - $7.47K
|
100
$6.41K
|
|
| Q4 2021 | |||||||
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
7.59KNew |
$330K - $499K
|
7.59K
$487K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.61KNew |
$157K - $237K
|
3.61K
$232K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
2.1K+ 53.38% |
$73.3K - $91.3K
|
6.03K
$387K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
30New |
$897 - $1.3K
|
30
$1.92K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.7KNew |
$176K - $312K
|
9.7K
$622K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Perry Creek Capital LP
New York, NY |
BUY
|
- |
386KNew |
$4.38M - $7.32M
|
386K
$24.8M
|
|