Institutional Ownership Customers Bancorp, Inc. (CUBI)
This table provides information about the institutional ownership of Customers Bancorp, Inc. (CUBI). We have compiled data on the 252 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
359
shares
|
$20,455
0.0% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
310
shares
|
$17,663
0.0% of portfolio
|
Q2 2023
Added 20.62%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
305
shares
|
$17,378
0.0% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
259
shares
|
$14,757
0.0% of portfolio
|
Q4 2024
Added 451.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
232
shares
|
$13,219
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
230
shares
|
$13,105
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
228
shares
|
$12,991
0.0% of portfolio
|
Q2 2024
Added 174.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
226
shares
|
$12,877
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$11,396
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$11,396
0.0% of portfolio
|
Q2 2022
Reduced 78.72%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
129
shares
|
$7,350
0.01% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$5,698
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
91
shares
|
$5,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$4,843
0.0% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
83
shares
|
$4,729
0.0% of portfolio
|
Q4 2024
Added 453.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
81
shares
|
$4,615
0.0% of portfolio
|
Q3 2024
Added 76.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
75
shares
|
$4,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
75
shares
|
$4,273
0.0% of portfolio
|
Q2 2024
Reduced 31.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$4,273
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
56
shares
|
$3,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
49
shares
|
$2,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
48
shares
|
$2,735
0.0% of portfolio
|
Q2 2024
Reduced 39.24%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
46
shares
|
$2,621
0.0% of portfolio
|
Q2 2024
Reduced 71.95%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
33
shares
|
$1,880
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$1,709
0.0% of portfolio
|
Q3 2024
Added 500.0%
|