Purchases and Sales Made in Q4 2022 in Customers Bancorp, Inc. (CUBI)
This table provides information about the institutional ownership of Customers Bancorp, Inc. (CUBI) during Q4 2022. The information is specifically focused on institutions that hold shares of Customers Bancorp, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 5.78% |
$430 - $555
|
293
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$134 - $173
|
5
$287
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 2.26% |
$108 - $139
|
181
$10.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$108 - $139
|
4
$230
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$26.9 - $34.7
|
2
$115
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.04% |
$26.9 - $34.7
|
2.6K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.18% |
$26.9 - $34.7
|
550
$31.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 50.0% |
$26.9 - $34.7
|
1
$57.5
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 23.08% |
$80.7 - $104
|
10
$575
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 57.14% |
$108 - $139
|
3
$172
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6- 40.0% |
$161 - $208
|
9
$517
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-7- 7.95% |
$188 - $243
|
81
$4.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 10.45% |
$188 - $243
|
60
$3.45K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11- 0.15% |
$296 - $381
|
7.57K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 25.0% |
$457 - $589
|
51
$2.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-24- 0.06% |
$645 - $832
|
43.3K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-27- 0.07% |
$726 - $936
|
39K
$2.24M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.22% |
$887 - $1.14K
|
14.7K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-60- 0.38% |
$1.61K - $2.08K
|
15.6K
$896K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 24.46% |
$2.42K - $3.12K
|
278
$16K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$2.69K - $3.47K
|
14.5K
$833K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-125- 0.75% |
$3.36K - $4.33K
|
16.6K
$953K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-126- 0.42% |
$3.39K - $4.37K
|
29.7K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-157- 1.56% |
$4.22K - $5.44K
|
9.93K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-245- 1.84% |
$6.59K - $8.49K
|
13.1K
$753K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-377- 3.05% |
$10.1K - $13.1K
|
12K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-377- 3.05% |
$10.1K - $13.1K
|
12K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-413- 1.65% |
$11.1K - $14.3K
|
24.6K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-436- 1.13% |
$11.7K - $15.1K
|
38.3K
$2.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 95.17% |
$14.8K - $19.1K
|
28
$1.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-564- 1.0% |
$15.2K - $19.6K
|
55.6K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-708- 0.48% |
$19K - $24.5K
|
147K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-912- 7.62% |
$24.5K - $31.6K
|
11.1K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-1.04K- 5.81% |
$27.9K - $35.9K
|
16.8K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.08K- 3.87% |
$29.1K - $37.5K
|
26.9K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 98.29% |
$34K - $43.9K
|
22
$1.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.27K- 7.1% |
$34.1K - $44K
|
16.6K
$954K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.35K- 32.55% |
$36.2K - $46.7K
|
2.79K
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.39K- 6.34% |
$37.4K - $48.3K
|
20.5K
$1.18M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.76K- 3.41% |
$47.3K - $61K
|
49.8K
$2.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.07K- 17.35% |
$55.7K - $71.9K
|
9.88K
$567K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.33K- 11.17% |
$62.6K - $80.7K
|
18.5K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-2.33K- 1.4% |
$62.8K - $80.9K
|
164K
$9.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 92.59% |
$67.2K - $86.7K
|
200
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.06K- 1.61% |
$82.4K - $106K
|
187K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.22K- 9.21% |
$86.7K - $112K
|
31.8K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-3.4K- 10.27% |
$91.4K - $118K
|
29.7K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.75K- 20.34% |
$101K - $130K
|
14.7K
$844K
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.77K- 1.16% |
$101K - $131K
|
321K
$18.4M
|