Purchases and Sales Made in Q4 2023 in Customers Bancorp, Inc. (CUBI)
This table provides information about the institutional ownership of Customers Bancorp, Inc. (CUBI) during Q4 2023. 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 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 14.66% |
$36.2K - $67.8K
|
8.89K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.13KNew |
$35.9K - $67.2K
|
1.13K
$55K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.09K+ 48.86% |
$34.9K - $65.3K
|
3.33K
$163K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
828New |
$26.4K - $49.4K
|
828
$40.4K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
752+ 6.38% |
$24K - $44.9K
|
12.5K
$613K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
652+ 13.57% |
$20.8K - $38.9K
|
5.46K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
599+ 0.13% |
$19.1K - $35.7K
|
455K
$22.2M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
536+ 5.96% |
$17.1K - $32K
|
9.54K
$466K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
506+ 2.12% |
$16.1K - $30.2K
|
24.4K
$1.19M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
421New |
$13.4K - $25.1K
|
421
$20.6K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$12.7K - $23.9K
|
400
$19.5K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367+ 834.09% |
$11.7K - $21.9K
|
411
$20.1K
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
329+ 0.4% |
$10.5K - $19.6K
|
81.6K
$3.98M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246New |
$7.84K - $14.7K
|
246
$12K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
227New |
$7.23K - $13.5K
|
227
$11.1K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
206New |
$6.56K - $12.3K
|
206
$10.1K
|
|
Feb 05, 2024
Q4 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
205+ 1.03% |
$6.53K - $12.2K
|
20.2K
$986K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
170+ 125.93% |
$5.42K - $10.1K
|
305
$14.9K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
164New |
$5.23K - $9.79K
|
164
$8.01K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
164+ 1.16% |
$5.23K - $9.79K
|
14.3K
$696K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
160New |
$5.1K - $9.55K
|
160
$7.81K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
90+ 0.1% |
$2.87K - $5.37K
|
90.2K
$4.41M
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
83New |
$2.64K - $4.95K
|
83
$4.05K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71New |
$2.26K - $4.24K
|
71
$3.47K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$1.24K - $2.33K
|
39
$1.9K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$1.18K - $2.21K
|
37
$1.81K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28New |
$892 - $1.67K
|
28
$1.37K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$223 - $418
|
7
$342
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$159 - $298
|
5
$244
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$31.9 - $59.7
|
3
$146
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.97% |
$63.7 - $119
|
204
$9.96K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-19- 0.65% |
$605 - $1.13K
|
2.9K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-27- 0.18% |
$860 - $1.61K
|
14.7K
$720K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28- 0.12% |
$892 - $1.67K
|
22.4K
$1.09M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60- 1.0% |
$1.91K - $3.58K
|
5.93K
$290K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-78- 27.56% |
$2.49K - $4.65K
|
205
$10K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-84- 8.48% |
$2.68K - $5.01K
|
907
$44.3K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-121- 0.69% |
$3.86K - $7.22K
|
17.4K
$850K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-123- 0.78% |
$3.92K - $7.34K
|
15.6K
$760K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-142- 1.68% |
$4.52K - $8.47K
|
8.31K
$406K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-148- 1.76% |
$4.72K - $8.83K
|
8.28K
$404K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-154- 97.47% |
$4.91K - $9.19K
|
4
$195
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-172- 0.65% |
$5.48K - $10.3K
|
26.1K
$1.27M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.4% |
$6.37K - $11.9K
|
14.1K
$689K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-273- 12.39% |
$8.7K - $16.3K
|
1.93K
$94.2K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278- 2.84% |
$8.86K - $16.6K
|
9.53K
$465K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-320- 45.07% |
$10.2K - $19.1K
|
390
$19K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-323- 2.9% |
$10.3K - $19.3K
|
10.8K
$528K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-361- 3.13% |
$11.5K - $21.5K
|
11.2K
$545K
|