Latest Institutional Transactions on Citizens Community Bancorp Inc. (CZWI)
This table provides information on the latest institutional transactions involving Citizens Community Bancorp Inc. (CZWI) 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
117KNew |
$1.3M - $1.47M
|
117K
$1.83M
|
|
Q3 2023 | |||||||
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-13.4KClosed |
$120K - $141K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6.94K- 5.31% |
$62.1K - $72.8K
|
124K
$1.94M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$7.75K - $10.7K
|
1K
$15.7K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37+ 3.66% |
$287 - $396
|
1.05K
$16.4K
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
19.3K+ 17.23% |
$150K - $207K
|
131K
$2.05M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
39.8KNew |
$308K - $426K
|
39.8K
$622K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-24.7K- 59.67% |
$262K - $318K
|
16.7K
$261K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.9K- 30.58% |
$127K - $154K
|
27.1K
$424K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-5.9K- 28.14% |
$62.6K - $76.2K
|
15.1K
$236K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33.6KNew |
$356K - $433K
|
33.6K
$525K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-13K- 25.69% |
$148K - $189K
|
37.6K
$589K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.44KNew |
$39.1K - $50.1K
|
3.44K
$53.9K
|
|
Q3 2022 | |||||||
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
1.52KNew |
$18.4K - $20.9K
|
1.52K
$23.8K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
49New |
$603 - $737
|
49
$767
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-31Closed |
$382 - $467
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
10.5K+ 10.0% |
$129K - $158K
|
116K
$1.81M
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-276K- 60.05% |
$3.8M - $4.51M
|
183K
$2.87M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
400New |
$5.5K - $6.54K
|
400
$6.26K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$13.8K - $16.3K
|
1K
$15.7K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3Closed |
$40.7 - $41.8
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
8.28K+ 99.17% |
$112K - $115K
|
16.6K
$260K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11KClosed |
$14.8K - $15.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.8KClosed |
$136K - $160K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-700Closed |
$8.75K - $10.3K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19KClosed |
$27.4K - $32.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-142KClosed |
$1.48M - $1.83M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.4KClosed |
$223K - $277K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1KClosed |
$105K - $130K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
952KNew |
$9.92M - $12.3M
|
952K
$14.9M
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-206KClosed |
$1.43M - $2.28M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-105Closed |
$693 - $744
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-376Closed |
$2.48K - $2.67K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-14.5KClosed |
$80.4K - $119K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.8KClosed |
$98.4K - $145K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-75Closed |
$415 - $612
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-17.4KClosed |
$96.6K - $213K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-269KClosed |
$1.5M - $3.3M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$10.9K - $12.5K
|
1K
$15.7K
|
|
Feb 12, 2020
Q4 2019
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-19.2KClosed |
$209K - $240K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 01, 2019
Q3 2019
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
18.8KNew |
$200K - $219K
|
18.8K
$294K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.8KClosed |
$146K - $169K
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3KClosed |
$32.7K - $36.8K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 12, 2019
Q4 2018
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-254KClosed |
$2.68M - $3.57M
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
- |
-119KClosed |
$1.57M - $1.68M
|
0
$0
|
|
Q4 2017 | |||||||
Feb 09, 2018
Q4 2017
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400Closed |
$5.28K - $5.64K
|
0
$0
|