Latest Institutional Transactions on Fidelity D & D Bancorp Inc (FDBC)
This table provides information on the latest institutional transactions involving Fidelity D & D Bancorp Inc (FDBC) 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 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
684+ 5.25% |
$28.5K - $32.6K
|
13.7K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
570+ 7.39% |
$23.7K - $27.1K
|
8.28K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
488New |
$20.3K - $23.2K
|
488
$20.7K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
36.4KNew |
$1.73M - $2.13M
|
36.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38New |
$1.8K - $2.23K
|
38
$1.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.44KNew |
$68.3K - $84.5K
|
1.44K
$61.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22New |
$1.04K - $1.29K
|
22
$935
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28New |
$1.33K - $1.64K
|
28
$1.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-400- 7.27% |
$19K - $23.5K
|
5.1K
$217K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$416 - $560
|
10
$425
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-125- 26.65% |
$5.27K - $5.99K
|
344
$14.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-250- 4.04% |
$10.5K - $12K
|
5.94K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.59K- 26.51% |
$109K - $124K
|
7.18K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
260+ 10.38% |
$11K - $12.5K
|
2.77K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.8K+ 4.76% |
$538K - $611K
|
281K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-590- 30.01% |
$24.9K - $28.3K
|
1.38K
$58.5K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9- 0.44% |
$404 - $529
|
2.03K
$86.3K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
609+ 7.19% |
$27.4K - $35.8K
|
9.08K
$386K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20- 0.86% |
$899 - $1.18K
|
2.3K
$97.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$44.9 - $58.8
|
1
$42.5
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-250- 61.43% |
$11.2K - $14.7K
|
157
$6.67K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 50.6% |
$1.89K - $2.47K
|
41
$1.74K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-84- 18.88% |
$3.59K - $5.04K
|
361
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.49KNew |
$149K - $209K
|
3.49K
$148K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4KNew |
$171K - $240K
|
4K
$170K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.57KNew |
$110K - $154K
|
2.57K
$109K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
37New |
$1.62K - $1.93K
|
37
$1.57K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
242New |
$10.6K - $12.6K
|
242
$10.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
168+ 1.37% |
$6.35K - $8.52K
|
12.5K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
385New |
$14.6K - $19.5K
|
385
$16.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.09K- 21.34% |
$79K - $106K
|
7.71K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
260New |
$9.83K - $13.2K
|
260
$11.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.13K+ 80.34% |
$178K - $215K
|
9.27K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.44KNew |
$320K - $387K
|
7.44K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
615New |
$26.5K - $32K
|
615
$26.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.8KNew |
$808K - $976K
|
18.8K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.96K+ 100.0% |
$300K - $362K
|
13.9K
$592K
|
|
| Q4 2022 | |||||||
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.81KNew |
$196K - $235K
|
4.81K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
4.5KNew |
$184K - $220K
|
4.5K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.88K- 42.79% |
$199K - $239K
|
6.52K
$277K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$474K - $523K
|
12.3K
$523K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
10.1KNew |
$357K - $468K
|
10.1K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3New |
$106 - $139
|
3
$128
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
12+ 0.18% |
$592 - $713
|
6.6K
$280K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40.5KNew |
$2.04M - $2.23M
|
40.5K
$1.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.59K- 35.73% |
$232K - $252K
|
8.26K
$351K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.7KClosed |
$292K - $367K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-4.16K- 96.61% |
$194K - $285K
|
146
$6.21K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Siena Capital Partners Gp, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-300Closed |
$13.5K - $16.1K
|
0
$0
|
|