Latest Institutional Transactions on Pathfinder Bancorp, Inc. (PBHC)
This table provides information on the latest institutional transactions involving Pathfinder Bancorp, Inc. (PBHC) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$142K - $194K
|
11.2K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-821- 76.16% |
$10.4K - $14.3K
|
257
$4.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.2K+ 9.68% |
$320K - $438K
|
286K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 15.79% |
$38.1 - $52.1
|
22
$382
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$305 - $417
|
29.7K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74- 1.25% |
$939 - $1.29K
|
5.87K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
32.6K+ 69.2% |
$414K - $566K
|
79.7K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$12.7 - $17.4
|
1
$17.4
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-763- 3.18% |
$9.68K - $13.3K
|
23.2K
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4+ 0.02% |
$50.8 - $69.5
|
18.6K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-600- 3.9% |
$7.61K - $10.4K
|
14.8K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
50.5KNew |
$641K - $878K
|
50.5K
$878K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 357.5% |
$3.43K - $3.77K
|
366
$6.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-600- 6.74% |
$7.19K - $7.91K
|
8.3K
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$95.8 - $106
|
8
$139
|
|
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
197+ 0.21% |
$2.36K - $2.6K
|
91.9K
$1.6M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 6.08% |
$368 - $457
|
494
$8.58K
|
|
|
May 14, 2024
Q1 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
5.61K+ 2.18% |
$64.5K - $80K
|
262K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 11.95% |
$25.4K - $31.6K
|
16.3K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11+ 0.03% |
$127 - $157
|
37.7K
$655K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$151K - $182K
|
11.9K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-4.2K- 5.16% |
$53K - $64K
|
77.3K
$1.34M
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2KNew |
$25.8K - $31.8K
|
2K
$34.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$132K - $162K
|
10.2K
$177K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-15.3K- 21.96% |
$192K - $266K
|
54.3K
$944K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.09KClosed |
$39.7K - $46K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.41KNew |
$141K - $163K
|
7.41K
$129K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.39KNew |
$45.2K - $52.4K
|
2.39K
$41.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14K+ 30.75% |
$267K - $300K
|
59.7K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-9.29KClosed |
$177K - $199K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10KClosed |
$190K - $214K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$19K - $21.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-47.7KClosed |
$771K - $829K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 92.15% |
$297K - $320K
|
38.4K
$668K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-12.3KClosed |
$194K - $204K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-13.4KClosed |
$131K - $160K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-89Closed |
$825 - $973
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200Closed |
$1.94K - $2.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-65Closed |
$817 - $907
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-183Closed |
$2.3K - $2.55K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-427KClosed |
$5.59M - $6.94M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Tcw Group Inc
|
SELL
|
- |
-36.2KClosed |
$550K - $574K
|
0
$0
|
|