Institutional Ownership Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 992,587 shares, which have been reported (via 13F filing form) to have a value of $17.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
285,804
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
Nov 08, 2024 Q3 2024 |
262,204
shares
|
$4.55 Million
2.78% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Oppenheimer & Close, LLC
|
Oct 17, 2024 Q3 2024 |
91,915
shares
|
$1.6 Million
1.44% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
79,721
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
Added 69.2%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
50,524
shares
|
$877,601
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
38,429
shares
|
$667,511
0.11% of portfolio
|
Q4 2021
Added 92.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
37,681
shares
|
$654,518
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
29,719
shares
|
$516,219
0.06% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
23,213
shares
|
$403,209
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
18,608
shares
|
$323,220
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,292
shares
|
$282,992
0.0% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
14,773
shares
|
$256,607
0.11% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,154
shares
|
$193,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,200
shares
|
$177,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$144,136
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$128,746
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,866
shares
|
$101,892
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
494
shares
|
$8,580
0.0% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
257
shares
|
$4,464
0.0% of portfolio
|
Q3 2024
Reduced 76.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22
shares
|
$382
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|