Purchases and Sales Made in Q1 2024 in Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC) during Q1 2024. The information is specifically focused on institutions that hold shares of Pathfinder Bancorp, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.49K+ 3.55% |
$97.6K - $121K
|
247K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
5.61K+ 2.18% |
$64.5K - $80K
|
262K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
204+ 20.56% |
$2.35K - $2.91K
|
1.2K
$20.8K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
166+ 1.01% |
$1.91K - $2.37K
|
16.7K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
80New |
$920 - $1.14K
|
80
$1.39K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.09% |
$299 - $371
|
29.7K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11+ 0.03% |
$127 - $157
|
37.7K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 5.56% |
$11.5 - $14.3
|
19
$330
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 6.08% |
$368 - $457
|
494
$8.58K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 6.08% |
$368 - $457
|
494
$8.58K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101- 46.98% |
$1.16K - $1.44K
|
114
$1.98K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-200- 2.2% |
$2.3K - $2.86K
|
8.9K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 11.95% |
$25.4K - $31.6K
|
16.3K
$283K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.83K- 98.08% |
$67K - $83.2K
|
114
$1.98K
|