Purchases and Sales Made in Q2 2022 in Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
454+ 2.99% |
$8.63K - $9.71K
|
15.6K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
216+ 0.22% |
$4.1K - $4.62K
|
97.4K
$1.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50+ 0.47% |
$950 - $1.07K
|
10.8K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$190 - $214
|
10
$174
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 10.0% |
$38 - $42.8
|
22
$382
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 4.48% |
$57 - $64.1
|
64
$1.11K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 4.48% |
$57 - $64.1
|
64
$1.11K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-980- 10.43% |
$18.6K - $21K
|
8.41K
$146K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$19K - $21.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2KClosed |
$38K - $42.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 7.97% |
$65.5K - $73.7K
|
39.8K
$691K
|
|
|
Aug 12, 2022
Q2 2022
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-5.84K- 6.17% |
$111K - $125K
|
88.8K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-9.29KClosed |
$177K - $199K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.63K- 22.63% |
$183K - $206K
|
32.9K
$572K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10KClosed |
$190K - $214K
|
0
$0
|