Purchases and Sales Made in Q2 2025 in Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC) during Q2 2025. 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 14, 2025
Q2 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
80.1KNew |
$1.1M - $1.35M
|
80.1K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
38.4K+ 12.16% |
$526K - $646K
|
354K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17K+ 101.63% |
$233K - $286K
|
33.7K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 53.3% |
$184K - $226K
|
38.6K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.38KNew |
$46.3K - $56.9K
|
3.38K
$52.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.22K+ 8.56% |
$44.2K - $54.3K
|
40.9K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.4K+ 6.72% |
$19.2K - $23.7K
|
22.3K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.14K+ 8.5% |
$15.6K - $19.2K
|
14.6K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
157+ 654.17% |
$2.15K - $2.65K
|
181
$2.81K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82+ 0.24% |
$1.12K - $1.38K
|
33.8K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.12% |
$370 - $455
|
23K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 15.0% |
$41.1 - $50.6
|
23
$357
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$13.7 - $16.9
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83- 14.36% |
$1.14K - $1.4K
|
495
$7.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-98- 0.39% |
$1.34K - $1.65K
|
24.8K
$385K
|