Purchases and Sales Made in Q3 2023 in Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.9K+ 45.02% |
$940K - $1.16M
|
235K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 60.53% |
$144K - $177K
|
29.6K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$132K - $162K
|
10.2K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.63K+ 49.14% |
$98.4K - $121K
|
23.1K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.74K+ 7.91% |
$35.3K - $43.5K
|
37.3K
$648K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2KNew |
$25.8K - $31.8K
|
2K
$34.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
494+ 771.88% |
$6.37K - $7.85K
|
558
$9.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$310 - $382
|
29.6K
$514K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8- 32.0% |
$103 - $127
|
17
$295
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 52.53% |
$1.07K - $1.32K
|
75
$1.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-311- 43.5% |
$4.01K - $4.94K
|
404
$7.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 11.75% |
$14.7K - $18.1K
|
8.56K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-2K- 2.4% |
$25.8K - $31.8K
|
81.5K
$1.42M
|