Purchases and Sales Made in Q4 2023 in Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$151K - $182K
|
11.9K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.03K+ 1.72% |
$50.8K - $61.4K
|
239K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
588+ 145.54% |
$7.41K - $8.96K
|
992
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
537+ 6.27% |
$6.77K - $8.18K
|
9.1K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
380+ 1.02% |
$4.79K - $5.79K
|
37.7K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140+ 186.67% |
$1.77K - $2.13K
|
215
$3.73K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32+ 6.48% |
$404 - $488
|
526
$9.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.09% |
$328 - $396
|
29.6K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 5.88% |
$12.6 - $15.2
|
18
$313
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 5.73% |
$404 - $488
|
526
$9.14K
|
|
|
Feb 13, 2024
Q4 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-4.2K- 5.16% |
$53K - $64K
|
77.3K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 37.48% |
$140K - $169K
|
18.5K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-131K- 98.43% |
$1.66M - $2M
|
2.09K
$36.3K
|