Latest Institutional Transactions on Peoples Financial Services Corp. (PFIS)
This table provides information on the latest institutional transactions involving Peoples Financial Services Corp. (PFIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
139+ 0.34% |
$5.65K - $7.17K
|
40.8K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.1K+ 24.08% |
$44.8K - $56.8K
|
5.67K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.28K+ 0.26% |
$51.9K - $65.8K
|
496K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.25K- 46.58% |
$132K - $168K
|
3.73K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.02% |
$407 - $516
|
49.1K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.4K+ 5.68% |
$506K - $642K
|
231K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3- 0.03% |
$122 - $155
|
11.7K
$611K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.46% |
$2.64K - $3.35K
|
14.2K
$744K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 85.37% |
$4.27K - $5.42K
|
228
$11.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$203 - $258
|
5.41K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-650- 13.71% |
$26.4K - $33.5K
|
4.09K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 44.8% |
$2.28K - $2.89K
|
181
$9.47K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.16K- 1.05% |
$88K - $112K
|
205K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.47% |
$7.16K - $9.08K
|
37.6K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-81- 29.45% |
$3.29K - $4.18K
|
194
$10.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-605- 7.61% |
$24.6K - $31.2K
|
7.34K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-23- 16.08% |
$935 - $1.19K
|
120
$6.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
83+ 42.13% |
$3.38K - $4.28K
|
280
$14.6K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.14K- 4.13% |
$50.5K - $60.9K
|
26.3K
$1.38M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-249- 80.58% |
$11.1K - $13.4K
|
60
$3.14K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.13KNew |
$228K - $275K
|
5.13K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.62KNew |
$206K - $248K
|
4.62K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-528- 2.46% |
$23.5K - $28.4K
|
20.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$311 - $376
|
7
$366
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.2K- 52.48% |
$808K - $975K
|
16.4K
$861K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.45K- 37.46% |
$420K - $508K
|
15.8K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
54New |
$2.4K - $2.9K
|
54
$2.83K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$623 - $752
|
14
$732
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 30.33% |
$3.29K - $3.97K
|
318
$16.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-685- 17.69% |
$30.5K - $36.8K
|
3.19K
$167K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 5.45% |
$65.5K - $86K
|
28.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 28.58% |
$93.3K - $123K
|
5.21K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.67KNew |
$209K - $274K
|
4.67K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20New |
$895 - $1.18K
|
20
$1.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$224K - $294K
|
5K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.36KNew |
$329K - $433K
|
7.36K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
27.9KNew |
$1.25M - $1.64M
|
27.9K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.11KNew |
$408K - $536K
|
9.11K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
570+ 11.87% |
$25.5K - $33.5K
|
5.37K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.47KNew |
$111K - $145K
|
2.47K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.19KNew |
$97.9K - $129K
|
2.19K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$145K - $190K
|
3.24K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$179 - $235
|
4
$209
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.3KNew |
$820K - $1.08M
|
18.3K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
310New |
$13.9K - $18.2K
|
310
$16.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
164New |
$6.8K - $8.28K
|
164
$8.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.63K+ 60.24% |
$192K - $234K
|
12.3K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
98New |
$4.06K - $4.95K
|
98
$5.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15.2KNew |
$628K - $765K
|
15.2K
$793K
|
|