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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73+ 0.52% |
$3.25K - $3.92K
|
14.2K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.45K- 37.46% |
$420K - $508K
|
15.8K
$831K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.94K+ 1.42% |
$308K - $372K
|
495K
$26.1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-548- 9.21% |
$24.4K - $29.4K
|
5.4K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
54New |
$2.4K - $2.9K
|
54
$2.84K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.31K+ 9.71% |
$58.1K - $70.1K
|
14.8K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-700- 12.87% |
$31.1K - $37.6K
|
4.74K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 5.93% |
$311 - $376
|
125
$6.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.47K- 1.65% |
$154K - $186K
|
207K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-156- 3.57% |
$6.94K - $8.38K
|
4.21K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$623 - $752
|
14
$738
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 30.33% |
$3.29K - $3.97K
|
318
$16.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-685- 17.69% |
$30.5K - $36.8K
|
3.19K
$168K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 2.68% |
$46.4K - $56K
|
37.8K
$1.99M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
974+ 13.49% |
$43.6K - $57.2K
|
8.19K
$432K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-63- 0.48% |
$2.82K - $3.7K
|
13.2K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 5.45% |
$65.5K - $86K
|
28.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-243- 5.6% |
$10.9K - $14.3K
|
4.1K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 28.58% |
$93.3K - $123K
|
5.21K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.67KNew |
$209K - $274K
|
4.67K
$246K
|
|
|
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
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.36KNew |
$329K - $433K
|
7.36K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
570+ 11.87% |
$25.5K - $33.5K
|
5.37K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.11KNew |
$408K - $536K
|
9.11K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
27.9KNew |
$1.25M - $1.64M
|
27.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
7.05KNew |
$315K - $414K
|
7.05K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.47KNew |
$111K - $145K
|
2.47K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$1.68M - $2.21M
|
37.5K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.19KNew |
$97.9K - $129K
|
2.19K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$145K - $190K
|
3.24K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
704+ 2.75% |
$31.5K - $41.4K
|
26.3K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$179 - $235
|
4
$211
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 88.89% |
$358 - $470
|
1
$52.7
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.3KNew |
$820K - $1.08M
|
18.3K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
310New |
$13.9K - $18.2K
|
310
$16.3K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-491- 5.91% |
$20.3K - $24.8K
|
7.82K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$580 - $707
|
14
$738
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15.2KNew |
$628K - $765K
|
15.2K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
98New |
$4.06K - $4.95K
|
98
$5.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.63K+ 60.24% |
$192K - $234K
|
12.3K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
164New |
$6.8K - $8.28K
|
164
$8.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 33.28% |
$9.32K - $11.4K
|
901
$47.5K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.46KNew |
$226K - $276K
|
5.46K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$539 - $656
|
13
$685
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
313+ 4.88% |
$13K - $15.8K
|
6.72K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22New |
$912 - $1.11K
|
22
$1.16K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.55KNew |
$64.2K - $78.3K
|
1.55K
$81.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
40+ 0.14% |
$1.66K - $2.02K
|
28.7K
$1.51M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-23- 3.33% |
$851 - $1.05K
|
667
$35.1K
|
|