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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1Closed |
$34.5 - $40.4
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
235New |
$7.64K - $9.25K
|
235
$12.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.9KClosed |
$322K - $390K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.1KClosed |
$427K - $517K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 24, 2020
Q2 2020
|
Domani Wealth, LLC
|
SELL
|
- |
-7.09KClosed |
$214K - $279K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.24KClosed |
$151K - $212K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.14KClosed |
$254K - $358K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-8.11KClosed |
$289K - $406K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.8KClosed |
$292K - $329K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-143Closed |
$6.13K - $6.92K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.11KClosed |
$299K - $323K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$21K - $22.7K
|
500
$26.3K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-305Closed |
$12.3K - $14.3K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-844Closed |
$34K - $39.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-40.3KClosed |
$1.61M - $1.77M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.99KNew |
$296K - $333K
|
6.99K
$368K
|
|
|
Nov 02, 2018
Q3 2018
|
Meeder Asset Management Inc
|
SELL
|
- |
-99Closed |
$4.2K - $4.71K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-305Closed |
$12.9K - $14.5K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 11, 2018
Q2 2018
|
Denali Advisors LLC
|
SELL
|
- |
-48Closed |
$2.1K - $2.48K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.09KClosed |
$44.8K - $51.9K
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1KNew |
$41.2K - $47.7K
|
1K
$52.9K
|
|
| Q4 2017 | |||||||
|
Feb 27, 2018
Q4 2017
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
$88.1K - $102K
|
2K
$105K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.16KClosed |
$183K - $212K
|
0
$0
|
|