Latest Institutional Purchases of Peoples Financial Services Corp. (PFIS)
This list provides information on the latest institutional transactions involving Peoples Financial Services Corp. (PFIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
570+ 11.87% |
$25.5K - $33.5K
|
5.37K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
310New |
$13.9K - $18.2K
|
310
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20New |
$895 - $1.18K
|
20
$1.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$179 - $235
|
4
$211
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15.2KNew |
$628K - $765K
|
15.2K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.46KNew |
$226K - $276K
|
5.46K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.63K+ 60.24% |
$192K - $234K
|
12.3K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.55KNew |
$64.2K - $78.3K
|
1.55K
$81.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
313+ 4.88% |
$13K - $15.8K
|
6.72K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 33.28% |
$9.32K - $11.4K
|
901
$47.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
164New |
$6.8K - $8.28K
|
164
$8.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
98New |
$4.06K - $4.95K
|
98
$5.16K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
40+ 0.14% |
$1.66K - $2.02K
|
28.7K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22New |
$912 - $1.11K
|
22
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$580 - $707
|
14
$738
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$539 - $656
|
13
$685
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.7K+ 17.74% |
$3.24M - $3.99M
|
582K
$30.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.54KNew |
$205K - $252K
|
5.54K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1K+ 11.24% |
$37K - $45.5K
|
9.9K
$522K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
303New |
$11.2K - $13.8K
|
303
$16K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$222 - $273
|
6
$316
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.02% |
$37 - $45.5
|
4.16K
$219K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$416K - $523K
|
10.7K
$564K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.5KNew |
$717K - $902K
|
18.5K
$974K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.76KNew |
$224K - $281K
|
5.76K
$303K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
87New |
$3.38K - $4.25K
|
87
$4.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43New |
$1.67K - $2.1K
|
43
$2.27K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18New |
$698 - $879
|
18
$948
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$38.8 - $48.8
|
1
$52.7
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.22KNew |
$48.8K - $57.9K
|
1.22K
$64.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$441 - $523
|
11
$579
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.8KNew |
$739K - $921K
|
20.8K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3New |
$106 - $133
|
3
$158
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.6KNew |
$1.22M - $1.53M
|
28.6K
$1.51M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
46.4KNew |
$2.21M - $2.67M
|
46.4K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92KNew |
$91.6K - $111K
|
1.92K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
560New |
$26.7K - $32.3K
|
560
$29.5K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
240New |
$11.2K - $13.5K
|
240
$12.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
32+ 457.14% |
$1.5K - $1.79K
|
39
$2.05K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
25KNew |
$1.19M - $1.43M
|
25K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.38KNew |
$255K - $307K
|
5.38K
$284K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
875+ 1458.33% |
$41.5K - $49.9K
|
935
$49.3K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
235New |
$7.64K - $9.25K
|
235
$12.4K
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$21K - $22.7K
|
500
$26.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.99KNew |
$296K - $333K
|
6.99K
$368K
|
|
| Q1 2018 | |||||||
|
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
|
|