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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3New |
$106 - $133
|
3
$139
|
|
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
$1.33M
|
|
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
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92KNew |
$91.6K - $111K
|
1.92K
$89.2K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
560New |
$26.7K - $32.3K
|
560
$26K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
240New |
$11.2K - $13.5K
|
240
$11.1K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
32+ 457.14% |
$1.5K - $1.79K
|
39
$1.81K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
25KNew |
$1.19M - $1.43M
|
25K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.38KNew |
$255K - $307K
|
5.38K
$250K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
875+ 1458.33% |
$41.5K - $49.9K
|
935
$43.4K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.31KNew |
$288K - $335K
|
6.31K
$293K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
235New |
$7.64K - $9.25K
|
235
$10.9K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.68KNew |
$323K - $349K
|
7.68K
$357K
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$21K - $22.7K
|
500
$23.2K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.99KNew |
$296K - $333K
|
6.99K
$325K
|
|
Q1 2018 | |||||||
Apr 23, 2018
Q1 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1KNew |
$41.2K - $47.7K
|
1K
$46.6K
|
|
Q4 2017 | |||||||
Feb 27, 2018
Q4 2017
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
$88.1K - $102K
|
2K
$92.9K
|
|
Q2 2017 | |||||||
Aug 15, 2017
Q2 2017
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
676New |
N/A
|
676
$31.4K
|