Latest Institutional Transactions on Tompkins Financial Corp (TMP)
This table provides information on the latest institutional transactions involving Tompkins Financial Corp (TMP) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-52.2K- 24.33% |
$2.52M - $3.32M
|
162K
$9.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-813- 6.44% |
$39.2K - $51.8K
|
11.8K
$671K
|
|
| Q3 2023 | |||||||
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-434- 42.34% |
$20.5K - $26.8K
|
591
$33.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.54K- 34.84% |
$310K - $404K
|
12.2K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21+ 0.24% |
$994 - $1.3K
|
8.87K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9New |
$426 - $555
|
9
$511
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
258+ 23.04% |
$12.2K - $15.9K
|
1.38K
$78.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
300+ 125.0% |
$14.2K - $18.5K
|
540
$30.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8.02KNew |
$380K - $495K
|
8.02K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.92K- 41.49% |
$280K - $366K
|
8.35K
$474K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
575New |
$27.2K - $35.5K
|
575
$32.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
26New |
$1.23K - $1.6K
|
26
$1.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$510K - $664K
|
10.8K
$611K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 5.47% |
$10.1K - $13.1K
|
3.86K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 2.03% |
$3.89K - $5.03K
|
3.72K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-800- 7.92% |
$40.5K - $52.2K
|
9.3K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.94K- 20.85% |
$149K - $192K
|
11.2K
$634K
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.65K- 15.4% |
$134K - $173K
|
14.5K
$826K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-100- 2.16% |
$5.06K - $6.53K
|
4.52K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-433- 3.42% |
$21.9K - $28.3K
|
12.2K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-270- 3.21% |
$13.7K - $17.6K
|
8.14K
$462K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-192Closed |
$12.5K - $15.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 100.0% |
$1.63K - $1.98K
|
50
$2.84K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.57K+ 76.93% |
$299K - $362K
|
10.5K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
325New |
$21.2K - $25.7K
|
325
$18.5K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.7K+ 113.33% |
$111K - $135K
|
3.2K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
15.4K+ 102633.33% |
$1.01M - $1.22M
|
15.4K
$875K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.2KNew |
$470K - $570K
|
7.2K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$5.23K - $6.33K
|
80
$4.54K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
78+ 0.78% |
$5.1K - $6.17K
|
10.1K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
3.77KNew |
$246K - $298K
|
3.77K
$214K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
315+ 10.91% |
$23.1K - $26.6K
|
3.2K
$182K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
78New |
$5.73K - $6.59K
|
78
$4.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
368New |
$27K - $31.1K
|
368
$20.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
148KNew |
$10.9M - $12.5M
|
148K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.72KNew |
$199K - $229K
|
2.72K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
134+ 5.34% |
$9.84K - $11.3K
|
2.64K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814+ 12.66% |
$59.8K - $68.8K
|
7.24K
$411K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-200- 4.59% |
$14.7K - $16.9K
|
4.16K
$236K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$11K - $12.7K
|
150
$8.52K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
555New |
$40.8K - $46.9K
|
555
$31.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.51KClosed |
$107K - $121K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.05KNew |
$216K - $244K
|
3.05K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
9.1K+ 156.9% |
$644K - $727K
|
14.9K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
5.1KNew |
$361K - $407K
|
5.1K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
30+ 30.61% |
$2.12K - $2.4K
|
128
$7.27K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 566.13% |
$222K - $251K
|
3.7K
$210K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-901- 7.41% |
$63.8K - $72K
|
11.3K
$639K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$566 - $639
|
8
$454
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 5.67% |
$1.72K - $1.98K
|
416
$23.6K
|
|