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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-270- 3.21% |
$13.7K - $17.6K
|
8.14K
$565K
|
|
| 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
$3.47K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.57K+ 76.93% |
$299K - $362K
|
10.5K
$730K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.7K+ 113.33% |
$111K - $135K
|
3.2K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
325New |
$21.2K - $25.7K
|
325
$22.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
15.4K+ 102633.33% |
$1.01M - $1.22M
|
15.4K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.2KNew |
$470K - $570K
|
7.2K
$500K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$5.23K - $6.33K
|
80
$5.55K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
78+ 0.78% |
$5.1K - $6.17K
|
10.1K
$700K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
3.77KNew |
$246K - $298K
|
3.77K
$262K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
315+ 10.91% |
$23.1K - $26.6K
|
3.2K
$222K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
78New |
$5.73K - $6.59K
|
78
$5.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.72KNew |
$199K - $229K
|
2.72K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
148KNew |
$10.9M - $12.5M
|
148K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
368New |
$27K - $31.1K
|
368
$25.5K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
179New |
$13.1K - $15.1K
|
179
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814+ 12.66% |
$59.8K - $68.8K
|
7.24K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
134+ 5.34% |
$9.84K - $11.3K
|
2.64K
$183K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-200- 4.59% |
$14.7K - $16.9K
|
4.16K
$289K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$11K - $12.7K
|
150
$10.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
555New |
$40.8K - $46.9K
|
555
$38.5K
|
|
| 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
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
30+ 30.61% |
$2.12K - $2.4K
|
128
$8.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
5.1KNew |
$361K - $407K
|
5.1K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
9.1K+ 156.9% |
$644K - $727K
|
14.9K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 566.13% |
$222K - $251K
|
3.7K
$257K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-901- 7.41% |
$63.8K - $72K
|
11.3K
$781K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$566 - $639
|
8
$555
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 5.67% |
$1.72K - $1.98K
|
416
$28.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.47KNew |
$308K - $353K
|
4.47K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-5.51KClosed |
$379K - $435K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
6.06KNew |
$417K - $479K
|
6.06K
$420K
|
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.04KClosed |
$209K - $240K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
774+ 86.1% |
$53.3K - $61.2K
|
1.67K
$116K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6KClosed |
$179K - $206K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
76+ 138.18% |
$5.24K - $6.01K
|
131
$9.09K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14- 0.43% |
$965 - $1.11K
|
3.23K
$224K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 1.3% |
$482 - $554
|
530
$36.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
29New |
$2K - $2.29K
|
29
$2.01K
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
508+ 2.12% |
$35K - $40.2K
|
24.5K
$1.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-153Closed |
$10.5K - $12.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01KNew |
$76.7K - $86.9K
|
1.01K
$69.9K
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.87KClosed |
$371K - $420K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-626Closed |
$47.7K - $54K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.56KClosed |
$271K - $307K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.46KClosed |
$187K - $212K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-9Closed |
$686 - $777
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.5KClosed |
$190K - $216K
|
0
$0
|
|