Latest Institutional Purchases of Tompkins Financial Corp (TMP)
This list provides information on the latest institutional transactions involving Tompkins Financial Corp (TMP) 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 02, 2024
                  Q4 2023
                 
               |   
            
              
   
      Capital Advisors, Ltd. LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3New | 
            
                                   
                  $145 - $191
                 
             |    
            
                                 
                3
                $193
                
             |               
            |
| Q3 2023 | |||||||
| 
               
                  Oct 26, 2023
                  Q3 2023
                 
               |   
            
              
   
      Waldron Private Wealth LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10.8KNew | 
            
                                   
                  $510K - $664K
                 
             |    
            
                                 
                10.8K
                $692K
                
             |               
            |
| 
               
                  Nov 09, 2023
                  Q3 2023
                 
               |   
            
              
   
      Cooper/Haims Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              8.02KNew | 
            
                                   
                  $380K - $495K
                 
             |    
            
                                 
                8.02K
                $516K
                
             |               
            |
| 
               
                  Nov 02, 2023
                  Q3 2023
                 
               |   
            
              
   
      Cnb Bank
       
           
            Clearfield, PA  | 
            
               BUY                   
             | 
            - | 
              575New | 
            
                                   
                  $27.2K - $35.5K
                 
             |    
            
                                 
                575
                $37K
                
             |               
            |
| 
               
                  Nov 09, 2023
                  Q3 2023
                 
               |   
            
              
   
      Arrow Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              300+ 125.0% | 
            
                                   
                  $14.2K - $18.5K
                 
             |    
            
                                 
                540
                $34.7K
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Ameritas Investment Partners, Inc.
       
           
            Lincoln, NE  | 
            
               BUY                   
             | 
            - | 
              258+ 23.04% | 
            
                                   
                  $12.2K - $15.9K
                 
             |    
            
                                 
                1.38K
                $88.6K
                
             |               
            |
| 
               
                  Oct 27, 2023
                  Q3 2023
                 
               |   
            
              
   
      Allspring Global Investments Holdings, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              26New | 
            
                                   
                  $1.23K - $1.6K
                 
             |    
            
                                 
                26
                $1.67K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Colony Group LLC
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              21+ 0.24% | 
            
                                   
                  $994 - $1.3K
                 
             |    
            
                                 
                8.87K
                $570K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Baker Avenue Asset Management, LP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9New | 
            
                                   
                  $426 - $555
                 
             |    
            
                                 
                9
                $579
                
             |               
            |
| 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
                $248K
                
             |               
            |
| Q1 2023 | |||||||
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Washington Trust CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              15.4K+ 102633.33% | 
            
                                   
                  $1.01M - $1.22M
                 
             |    
            
                                 
                15.4K
                $991K
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ergoteles LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              7.2KNew | 
            
                                   
                  $470K - $570K
                 
             |    
            
                                 
                7.2K
                $463K
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Paul Tudor Jones                        
      Tudor Investment Corp Et Al | Stamford, Ct
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.57K+ 76.93% | 
            
                                   
                  $299K - $362K
                 
             |    
            
                                 
                10.5K
                $677K
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      Domani Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.77KNew | 
            
                                   
                  $246K - $298K
                 
             |    
            
                                 
                3.77K
                $242K
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Peak6 Investments LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            CALL | 
              1.7K+ 113.33% | 
            
                                   
                  $111K - $135K
                 
             |    
            
                                 
                3.2K
                $206K
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Peak6 Investments LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              325New | 
            
                                   
                  $21.2K - $25.7K
                 
             |    
            
                                 
                325
                $20.9K
                
             |               
            |
| 
               
                  Apr 28, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ameritas Advisory Services, LLC
       
           
            Lincoln, NE  | 
            
               BUY                   
             | 
            - | 
              80New | 
            
                                   
                  $5.23K - $6.33K
                 
             |    
            
                                 
                80
                $5.15K
                
             |               
            |
| 
               
                  Apr 27, 2023
                  Q1 2023
                 
               |   
            
              
   
      North Landing Financial Partners, LLC
       
           
            Rochester, NY  | 
            
               BUY                   
             | 
            - | 
              78+ 0.78% | 
            
                                   
                  $5.1K - $6.17K
                 
             |    
            
                                 
                10.1K
                $649K
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Belpointe Asset Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              25+ 100.0% | 
            
                                   
                  $1.63K - $1.98K
                 
             |    
            
                                 
                50
                $3.22K
                
             |               
            |
| Q4 2022 | |||||||
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Bank Of New York Mellon Corp
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              148KNew | 
            
                                   
                  $10.9M - $12.5M
                 
             |    
            
                                 
                148K
                $9.52M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      New York Life Investment Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              814+ 12.66% | 
            
                                   
                  $59.8K - $68.8K
                 
             |    
            
                                 
                7.24K
                $466K
                
             |               
            |
| 
               
                  Jan 11, 2023
                  Q4 2022
                 
               |   
            
              
   
      Accurate Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              555New | 
            
                                   
                  $40.8K - $46.9K
                 
             |    
            
                                 
                555
                $35.7K
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Lazard Asset Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              368New | 
            
                                   
                  $27K - $31.1K
                 
             |    
            
                                 
                368
                $23.7K
                
             |               
            |
| 
               
                  Oct 23, 2023
                  Q4 2022
                 
               |   
            
              
   
      Pathstone Family Office, LLC
       
           
            Englewood, NJ  | 
            
               BUY                   
             | 
            - | 
              315+ 10.91% | 
            
                                   
                  $23.1K - $26.6K
                 
             |    
            
                                 
                3.2K
                $206K
                
             |               
            |
| 
               
                  Jan 17, 2023
                  Q4 2022
                 
               |   
            
              
   
      Romano Brothers And Company
       
           
            Evanston, IL  | 
            
               BUY                   
             | 
            - | 
              150New | 
            
                                   
                  $11K - $12.7K
                 
             |    
            
                                 
                150
                $9.65K
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Mutual Of America Capital Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              134+ 5.34% | 
            
                                   
                  $9.84K - $11.3K
                 
             |    
            
                                 
                2.64K
                $170K
                
             |               
            |
| 
               
                  Feb 15, 2023
                  Q4 2022
                 
               |   
            
              
   
      Financial Gravity Asset Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              78New | 
            
                                   
                  $5.73K - $6.59K
                 
             |    
            
                                 
                78
                $5.02K
                
             |               
            |
| Q3 2022 | |||||||
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Healthcare Of Ontario Pension Plan Trust Fund
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              9.1K+ 156.9% | 
            
                                   
                  $644K - $727K
                 
             |    
            
                                 
                14.9K
                $958K
                
             |               
            |
| 
               
                  Nov 07, 2022
                  Q3 2022
                 
               |   
            
              
   
      Arete Wealth Advisors, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              3.14K+ 566.13% | 
            
                                   
                  $222K - $251K
                 
             |    
            
                                 
                3.7K
                $238K
                
             |               
            |
| 
               
                  Nov 15, 2022
                  Q3 2022
                 
               |   
            
              
   
      Algert Global LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              3.05KNew | 
            
                                   
                  $216K - $244K
                 
             |    
            
                                 
                3.05K
                $196K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Meeder Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              30+ 30.61% | 
            
                                   
                  $2.12K - $2.4K
                 
             |    
            
                                 
                128
                $8.23K
                
             |               
            |
| 
               
                  Oct 31, 2022
                  Q3 2022
                 
               |   
            
              
   
      Farmers & Merchants Investments Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              8New | 
            
                                   
                  $566 - $639
                 
             |    
            
                                 
                8
                $515
                
             |               
            |
| Q2 2022 | |||||||
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Krane Funds Advisors LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              6.06KNew | 
            
                                   
                  $417K - $479K
                 
             |    
            
                                 
                6.06K
                $390K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Graham Capital Management, L.P.
       
           
            Rowayton, CT  | 
            
               BUY                   
             | 
            - | 
              4.47KNew | 
            
                                   
                  $308K - $353K
                 
             |    
            
                                 
                4.47K
                $287K
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Zurcher Kantonalbank (Zurich Cantonalbank)
       
           
            Zurich, V8  | 
            
               BUY                   
             | 
            - | 
              774+ 86.1% | 
            
                                   
                  $53.3K - $61.2K
                 
             |    
            
                                 
                1.67K
                $108K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Arjuna Capital
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              508+ 2.12% | 
            
                                   
                  $35K - $40.2K
                 
             |    
            
                                 
                24.5K
                $1.57M
                
             |               
            |
| 
               
                  Aug 03, 2022
                  Q2 2022
                 
               |   
            
              
   
      Assetmark, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              76+ 138.18% | 
            
                                   
                  $5.24K - $6.01K
                 
             |    
            
                                 
                131
                $8.43K
                
             |               
            |
| 
               
                  Jul 26, 2022
                  Q2 2022
                 
               |   
            
              
   
      Venture Visionary Partners LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              29New | 
            
                                   
                  $2K - $2.29K
                 
             |    
            
                                 
                29
                $1.87K
                
             |               
            |
| Q1 2022 | |||||||
| 
               
                  May 05, 2022
                  Q1 2022
                 
               |   
            
              
   
      Hazlett, Burt & Watson, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              797New | 
            
                                   
                  $60.7K - $68.8K
                 
             |    
            
                                 
                797
                $51.3K
                
             |               
            |
| Q4 2021 | |||||||
| 
               
                  Feb 14, 2022
                  Q4 2021
                 
               |   
            
              
   
      Cambridge Trust CO
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              1.17KNew | 
            
                                   
                  $90.5K - $99.3K
                 
             |    
            
                                 
                1.17K
                $75.1K
                
             |               
            |
| Q3 2021 | |||||||
| 
               
                  Oct 13, 2021
                  Q3 2021
                 
               |   
            
              
   
      Crossmark Global Holdings, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              53.1KNew | 
            
                                   
                  $3.91M - $4.34M
                 
             |    
            
                                 
                53.1K
                $3.41M
                
             |               
            |
| Q2 2021 | |||||||
| 
               
                  Aug 17, 2021
                  Q2 2021
                 
               |   
            
              
   
      Logan Capital Management Inc
       
           
            Newtown Square, PA  | 
            
               BUY                   
             | 
            PUT | 
              23.4KNew | 
            
                                   
                  $1.8M - $2M
                 
             |    
            
                                 
                23.4K
                $1.51M
                
             |               
            |
| 
               
                  Aug 13, 2021
                  Q2 2021
                 
               |   
            
              
   
      Loring Wolcott & Coolidge Fiduciary Advisors LLP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              250New | 
            
                                   
                  $19.2K - $21.3K
                 
             |    
            
                                 
                250
                $16.1K
                
             |               
            |
| 
               
                  Aug 05, 2021
                  Q2 2021
                 
               |   
            
              
   
      Horan Securities, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              179New | 
            
                                   
                  $13.7K - $15.2K
                 
             |    
            
                                 
                179
                $11.5K
                
             |               
            |
| Q1 2021 | |||||||
| 
               
                  Apr 14, 2021
                  Q1 2021
                 
               |   
            
              
   
      Advisor Net Financial, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              181New | 
            
                                   
                  $12.1K - $16.7K
                 
             |    
            
                                 
                181
                $11.6K
                
             |               
            |
| 
               
                  Apr 12, 2021
                  Q1 2021
                 
               |   
            
              
   
      Cordasco Financial Network
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              137+ 507.41% | 
            
                                   
                  $9.16K - $12.7K
                 
             |    
            
                                 
                164
                $10.5K
                
             |               
            |
| Q4 2020 | |||||||
| 
               
                  Feb 16, 2021
                  Q4 2020
                 
               |   
            
              
   
      Meridian Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              579New | 
            
                                   
                  $31.6K - $41.6K
                 
             |    
            
                                 
                579
                $37.2K
                
             |               
            |
| Q3 2020 | |||||||
| 
               
                  Nov 16, 2020
                  Q3 2020
                 
               |   
            
              
   
      Smithfield Trust CO
       
           
            Pittsburgh, PA  | 
            
               BUY                   
             | 
            - | 
              20+ 36.36% | 
            
                                   
                  $1.11K - $1.41K
                 
             |    
            
                                 
                75
                $4.82K
                
             |               
            |
| Q4 2019 | |||||||
| 
               
                  Feb 12, 2020
                  Q4 2019
                 
               |   
            
              
   
      Neuberger Berman Group LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              37.3KNew | 
            
                                   
                  $2.93M - $3.41M
                 
             |    
            
                                 
                37.3K
                $2.4M
                
             |               
            |
| Q4 2018 | |||||||
| 
               
                  Mar 24, 2023
                  Q4 2018
                 
               |   
            
              
   
      American Portfolios Advisors
       
           
            Holbrook, NY  | 
            
               BUY                   
             | 
            - | 
              1.6K+ 133.25% | 
            
                                   
                  $111K - $133K
                 
             |    
            
                                 
                2.8K
                $180K
                
             |               
            |