Purchases and Sales Made in Q4 2023 in Tompkins Financial Corp (TMP)
This table provides information about the institutional ownership of Tompkins Financial Corp (TMP) during Q4 2023. The information is specifically focused on institutions that hold shares of TOMPKINS FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
143+ 5.61% |
$6.9K - $9.12K
|
2.69K
$187K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 1.18% |
$5.89K - $7.78K
|
10.4K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
120+ 114.29% |
$5.79K - $7.65K
|
225
$15.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
116New |
$5.6K - $7.4K
|
116
$8.05K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
89+ 26.25% |
$4.29K - $5.67K
|
428
$29.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58+ 1.18% |
$2.8K - $3.7K
|
4.97K
$345K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
36+ 20.57% |
$1.74K - $2.3K
|
211
$14.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$1.59K - $2.1K
|
33
$2.29K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
20+ 9.35% |
$965 - $1.28K
|
234
$16.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 20.51% |
$772 - $1.02K
|
94
$6.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$579 - $765
|
12
$833
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$434 - $574
|
9
$625
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$145 - $191
|
3
$208
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 1.42% |
$145 - $191
|
214
$14.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-1- 0.06% |
$48.2 - $63.8
|
1.62K
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$241 - $319
|
15.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10- 0.17% |
$482 - $638
|
5.94K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.19% |
$579 - $765
|
6.38K
$442K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 63.64% |
$675 - $893
|
8
$555
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-25- 0.4% |
$1.21K - $1.59K
|
6.2K
$430K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 58.14% |
$1.21K - $1.59K
|
18
$1.25K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-62- 0.82% |
$2.99K - $3.95K
|
7.48K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-67- 0.05% |
$3.23K - $4.27K
|
137K
$9.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-99- 1.68% |
$4.78K - $6.31K
|
5.78K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 2.67% |
$4.82K - $6.38K
|
3.65K
$253K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-100- 1.29% |
$4.82K - $6.38K
|
7.68K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-111- 12.8% |
$5.35K - $7.08K
|
756
$52.5K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-113- 1.98% |
$5.45K - $7.2K
|
5.6K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-138- 2.17% |
$6.66K - $8.8K
|
6.21K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-145- 2.9% |
$6.99K - $9.24K
|
4.86K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.13% |
$9.65K - $12.8K
|
6.2K
$430K
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-200- 3.49% |
$9.65K - $12.8K
|
5.53K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-215- 1.48% |
$10.4K - $13.7K
|
14.3K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-236- 3.64% |
$11.4K - $15K
|
6.25K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-306- 2.68% |
$14.8K - $19.5K
|
11.1K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-318- 2.65% |
$15.3K - $20.3K
|
11.7K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-351- 4.51% |
$16.9K - $22.4K
|
7.44K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-434- 42.34% |
$20.9K - $27.7K
|
591
$41K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-500- 8.12% |
$24.1K - $31.9K
|
5.66K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-500- 3.68% |
$24.1K - $31.9K
|
13.1K
$908K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-634- 8.32% |
$30.6K - $40.4K
|
6.98K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-665- 1.8% |
$32.1K - $42.4K
|
36.2K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-813- 6.44% |
$39.2K - $51.8K
|
11.8K
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-848- 6.06% |
$40.9K - $54.1K
|
13.1K
$912K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08K- 2.98% |
$52.1K - $68.9K
|
35.2K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.21K- 15.59% |
$58.2K - $76.9K
|
6.53K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.22K- 4.99% |
$59K - $78K
|
23.3K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.72K- 2.46% |
$82.8K - $109K
|
68.1K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 8.42% |
$90.4K - $119K
|
20.4K
$1.41M
|