W.G. Shaheen & Associates Dba Whitney & CO Tompkins Financial Corp Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $856 Million
  • Q2 2024

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Tompkins Financial Corp stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 6,730 shares of TMP stock, worth $436,305. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,730
Previous 9,830 31.54%
Holding current value
$436,305
Previous $494,000 33.4%
% of portfolio
0.04%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$43.51 - $49.03 $134,881 - $151,993
-3,100 Reduced 31.54%
6,730 $329,000
Q1 2024

May 08, 2024
SELL
$46.63 - $59.28 $151,547 - $192,660
-3,250 Reduced 24.85%
9,830 $494,000
Q4 2023

Feb 08, 2024
SELL
$48.24 - $63.75 $24,120 - $31,875
-500 Reduced 3.68%
13,080 $787,000
Q3 2023

Nov 08, 2023
SELL
$47.33 - $61.7 $26,031 - $33,935
-550 Reduced 3.89%
13,580 $665,000
Q2 2023

Aug 14, 2023
SELL
$50.57 - $65.27 $70,798 - $91,378
-1,400 Reduced 9.01%
14,130 $787,000
Q1 2023

May 03, 2023
SELL
$65.33 - $79.14 $52,264 - $63,312
-800 Reduced 4.9%
15,530 $1.03 Million
Q4 2022

Feb 03, 2023
SELL
$73.44 - $84.49 $11,016 - $12,673
-150 Reduced 0.91%
16,330 $1.27 Million
Q3 2022

Nov 09, 2022
SELL
$70.79 - $79.9 $48,137 - $54,332
-680 Reduced 3.96%
16,480 $1.2 Million
Q1 2022

May 13, 2022
SELL
$76.17 - $86.3 $7,617 - $8,630
-100 Reduced 0.58%
17,160 $1.34 Million
Q4 2021

Feb 11, 2022
SELL
$77.45 - $85.02 $147,155 - $161,538
-1,900 Reduced 9.92%
17,260 $1.44 Million
Q3 2021

Nov 12, 2021
SELL
$73.63 - $81.76 $33,133 - $36,792
-450 Reduced 2.29%
19,160 $1.55 Million
Q2 2021

Aug 13, 2021
SELL
$76.81 - $85.17 $112,833 - $125,114
-1,469 Reduced 6.97%
19,610 $1.52 Million
Q1 2021

May 11, 2021
SELL
$66.87 - $92.36 $10,030 - $13,854
-150 Reduced 0.71%
21,079 $1.74 Million
Q4 2020

Feb 10, 2021
SELL
$54.65 - $71.79 $50,441 - $66,262
-923 Reduced 4.17%
21,229 $1.54 Million
Q3 2020

Nov 13, 2020
SELL
$55.47 - $70.64 $58,243 - $74,172
-1,050 Reduced 4.53%
22,152 $1.26 Million
Q2 2020

Aug 13, 2020
SELL
$56.02 - $74.99 $81,229 - $108,735
-1,450 Reduced 5.88%
23,202 $1.5 Million
Q1 2020

May 05, 2020
SELL
$61.75 - $92.88 $183,397 - $275,853
-2,970 Reduced 10.75%
24,652 $1.77 Million
Q4 2019

Feb 06, 2020
SELL
$78.52 - $91.5 $38,474 - $44,835
-490 Reduced 1.74%
27,622 $2.53 Million
Q3 2019

Nov 07, 2019
SELL
$76.76 - $84.31 $88,274 - $96,956
-1,150 Reduced 3.93%
28,112 $2.5 Million
Q2 2019

Aug 06, 2019
SELL
$75.93 - $83.73 $57,479 - $63,383
-757 Reduced 2.52%
29,262 $2.39 Million
Q1 2019

May 06, 2019
SELL
$73.0 - $81.13 $565,750 - $628,757
-7,750 Reduced 20.52%
30,019 $2.42 Million
Q4 2018

Feb 07, 2019
SELL
$69.67 - $83.0 $567,810 - $676,450
-8,150 Reduced 17.75%
37,769 $2.9 Million
Q3 2018

Nov 13, 2018
SELL
$80.12 - $91.14 $198,297 - $225,571
-2,475 Reduced 5.11%
45,919 $3.51 Million
Q2 2018

Aug 14, 2018
SELL
$75.0 - $89.15 $516,000 - $613,352
-6,880 Reduced 12.45%
48,394 $4.16 Million
Q1 2018

May 11, 2018
SELL
$74.35 - $85.82 $315,244 - $363,876
-4,240 Reduced 7.12%
55,274 $4.19 Million
Q4 2017

Feb 12, 2018
SELL
$79.06 - $89.99 $256,945 - $292,467
-3,250 Reduced 5.18%
59,514 $4.84 Million
Q2 2017

Aug 11, 2017
BUY
N/A
62,764
62,764 $4.94 Million

Others Institutions Holding TMP

# of Institutions
164
Shares Held
9.13M
Call Options Held
23K
Put Options Held
9.3K
View Full List

About TOMPKINS FINANCIAL CORP

TMP Quotes by TradingView
  • Ticker TMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,483,800
  • Market Cap $939M
  • Description
  • Tompkins Financial Corporation, a financial holding company, provides commercial and consumer banking, leasing, trust and investment management, financial planning and wealth management, and insurance services. The company operates in three segments: Banking, Insurance, and Wealth Management. It accepts various deposit products, including checki...
More about TMP
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email