Latest Institutional Transactions on Community Bank System, Inc. (CBU)
This table provides information on the latest institutional transactions involving Community Bank System, Inc. (CBU) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.86K+ 4.84% |
$105K - $133K
|
40.2K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.9KNew |
$276K - $350K
|
4.9K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
750+ 3.06% |
$42.3K - $53.6K
|
25.3K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-752- 37.03% |
$42.4K - $53.7K
|
1.28K
$85.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
639+ 4.74% |
$36K - $45.7K
|
14.1K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
327+ 3.99% |
$18.4K - $23.4K
|
8.53K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.29K- 5.01% |
$129K - $163K
|
43.3K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.48K+ 34.9% |
$140K - $177K
|
9.58K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 5.14% |
$21.5K - $27.2K
|
7.04K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 40.0% |
$113 - $143
|
7
$468
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
17.3K+ 186.53% |
$973K - $1.23M
|
26.5K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.05K+ 16.79% |
$116K - $147K
|
14.3K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-26.7K- 100.0% |
$1.51M - $1.91M
|
1
$66.9
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 12.5% |
$56.4 - $71.5
|
7
$468
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 38.75% |
$3.5K - $4.43K
|
222
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$56.4 - $71.5
|
1
$66.9
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 21.21% |
$1.18K - $1.5K
|
78
$5.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59+ 1.2% |
$3.33K - $4.22K
|
4.99K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-389- 2.39% |
$21.9K - $27.8K
|
15.9K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-11.9K- 8.12% |
$668K - $847K
|
134K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.33K+ 1.28% |
$469K - $595K
|
661K
$44.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.06KNew |
$116K - $147K
|
2.06K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 15.98% |
$68.7K - $87K
|
8.84K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
54+ 0.36% |
$3.04K - $3.86K
|
15.2K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$628K - $796K
|
11.1K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-455- 0.85% |
$25.7K - $32.5K
|
53.2K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-33- 0.56% |
$1.86K - $2.36K
|
5.83K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
554+ 1.68% |
$31.2K - $39.6K
|
33.5K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.45K- 6.39% |
$195K - $247K
|
50.5K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
59+ 0.75% |
$3.33K - $4.22K
|
7.96K
$533K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
158+ 17.12% |
$8.91K - $11.3K
|
1.08K
$72.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
236+ 0.23% |
$13.3K - $16.9K
|
105K
$7M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
702+ 140.12% |
$39.6K - $50.2K
|
1.2K
$80.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15New |
$846 - $1.07K
|
15
$1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$113 - $143
|
2
$134
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 8.21% |
$3.16K - $4K
|
738
$49.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 33.33% |
$846 - $1.07K
|
60
$4.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.52K- 5.14% |
$85.9K - $109K
|
28.1K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-67- 0.43% |
$3.78K - $4.79K
|
15.4K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.3K+ 12.36% |
$73.3K - $92.9K
|
11.8K
$790K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.72KNew |
$266K - $337K
|
4.72K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.48KNew |
$196K - $249K
|
3.48K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.9K- 63.3% |
$671K - $850K
|
6.9K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
634+ 3.9% |
$35.7K - $45.3K
|
16.9K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-2.48K- 42.18% |
$140K - $177K
|
3.39K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 12.62% |
$59.9K - $76K
|
9.48K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.55K- 4.77% |
$87.2K - $111K
|
30.9K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
255KNew |
$14.4M - $18.2M
|
255K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114- 12.47% |
$6.43K - $8.15K
|
800
$53.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.94K- 3.05% |
$278K - $353K
|
157K
$10.5M
|