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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-438Closed |
$27.2K - $36.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-20KClosed |
$1.24M - $1.65M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$789K - $1.05M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4Closed |
$248 - $330
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.01KClosed |
$311K - $413K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-42.5K- 68.46% |
$2.63M - $3.5M
|
19.6K
$1.31M
|
|
|
May 12, 2021
Q1 2021
|
Minerva Advisors LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.96K- 51.26% |
$432K - $574K
|
6.62K
$443K
|
|
|
May 11, 2021
Q1 2021
|
Jennison Associates LLC
|
SELL
|
- |
-9.06KClosed |
$562K - $747K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.52KClosed |
$280K - $372K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-19Closed |
$1.18K - $1.57K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-172Closed |
$10.7K - $14.2K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.64KClosed |
$102K - $135K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16Closed |
$870 - $1.07K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-43Closed |
$2.34K - $2.89K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-714Closed |
$38.8K - $47.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$590K - $728K
|
10.9K
$726K
|
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-100- 1.37% |
$5.44K - $6.71K
|
7.2K
$482K
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-618Closed |
$33.6K - $41.5K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 19.47% |
$1.2K - $1.48K
|
91
$6.09K
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-400- 33.9% |
$21.7K - $26.8K
|
780
$52.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
90New |
$4.89K - $6.04K
|
90
$6.02K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 50.0% |
$4.71K - $5.62K
|
270
$18.1K
|
|
|
Nov 16, 2020
Q3 2020
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-38.4KClosed |
$2.01M - $2.39M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45.9KClosed |
$2.4M - $2.87M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-4.24KClosed |
$222K - $265K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.49K- 53.9% |
$130K - $156K
|
2.13K
$143K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26Closed |
$1.36K - $1.62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.56KClosed |
$81.6K - $97.4K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$112K - $134K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.94KClosed |
$258K - $308K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.51KClosed |
$131K - $157K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.7KClosed |
$193K - $231K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.7KNew |
$557K - $665K
|
10.7K
$712K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 10.83% |
$883 - $1.13K
|
174
$11.6K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.23KClosed |
$116K - $148K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-623Closed |
$32.4K - $41.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.01KClosed |
$52.6K - $67.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6KClosed |
$312K - $399K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.73KClosed |
$194K - $248K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-58.9KClosed |
$3.06M - $3.92M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8.14KClosed |
$423K - $541K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.57KClosed |
$133K - $171K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-16KClosed |
$832K - $1.07M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-991Closed |
$48K - $70.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
34.1KNew |
$1.65M - $2.44M
|
34.1K
$2.28M
|
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-7.85KClosed |
$380K - $562K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3Closed |
$145 - $215
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-368Closed |
$17.8K - $26.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-150Closed |
$7.26K - $10.7K
|
0
$0
|
|