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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80+ 1.38% |
$3.59K - $4.39K
|
5.89K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-336- 3.18% |
$15.1K - $18.4K
|
10.2K
$594K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 42.86% |
$135 - $165
|
10
$580
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$607K - $755K
|
11.7K
$679K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.21KClosed |
$166K - $207K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-29.5K- 39.88% |
$1.53M - $1.9M
|
44.4K
$2.58M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.19KClosed |
$61.8K - $76.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-31- 1.3% |
$1.61K - $2K
|
2.36K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.58KNew |
$134K - $166K
|
2.58K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
330New |
$17.1K - $21.2K
|
330
$19.1K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
453+ 2.63% |
$23.5K - $29.2K
|
17.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
66.9K+ 201.94% |
$3.46M - $4.31M
|
100K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.66K- 47.97% |
$189K - $235K
|
3.97K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.93K- 48.67% |
$307K - $382K
|
6.26K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$2.8K - $3.48K
|
54
$3.13K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.4KNew |
$228K - $283K
|
4.4K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 12.5% |
$51.8 - $64.4
|
9
$522
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.01KNew |
$208K - $258K
|
4.01K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
590KNew |
$30.5M - $38M
|
590K
$34.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 96.15% |
$1.3K - $1.61K
|
1
$58
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-600- 11.43% |
$31.1K - $38.6K
|
4.65K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 9.09% |
$51.8 - $64.4
|
12
$696
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.51K- 8.69% |
$78.3K - $97.3K
|
15.9K
$920K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.82K+ 283.21% |
$250K - $311K
|
6.53K
$378K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 4666.67% |
$7.25K - $9.01K
|
143
$8.29K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 62.5% |
$777 - $966
|
9
$522
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
9.05KNew |
$533K - $592K
|
9.05K
$525K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 2.9% |
$3.36K - $3.73K
|
2.02K
$117K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.12K
|
63
$3.65K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.45KNew |
$203K - $225K
|
3.45K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76New |
$4.48K - $4.97K
|
76
$4.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.36K- 17.99% |
$316K - $350K
|
24.4K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.12K+ 38.85% |
$302K - $335K
|
18.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
217New |
$12.8K - $14.2K
|
217
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11New |
$648 - $719
|
11
$638
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.34KNew |
$79K - $87.6K
|
1.34K
$77.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-30- 0.23% |
$1.77K - $1.96K
|
13.3K
$768K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
202New |
$11.9K - $13.2K
|
202
$11.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
388New |
$22.9K - $25.4K
|
388
$22.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$300 - $363
|
5
$290
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
255K+ 38.41% |
$15.3M - $18.5M
|
918K
$53.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-104- 3.0% |
$6.25K - $7.54K
|
3.37K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.93KNew |
$236K - $285K
|
3.93K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.15KNew |
$430K - $519K
|
7.15K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.23K- 85.53% |
$194K - $234K
|
547
$31.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.48K- 11.76% |
$88.8K - $107K
|
11.1K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.16% |
$421 - $508
|
4.25K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
5.69KNew |
$342K - $413K
|
5.69K
$330K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-86- 50.29% |
$5.17K - $6.24K
|
85
$4.93K
|
|