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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$553 - $639
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45- 19.57% |
$2.77K - $3.19K
|
185
$12.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
52+ 260.0% |
$3.2K - $3.69K
|
72
$4.82K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-90- 45.0% |
$5.53K - $6.39K
|
110
$7.36K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.75K- 11.92% |
$415K - $479K
|
49.9K
$3.34M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
2K+ 58.76% |
$123K - $142K
|
5.41K
$362K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 13.51% |
$1.84K - $2.13K
|
192
$12.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-400Closed |
$24.6K - $28.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.11KClosed |
$191K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-609Closed |
$37.4K - $43.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-828Closed |
$50.9K - $58.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-79Closed |
$4.85K - $5.61K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-445- 1.63% |
$27.3K - $31.6K
|
26.9K
$1.8M
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-33.4K- 84.56% |
$2.32M - $2.6M
|
6.1K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.49KClosed |
$520K - $583K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
390New |
$27.1K - $30.4K
|
390
$26.1K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-7KClosed |
$486K - $545K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.39M - $1.56M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-34Closed |
$2.36K - $2.65K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-91- 81.98% |
$6.32K - $7.09K
|
20
$1.34K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$10.4K - $11.7K
|
150
$10K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-350Closed |
$24.3K - $27.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.02KClosed |
$210K - $235K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-211Closed |
$14.7K - $16.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 5.24% |
$695 - $779
|
181
$12.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.08KClosed |
$422K - $473K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.39KNew |
$166K - $182K
|
2.39K
$160K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-391Closed |
$27.1K - $29.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-872Closed |
$60.4K - $66.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.67KClosed |
$115K - $127K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-20KClosed |
$1.39M - $1.53M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17KClosed |
$358K - $394K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
708New |
$49K - $53.9K
|
708
$47.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-724Closed |
$50.1K - $55.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$728K - $846K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.68KClosed |
$241K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.57KClosed |
$300K - $348K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.9KClosed |
$124K - $144K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-2.93KClosed |
$192K - $223K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5Closed |
$328 - $381
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$19.7K - $22.8K
|
300
$20.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
174New |
$11.4K - $13.2K
|
174
$11.6K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
60.2KNew |
$4.54M - $4.91M
|
60.2K
$4.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-33KClosed |
$2.49M - $2.69M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-3.8KClosed |
$286K - $310K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
246New |
$18.5K - $20.1K
|
246
$16.5K
|
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-325- 4.54% |
$24.5K - $26.5K
|
6.83K
$457K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-757Closed |
$47K - $62.4K
|
0
$0
|
|