Latest Institutional Sells of Community Bank System, Inc. (CBU)
This list provides information on the latest institutional transactions involving Community Bank System, Inc. (CBU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300Closed |
$12.2K - $16.6K
|
0
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$407 - $552
|
2
$113
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$40.7 - $55.2
|
11
$621
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-55.6K- 74.22% |
$2.5M - $3.05M
|
19.3K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.28K- 55.09% |
$327K - $400K
|
5.93K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.2K- 6.98% |
$188K - $231K
|
56K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 25.81% |
$68.6K - $84K
|
4.4K
$248K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-336- 3.18% |
$15.1K - $18.4K
|
10.2K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-87- 1.87% |
$3.9K - $4.78K
|
4.57K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-31- 9.37% |
$1.39K - $1.7K
|
300
$16.9K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-29.5K- 39.88% |
$1.53M - $1.9M
|
44.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.93K- 48.67% |
$307K - $382K
|
6.26K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.66K- 47.97% |
$189K - $235K
|
3.97K
$224K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.21KClosed |
$166K - $207K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.19KClosed |
$61.8K - $76.8K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-600- 11.43% |
$31.1K - $38.6K
|
4.65K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-31- 1.3% |
$1.61K - $2K
|
2.36K
$133K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 96.15% |
$1.3K - $1.61K
|
1
$56.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 62.5% |
$777 - $966
|
9
$508
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-30- 0.23% |
$1.77K - $1.96K
|
13.3K
$748K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.23K- 85.53% |
$194K - $234K
|
547
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.48K- 11.76% |
$88.8K - $107K
|
11.1K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-104- 3.0% |
$6.25K - $7.54K
|
3.37K
$190K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-86- 50.29% |
$5.17K - $6.24K
|
85
$4.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.16% |
$421 - $508
|
4.25K
$240K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18.3KClosed |
$1.12M - $1.3M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.75K- 11.92% |
$415K - $479K
|
49.9K
$2.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-4.31KClosed |
$265K - $306K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.42KClosed |
$210K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.15KClosed |
$193K - $223K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.11KClosed |
$191K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-828Closed |
$50.9K - $58.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-609Closed |
$37.4K - $43.2K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-445- 1.63% |
$27.3K - $31.6K
|
26.9K
$1.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-400Closed |
$24.6K - $28.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-356Closed |
$21.9K - $25.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-90- 45.0% |
$5.53K - $6.39K
|
110
$6.21K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-79Closed |
$4.85K - $5.61K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45- 19.57% |
$2.77K - $3.19K
|
185
$10.4K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-37Closed |
$2.27K - $2.63K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 13.51% |
$1.84K - $2.13K
|
192
$10.8K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$1.23K - $1.42K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-33.4K- 84.56% |
$2.32M - $2.6M
|
6.1K
$345K
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.39M - $1.56M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-7KClosed |
$486K - $545K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.08KClosed |
$422K - $473K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.02KClosed |
$210K - $235K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-350Closed |
$24.3K - $27.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-211Closed |
$14.7K - $16.4K
|
0
$0
|
|