Institutional Ownership Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 38.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
262
shares
|
$16,545
0.0% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
222
shares
|
$14,019
0.0% of portfolio
|
Q4 2024
Added 38.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
197
shares
|
$12,440
0.0% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
193
shares
|
$12,187
0.0% of portfolio
|
Q4 2024
Added 51.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$11,430
0.01% of portfolio
|
Q1 2022
Reduced 5.24%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
136
shares
|
$8,588
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
129
shares
|
$8,146
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
121
shares
|
$7,641
0.0% of portfolio
|
Q4 2024
Added 505.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
110
shares
|
$6,946
0.0% of portfolio
|
Q2 2022
Reduced 45.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
101
shares
|
$6,378
0.0% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
91
shares
|
$5,746
0.0% of portfolio
|
Q4 2020
Reduced 19.47%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
90
shares
|
$5,683
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
78
shares
|
$4,925
0.0% of portfolio
|
Q4 2024
Reduced 21.21%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
76
shares
|
$4,799
0.0% of portfolio
|
Q4 2024
Reduced 45.32%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71
shares
|
$4,483
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
69
shares
|
$4,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$3,789
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$3,410
0.0% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$2,399
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$1,894
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$1,326
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
18
shares
|
$1,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$1,010
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
15
shares
|
$947
0.0% of portfolio
|
Q4 2024
New holding
|