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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,203
shares
|
$265,419
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,058
shares
|
$256,262
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,014
shares
|
$253,484
0.06% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$252,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
3,967
shares
|
$250,516
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
3,925
shares
|
$247,863
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,891
shares
|
$245,716
0.0% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,868
shares
|
$244,264
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
3,764
shares
|
$237,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,660
shares
|
$231,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Feb 03, 2025 Q4 2024 |
3,480
shares
|
$219,762
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
3,394
shares
|
$214,331
0.06% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
3,374
shares
|
$213,068
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,361
shares
|
$212,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,325
shares
|
$209,973
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
3,310
shares
|
$209,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,890
shares
|
$182,503
0.01% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,335
shares
|
$147,455
0.0% of portfolio
|
Q4 2024
Added 28.58%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,285
shares
|
$144,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,062
shares
|
$130,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$127,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$122,826
0.0% of portfolio
|
Q4 2024
Reduced 74.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,816
shares
|
$114,680
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,774
shares
|
$112,028
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,452
shares
|
$91,693
0.0% of portfolio
|
Q2 2020
Added 10.83%
|