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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$88,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,279
shares
|
$80,768
0.0% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,222
shares
|
$77,169
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,203
shares
|
$75,969
0.01% of portfolio
|
Q4 2024
Added 140.12%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,202
shares
|
$75,906
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,081
shares
|
$68,265
0.0% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$63,150
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
929
shares
|
$58,666
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
800
shares
|
$50,520
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
780
shares
|
$49,257
0.01% of portfolio
|
Q4 2020
Reduced 33.9%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
738
shares
|
$46,604
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
665
shares
|
$41,994
0.0% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
556
shares
|
$35,111
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
485
shares
|
$30,627
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
478
shares
|
$30,185
0.01% of portfolio
|
Q4 2024
Added 99.17%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
469
shares
|
$29,617
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
439
shares
|
$27,722
0.0% of portfolio
|
Q3 2024
Added 302.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
417
shares
|
$26,333
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
390
shares
|
$24,628
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
366
shares
|
$23,112
0.0% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
331
shares
|
$20,902
0.0% of portfolio
|
Q4 2024
Added 512.96%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$18,945
0.0% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$18,945
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$18,945
0.0% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
270
shares
|
$17,050
0.0% of portfolio
|
Q3 2020
Added 50.0%
|