Purchases and Sales Made in Q4 2025 in Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU) during Q4 2025. The information is specifically focused on institutions that hold shares of COMMUNITY BANK SYSTEM, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
162K+ 2430.6% |
$8.92M - $9.57M
|
169K
$9.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 95.08% |
$558K - $599K
|
20.8K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.16K+ 72.26% |
$449K - $481K
|
19.4K
$1.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.52K+ 17.48% |
$83.3K - $89.4K
|
10.2K
$575K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
358+ 3.26% |
$19.7K - $21.1K
|
11.3K
$640K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
298+ 5.28% |
$16.4K - $17.6K
|
5.94K
$336K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
157+ 2.09% |
$8.64K - $9.26K
|
7.67K
$433K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
57New |
$3.14K - $3.36K
|
57
$3.22K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
33+ 0.17% |
$1.82K - $1.95K
|
20K
$1.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 460.0% |
$1.27K - $1.36K
|
28
$1.58K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 4.6% |
$1.21K - $1.3K
|
500
$28.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 48.28% |
$770 - $826
|
43
$2.43K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 0.84% |
$440 - $472
|
960
$54.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 35.71% |
$275 - $295
|
19
$1.07K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.44% |
$220 - $236
|
914
$51.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.7% |
$220 - $236
|
574
$32.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 40.0% |
$110 - $118
|
7
$395
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 10.0% |
$110 - $118
|
22
$1.24K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.04% |
$165 - $177
|
7.29K
$412K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.6% |
$165 - $177
|
185
$10.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11- 3.04% |
$605 - $649
|
351
$19.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-40- 1.04% |
$2.2K - $2.36K
|
3.81K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51- 0.09% |
$2.81K - $3.01K
|
55.4K
$3.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.82% |
$11K - $11.8K
|
24.1K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.14K- 19.05% |
$62.8K - $67.3K
|
4.85K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.11K- 12.94% |
$116K - $125K
|
14.2K
$803K
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-108K- 18.42% |
$5.93M - $6.36M
|
478K
$27M
|
|