Latest Institutional Transactions on Customers Bancorp, Inc. (CUBI)
This table provides information on the latest institutional transactions involving Customers Bancorp, Inc. (CUBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-74.3KClosed |
$2.22M - $3.22M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-20KClosed |
$598K - $868K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15KClosed |
$64.4K - $93.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$367K - $532K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.7KNew |
$176K - $312K
|
9.7K
$648K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-191Closed |
$3.46K - $6.14K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-10.8KClosed |
$197K - $348K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.26KClosed |
$95.3K - $169K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-1.64KClosed |
$29.7K - $52.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-127Closed |
$2.3K - $4.08K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-197Closed |
$3.57K - $6.33K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-10.4KClosed |
$189K - $334K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Perry Creek Capital LP
New York, NY |
BUY
|
- |
386KNew |
$4.38M - $7.32M
|
386K
$25.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-631Closed |
$7.16K - $12K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-63.3KClosed |
$654K - $860K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-67Closed |
$692 - $909
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-861Closed |
$8.89K - $11.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44Closed |
$455 - $597
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-300Closed |
$3.1K - $4.07K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Matthew 25 Management Corp
|
SELL
|
- |
-353KClosed |
$3.11M - $5.19M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.93KClosed |
$78.8K - $131K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.42KClosed |
$82.2K - $199K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-39KClosed |
$380K - $919K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-534Closed |
$5.21K - $12.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38.6KClosed |
$377K - $911K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-27.1KClosed |
$264K - $639K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-141Closed |
$1.38K - $3.33K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$800 - $1.93K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Covington Capital Management
|
SELL
|
- |
-440Closed |
$8.55K - $11.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Bray Capital Advisors
|
SELL
|
- |
-164Closed |
$3.19K - $4.15K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.7K+ 28.72% |
$52.5K - $68.3K
|
12.1K
$808K
|
|
|
Jan 27, 2020
Q4 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-481Closed |
$9.35K - $12.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Feb 13, 2025
Q3 2019
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-87KClosed |
$1.59M - $1.86M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-112KClosed |
$2.05M - $2.39M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.1KClosed |
$186K - $217K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.2KClosed |
$22.3K - $27.5K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-37Closed |
$689 - $851
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6.21KClosed |
$116K - $143K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
-140Closed |
$2.61K - $3.22K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-189KClosed |
$3.52M - $4.34M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
60.5KNew |
$1.07M - $1.34M
|
60.5K
$4.04M
|
|
|
May 06, 2019
Q1 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-11KClosed |
$194K - $243K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-600Closed |
$10.6K - $13.3K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Dupont Capital Management Corp
|
SELL
|
- |
-76KClosed |
$1.34M - $1.68M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 26, 2019
Q4 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-80Closed |
$1.37K - $1.91K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-652Closed |
$11.2K - $15.6K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-28.6KClosed |
$489K - $684K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-103KClosed |
$1.76M - $2.46M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-14.8KClosed |
$254K - $354K
|
0
$0
|
|