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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
91New |
$4.44K - $5.13K
|
91
$4.02K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
63.5K+ 99.37% |
$3.09M - $3.58M
|
127K
$5.62M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.3K+ 48.49% |
$550K - $636K
|
34.6K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.34KNew |
$309K - $358K
|
6.34K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$202K - $234K
|
4.14K
$183K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-953- 4.35% |
$46.5K - $53.7K
|
21K
$926K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21New |
$1.02K - $1.18K
|
21
$928
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-128- 62.44% |
$6.24K - $7.22K
|
77
$3.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.9KNew |
$534K - $617K
|
10.9K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.27K- 78.35% |
$208K - $241K
|
1.18K
$52.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.38K+ 33.8% |
$67K - $77.5K
|
5.44K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38New |
$1.85K - $2.14K
|
38
$1.68K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$1.24K - $2.33K
|
39
$1.72K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
24K+ 51.06% |
$765K - $1.43M
|
71K
$3.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-50KClosed |
$1.59M - $2.98M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.2K- 14.61% |
$166K - $310K
|
30.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.22K- 3.06% |
$38.9K - $72.9K
|
38.7K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.09K+ 48.86% |
$34.9K - $65.3K
|
3.33K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.9KNew |
$156K - $292K
|
4.9K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
83New |
$2.64K - $4.95K
|
83
$3.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.86KNew |
$123K - $230K
|
3.86K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.05K- 11.55% |
$65.4K - $123K
|
15.7K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.76KNew |
$183K - $344K
|
5.76K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.1KNew |
$323K - $605K
|
10.1K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.04K- 10.56% |
$33.2K - $62.2K
|
8.83K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
5.77KNew |
$184K - $344K
|
5.77K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
206New |
$6.56K - $12.3K
|
206
$9.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246New |
$7.84K - $14.7K
|
246
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
54.1KNew |
$1.72M - $3.23M
|
54.1K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4KNew |
$127K - $239K
|
4K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
94.9KNew |
$3.02M - $5.66M
|
94.9K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
78.1KNew |
$2.49M - $4.66M
|
78.1K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
69.9KNew |
$2.23M - $4.17M
|
69.9K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-6.62K- 41.68% |
$211K - $395K
|
9.26K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.79K+ 41335.71% |
$184K - $345K
|
5.8K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
25.2KNew |
$802K - $1.5M
|
25.2K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-8.24K- 41.9% |
$263K - $492K
|
11.4K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.97% |
$63.7 - $119
|
204
$9.01K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$1.18K - $2.21K
|
37
$1.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-67K- 99.84% |
$2.13M - $4M
|
104
$4.59K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.91K- 42.03% |
$188K - $353K
|
8.15K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7.25K- 30.08% |
$231K - $433K
|
16.8K
$744K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
227New |
$7.23K - $13.5K
|
227
$10K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
13.9KNew |
$443K - $829K
|
13.9K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-154- 97.47% |
$4.91K - $9.19K
|
4
$177
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-580- 7.5% |
$18.5K - $34.6K
|
7.15K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
5.45KNew |
$174K - $325K
|
5.45K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.14K- 61.81% |
$164K - $307K
|
3.18K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$12.7K - $23.9K
|
400
$17.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71New |
$2.26K - $4.24K
|
71
$3.14K
|
|