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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30Closed |
$684 - $1.2K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-524Closed |
$11.9K - $21K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
12.3K+ 14.09% |
$280K - $491K
|
99.3K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25- 22.73% |
$570 - $1K
|
85
$4.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6.1K- 37.86% |
$139K - $244K
|
10K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
79New |
$1.8K - $3.17K
|
79
$4.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
20.8K+ 168.77% |
$475K - $835K
|
33.2K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.1KNew |
$298K - $523K
|
13.1K
$749K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-15- 39.47% |
$342 - $601
|
23
$1.32K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$456 - $801
|
20
$1.15K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.77KNew |
$63.2K - $111K
|
2.77K
$159K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$196 - $307
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
50KNew |
$1.63M - $2.56M
|
50K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.77K+ 63.52% |
$156K - $244K
|
12.3K
$705K
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-27.6KClosed |
$902K - $1.41M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
279KNew |
$9.11M - $14.3M
|
279K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
49KNew |
$1.6M - $2.51M
|
49K
$2.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-39.8KClosed |
$1.3M - $2.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16.9KClosed |
$551K - $864K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.02KClosed |
$164K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.21KClosed |
$170K - $267K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-31KClosed |
$1.01M - $1.58M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.62KClosed |
$53K - $83K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15Closed |
$490 - $767
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-730- 3.39% |
$23.8K - $37.3K
|
20.8K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.47MClosed |
$48.1M - $75.3M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.7KClosed |
$154K - $241K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 13.73% |
$572K - $895K
|
145K
$8.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.53KClosed |
$181K - $283K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-30.5K- 47.03% |
$997K - $1.56M
|
34.4K
$1.97M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.32K+ 552.49% |
$272K - $425K
|
9.82K
$563K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.08KClosed |
$133K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-740- 78.72% |
$24.2K - $37.9K
|
200
$11.5K
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-41.6KClosed |
$1.36M - $2.13M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.33KClosed |
$43.5K - $68.2K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.99KClosed |
$163K - $255K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.97KClosed |
$195K - $305K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 160.0% |
$261 - $409
|
13
$746
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600Closed |
$19.6K - $30.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.21K- 48.38% |
$110K - $165K
|
2.36K
$135K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-14.2KClosed |
$706K - $1.06M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.86KClosed |
$191K - $288K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-30.4KClosed |
$1.51M - $2.27M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-128KClosed |
$6.35M - $9.56M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-155KClosed |
$7.68M - $11.6M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30KClosed |
$1.49M - $2.24M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.58KClosed |
$227K - $342K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-19.9KClosed |
$986K - $1.49M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-20.8KClosed |
$1.03M - $1.55M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$4.96K - $7.47K
|
100
$5.74K
|
|