Latest Institutional Transactions on Peoples Financial Services Corp. (PFIS)
This table provides information on the latest institutional transactions involving Peoples Financial Services Corp. (PFIS) 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 10, 2025
Q3 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
4.12KNew |
$193K - $221K
|
4.12K
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-671- 2.44% |
$31.5K - $36K
|
26.8K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 11.6% |
$985 - $1.13K
|
202
$9.58K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
84New |
$3.94K - $4.51K
|
84
$3.98K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-102- 0.21% |
$4.78K - $5.48K
|
49K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.83K- 35.44% |
$273K - $313K
|
10.6K
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.81K- 0.97% |
$226K - $258K
|
491K
$23.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$235 - $268
|
5
$237
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 0.32% |
$1.59K - $1.83K
|
10.8K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
160+ 0.76% |
$7.5K - $8.59K
|
21.1K
$1M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-341- 2.46% |
$16K - $18.3K
|
13.5K
$640K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
803+ 1338.33% |
$37.7K - $43.1K
|
863
$40.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
451+ 7.95% |
$21.2K - $24.2K
|
6.13K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
427+ 5.82% |
$20K - $22.9K
|
7.77K
$368K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-16.4K- 7.99% |
$767K - $878K
|
188K
$8.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
13+ 0.11% |
$610 - $698
|
11.7K
$554K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
7.29KNew |
$342K - $392K
|
7.29K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
396New |
$18.6K - $21.3K
|
396
$18.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 7.73% |
$51.5K - $59K
|
15.3K
$726K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$281 - $322
|
13
$616
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.39KNew |
$253K - $290K
|
5.39K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
786+ 434.25% |
$36.9K - $42.2K
|
967
$45.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-23- 19.17% |
$1.08K - $1.23K
|
97
$4.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 14.95% |
$1.36K - $1.56K
|
223
$10.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.34KNew |
$110K - $126K
|
2.34K
$111K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.26K- 15.37% |
$51.2K - $65K
|
6.94K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.1KNew |
$85.2K - $108K
|
2.1K
$99.3K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-900- 15.52% |
$36.6K - $46.4K
|
4.9K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
6.01KNew |
$244K - $310K
|
6.01K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 28.76% |
$110K - $140K
|
12.1K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67- 0.5% |
$2.72K - $3.46K
|
13.3K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
650+ 10.92% |
$26.4K - $33.5K
|
6.6K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
11.5KNew |
$468K - $594K
|
11.5K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 70.58% |
$509K - $646K
|
5.22K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
882New |
$35.9K - $45.5K
|
882
$41.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.6K+ 12.8% |
$309K - $392K
|
67K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
23+ 2.73% |
$935 - $1.19K
|
864
$41K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 20.61% |
$237K - $301K
|
22.5K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-650- 13.71% |
$26.4K - $33.5K
|
4.09K
$194K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$203 - $258
|
5.41K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.47% |
$7.16K - $9.08K
|
37.6K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
83+ 42.13% |
$3.38K - $4.28K
|
280
$13.3K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.13KNew |
$228K - $275K
|
5.13K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.62KNew |
$206K - $248K
|
4.62K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
54New |
$2.4K - $2.9K
|
54
$2.56K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$623 - $752
|
14
$664
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 30.33% |
$3.29K - $3.97K
|
318
$15.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-685- 17.69% |
$30.5K - $36.8K
|
3.19K
$151K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 5.45% |
$65.5K - $86K
|
28.3K
$1.34M
|
|