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 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-700- 10.23% |
$29K - $35.3K
|
6.14K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7KNew |
$290K - $353K
|
7K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$539 - $656
|
13
$609
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
313+ 4.88% |
$13K - $15.8K
|
6.72K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
58+ 1.36% |
$2.4K - $2.93K
|
4.33K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 48.57% |
$176K - $215K
|
13K
$609K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22New |
$912 - $1.11K
|
22
$1.03K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.55KNew |
$64.2K - $78.3K
|
1.55K
$72.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 413.04% |
$1.29M - $1.57M
|
38.6K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-13.6K- 5.73% |
$564K - $687K
|
224K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
40+ 0.14% |
$1.66K - $2.02K
|
28.7K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
62+ 167.57% |
$2.57K - $3.13K
|
99
$4.64K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.19KNew |
$132K - $161K
|
3.19K
$149K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$2.22K - $2.73K
|
60
$2.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
239+ 39.7% |
$8.84K - $10.9K
|
841
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-23- 3.33% |
$851 - $1.05K
|
667
$31.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.54KNew |
$205K - $252K
|
5.54K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.7K+ 17.74% |
$3.24M - $3.99M
|
582K
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.36K+ 34.27% |
$50.4K - $62.1K
|
5.34K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
12.8KNew |
$473K - $583K
|
12.8K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.02% |
$37 - $45.5
|
4.8K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 11.84% |
$105K - $129K
|
26.9K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$222 - $273
|
6
$281
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
303New |
$11.2K - $13.8K
|
303
$14.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$333 - $410
|
9
$422
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1K+ 11.24% |
$37K - $45.5K
|
9.9K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.02% |
$37 - $45.5
|
4.16K
$195K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.82KNew |
$187K - $235K
|
4.82K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$416K - $523K
|
10.7K
$502K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-30- 0.88% |
$1.16K - $1.46K
|
3.38K
$159K
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300- 20.73% |
$11.6K - $14.6K
|
1.15K
$53.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 98.73% |
$3.03K - $3.81K
|
1
$46.9
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-373- 60.45% |
$14.5K - $18.2K
|
244
$11.4K
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
87New |
$3.38K - $4.25K
|
87
$4.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-150- 30.36% |
$5.82K - $7.32K
|
344
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.5KNew |
$717K - $902K
|
18.5K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43New |
$1.67K - $2.1K
|
43
$2.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.76KNew |
$224K - $281K
|
5.76K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$38.8 - $48.8
|
1
$46.9
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-240- 3.84% |
$9.31K - $11.7K
|
6.01K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18New |
$698 - $879
|
18
$844
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.22KNew |
$48.8K - $57.9K
|
1.22K
$57.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-1.97K- 5.63% |
$79.1K - $93.8K
|
33K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-14.7K- 23.16% |
$590K - $699K
|
48.8K
$2.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$441 - $523
|
11
$516
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.84K- 10.34% |
$243K - $302K
|
59.3K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3New |
$106 - $133
|
3
$141
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.8KNew |
$739K - $921K
|
20.8K
$977K
|
|