InsiderTrades.com logo

CBU Insider Trading

Insider Ownership Percentage: 1.01%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $163,340.48

Community Financial System Insider Trading History Chart

This chart shows the insider buying and selling history at Community Financial System by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Community Financial System Share Price & Price History

Current Price: $58.55
Price Change: ▼ Price Decrease of -0.008 (-0.01%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for CBU up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Community Financial System Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/27/2025Jeffrey M. LevySVPSell1,440$61.38$88,387.206,657View SEC Filing Icon  
1/24/2025Jeffrey M. LevySVPSell1,136$65.98$74,953.286,539View SEC Filing Icon  
11/25/2024John F. Whipple, Jr.DirectorSell3,937$73.10$287,794.705,823View SEC Filing Icon  
11/5/2024Kerrie D. MacPhersonDirectorBuy320$62.20$19,904.003,302View SEC Filing Icon  
6/13/2024Dimitar KaraivanovCEOBuy1,000$43.52$43,520.0019,653View SEC Filing Icon  
2/21/2024Mark J. BolusDirectorSell3,631$45.00$163,395.0096,364View SEC Filing Icon  
2/14/2024Dimitar KaraivanovCEOBuy1,000$43.70$43,700.0016,265View SEC Filing Icon  
1/29/2024Sally A. SteeleDirectorSell3,501$48.76$170,708.7633,634View SEC Filing Icon  
12/26/2023Sally A. SteeleDirectorSell9,400$53.05$498,670.0033,634View SEC Filing Icon  
10/27/2023Jeffrey M. LevyInsiderBuy1,300$38.60$50,180.005,924View SEC Filing Icon  
9/22/2023Brian R. AceDirectorBuy2,410$41.37$99,701.7065,421View SEC Filing Icon  
9/7/2023Dimitar KaraivanovCOOBuy1,000$44.50$44,500.0015,265View SEC Filing Icon  
8/16/2023Dimitar KaraivanovCOOBuy1,000$48.50$48,500.0014,265View SEC Filing Icon  
3/20/2023Kerrie D. MacPhersonDirectorBuy1,000$55.42$55,420.003,662View SEC Filing Icon  
3/15/2023Sally A. SteeleDirectorBuy2,000$53.46$106,920.004,585View SEC Filing Icon  
3/13/2023Mark J. BolusDirectorSell468$52.87$24,743.1685,153View SEC Filing Icon  
3/1/2023Brian R. AceDirectorSell4,148$60.54$251,119.9263,011View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Community Financial System (NYSE:CBU)

73.79% of Community Financial System stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CBU by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Community Financial System Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2025CIBC Bancorp USA Inc.5,647$0.33M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC4,161$0.24M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co49,473$2.92M0.0%+2.0%0.094%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP20,483$1.20M0.0%N/A0.039%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC46,220$2.71M0.0%N/A0.088%Search for SEC Filing on Google Icon
11/17/2025Susquehanna Fundamental Investments LLC15,532$0.91M0.0%-38.6%0.029%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd54,977$3.22M0.0%-65.2%0.104%Search for SEC Filing on Google Icon
11/17/2025Numerai GP LLC70,206$4.12M0.6%N/A0.133%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC41,757$2.45M0.0%+408.0%0.079%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,610$1.44M0.0%-15.2%0.047%Search for SEC Filing on Google Icon
11/17/2025Holocene Advisors LP8,432$0.49M0.0%N/A0.016%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC35,790$2.10M0.0%-40.4%0.068%Search for SEC Filing on Google Icon
11/17/2025Community Bank N.A.118,568$6.95M0.8%+0.2%0.225%Search for SEC Filing on Google Icon
11/17/2025California Public Employees Retirement System92,010$5.40M0.0%-0.3%0.175%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE636,257$37.31M0.0%+132.9%1.208%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.65,674$3.85M0.0%+0.6%0.125%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.141,875$8.32M0.0%-4.6%0.269%Search for SEC Filing on Google Icon
11/14/2025Lazard Asset Management LLC22,243$1.30M0.0%+8.7%0.042%Search for SEC Filing on Google Icon
11/14/2025Amundi9,171$0.54M0.0%+5.5%0.017%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP4,776$0.28M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 16,578$0.97M0.0%+6.2%0.031%Search for SEC Filing on Google Icon
11/14/2025Balyasny Asset Management L.P.302,146$17.72M0.0%-14.9%0.574%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC110,306$6.47M0.0%-43.0%0.209%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP14,316$0.84M0.0%-4.7%0.027%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC18,184$1.07M0.0%N/A0.035%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank19,208$1.13M0.0%-3.5%0.036%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.151,853$8.91M0.0%-55.0%0.287%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG276,438$16.21M0.0%+129.6%0.523%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets13,071$0.77M0.0%+128.9%0.025%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.12,656$0.74M0.0%+3.1%0.024%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc139,954$8.21M0.0%-2.7%0.265%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank102,400$6.01M0.0%+1.5%0.194%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.95,345$5.59M0.0%-10.3%0.180%Search for SEC Filing on Google Icon
11/13/2025Riggs Asset Managment Co. Inc.47,787$2.80M0.6%+692.8%0.090%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP62,526$3.67M0.0%-35.3%0.118%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC77,700$4.56M0.0%-31.5%0.147%Search for SEC Filing on Google Icon
11/12/2025IFG Advisory LLC3,933$0.23M0.0%-6.4%0.007%Search for SEC Filing on Google Icon
11/12/2025GW&K Investment Management LLC45,664$2.68M0.0%-3.6%0.086%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,816,048$106.49M0.0%-0.5%3.436%Search for SEC Filing on Google Icon
11/12/2025Level Four Advisory Services LLC13,773$0.81M0.0%+3.6%0.026%Search for SEC Filing on Google Icon
11/12/2025Teachers Retirement System of The State of Kentucky15,067$0.88M0.0%-5.5%0.029%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.144,188$8.46M0.0%+0.5%0.273%Search for SEC Filing on Google Icon
11/12/2025Segall Bryant & Hamill LLC407,524$23.90M0.3%-2.7%0.771%Search for SEC Filing on Google Icon
11/12/2025Rafferty Asset Management LLC45,899$2.69M0.0%+27.7%0.087%Search for SEC Filing on Google Icon
11/12/2025Handelsbanken Fonder AB13,816$0.81M0.0%+16.9%0.026%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC19,969$1.17M0.0%-22.7%0.038%Search for SEC Filing on Google Icon
11/10/2025Clearstead Advisors LLC425$25K0.0%-62.2%0.001%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.4,426$0.26M0.0%-16.5%0.008%Search for SEC Filing on Google Icon
11/10/2025Citigroup Inc.47,237$2.77M0.0%-36.8%0.089%Search for SEC Filing on Google Icon
11/7/2025Jacobi Capital Management LLC70,090$4.11M0.2%-66.0%0.133%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.6,313,381$370.22M0.0%-1.2%11.944%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.111,963$6.57M0.0%-4.8%0.212%Search for SEC Filing on Google Icon
11/7/2025State of New Jersey Common Pension Fund D37,186$2.18M0.0%+10.6%0.070%Search for SEC Filing on Google Icon
11/7/2025Berkshire Asset Management LLC PA52,786$3.10M0.1%-0.3%0.100%Search for SEC Filing on Google Icon
11/6/2025Public Sector Pension Investment Board206,169$12.09M0.0%+14.4%0.390%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers153,136$8.98M0.0%+1.5%0.290%Search for SEC Filing on Google Icon
11/6/2025ProShare Advisors LLC113,743$6.67M0.0%-3.5%0.215%Search for SEC Filing on Google Icon
11/5/2025Smartleaf Asset Management LLC1,456$86K0.0%+14.9%0.003%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.114,362$6.71M0.0%+17.0%0.216%Search for SEC Filing on Google Icon
11/4/2025Principal Financial Group Inc.255,314$14.97M0.0%-14.8%0.483%Search for SEC Filing on Google Icon
11/4/2025Thrivent Financial for Lutherans38,839$2.28M0.0%-2.5%0.073%Search for SEC Filing on Google Icon
11/3/2025Arizona State Retirement System15,639$0.92M0.0%+1.4%0.030%Search for SEC Filing on Google Icon
11/3/2025AE Wealth Management LLC4,254$0.25M0.0%+6.6%0.008%Search for SEC Filing on Google Icon
11/3/2025Federated Hermes Inc.744,262$43.64M0.1%-1.8%1.408%Search for SEC Filing on Google Icon
11/3/2025Truist Financial Corp11,990$0.70M0.0%+14.9%0.023%Search for SEC Filing on Google Icon
10/31/2025Mutual of America Capital Management LLC5,921$0.35M0.0%-12.8%0.011%Search for SEC Filing on Google Icon
10/30/2025Teacher Retirement System of Texas16,762$0.98M0.0%-31.0%0.032%Search for SEC Filing on Google Icon
10/30/2025Strs Ohio1,100$65K0.0%-21.4%0.002%Search for SEC Filing on Google Icon
10/30/2025Covestor Ltd1,479$87K0.0%+110.7%0.003%Search for SEC Filing on Google Icon
10/30/2025Anchor Capital Advisors LLC35,616$2.09M0.1%+7.8%0.067%Search for SEC Filing on Google Icon
10/30/2025Universal Beteiligungs und Servicegesellschaft mbH7,382$0.43M0.0%+51.1%0.014%Search for SEC Filing on Google Icon
10/30/2025Waldron Private Wealth LLC210,242$12.43M0.5%-2.7%0.398%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC55,448$3.23M0.0%-0.4%0.105%Search for SEC Filing on Google Icon
10/29/2025Amalgamated Bank15,295$0.90M0.0%+1.9%0.029%Search for SEC Filing on Google Icon
10/29/2025Maryland State Retirement & Pension System7,599$0.45M0.0%-51.1%0.014%Search for SEC Filing on Google Icon
10/28/2025QRG Capital Management Inc.6,321$0.37M0.0%-6.2%0.012%Search for SEC Filing on Google Icon
10/28/2025Melfa Wealth Management Inc.4,040$0.24M0.1%-4.2%0.008%Search for SEC Filing on Google Icon
10/27/2025Stone House Investment Management LLC3,848$0.23M0.0%+6.9%0.007%Search for SEC Filing on Google Icon
10/24/2025Oregon Public Employees Retirement Fund11,935$0.70M0.0%-1.7%0.023%Search for SEC Filing on Google Icon
10/24/2025State of Alaska Department of Revenue28,731$1.68M0.0%-8.7%0.054%Search for SEC Filing on Google Icon
10/23/2025Nisa Investment Advisors LLC19,947$1.18M0.0%-19.5%0.038%Search for SEC Filing on Google Icon
10/23/2025Benjamin Edwards Inc.7,639$0.45M0.0%+43.9%0.014%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC6,674$0.39M0.0%-17.1%0.013%Search for SEC Filing on Google Icon
10/23/2025Park Avenue Securities LLC5,644$0.33M0.0%+24.5%0.011%Search for SEC Filing on Google Icon
10/22/2025Louisiana State Employees Retirement System24,300$1.43M0.0%-1.6%0.046%Search for SEC Filing on Google Icon
10/21/2025Fulton Bank N.A.10,965$0.64M0.0%+11.0%0.021%Search for SEC Filing on Google Icon
10/20/2025Burns J W & Co. Inc. NY3,589$0.21M0.0%-6.3%0.007%Search for SEC Filing on Google Icon
10/17/2025Deprince Race & Zollo Inc.585,532$34.34M0.7%-0.9%1.108%Search for SEC Filing on Google Icon
10/16/2025Carnegie Investment Counsel26,470$1.55M0.0%-56.6%0.050%Search for SEC Filing on Google Icon
10/15/2025CWM LLC899$53K0.0%+56.1%0.002%Search for SEC Filing on Google Icon
10/15/2025Inspire Investing LLC7,713$0.45M0.0%+12.9%0.015%Search for SEC Filing on Google Icon
10/15/2025Alliance Wealth Advisors LLC10,675$0.63M0.3%-3.1%0.020%Search for SEC Filing on Google Icon
10/14/2025Yousif Capital Management LLC16,340$0.96M0.0%-16.9%0.031%Search for SEC Filing on Google Icon
10/14/2025Farther Finance Advisors LLC1,982$0.12M0.0%+41.3%0.004%Search for SEC Filing on Google Icon
10/10/2025Pathway Financial Advisors LLC3,730$0.22M0.0%-11.1%0.007%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC9,530$0.56M0.0%-34.3%0.018%Search for SEC Filing on Google Icon
10/9/2025Ausbil Investment Management Ltd11,289$0.66M0.4%+97.7%0.021%Search for SEC Filing on Google Icon
10/7/2025Canandaigua National Bank & Trust Co.28,530$1.67M0.1%-10.3%0.054%Search for SEC Filing on Google Icon
9/24/2025Texas Permanent School Fund Corp23,207$1.32M0.0%-13.2%0.044%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.9,358$0.53M0.0%+11.2%0.018%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Community Financial System logo
Community Bank System, Inc. operates as the bank holding company for Community Bank, N.A. that provides various banking and other financial services to retail, commercial, institutional, and municipal customers. It operates through three segments: Banking, Employee Benefit Services, and All Other. The company offers various deposits products, such as interest and noninterest -bearing checking, savings, and money market deposit accounts, as well as time deposits. It also provides loans, including consumer mortgages; general purpose commercial and industrial loans, and mortgages on commercial properties; paycheck protection program loans; installment loans that are originated through selected dealerships and are secured by automobiles, marine, and other recreational vehicles; personal installment loans and check credit lines of credit for consumers; and home equity products. In addition, the company offers broker-dealer and investment advisory; cash management, investment, and treasury services; asset management services; and employee benefit services, as well as operates as a full-service insurance agency that provides personal and commercial lines of insurance, and other risk management products and services. Further, it offers contribution plan administration, employee benefit trust, collective investment fund, retirement plan administration and benefit consulting, fund administration, transfer agency, actuarial and benefit consulting, and health and welfare consulting services; and act as an investor in residential and commercial real estate activities. Additionally, the company offers wealth management, retirement planning, higher educational planning, fiduciary, risk management, trust, and personal financial planning services; and investment alternatives, including stocks, bonds, mutual funds, and insurance and advisory products, as well as master recordkeeping services. Community Bank System, Inc. was founded in 1866 and is headquartered in DeWitt, New York.
Read More on Community Financial System

Today's Range

Now: $58.55
Low: $57.91
High: $58.75

50 Day Range

MA: $56.92
Low: $53.64
High: $59.67

52 Week Range

Now: $58.55
Low: $49.44
High: $69.97

Volume

178,955 shs

Average Volume

207,676 shs

Market Capitalization

$3.08 billion

P/E Ratio

15.09

Dividend Yield

3.21%

Beta

0.79

Who are the company insiders with the largest holdings of Community Financial System?

Community Financial System's top insider shareholders include:
  1. Mark J Bolus (Director)
  2. Sally A Steele (Director)
  3. Dimitar Karaivanov (CEO)
  4. Jeffrey M Levy (SVP)
  5. John F Whipple (Director)
  6. Kerrie D Macpherson (Director)
Learn More about top insider investors at Community Financial System.

Who are the major institutional investors of Community Financial System?

Community Financial System's top institutional investors include:
  1. Vanguard Group Inc. — 11.94%
  2. Dimensional Fund Advisors LP — 3.44%
  3. Federated Hermes Inc. — 1.41%
  4. Bank of America Corp DE — 1.21%
  5. Deprince Race & Zollo Inc. — 1.11%
  6. Segall Bryant & Hamill LLC — 0.77%
Learn More about top institutional investors of Community Financial System stock.

Which major investors are selling Community Financial System stock?

In the previous quarter, CBU stock was sold by these institutional investors:
  1. Invesco Ltd.
  2. Jacobi Capital Management LLC
  3. Qube Research & Technologies Ltd
  4. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
  5. Vanguard Group Inc.
  6. Balyasny Asset Management L.P.
  7. Principal Financial Group Inc.
  8. Barclays PLC

Which major investors are buying Community Financial System stock?

Within the last quarter, CBU stock was bought by institutional investors including:
  1. Bank of America Corp DE
  2. UBS Group AG
  3. Numerai GP LLC
  4. Verition Fund Management LLC
  5. Riggs Asset Managment Co. Inc.
  6. Millennium Management LLC
  7. Public Sector Pension Investment Board
  8. Dark Forest Capital Management LP
In the last year, these company insiders have bought Community Financial System stock:
  1. Mark J Bolus (Director)
  2. Sally A Steele (Director)
Learn More investors buying Community Financial System stock.