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PBHC - Pathfinder Bancorp Inc Stock Price, Fair Value and News
12.25
USD
+0.04
(+0.33%)
Delayed
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Stock
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PBHC
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Funds-Owners-Holders
Which funds bought or sold PBHC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-15
MORGAN STANLEY
REDUCED
Premium
Premium
Premium
Premium
494
2024-05-15
Rockbridge Investment Management, LCC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
MONOGRAPH WEALTH ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
29,663
2024-05-15
Tower Research Capital LLC (TRC)
ADDED
Premium
Premium
Premium
Premium
1,196
2024-05-15
BRIDGEWAY CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,200
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
114
2024-05-14
NORTHERN TRUST CORP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-14
Minerva Advisors LLC
ADDED
Premium
Premium
Premium
Premium
262,204
2024-05-14
M3F, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
77,265
2024-05-14
ALLIANCEBERNSTEIN L.P.
ADDED
Premium
Premium
Premium
Premium
247,258
2024-05-13
GEODE CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
23,143
2024-05-13
UBS Group AG
NEW
Premium
Premium
Premium
Premium
80.00
2024-05-10
WELLS FARGO & COMPANY/MN
ADDED
Premium
Premium
Premium
Premium
19.00
2024-05-10
DIMENSIONAL FUND ADVISORS LP
ADDED
Premium
Premium
Premium
Premium
16,663
2024-05-10
OSAIC HOLDINGS, INC.
REDUCED
Premium
Premium
Premium
Premium
16,292
2024-05-10
BlackRock Inc.
REDUCED
Premium
Premium
Premium
Premium
8,898
2024-05-10
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
37,681
2024-05-07
Hamilton Point Investment Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
38,429
2024-05-07
Oppenheimer & Close, LLC
UNCHANGED
Premium
Premium
Premium
Premium
91,718
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
CALDWELL SUTTER CAPITAL, INC.
UNCHANGED
Premium
Premium
Premium
Premium
15,373
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
7,412
2022-02-15
NEXT Financial Group, Inc
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-01-25
REILLY FINANCIAL ADVISORS, LLC
NEW
Premium
Premium
Premium
Premium
2,000
Rows per page:
10
All
1–24 of 24
Which funds are the top buyers of PBHC?
Fund Name
# Shares
$ Value
% Port.
Minerva Advisors LLC
262,204
3,188,400
1.95%
ALLIANCEBERNSTEIN L.P.
247,258
3,061,050
-
Oppenheimer & Close, LLC
91,718
1,135,470
0.98%
M3F, Inc.
77,265
957,000
0.34%
Hamilton Point Investment Advisors, LLC
38,429
475,751
0.09%
VANGUARD GROUP INC
37,681
466,491
-
MONOGRAPH WEALTH ADVISORS, LLC
29,663
372,266
0.06%
GEODE CAPITAL MANAGEMENT, LLC
23,143
290,520
-
DIMENSIONAL FUND ADVISORS LP
16,663
209,121
-
OSAIC HOLDINGS, INC.
16,292
201,696
-
Rows per page:
10
1–10 of 24
Which funds have put a big percent of portfolio in PBHC?
Fund Name
$ Value
% Port.
Minerva Advisors LLC
3,188,400
1.95%
Oppenheimer & Close, LLC
1,135,470
0.98%
M3F, Inc.
957,000
0.34%
CALDWELL SUTTER CAPITAL, INC.
190,658
0.09%
Hamilton Point Investment Advisors, LLC
475,751
0.09%
MONOGRAPH WEALTH ADVISORS, LLC
372,266
0.06%
American Portfolios Advisors
150,760
0.01%
GEODE CAPITAL MANAGEMENT, LLC
290,520
-
MORGAN STANLEY
6,116
-
Rockbridge Investment Management, LCC
-
-
Rows per page:
10
1–10 of 24
Trend of No. of funds that hold PBHC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
REILLY FINANCIAL ADVISORS, LLC
34,000
UBS Group AG
990
Additions
Fund Name
% Increased
Tower Research Capital LLC (TRC)
20.56
WELLS FARGO & COMPANY/MN
5.56
ALLIANCEBERNSTEIN L.P.
3.55
Minerva Advisors LLC
2.18
DIMENSIONAL FUND ADVISORS LP
1.01
MONOGRAPH WEALTH ADVISORS, LLC
0.09
VANGUARD GROUP INC
0.03
Reductions
Fund Name
% Reduced
Royal Bank of Canada
-46.98
OSAIC HOLDINGS, INC.
-11.95
MORGAN STANLEY
-6.08
BlackRock Inc.
-2.2
Sold off
Fund Name
$ Sold
NORTHERN TRUST CORP
-167,294
NEXT Financial Group, Inc
-81,000
Rockbridge Investment Management, LCC
-28,912
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-