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Get Institutions for : 
Pathfinder Bancorp Inc (PBHC)  
$12.26 0.10 (0.83%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    1
Total shares held : 
 878,690  
% of shares held : 
 20.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -131,075  
% of shares held change : 
   -3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.27  
Last Quarter's Ending Price : 
 $14.01  
Last Quarter's Average Price : 
 $13.38  
Change from last quarter's     
avg. price to the last closing  : 
1.12 (8.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 11,941
 1.36%
 
Increased Positions :
7
 5,702
 0.65%
 
Unchanged Positions :
8
 451,959
 51.44%
 
Decreased Positions :
4
-146,700
-16.7%
 
Closed Positions :
2
-2,018
-0.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MINERVA ADVISORS LLC 15 - 2024-03-31 262,204 $3,188,000 5,605
   ALLIANCEBERNSTEIN L.P. 1680 - 2024-03-31 247,258 $3,061,000 8,485
   Oppenheimer & Close LLC 29 - 2024-03-31 91,718 $1,135,000 0
   M3F, INC. 33 - 2024-03-31 77,265 $957,000 0
   Hamilton Point Investment Advisors LLC 84 - 2024-03-31 38,429 $476,000 0
   VANGUARD GROUP INC 4028 - 2024-03-31 37,681 $466,000 11
   MONOGRAPH WEALTH ADVISORS LLC 115 - 2024-03-31 29,663 $372,000 26
   GEODE CAPITAL MANAGEMENT LLC 3801 - 2024-03-31 23,143 $291,000 0
   DIMENSIONAL FUND ADVISORS INC 3186 - 2024-03-31 16,663 $209,000 166
   Advisor Group Holdings Inc. 3640 - 2024-03-31 16,292 $202,000 -2,212
   CALDWELL SUTTER CAPITAL INC. 206 - 2024-03-31 15,373 $191,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 1179 - 2024-03-31 10,200 $128,000 0
   BLACKROCK INC. 4388 - 2024-03-31 8,898 $110,000 -200
   TOWER RESEARCH CAPITAL LLC 3288 - 2024-03-31 1,196 $15,000 204
   MORGAN STANLEY 6602 - 2024-03-31 494 $6,000 -32
   UBS Group AG 6879 *New 2024-03-31 80 $1,000 80
   ROYAL BANK OF CANADA 6126 - 2024-03-31 114 $1,000 -101
   PROEQUITIES INC. 3004 - 2024-03-31 0 $0 0
   Rockbridge Investment Management LCC 361 *Closed 2024-03-31 0 $0 -2,092
   WELLS FARGO & CO/MN 6407 - 2024-03-31 19 $0 1
   NORTHERN TRUST CORP 4514 *Closed 2024-03-31 0 $0 -11,941
  21 Records found
  1    
  Page 1 of 1
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