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Get Institutions for : 
Pathfinder Bancorp Inc (PBHC)  
$12.31 0.00 (0.00%) as of 4:30 Thu 5/2


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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  : 
1.07 (8%)  




 
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 - 2023-12-31 256,599 $3,539,000 0
   ALLIANCEBERNSTEIN L.P. 1666 - 2023-12-31 238,773 $3,345,000 4,030
   Oppenheimer & Close LLC 27 - 2023-12-31 91,718 $1,285,000 0
   M3F, INC. 34 - 2023-12-31 77,265 $1,082,000 -4,201
   Hamilton Point Investment Advisors LLC 86 - 2023-12-31 38,429 $538,000 0
   VANGUARD GROUP INC 4011 - 2023-12-31 37,670 $528,000 380
   MONOGRAPH WEALTH ADVISORS LLC 67 - 2023-12-31 29,637 $410,000 26
   GEODE CAPITAL MANAGEMENT LLC 3767 - 2023-12-31 23,143 $320,000 0
   Advisor Group Holdings Inc. 3682 - 2023-12-31 18,504 $259,000 -11,092
   DIMENSIONAL FUND ADVISORS INC 3171 - 2023-12-31 16,497 $228,000 0
   CALDWELL SUTTER CAPITAL INC. 206 - 2024-03-31 15,373 $191,000 0
   NORTHERN TRUST CORP 3951 *New 2023-12-31 11,941 $167,000 11,941
   BRIDGEWAY CAPITAL MANAGEMENT INC 1195 - 2023-12-31 10,200 $141,000 0
   BLACKROCK INC. 4406 - 2023-12-31 9,098 $127,000 537
   Rockbridge Investment Management LCC 289 - 2023-12-31 2,092 $29,000 -131,375
   TOWER RESEARCH CAPITAL LLC 3904 - 2023-12-31 992 $14,000 588
   MORGAN STANLEY 6509 - 2023-12-31 526 $7,000 -32
   ROYAL BANK OF CANADA 5986 - 2023-12-31 215 $3,000 140
   CREATIVE PLANNING 2761 *Closed 2023-12-31 0 $0 -2,000
   PROEQUITIES INC. 3579 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6461 - 2023-12-31 18 $0 1
   BANK OF AMERICA CORP /DE/ 6782 *Closed 2023-12-31 0 $0 -18
  22 Records found
  1    
  Page 1 of 1
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