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Get Institutions for : 
Peoples Financial Services Corp (PFIS)  
$38.06 0.16 (0.42%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    7
Total shares held : 
2,243,088  
% of shares held : 
31.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  19  
Amount of shares held : 
85,787  
% of shares held change : 
  1.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$40.29  
Last Quarter's Ending Price : 
$48.70  
Last Quarter's Average Price
$42.84  
Change from last quarter's     
avg. price to the last closing  : 
4.78 (11.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 62,289
 2.78%
 
Increased Positions :
27
 132,538
 5.91%
 
Unchanged Positions :
17
 82,811
 3.69%
 
Decreased Positions :
15
-20,895
-0.93%
 
Closed Positions :
4
-88,145
-3.93%
 
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
   EAGLE WEALTH STRATEGIES LLC 16 - 2024-03-31 28,615 $1,180,000 0
   STRS OHIO 1316 - 2023-12-31 9,500 $462,000 0
   STIFEL FINANCIAL CORP 2706 - 2023-12-31 7,681 $374,000 0
   FIDELITY D & D BANCORP INC 57 - 2024-03-31 8,312 $358,000 0
   Alliance Wealth Advisors LLC 93 - 2024-03-31 7,854 $339,000 0
   ACADIAN ASSET MANAGEMENT LLC 1157 - 2023-12-31 5,940 $288,000 0
   MetLife Investment Advisors LLC 2262 - 2023-12-31 3,977 $194,000 0
   Riggs Asset Managment Co. Inc. - 2024-03-31 4,274 $184,000 0
   AdvisorNet Financial Inc 667 - 2024-03-31 2,000 $86,000 0
   Global Retirement Partners LLC 1151 - 2024-03-31 1,921 $83,000 0
   Community Bank N.A. 265 - 2023-12-31 1,218 $59,000 0
   SUMMIT INVESTMENT ADVISORS INC 2346 - 2023-12-31 676 $33,000 0
   LEGAL & GENERAL GROUP PLC 2901 - 2023-12-31 602 $29,000 0
   Aspire Private Capital LLC 407 - 2024-03-31 235 $10,000 0
   McGlone Suttner Wealth Management Inc. 421 *Closed 2024-03-31 0 $0 0
   NISA INVESTMENT ADVISORS L L C - 2024-03-31 3 $0 0
   HUNTINGTON NATIONAL BANK - 2024-03-31 1 $0 0
   Covestor Ltd 2840 - 2023-12-31 3 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results