Advisor Group Holdings, Inc. Financial Institutions Inc Transaction History

Advisor Group Holdings, Inc.

$40.6 Billion
Q2 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Financial Institutions Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 2,803 shares of FISI stock, worth $70,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,803

Previous 2,840 1.3%

Holding current value

$70,579

Previous $53,000 1.89%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$16.34 - $19.32 $604 - $714	-37 Reduced 1.3%	2,803 $54,000
Q1 2024 May 10, 2024	SELL	$18.06 - $23.01 $108,161 - $137,806	-5,989 Reduced 67.83%	2,840 $53,000
Q4 2023 Feb 12, 2024	BUY	$15.49 - $21.71 $80,888 - $113,369	5,222 Added 144.77%	8,829 $188,000
Q3 2023 Nov 13, 2023	SELL	$15.82 - $20.12 $18,050 - $22,956	-1,141 Reduced 24.03%	3,607 $60,000
Q2 2023 Aug 10, 2023	BUY	$15.09 - $19.25 $28,957 - $36,940	1,919 Added 67.83%	4,748 $74,000
Q1 2023 May 12, 2023	SELL	$18.68 - $25.68 $2,447 - $3,364	-131 Reduced 4.43%	2,829 $54,000
Q4 2022 Feb 10, 2023	BUY	$22.96 - $26.54 $34,325 - $39,677	1,495 Added 102.05%	2,960 $72,000
Q3 2022 Nov 14, 2022	SELL	$23.86 - $28.34 $811 - $963	-34 Reduced 2.27%	1,465 $36,000
Q2 2022 Aug 10, 2022	SELL	$25.74 - $30.17 $1,570 - $1,840	-61 Reduced 3.91%	1,499 $39,000
Q1 2022 May 04, 2022	BUY	$30.13 - $33.61 $18,258 - $20,367	606 Added 63.52%	1,560 $48,000
Q3 2021 Nov 05, 2021	BUY	$28.13 - $33.29 $21,435 - $25,366	762 Added 396.88%	954 $30,000
Q2 2021 Aug 02, 2021	SELL	$29.7 - $32.82 $51,291 - $56,680	-1,727 Reduced 89.99%	192 $6,000
Q1 2021 May 13, 2021	BUY	$22.39 - $32.0 $22 - $32	1 Added 0.05%	1,919 $58,000
Q4 2020 Feb 10, 2021	SELL	$15.45 - $23.22 $2,116 - $3,181	-137 Reduced 6.67%	1,918 $43,000
Q3 2020 Nov 12, 2020	BUY	$14.34 - $18.09 $27,475 - $34,660	1,916 Added 1378.42%	2,055 $33,000
Q2 2020 Aug 14, 2020	SELL	$14.31 - $21.66 $186 - $281	-13 Reduced 8.55%	139 $3,000
Q1 2020 May 18, 2020	BUY	$14.28 - $32.29 $2,170 - $4,908	152 New	152 $3,000

Others Institutions Holding FISI

# of Institutions

111

Shares Held

10.1M

Call Options Held

2.7K

Put Options Held

300

View Full List

About FINANCIAL INSTITUTIONS INC

Ticker FISI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,334,100
Market Cap $386M
Description
Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...

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Advisor Group Holdings, Inc. Financial Institutions Inc Transaction History