Allworth Financial LP Financial Institutions Inc Transaction History
Allworth Financial LP
- $17.4 Billion
- Q1 2025
A detailed history of Allworth Financial LP transactions in Financial Institutions Inc stock. As of the latest transaction made, Allworth Financial LP holds 278 shares of FISI stock, worth $7,269. This represents 0.0% of its overall portfolio holdings.
Number of Shares
278
Previous 210
32.38%
Holding current value
$7,269
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FISI
# of Institutions
141Shares Held
15.3MCall Options Held
700Put Options Held
200-
Black Rock Inc. New York, NY1.4MShares$36.5 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.03MShares$27 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX972KShares$25.4 Million0.01% of portfolio
-
Ategra Capital Management, LLC Vienna, VA572KShares$15 Million10.33% of portfolio
-
Pl Capital Advisors, LLC Naples, FL498KShares$13 Million5.2% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $401M
- 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...