A detailed history of Commonwealth Equity Services, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 453,752 shares of FISI stock, worth $8.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
453,752
Previous 573,332 20.86%
Holding current value
$8.77 Million
Previous $12.2 Million 30.07%
% of portfolio
0.01%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$18.06 - $23.01 $2.16 Million - $2.75 Million
-119,580 Reduced 20.86%
453,752 $8.54 Million
Q4 2023

Feb 06, 2024

BUY
$15.49 - $21.71 $12,175 - $17,064
786 Added 0.14%
573,332 $12.2 Million
Q3 2023

Oct 23, 2023

BUY
$15.82 - $20.12 $12,576 - $15,995
795 Added 0.14%
572,546 $9.64 Million
Q2 2023

Aug 10, 2023

BUY
$15.09 - $19.25 $6,956 - $8,874
461 Added 0.08%
571,751 $9 Million
Q1 2023

May 11, 2023

BUY
$18.68 - $25.68 $9,452 - $12,994
506 Added 0.09%
571,290 $11 Million
Q4 2022

Feb 07, 2023

BUY
$22.96 - $26.54 $2,341 - $2,707
102 Added 0.02%
570,784 $13.9 Million
Q3 2022

Nov 14, 2022

BUY
$23.86 - $28.34 $10,999 - $13,064
461 Added 0.08%
570,682 $13.7 Million
Q2 2022

Jul 19, 2022

BUY
$25.74 - $30.17 $1,595 - $1,870
62 Added 0.01%
570,221 $14.8 Million
Q1 2022

May 04, 2022

SELL
$30.13 - $33.61 $18,108 - $20,199
-601 Reduced 0.11%
570,159 $17.2 Million
Q4 2021

Jan 31, 2022

BUY
$30.8 - $33.45 $10,872 - $11,807
353 Added 0.06%
570,760 $18.2 Million
Q3 2021

Oct 29, 2021

SELL
$28.13 - $33.29 $175,671 - $207,896
-6,245 Reduced 1.08%
570,407 $17.5 Million
Q2 2021

Aug 11, 2021

SELL
$29.7 - $32.82 $480,041 - $530,469
-16,163 Reduced 2.73%
576,652 $17.3 Million
Q1 2021

May 04, 2021

SELL
$22.39 - $32.0 $171,776 - $245,504
-7,672 Reduced 1.28%
592,815 $18 Million
Q4 2020

Feb 11, 2021

BUY
$15.45 - $23.22 $8,343 - $12,538
540 Added 0.09%
600,487 $13.5 Million
Q3 2020

Nov 05, 2020

SELL
$14.34 - $18.09 $22,585 - $28,491
-1,575 Reduced 0.26%
599,947 $9.24 Million
Q2 2020

Aug 12, 2020

SELL
$14.31 - $21.66 $729 - $1,104
-51 Reduced 0.01%
601,522 $11.2 Million
Q1 2020

May 11, 2020

SELL
$14.28 - $32.29 $11,438 - $25,864
-801 Reduced 0.13%
601,573 $10.9 Million
Q4 2019

Feb 05, 2020

SELL
$29.16 - $33.21 $91,066 - $103,714
-3,123 Reduced 0.52%
602,374 $19.3 Million
Q3 2019

Oct 30, 2019

BUY
$26.95 - $31.24 $8,300 - $9,621
308 Added 0.05%
605,497 $18.3 Million
Q2 2019

Jul 19, 2019

BUY
$27.03 - $29.15 $8,919 - $9,619
330 Added 0.05%
605,189 $17.6 Million
Q1 2019

May 13, 2019

BUY
$25.68 - $30.38 $7,241 - $8,567
282 Added 0.05%
604,859 $16.4 Million
Q4 2018

Feb 11, 2019

BUY
$24.61 - $30.85 $60,712 - $76,106
2,467 Added 0.41%
604,577 $15.5 Million
Q3 2018

Nov 06, 2018

SELL
$31.3 - $33.4 $50,080 - $53,440
-1,600 Reduced 0.27%
602,110 $18.9 Million
Q2 2018

Jul 31, 2018

SELL
$29.4 - $34.05 $323,253 - $374,379
-10,995 Reduced 1.79%
603,710 $19.9 Million
Q1 2018

May 14, 2018

SELL
$29.6 - $32.85 $266,607 - $295,879
-9,007 Reduced 1.44%
614,705 $18.2 Million
Q4 2017

Feb 12, 2018

BUY
$29.45 - $33.7 $18.4 Million - $21 Million
623,712
623,712 $19.4 Million

Others Institutions Holding FISI

About FINANCIAL INSTITUTIONS INC


  • Ticker FISI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 15,334,100
  • Market Cap $296M
  • 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...
More about FISI
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