Commonwealth Equity Services, LLC Financial Institutions Inc Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025

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 418,022 shares of FISI stock, worth $10.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
418,022
Previous 413,304 1.14%
Holding current value
$10.9 Million
Previous $10.3 Million 4.06%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$21.43 - $27.23 $101,106 - $128,471
4,718 Added 1.14%
418,022 $10.7 Million
Q1 2025

May 09, 2025
SELL
$24.96 - $29.63 $987,542 - $1.17 Million
-39,565 Reduced 8.74%
413,304 $10.3 Million
Q4 2024

Feb 10, 2025
SELL
$23.84 - $28.92 $11,514 - $13,968
-483 Reduced 0.11%
452,869 $12.4 Million
Q3 2024

Oct 18, 2024
BUY
$18.61 - $27.58 $2,810 - $4,164
151 Added 0.03%
453,352 $11.5 Million
Q2 2024

Jul 31, 2024
SELL
$16.34 - $19.32 $9,003 - $10,645
-551 Reduced 0.12%
453,201 $8.76 Million
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

# of Institutions
135
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
View Full List

About FINANCIAL INSTITUTIONS INC

FISI Quotes by TradingView
  • Ticker FISI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 15,334,100
  • Market Cap $399M
  • 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
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email