Creative Planning Financial Institutions Inc Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Financial Institutions Inc stock. As of the latest transaction made, Creative Planning holds 13,263 shares of FISI stock, worth $357,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,263
Previous 10,234
29.6%
Holding current value
$357,437
Previous $279,000
18.64%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding FISI
# of Institutions
140Shares Held
17MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.4MShares$37.7 Million0.0% of portfolio
-
Pl Capital Advisors, LLC Naples, FL1.26MShares$34 Million11.82% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.06MShares$28.6 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.03MShares$27.8 Million0.0% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA775KShares$20.9 Million0.04% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $413M
- 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...