Ifp Advisors, Inc Financial Institutions Inc Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Financial Institutions Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 4 shares of FISI stock, worth $118. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$118

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$23.84 - $28.92 $95 - $115	4 New	4 $0
Q2 2016 Jun 03, 2019	BUY	N/A	4	4 $0

Others Institutions Holding FISI

# of Institutions

146

Shares Held

15.9M

Call Options Held

700

Put Options Held

200

Black Rock Inc. New York, NY

1.4M
Shares

$41.3 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

972K
Shares

$28.7 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

925K
Shares

$27.4 Million
0.0% of portfolio
Wellington Management Group LLP Boston, MA

670K
Shares

$19.8 Million
0.0% of portfolio
Ategra Capital Management, LLC Vienna, VA

572K
Shares

$16.9 Million
10.33% of portfolio

View Full List

About FINANCIAL INSTITUTIONS INC

Ticker FISI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,334,100
Market Cap $453M
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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