A detailed history of Jacobs Levy Equity Management, Inc transactions in Financial Institutions Inc stock. As of the latest transaction made, Jacobs Levy Equity Management, Inc holds 59,725 shares of FISI stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
59,725
Previous 58,588 1.94%
Holding current value
$1.62 Million
Previous $1.13 Million 34.48%
% of portfolio
0.01%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$18.61 - $27.58 $21,159 - $31,358
1,137 Added 1.94%
59,725 $1.52 Million
Q2 2024

Aug 14, 2024

BUY
$16.34 - $19.32 $82,451 - $97,488
5,046 Added 9.42%
58,588 $1.13 Million
Q1 2024

May 15, 2024

SELL
$18.06 - $23.01 $6,411 - $8,168
-355 Reduced 0.66%
53,542 $1.01 Million
Q4 2023

Feb 14, 2024

SELL
$15.49 - $21.71 $4,368 - $6,122
-282 Reduced 0.52%
53,897 $1.15 Million
Q3 2023

Nov 16, 2023

BUY
$15.82 - $20.12 $43,615 - $55,470
2,757 Added 5.36%
54,179 $911,000
Q2 2023

Aug 14, 2023

BUY
$15.09 - $19.25 $71,888 - $91,707
4,764 Added 10.21%
51,422 $809,000
Q1 2023

May 15, 2023

SELL
$18.68 - $25.68 $224 - $308
-12 Reduced 0.03%
46,658 $899,000
Q4 2022

Feb 14, 2023

SELL
$22.96 - $26.54 $176,746 - $204,304
-7,698 Reduced 14.16%
46,670 $1.14 Million
Q3 2022

Nov 15, 2022

SELL
$23.86 - $28.34 $47,552 - $56,481
-1,993 Reduced 3.54%
54,368 $1.31 Million
Q2 2022

Aug 15, 2022

BUY
$25.74 - $30.17 $1,467 - $1,719
57 Added 0.1%
56,361 $1.47 Million
Q1 2022

May 16, 2022

BUY
$30.13 - $33.61 $60,320 - $67,287
2,002 Added 3.69%
56,304 $1.7 Million
Q4 2021

Feb 14, 2022

BUY
$30.8 - $33.45 $66,312 - $72,017
2,153 Added 4.13%
54,302 $1.73 Million
Q3 2021

Nov 15, 2021

SELL
$28.13 - $33.29 $9,620 - $11,385
-342 Reduced 0.65%
52,149 $1.6 Million
Q2 2021

Aug 16, 2021

BUY
$29.7 - $32.82 $515,354 - $569,492
17,352 Added 49.38%
52,491 $1.58 Million
Q1 2021

May 17, 2021

SELL
$22.39 - $32.0 $3,022 - $4,320
-135 Reduced 0.38%
35,139 $1.06 Million
Q3 2020

Nov 16, 2020

SELL
$14.34 - $18.09 $128,773 - $162,448
-8,980 Reduced 20.29%
35,274 $543,000
Q2 2020

Aug 17, 2020

BUY
$14.31 - $21.66 $48,696 - $73,708
3,403 Added 8.33%
44,254 $824,000
Q1 2020

May 15, 2020

BUY
$14.28 - $32.29 $86,993 - $196,710
6,092 Added 17.53%
40,851 $741,000
Q4 2019

Feb 14, 2020

BUY
$29.16 - $33.21 $177,147 - $201,750
6,075 Added 21.18%
34,759 $1.12 Million
Q2 2019

Aug 13, 2019

BUY
$27.03 - $29.15 $221,105 - $238,447
8,180 Added 39.89%
28,684 $836,000
Q4 2018

Feb 14, 2019

SELL
$24.61 - $30.85 $125,289 - $157,057
-5,091 Reduced 19.89%
20,504 $527,000
Q3 2018

Nov 14, 2018

BUY
$31.3 - $33.4 $140,850 - $150,300
4,500 Added 21.33%
25,595 $804,000
Q2 2018

Aug 14, 2018

SELL
$29.4 - $34.05 $133,770 - $154,927
-4,550 Reduced 17.74%
21,095 $694,000
Q1 2018

May 15, 2018

BUY
$29.6 - $32.85 $54,760 - $60,772
1,850 Added 7.77%
25,645 $759,000
Q4 2017

Feb 13, 2018

BUY
$29.45 - $33.7 $200,672 - $229,631
6,814 Added 40.13%
23,795 $740,000
Q3 2017

Nov 14, 2017

SELL
$25.8 - $29.4 $42,312 - $48,216
-1,640 Reduced 8.81%
16,981 $489,000
Q2 2017

Nov 09, 2017

BUY
N/A
18,621
18,621 $555,000

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 $416M
  • 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 Jacobs Levy Equity Management, Inc Portfolio

Follow Jacobs Levy Equity Management, Inc 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 Jacobs Levy Equity Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jacobs Levy Equity Management, Inc with notifications on news.