A detailed history of Modern Wealth Management, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 194,766 shares of FISI stock, worth $5.14 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
194,766
Previous 195,679 0.47%
Holding current value
$5.14 Million
Previous $3.78 Billion 31.22%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Nov 05, 2024

SELL
$18.61 - $27.58 $16,990 - $25,180
-913 Reduced 0.47%
194,766 $4.96 Billion
Q2 2024

Aug 07, 2024

BUY
$16.34 - $19.32 $227,126 - $268,548
13,900 Added 7.65%
195,679 $3.78 Billion
Q1 2024

May 13, 2024

BUY
$18.06 - $23.01 $3.28 Million - $4.18 Million
181,779 New
181,779 $3.43 Billion

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 $405M
  • 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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