Patriot Financial Group Insurance Agency, LLC Financial Institutions Inc Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$25.74 - $30.17 $129,086 - $151,302	-5,015 Reduced 96.16%	200 $5,000
Q1 2022 May 11, 2022	SELL	$30.13 - $33.61 $22,959 - $25,610	-762 Reduced 12.75%	5,215 $157,000
Q4 2021 Jan 10, 2022	BUY	$30.8 - $33.45 $985 - $1,070	32 Added 0.54%	5,977 $190,000
Q3 2021 Nov 24, 2021	BUY	$28.13 - $33.29 $928 - $1,098	33 Added 0.56%	5,945 $182,000
Q2 2021 Jul 30, 2021	BUY	$29.7 - $32.82 $950 - $1,050	32 Added 0.54%	5,912 $177,000
Q1 2021 Apr 29, 2021	BUY	$22.39 - $32.0 $940 - $1,344	42 Added 0.72%	5,880 $178,000
Q4 2020 Jan 15, 2021	BUY	$15.45 - $23.22 $19,899 - $29,907	1,288 Added 28.31%	5,838 $131,000
Q3 2020 Oct 21, 2020	BUY	$14.34 - $18.09 $65,247 - $82,309	4,550 New	4,550 $70,000

Others Institutions Holding FISI

# of Institutions

127

Shares Held

12.5M

Call Options Held

Put Options Held

300

Pl Capital Advisors, LLC Naples, FL

1.77M
Shares

$47.8 Million
16.77% of portfolio
Black Rock Inc. New York, NY

1.4M
Shares

$37.7 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

957K
Shares

$25.8 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

819K
Shares

$22.1 Million
0.0% of portfolio
Ategra Capital Management, LLC Vienna, VA

572K
Shares

$15.4 Million
10.35% 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 $414M
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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