Rothschild Investment LLC Financial Institutions Inc Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Rothschild Investment LLC holds 20 shares of FISI stock, worth $507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 10
100.0%
Holding current value
$507
Previous $273,000
82.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FISI
# of Institutions
148Shares Held
15.4MCall Options Held
700Put Options Held
200-
Black Rock Inc. New York, NY1.4MShares$35.5 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX972KShares$24.7 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA925KShares$23.5 Million0.0% of portfolio
-
Ategra Capital Management, LLC Vienna, VA572KShares$14.5 Million10.33% of portfolio
-
Pl Capital Advisors, LLC Naples, FL498KShares$12.6 Million5.2% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $389M
- 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...