A detailed history of Smartleaf Asset Management LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 20 shares of FISI stock, worth $546. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 305 93.44%
Holding current value
$546
Previous $7.63 Million 93.21%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$21.43 - $27.23 $6,107 - $7,760
-285 Reduced 93.44%
20 $518,000
Q1 2025

May 14, 2025

BUY
$24.96 - $29.63 $499 - $592
20 Added 7.02%
305 $7.63 Million
Q4 2024

Feb 05, 2025

BUY
$23.84 - $28.92 $476 - $578
20 Added 7.55%
285 $7.7 Million
Q3 2024

Nov 13, 2024

SELL
$18.61 - $27.58 $372 - $551
-20 Reduced 7.02%
265 $6.67 Million
Q2 2024

Aug 13, 2024

BUY
$16.34 - $19.32 $4,656 - $5,506
285 New
285 $5.14 Million

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 $419M
  • 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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