Vista Investment Management First Business Financial Services, Inc. Transaction History

Vista Investment Management

$237 Million
Q1 2024

A detailed history of Vista Investment Management transactions in First Business Financial Services, Inc. stock. As of the latest transaction made, Vista Investment Management holds 56,134 shares of FBIZ stock, worth $1.98 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

56,134

Previous 52,410 7.11%

Holding current value

$1.98 Million

Previous $2.1 Million 0.19%

% of portfolio

0.89%

Previous 0.99%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$33.38 - $40.44 $124,307 - $150,598	3,724 Added 7.11%	56,134 $2.11 Million
Q4 2023 Feb 14, 2024	BUY	$29.28 - $41.03 $8,813 - $12,350	301 Added 0.58%	52,410 $2.1 Million
Q3 2023 Nov 13, 2023	SELL	$28.95 - $34.59 $3,560 - $4,254	-123 Reduced 0.24%	52,109 $1.56 Million
Q2 2023 Aug 14, 2023	BUY	$25.24 - $31.37 $73,751 - $91,663	2,922 Added 5.93%	52,232 $1.54 Million
Q1 2023 May 15, 2023	BUY	$30.12 - $37.06 $58,312 - $71,748	1,936 Added 4.09%	49,310 $1.5 Million

Q4 2022 Feb 13, 2023	BUY	$33.07 - $39.59 $892 - $1,068	27 Added 0.06%	47,374 $1.73 Million
Q3 2022 Nov 14, 2022	BUY	$30.11 - $36.41 $40,257 - $48,680	1,337 Added 2.91%	47,347 $1.53 Million
Q2 2022 Aug 12, 2022	SELL	$30.65 - $35.39 $4,413 - $5,096	-144 Reduced 0.31%	46,010 $1.44 Million
Q1 2022 May 13, 2022	BUY	$29.1 - $33.98 $1,862 - $2,174	64 Added 0.14%	46,154 $1.51 Million
Q4 2021 Feb 14, 2022	BUY	$28.06 - $31.2 $66,810 - $74,287	2,381 Added 5.45%	46,090 $1.34 Million
Q3 2021 Nov 15, 2021	SELL	$25.86 - $29.32 $6,801 - $7,711	-263 Reduced 0.6%	43,709 $1.26 Million
Q2 2021 Aug 16, 2021	BUY	$24.0 - $28.01 $1,704 - $1,988	71 Added 0.16%	43,972 $1.19 Million
Q1 2021 May 12, 2021	SELL	$18.22 - $27.27 $30,828 - $46,140	-1,692 Reduced 3.71%	43,901 $1.09 Million
Q4 2020 Feb 12, 2021	SELL	$14.25 - $20.72 $40,199 - $58,451	-2,821 Reduced 5.83%	45,593 $839,000
Q3 2020 Nov 16, 2020	SELL	$13.74 - $18.89 $2,047 - $2,814	-149 Reduced 0.31%	48,414 $692,000
Q2 2020 Aug 13, 2020	SELL	$13.34 - $18.35 $9,031 - $12,422	-677 Reduced 1.37%	48,563 $799,000
Q1 2020 May 15, 2020	BUY	$13.16 - $26.6 $210 - $425	16 Added 0.03%	49,240 $763,000
Q4 2019 Feb 14, 2020	SELL	$23.18 - $26.48 $533 - $609	-23 Reduced 0.05%	49,224 $1.3 Million
Q3 2019 Nov 15, 2019	BUY	$22.01 - $24.99 $36,558 - $41,508	1,661 Added 3.49%	49,247 $1.19 Million
Q2 2019 Aug 14, 2019	BUY	$20.64 - $24.23 $8,256 - $9,692	400 Added 0.85%	47,586 $1.12 Million
Q1 2019 May 16, 2019	SELL	$19.95 - $23.1 $139 - $161	-7 Reduced 0.01%	47,186 $945,000
Q4 2018 Feb 15, 2019	SELL	$19.0 - $22.84 $21,014 - $25,261	-1,106 Reduced 2.29%	47,193 $921,000
Q2 2018 Aug 15, 2018	SELL	$24.88 - $26.4 $6,220 - $6,600	-250 Reduced 0.51%	48,299 $1.26 Million
Q4 2017 May 15, 2018	BUY	$21.15 - $23.82 $1.03 Million - $1.16 Million	48,549	48,549 $1.07 Million

Others Institutions Holding FBIZ

# of Institutions

Shares Held

5.25M

Call Options Held

Put Options Held

View Full List

About FIRST BUSINESS FINANCIAL SERVICES, INC.

Ticker FBIZ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 8,475,950
Market Cap $299M
Description
First Business Financial Services, Inc. operates as the bank holding company for First Business Bank that provides commercial banking products and services for small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals. The company offers deposit products, such as non-interest-bearing transactio...

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Vista Investment Management First Business Financial Services, Inc. Transaction History