W.G. Shaheen & Associates Dba Whitney & CO Financial Institutions Inc Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 05, 2020	SELL	$14.28 - $32.29 $136,802 - $309,338	-9,580 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$27.03 - $29.15 $258,947 - $279,257	9,580 New	9,580 $279,000
Q4 2018 Feb 07, 2019	SELL	$24.61 - $30.85 $174,484 - $218,726	-7,090 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$29.4 - $34.05 $208,446 - $241,414	7,090 New	7,090 $233,000

Others Institutions Holding FISI

# of Institutions

126

Shares Held

12.5M

Call Options Held

Put Options Held

300

Pl Capital Advisors, LLC Naples, FL

1.77M
Shares

$47.7 Million
16.77% of portfolio
Black Rock Inc. New York, NY

1.4M
Shares

$37.6 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 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 $413M
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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