A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 25,345 shares of FISI stock, worth $668,347. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,345
Previous 14,732 72.04%
Holding current value
$668,347
Previous $375,000 84.27%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$23.84 - $28.92 $253,013 - $306,927
10,613 Added 72.04%
25,345 $691,000
Q3 2024

Oct 23, 2024

BUY
$18.61 - $27.58 $45,706 - $67,736
2,456 Added 20.01%
14,732 $375,000
Q2 2024

Jul 16, 2024

BUY
$16.34 - $19.32 $19,869 - $23,493
1,216 Added 10.99%
12,276 $237,000
Q1 2024

Apr 15, 2024

SELL
$18.06 - $23.01 $3,052 - $3,888
-169 Reduced 1.51%
11,060 $208,000
Q4 2023

Jan 30, 2024

BUY
$15.49 - $21.71 $7,806 - $10,941
504 Added 4.7%
11,229 $239,000
Q3 2023

Nov 13, 2023

BUY
$15.82 - $20.12 $169,669 - $215,787
10,725 New
10,725 $180,000

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 $404M
  • 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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