Latest Institutional Transactions on First Business Financial Services, Inc. (FBIZ)
This table provides information on the latest institutional transactions involving First Business Financial Services, Inc. (FBIZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Jcsd Capital, LLC
|
BUY
|
- |
100New |
$2.81K - $3.12K
|
100
$5.28K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-9.16KClosed |
$237K - $269K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.2KNew |
$238K - $270K
|
9.2K
$485K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.2KClosed |
$605K - $706K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
900New |
$21.6K - $25.2K
|
900
$47.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.66KClosed |
$208K - $242K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-16.5KClosed |
$396K - $462K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-15KClosed |
$359K - $419K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.39KClosed |
$33.3K - $38.8K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-91Closed |
$2.18K - $2.55K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
8KNew |
$192K - $224K
|
8K
$422K
|
|
|
Jul 26, 2021
Q2 2021
|
Strs Ohio
|
SELL
|
- |
-25.2KClosed |
$605K - $706K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-550Closed |
$13.2K - $15.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-10.8KClosed |
$259K - $302K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.51KClosed |
$21.6K - $31.4K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.8KClosed |
$240K - $349K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-86Closed |
$1.18K - $1.62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20.4KClosed |
$280K - $385K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-67Closed |
$921 - $1.27K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Royce & Associates LP
|
SELL
|
- |
-2.03KClosed |
$27.8K - $38.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-4Closed |
$55 - $75.6
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-24.6KClosed |
$328K - $451K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-40.8KClosed |
$946K - $1.08M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44Closed |
$968 - $1.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.07KClosed |
$105K - $123K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-90KClosed |
$1.8M - $2.08M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.89KClosed |
$57.7K - $66.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-9.95KClosed |
$189K - $227K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3KClosed |
$57K - $68.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$263K - $315K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.7KClosed |
$864K - $917K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Buckhead Capital Management LLC
|
SELL
|
- |
-33KClosed |
$822K - $872K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200Closed |
$4.98K - $5.28K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.34KClosed |
$29.9K - $34.8K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-32.3KClosed |
$683K - $769K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 08, 2017
Q2 2017
|
Atwood & Palmer Inc
|
BUY
|
- |
200New |
N/A
|
200
$10.6K
|
|