Latest Institutional Purchases of First Business Financial Services, Inc. (FBIZ)
This list provides information on the latest institutional transactions involving First Business Financial Services, Inc. (FBIZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74New |
$3.11K - $3.81K
|
74
$3.63K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 13.7% |
$3.11K - $3.81K
|
614
$30.1K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
70+ 0.19% |
$2.94K - $3.6K
|
36.2K
$1.78M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
51+ 0.45% |
$2.14K - $2.62K
|
11.3K
$556K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
34+ 0.52% |
$1.43K - $1.75K
|
6.58K
$323K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 106.9% |
$1.3K - $1.6K
|
60
$2.94K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9New |
$378 - $463
|
9
$442
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 2.5% |
$168 - $206
|
164
$8.05K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$84.1 - $103
|
2
$98.1
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$42 - $51.5
|
1
$49.1
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.85% |
$42 - $51.5
|
118
$5.79K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
36.3KNew |
$1.28M - $1.67M
|
36.3K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
15KNew |
$529K - $691K
|
15K
$736K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 129.87% |
$423K - $552K
|
21.2K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.75KNew |
$167K - $219K
|
4.75K
$233K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.62KNew |
$163K - $212K
|
4.62K
$226K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.23K+ 17.56% |
$43.5K - $56.8K
|
8.26K
$405K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23New |
$811 - $1.06K
|
23
$1.13K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$423 - $552
|
12
$589
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.9K+ 2.4% |
$524K - $590K
|
681K
$33.4M
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.52KNew |
$181K - $204K
|
5.52K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.26K+ 33.89% |
$74.4K - $83.7K
|
8.94K
$438K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
825+ 3.99% |
$27.1K - $30.5K
|
21.5K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
496+ 11.61% |
$16.3K - $18.3K
|
4.77K
$234K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
35New |
$1.15K - $1.29K
|
35
$1.72K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 7.94% |
$559 - $629
|
231
$11.3K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$65.8 - $74
|
2
$98.1
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$32.9 - $37
|
1
$49.1
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$66.8 - $80.9
|
2
$98.1
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 23.68% |
$129K - $181K
|
23K
$1.13M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 70.68% |
$46.9K - $65.7K
|
3.87K
$190K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
528New |
$15.5K - $21.7K
|
528
$25.9K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$11.7K - $16.4K
|
400
$19.6K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$1.35K - $1.89K
|
46
$2.26K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
25New |
$724 - $865
|
25
$1.23K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19New |
$550 - $657
|
19
$932
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.9KNew |
$806K - $1M
|
31.9K
$1.57M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.1KNew |
$457K - $568K
|
18.1K
$889K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16KNew |
$404K - $502K
|
16K
$785K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.9KNew |
$1.17M - $1.44M
|
38.9K
$1.91M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
3.2K+ 31.59% |
$96.5K - $119K
|
13.3K
$655K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6.02KNew |
$199K - $238K
|
6.02K
$295K
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
5.92KNew |
$196K - $234K
|
5.92K
$290K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
800New |
$26.5K - $31.7K
|
800
$39.2K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
40+ 1000.0% |
$1.2K - $1.46K
|
44
$2.16K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.6KNew |
$294K - $340K
|
9.6K
$471K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.23KNew |
$252K - $291K
|
8.23K
$404K
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.04KNew |
$247K - $285K
|
8.04K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.44KNew |
$197K - $228K
|
6.44K
$316K
|