Latest Institutional Transactions on Financial Institutions Inc (FISI)
This table provides information on the latest institutional transactions involving Financial Institutions Inc (FISI) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-20.4K- 19.07% |
$508K - $603K
|
86.4K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-91.8K- 53.41% |
$2.29M - $2.72M
|
80.1K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.9KNew |
$346K - $411K
|
13.9K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
199K+ 132.85% |
$4.96M - $5.89M
|
348K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$15.7K - $18.7K
|
630
$17K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 25.82% |
$58.8K - $69.8K
|
11.5K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
200+ 0.17% |
$4.99K - $5.93K
|
116K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 10.95% |
$549 - $652
|
223
$6.01K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.2K+ 13.06% |
$254K - $302K
|
88.1K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
89.2K+ 9.18% |
$2.23M - $2.64M
|
1.06M
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-862- 2.08% |
$21.5K - $25.5K
|
40.5K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 6.04% |
$225 - $267
|
158
$4.26K
|
|
|
May 13, 2025
Q1 2025
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
763K+ 153.34% |
$19.1M - $22.6M
|
1.26M
$34M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.9K- 31.28% |
$273K - $324K
|
24.1K
$648K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-45.6K- 10.74% |
$1.14M - $1.35M
|
379K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2K+ 11.86% |
$580K - $688K
|
219K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 5.88% |
$31.3K - $37.2K
|
22.6K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
604New |
$15.1K - $17.9K
|
604
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
612KNew |
$15.3M - $18.1M
|
612K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.5KNew |
$413K - $490K
|
16.5K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-157- 32.24% |
$3.92K - $4.65K
|
330
$8.89K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-126K- 67.04% |
$3.14M - $3.72M
|
61.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
98.8K+ 28.13% |
$2.47M - $2.93M
|
450K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
229K+ 71.9% |
$5.71M - $6.78M
|
547K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
269K+ 437.79% |
$6.72M - $7.98M
|
331K
$8.91M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.81K+ 14.04% |
$45.2K - $53.6K
|
14.7K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-75.8K- 67.61% |
$1.89M - $2.25M
|
36.3K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 39.06% |
$624 - $741
|
39
$1.05K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
576+ 42.35% |
$14.4K - $17.1K
|
1.94K
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
569+ 24.73% |
$14.2K - $16.9K
|
2.87K
$77.3K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.65K- 4.25% |
$41.2K - $48.9K
|
37.2K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
47.2KNew |
$1.18M - $1.4M
|
47.2K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 28.33% |
$424 - $504
|
77
$2.08K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.6K- 8.74% |
$988K - $1.17M
|
413K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$849 - $1.01K
|
34
$916
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.1K- 30.93% |
$827K - $982K
|
74K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
106K+ 11.47% |
$2.65M - $3.14M
|
1.03M
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.37K- 13.78% |
$59.3K - $70.3K
|
14.9K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
35K+ 27.94% |
$874K - $1.04M
|
160K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-13.3K- 3.92% |
$332K - $394K
|
326K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 54.39% |
$34.9K - $41.5K
|
1.17K
$31.6K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- -0.0% |
$74.9 - $88.9
|
69.3K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.45K- 2.92% |
$61K - $72.4K
|
81.2K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
3.36K+ 9.97% |
$83.7K - $99.4K
|
37K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
688+ 8.06% |
$17.2K - $20.4K
|
9.22K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
500+ 0.22% |
$12.5K - $14.8K
|
226K
$6.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-380- 0.27% |
$9.48K - $11.3K
|
138K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-615- 64.06% |
$15.4K - $18.2K
|
345
$9.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 32.38% |
$1.7K - $2.01K
|
278
$7.49K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
15+ 0.17% |
$374 - $444
|
8.68K
$234K
|