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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.87K+ 197.54% |
$147K - $217K
|
11.9K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.5KNew |
$177K - $262K
|
9.5K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.1K+ 14.99% |
$746K - $1.11M
|
308K
$8.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.57KNew |
$159K - $236K
|
8.57K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.07K- 35.86% |
$132K - $195K
|
12.7K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-28.5K- 44.05% |
$531K - $787K
|
36.2K
$989K
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-15.7K- 56.96% |
$293K - $434K
|
11.9K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
16.4K+ 5.07% |
$306K - $454K
|
341K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-900- 3.74% |
$16.7K - $24.8K
|
23.2K
$633K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
53.6KNew |
$997K - $1.48M
|
53.6K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
436New |
$8.11K - $12K
|
436
$11.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
23.9K+ 32.42% |
$444K - $659K
|
97.6K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-11.2K- 1.16% |
$209K - $310K
|
957K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14K- 21.74% |
$260K - $385K
|
50.3K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165New |
$3.07K - $4.55K
|
165
$4.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460New |
$8.56K - $12.7K
|
460
$12.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.3K- 47.3% |
$211K - $312K
|
12.6K
$344K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.35K+ 5.31% |
$62.3K - $92.4K
|
66.5K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
945New |
$17.6K - $26.1K
|
945
$25.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1K- 2.67% |
$18.6K - $27.6K
|
36.5K
$996K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-913- 0.47% |
$17K - $25.2K
|
195K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
20.2KNew |
$375K - $556K
|
20.2K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 13.08% |
$50.2K - $74.4K
|
17.9K
$489K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 10.23% |
$167 - $248
|
79
$2.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-6.1K- 21.55% |
$114K - $168K
|
22.2K
$606K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
319New |
$5.94K - $8.8K
|
319
$8.71K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15.1KNew |
$280K - $415K
|
15.1K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
1.42M+ 407.96% |
$26.5M - $39.2M
|
1.77M
$48.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 4.08% |
$74.4 - $110
|
102
$2.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.63K+ 23.01% |
$30.3K - $44.9K
|
8.71K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.4K+ 119.27% |
$26K - $38.6K
|
2.57K
$70.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.46K+ 20.01% |
$45.7K - $67.7K
|
14.7K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
102+ 48.57% |
$1.9K - $2.81K
|
312
$8.51K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
8.06K+ 2.36% |
$150K - $222K
|
350K
$9.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151+ 0.03% |
$2.81K - $4.16K
|
453K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.6K- 97.72% |
$197K - $292K
|
247
$6.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73KNew |
$32.3K - $47.8K
|
1.73K
$47.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56+ 0.5% |
$1.04K - $1.54K
|
11.2K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.73K+ 50.28% |
$50.9K - $75.4K
|
8.17K
$223K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
71+ 52.59% |
$1.32K - $1.96K
|
206
$5.62K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.45KNew |
$120K - $178K
|
6.45K
$176K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.59K- 1.89% |
$104K - $154K
|
290K
$7.91M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
426+ 383.78% |
$6.96K - $8.23K
|
537
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$391K - $463K
|
24K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
42+ 0.09% |
$686 - $811
|
45.7K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-427- 27.96% |
$6.98K - $8.25K
|
1.1K
$30K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-470- 5.71% |
$7.68K - $9.08K
|
7.76K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$190K - $225K
|
11.6K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.69K- 6.0% |
$44K - $52K
|
42.1K
$1.15M
|
|