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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
121+ 22.45% |
$3.02K - $3.59K
|
660
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$324 - $385
|
13
$351
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$374 - $444
|
15
$405
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.22K- 16.43% |
$30.4K - $36.1K
|
6.2K
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.4K- 95.99% |
$361K - $428K
|
603
$16.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 18.63% |
$474 - $563
|
83
$2.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
458+ 0.13% |
$11.4K - $13.6K
|
353K
$9.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$250 - $296
|
20
$540
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.37K+ 15.98% |
$56.6K - $68.7K
|
17.2K
$465K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
144+ 5.02% |
$3.43K - $4.16K
|
3.01K
$81.4K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.16K- 4.72% |
$27.6K - $33.5K
|
23.3K
$630K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
21.1KNew |
$503K - $610K
|
21.1K
$570K
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
113KNew |
$2.71M - $3.28M
|
113K
$3.07M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.2KNew |
$28.5K - $34.6K
|
1.2K
$32.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
46.1KNew |
$1.1M - $1.33M
|
46.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
305KNew |
$7.27M - $8.82M
|
305K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.1KNew |
$384K - $466K
|
16.1K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$2.15M - $2.6M
|
90K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-817- 81.7% |
$19.5K - $23.6K
|
183
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
124KNew |
$2.95M - $3.58M
|
124K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
595+ 1.0% |
$14.2K - $17.2K
|
60.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
226KNew |
$5.39M - $6.54M
|
226K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 33.33% |
$2.38K - $2.89K
|
200
$5.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
56.7KNew |
$1.35M - $1.64M
|
56.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
10KNew |
$238K - $289K
|
10K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.17KNew |
$75.6K - $91.7K
|
3.17K
$85.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.4KNew |
$390K - $474K
|
16.4K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.48M - $3.01M
|
104K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.02K- 44.92% |
$120K - $145K
|
6.16K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 99.39% |
$3.91K - $4.74K
|
1
$27
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 47.37% |
$107K - $130K
|
5K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
254+ 1.69% |
$6.06K - $7.35K
|
15.3K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.7KNew |
$88.3K - $107K
|
3.7K
$100K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3K- 1.54% |
$71.5K - $86.8K
|
192K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.75K - $6.97K
|
241
$6.51K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$278K - $337K
|
11.7K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
22.5KNew |
$537K - $652K
|
22.5K
$609K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
101New |
$2.41K - $2.92K
|
101
$2.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.6K- 17.86% |
$85.8K - $104K
|
16.6K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.4 - $116
|
4
$108
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.63K- 18.7% |
$38.8K - $47.1K
|
7.08K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.1KNew |
$26.2K - $31.8K
|
1.1K
$29.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$8.25K - $10K
|
346
$9.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.38K - $2.89K
|
100
$2.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
274New |
$6.53K - $7.92K
|
274
$7.4K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
187New |
$3.48K - $5.16K
|
187
$5.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
500New |
$9.31K - $13.8K
|
500
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
185KNew |
$3.44M - $5.1M
|
185K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$164K - $242K
|
8.79K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.9KNew |
$203K - $301K
|
10.9K
$295K
|
|