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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27New |
$667 - $750
|
27
$790
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
363+ 3.41% |
$8.96K - $10.1K
|
11K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-120K- 47.33% |
$2.95M - $3.32M
|
133K
$3.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.5KNew |
$309K - $347K
|
12.5K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
81New |
$2K - $2.25K
|
81
$2.37K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83.7K- 20.03% |
$2.07M - $2.32M
|
334K
$9.78M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40New |
$988 - $1.11K
|
40
$1.17K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
236+ 2.84% |
$5.83K - $6.55K
|
8.53K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.2% |
$24.7 - $27.8
|
84
$2.46K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-281- 9.3% |
$6.94K - $7.8K
|
2.74K
$80.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-100K- 35.77% |
$2.47M - $2.78M
|
180K
$5.26M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.49K+ 62.17% |
$160K - $204K
|
19.5K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
268New |
$5.74K - $7.3K
|
268
$7.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
14.7KNew |
$315K - $400K
|
14.7K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-285- 93.44% |
$6.11K - $7.76K
|
20
$585
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.31K+ 15.87% |
$28K - $35.5K
|
9.53K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-81.9K- 65.72% |
$1.76M - $2.23M
|
42.8K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 0.22% |
$3.19K - $4.06K
|
69.1K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.5K+ 103.76% |
$182K - $232K
|
16.7K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
125+ 1.13% |
$2.68K - $3.4K
|
11.2K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 21.62% |
$219K - $278K
|
37K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-42.3K- 68.4% |
$905K - $1.15M
|
19.5K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
236+ 14.82% |
$5.06K - $6.43K
|
1.83K
$53.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.09K- 57.75% |
$87.6K - $111K
|
2.99K
$87.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
124K+ 129.33% |
$2.66M - $3.38M
|
220K
$6.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.06K+ 33.28% |
$44.2K - $56.2K
|
8.26K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$857 - $1.09K
|
40
$1.17K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4New |
$85.7 - $109
|
4
$117
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-627- 53.45% |
$13.4K - $17.1K
|
546
$16K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16.7KNew |
$417K - $495K
|
16.7K
$489K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
16KNew |
$400K - $475K
|
16K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-18.8K- 8.28% |
$470K - $558K
|
209K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.59KNew |
$214K - $254K
|
8.59K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11K+ 12.33% |
$274K - $325K
|
100K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.53K+ 22.52% |
$163K - $193K
|
35.5K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
604New |
$15.1K - $17.9K
|
604
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$15.7K - $18.7K
|
630
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
200+ 0.17% |
$4.99K - $5.93K
|
116K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
576+ 42.35% |
$14.4K - $17.1K
|
1.94K
$56.6K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-75.8K- 67.61% |
$1.89M - $2.25M
|
36.3K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$849 - $1.01K
|
34
$995
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
500+ 0.22% |
$12.5K - $14.8K
|
226K
$6.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-615- 64.06% |
$15.4K - $18.2K
|
345
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 42.86% |
$599 - $711
|
80
$2.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
121+ 22.45% |
$3.02K - $3.59K
|
660
$19.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$324 - $385
|
13
$380
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$374 - $444
|
15
$439
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
21.1KNew |
$503K - $610K
|
21.1K
$617K
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
113KNew |
$2.71M - $3.28M
|
113K
$3.32M
|
|