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 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.2KNew |
$28.5K - $34.6K
|
1.2K
$35K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
46.1KNew |
$1.1M - $1.33M
|
46.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
305KNew |
$7.27M - $8.82M
|
305K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.1KNew |
$384K - $466K
|
16.1K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$2.15M - $2.6M
|
90K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
124KNew |
$2.95M - $3.58M
|
124K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 33.33% |
$2.38K - $2.89K
|
200
$5.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
595+ 1.0% |
$14.2K - $17.2K
|
60.3K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
56.7KNew |
$1.35M - $1.64M
|
56.7K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.02K- 44.92% |
$120K - $145K
|
6.16K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.48M - $3.01M
|
104K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.4KNew |
$390K - $474K
|
16.4K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.17KNew |
$75.6K - $91.7K
|
3.17K
$92.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
10KNew |
$238K - $289K
|
10K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 99.39% |
$3.91K - $4.74K
|
1
$29.3
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3K- 1.54% |
$71.5K - $86.8K
|
192K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
254+ 1.69% |
$6.06K - $7.35K
|
15.3K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 47.37% |
$107K - $130K
|
5K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$278K - $337K
|
11.7K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
22.5KNew |
$537K - $652K
|
22.5K
$659K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.6K- 17.86% |
$85.8K - $104K
|
16.6K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$8.25K - $10K
|
346
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.1KNew |
$26.2K - $31.8K
|
1.1K
$32.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.38K - $2.89K
|
100
$2.93K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
274New |
$6.53K - $7.92K
|
274
$8.01K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
187New |
$3.48K - $5.16K
|
187
$5.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.9KNew |
$203K - $301K
|
10.9K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
185KNew |
$3.44M - $5.1M
|
185K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
500New |
$9.31K - $13.8K
|
500
$14.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
436New |
$8.11K - $12K
|
436
$12.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
945New |
$17.6K - $26.1K
|
945
$27.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460New |
$8.56K - $12.7K
|
460
$13.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.3K- 47.3% |
$211K - $312K
|
12.6K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
319New |
$5.94K - $8.8K
|
319
$9.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.6K- 97.72% |
$197K - $292K
|
247
$7.22K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73KNew |
$32.3K - $47.8K
|
1.73K
$50.7K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
14.8K+ 2.65% |
$241K - $285K
|
572K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.69K- 6.0% |
$44K - $52K
|
42.1K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-470- 5.71% |
$7.68K - $9.08K
|
7.76K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$391K - $463K
|
24K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.74K- 6.52% |
$28.5K - $33.7K
|
25K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 6.53% |
$1.4M - $1.65M
|
1.4M
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.4K- 14.72% |
$121K - $143K
|
42.9K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 69.23% |
$14.7K - $17.4K
|
400
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$21.4K - $25.3K
|
1.31K
$38.4K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4+ 0.01% |
$72.2 - $92
|
59.4K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.52K - $5.75K
|
250
$7.31K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-303- 28.26% |
$5.47K - $6.97K
|
769
$22.5K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-64- 0.85% |
$1.16K - $1.47K
|
7.48K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$2.46K - $3.13K
|
136
$3.98K
|
|