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 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$316 - $469
|
17
$458
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.07K- 35.86% |
$132K - $195K
|
12.7K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
436New |
$8.11K - $12K
|
436
$11.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
945New |
$17.6K - $26.1K
|
945
$25.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.3K- 47.3% |
$211K - $312K
|
12.6K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460New |
$8.56K - $12.7K
|
460
$12.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-6.1K- 21.55% |
$114K - $168K
|
22.2K
$598K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
319New |
$5.94K - $8.8K
|
319
$8.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.6K- 97.72% |
$197K - $292K
|
247
$6.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73KNew |
$32.3K - $47.8K
|
1.73K
$46.7K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
14.8K+ 2.65% |
$241K - $285K
|
572K
$15.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
426+ 383.78% |
$6.96K - $8.23K
|
537
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.69K- 6.0% |
$44K - $52K
|
42.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$190K - $225K
|
11.6K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-470- 5.71% |
$7.68K - $9.08K
|
7.76K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-427- 27.96% |
$6.98K - $8.25K
|
1.1K
$29.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$391K - $463K
|
24K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.74K- 6.52% |
$28.5K - $33.7K
|
25K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 6.53% |
$1.4M - $1.65M
|
1.4M
$37.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.4K- 14.72% |
$121K - $143K
|
42.9K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 69.23% |
$14.7K - $17.4K
|
400
$10.8K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4- 0.01% |
$65.4 - $77.3
|
59.4K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$21.4K - $25.3K
|
1.31K
$35.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.02KNew |
$49.3K - $58.3K
|
3.02K
$81.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.52K - $5.75K
|
250
$6.74K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-303- 28.26% |
$5.47K - $6.97K
|
769
$20.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-64- 0.85% |
$1.16K - $1.47K
|
7.48K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$2.46K - $3.13K
|
136
$3.67K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23KNew |
$415K - $529K
|
23K
$620K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$903 - $1.15K
|
50
$1.35K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$3.61K - $4.6K
|
200
$5.39K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
263New |
$4.07K - $5.71K
|
263
$7.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.78K- 27.86% |
$27.5K - $38.5K
|
4.6K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.32K+ 27.29% |
$66.9K - $93.8K
|
20.1K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$48.1K - $67.5K
|
3.11K
$83.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.67K- 50.57% |
$26.5K - $33.6K
|
1.63K
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.64K- 22.06% |
$57.6K - $73.3K
|
12.9K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20+ 0.18% |
$316 - $402
|
11.2K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 29.42% |
$168K - $214K
|
46.7K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.3K+ 2.43% |
$52.2K - $66.4K
|
139K
$3.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
16KNew |
$253K - $322K
|
16K
$431K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$189
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12KNew |
$181K - $231K
|
12K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
45.5KNew |
$686K - $875K
|
45.5K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.05K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$240K - $330K
|
12.9K
$346K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139Closed |
$2.6K - $3.57K
|
0
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
637New |
$11.9K - $16.4K
|
637
$17.2K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-12.1K- 7.6% |
$225K - $310K
|
147K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-139K- 99.56% |
$2.6M - $3.58M
|
618
$16.7K
|
|