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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.04K
|
|
| Q1 2023 | |||||||
|
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
$17K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-12.1K- 7.6% |
$225K - $310K
|
147K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
263+ 2.09% |
$4.91K - $6.75K
|
12.9K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-139K- 99.56% |
$2.6M - $3.58M
|
618
$16.5K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 168.41% |
$142K - $195K
|
12.1K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 18.12% |
$39.2K - $53.9K
|
13.7K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.77K+ 17.02% |
$33.1K - $45.5K
|
12.2K
$325K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
117KNew |
$2.19M - $3.01M
|
117K
$3.12M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.4K- 19.08% |
$44.9K - $61.7K
|
10.2K
$271K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95New |
$1.77K - $2.44K
|
95
$2.53K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 62.18% |
$1.2M - $1.39M
|
137K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-4K- 25.3% |
$91.8K - $106K
|
11.8K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$551 - $637
|
24
$639
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-85- 98.84% |
$1.95K - $2.26K
|
1
$26.6
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-264- 2.24% |
$6.06K - $7.01K
|
11.5K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
650New |
$14.9K - $17.3K
|
650
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-8.24K- 2.43% |
$189K - $219K
|
331K
$8.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2Closed |
$45.9 - $53.1
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.82K- 15.27% |
$43.4K - $51.6K
|
10.1K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2KNew |
$340K - $404K
|
14.2K
$379K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$191 - $227
|
8
$213
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 123.21% |
$329K - $391K
|
25K
$666K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24- 2.19% |
$618 - $724
|
1.07K
$28.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-6.97KClosed |
$179K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.67KClosed |
$172K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
42.5KNew |
$1.09M - $1.28M
|
42.5K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-520Closed |
$13.4K - $15.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.66KClosed |
$120K - $141K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
34.2KNew |
$880K - $1.03M
|
34.2K
$910K
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-24.7K- 32.92% |
$635K - $744K
|
50.2K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-24KClosed |
$618K - $724K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-8.83KClosed |
$227K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.5KNew |
$193K - $226K
|
7.5K
$200K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14Closed |
$360 - $422
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-580Closed |
$14.9K - $17.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.5KClosed |
$219K - $256K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 25.58% |
$283 - $332
|
32
$852
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 447.83% |
$5.3K - $6.22K
|
252
$6.71K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.02K- 96.16% |
$129K - $151K
|
200
$5.32K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.6KClosed |
$41.2K - $48.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.6KClosed |
$426K - $500K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81Closed |
$2.08K - $2.44K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.39KNew |
$223K - $248K
|
7.39K
$197K
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.1KClosed |
$304K - $339K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$855K - $954K
|
28.4K
$756K
|
|
|
May 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-92.1KClosed |
$2.77M - $3.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$301 - $336
|
10
$266
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.5KClosed |
$286K - $319K
|
0
$0
|
|