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 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$191 - $227
|
8
$206
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24- 2.19% |
$618 - $724
|
1.07K
$27.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
34.2KNew |
$880K - $1.03M
|
34.2K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-6.97KClosed |
$179K - $210K
|
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
$1.09M
|
|
|
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
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.67KClosed |
$172K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.66KClosed |
$120K - $141K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-24.7K- 32.92% |
$635K - $744K
|
50.2K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-8.83KClosed |
$227K - $266K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-24KClosed |
$618K - $724K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.5KNew |
$193K - $226K
|
7.5K
$193K
|
|
|
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
$823
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 447.83% |
$5.3K - $6.22K
|
252
$6.48K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.02K- 96.16% |
$129K - $151K
|
200
$5.14K
|
|
|
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
$190K
|
|
|
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
$730K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$301 - $336
|
10
$257
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.5KClosed |
$286K - $319K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5Closed |
$151 - $168
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6.89K- 22.14% |
$208K - $232K
|
24.2K
$623K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.2KNew |
$427K - $476K
|
14.2K
$364K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.77KClosed |
$204K - $228K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-3.43K- 1.91% |
$103K - $115K
|
176K
$4.52M
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13.7KClosed |
$423K - $459K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100New |
$3.08K - $3.35K
|
100
$2.57K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-417Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6KClosed |
$451K - $490K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-6.9KClosed |
$194K - $230K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.94KClosed |
$223K - $264K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100New |
$2.81K - $3.33K
|
100
$2.57K
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 7.14% |
$2.81K - $3.33K
|
1.3K
$33.4K
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-2.49KClosed |
$74K - $81.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-533- 0.57% |
$15.8K - $17.5K
|
93.3K
$2.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-47.4KClosed |
$1.41M - $1.56M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-38.2KClosed |
$1.14M - $1.25M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 26.83% |
$24.6K - $35.2K
|
5.2K
$134K
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.28KClosed |
$28.7K - $41K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 33.33% |
$134 - $192
|
12
$309
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.95KClosed |
$43.7K - $62.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
475New |
$7.34K - $11K
|
475
$12.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-15.8KClosed |
$244K - $367K
|
0
$0
|
|