Latest Institutional Transactions on Financial Institutions Inc (FISI)

FISI Quotes by TradingView

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
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-236
Closed
$3.65K - $5.48K
0 $0
Feb 12, 2021 Q4 2020
M3 F, Inc.

Salt Lake City, UT
SELL
 -
-15.7K
Closed
$243K - $365K
0 $0
Feb 05, 2021 Q4 2020
Swiss National Bank

Zurich, V8
SELL
 -
-33.8K
Closed
$522K - $785K
0 $0
Jan 28, 2021 Q4 2020
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-1.97K
Closed
$30.4K - $45.7K
0 $0
Jan 15, 2021 Q4 2020
Bowling Portfolio Management LLC

SELL
 -
-14.4K
Closed
$222K - $334K
0 $0
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-10K
Closed
$155K - $233K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Valley National Advisers Inc

SELL
 -
-53
Closed
$760 - $959
0 $0
Nov 12, 2020 Q3 2020
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-47.7K
Closed
$684K - $863K
0 $0
Nov 03, 2020 Q3 2020
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-747
Closed
$10.7K - $13.5K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Brandywine Global Investment Management, LLC

Philadelphia, PA
SELL
 -
-5.84K
Closed
$83.5K - $126K
0 $0
Aug 14, 2020 Q2 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-10.5K
Closed
$150K - $228K
0 $0
Jul 15, 2020 Q2 2020
Howe & Rusling Inc

Rochester, NY
SELL
 -
-300
Closed
$4.29K - $6.5K
0 $0
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-400
- 27.87%
$5.71K - $12.9K
1.04K $26.6K
May 15, 2020 Q1 2020
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-14.4K
Closed
$206K - $465K
0 $0
May 12, 2020 Q1 2020
Glassman Wealth Services

SELL
 -
-9
Closed
$129 - $291
0 $0
May 11, 2020 Q1 2020
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-8.22K
Closed
$117K - $265K
0 $0
May 05, 2020 Q1 2020
State Board Of Administration Of Florida Retirement System

SELL
 -
-6.37K
Closed
$91K - $206K
0 $0
May 05, 2020 Q1 2020
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-9.58K
Closed
$137K - $309K
0 $0
Apr 29, 2020 Q1 2020
Copeland Capital Management, LLC

SELL
 -
-444
Closed
$6.34K - $14.3K
0 $0
Apr 24, 2020 Q1 2020
Total Clarity Wealth Management, Inc.

SELL
 -
-1.4K
Closed
$20K - $45.2K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.07K
New
$119K - $135K
4.07K $105K
Feb 14, 2020 Q4 2019
Systematic Financial Management LP

Teaneck, NJ
SELL
 -
-9.18K
Closed
$268K - $305K
0 $0
Feb 14, 2020 Q4 2019
Quantamental Technologies LLC

White Plains, NY
SELL
 -
-501
Closed
$14.6K - $16.6K
0 $0
Feb 13, 2020 Q4 2019
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-44K
Closed
$1.28M - $1.46M
0 $0
Feb 13, 2020 Q4 2019
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
226
+ 19.93%
$6.59K - $7.51K
1.36K $35K
Jan 22, 2020 Q4 2019
Cordasco Financial Network

SELL
 -
-50
Closed
$1.46K - $1.66K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-10K
Closed
$270K - $312K
0 $0
Nov 14, 2019 Q3 2019
Petrus Trust Company, Lta

Dallas, TX
SELL
 -
-8.14K
Closed
$219K - $254K
0 $0
Nov 13, 2019 Q3 2019
United Services Automobile Association

San Antonio, TX
SELL
 -
-35.7K
Closed
$963K - $1.12M
0 $0
Oct 16, 2019 Q3 2019
Assenagon Asset Management S.A.

SELL
 -
-20.3K
Closed
$546K - $633K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Nordea Investment Management Ab

Stockholm, V7
SELL
 -
-33.8K
Closed
$914K - $985K
0 $0
Aug 12, 2019 Q2 2019
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-10.2K
Closed
$275K - $297K
0 $0
Jul 31, 2019 Q2 2019
Municipal Employees' Retirement System Of Michigan

SELL
 -
-22.8K
Closed
$616K - $664K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Macquarie Group LTD

Australia, C3
SELL
 -
-67
Closed
$1.72K - $2.04K
0 $0
May 14, 2019 Q1 2019
Axa S.A.

Paris, I0
SELL
 -
-8.4K
Closed
$216K - $255K
0 $0
Apr 23, 2019 Q1 2019
Ramsey Quantitative Systems

Louisville, KY
SELL
 -
-3.62K
Closed
$93K - $110K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Loomis Sayles & CO L P

SELL
 -
-248
Closed
$6.1K - $7.65K
0 $0
Feb 14, 2019 Q4 2018
Elizabeth Park Capital Advisors, Ltd.

Pepper Pike, OH
SELL
 -
-94.2K
Closed
$2.32M - $2.91M
0 $0
Feb 04, 2019 Q4 2018
Hartford Investment Management CO

SELL
 -
-7.63K
Closed
$188K - $235K
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Balyasny Asset Management LLC

Chicago, IL
SELL
 -
-8.58K
Closed
$269K - $287K
0 $0
Nov 14, 2018 Q3 2018
Putnam Investments LLC

Boston, MA
SELL
 -
-10.2K
Closed
$320K - $342K
0 $0
Nov 01, 2018 Q3 2018
Valeo Financial Advisors, LLC

SELL
 -
-1.13K
Closed
$35.2K - $37.6K
0 $0
Oct 31, 2018 Q3 2018
Wbi Investments, Inc.

SELL
 -
-19.8K
Closed
$619K - $660K
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-15.3K
Closed
$450K - $521K
0 $0
Aug 14, 2018 Q2 2018
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-10.5K
Closed
$309K - $357K
0 $0
Aug 14, 2018 Q2 2018
Dynamic Technology Lab Private LTD

Singapore, U0
SELL
 -
-14.3K
Closed
$419K - $486K
0 $0
Q1 2018
May 21, 2018 Q1 2018
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-6
Closed
$178 - $197
0 $0
May 15, 2018 Q1 2018
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-13.7K
Closed
$405K - $450K
0 $0
Apr 17, 2018 Q1 2018
Calton & Associates, Inc.

SELL
 -
-188
Closed
$5.56K - $6.18K
0 $0

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