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
Nov 15, 2021 Q3 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-6.9K
Closed
$194K - $230K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-7.94K
Closed
$223K - $264K
0 $0
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
100
New
$2.81K - $3.33K
100 $2.7K
Oct 25, 2021 Q3 2021
New York State Teachers Retirement System

SELL
 -
-100
- 7.14%
$2.81K - $3.33K
1.3K $35K
Q2 2021
Aug 20, 2021 Q2 2021
Denali Advisors LLC

SELL
 -
-2.49K
Closed
$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 $2.52M
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-47.4K
Closed
$1.41M - $1.56M
0 $0
Jul 14, 2021 Q2 2021
Wedge Capital Management L L P

SELL
 -
-38.2K
Closed
$1.14M - $1.25M
0 $0
Q1 2021
May 18, 2021 Q1 2021
Vectors Research Management, LLC

New York, NY
BUY
 -
1.1K
+ 26.83%
$24.6K - $35.2K
5.2K $140K
May 14, 2021 Q1 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-1.28K
Closed
$28.7K - $41K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-1.95K
Closed
$43.7K - $62.4K
0 $0
Q4 2020
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
475
New
$7.34K - $11K
475 $12.8K
Feb 16, 2021 Q4 2020
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-15.8K
Closed
$244K - $367K
0 $0
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 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
Institutional & Family Asset Management, LLC

SELL
 -
-400
Closed
$5.72K - $8.66K
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 $27.9K
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
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-9.58K
Closed
$137K - $309K
0 $0
May 05, 2020 Q1 2020
State Board Of Administration Of Florida Retirement System

SELL
 -
-6.37K
Closed
$91K - $206K
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
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 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.07K
New
$119K - $135K
4.07K $110K
Feb 13, 2020 Q4 2019
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-44K
Closed
$1.28M - $1.46M
0 $0
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

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