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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-9.18KClosed |
$268K - $305K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-501Closed |
$14.6K - $16.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.07KNew |
$119K - $135K
|
4.07K
$119K
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44KClosed |
$1.28M - $1.46M
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Cordasco Financial Network
|
SELL
|
- |
-50Closed |
$1.46K - $1.66K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-8.14KClosed |
$219K - $254K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10KClosed |
$270K - $312K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-35.7KClosed |
$963K - $1.12M
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-20.3KClosed |
$546K - $633K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-33.8KClosed |
$914K - $985K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.2KClosed |
$275K - $297K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-22.8KClosed |
$616K - $664K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-67Closed |
$1.72K - $2.04K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.4KClosed |
$216K - $255K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-3.62KClosed |
$93K - $110K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-94.2KClosed |
$2.32M - $2.91M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-248Closed |
$6.1K - $7.65K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Hartford Investment Management CO
|
SELL
|
- |
-7.63KClosed |
$188K - $235K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-8.58KClosed |
$269K - $287K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$320K - $342K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$35.2K - $37.6K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-19.8KClosed |
$619K - $660K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-15.3KClosed |
$450K - $521K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.5KClosed |
$309K - $357K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6Closed |
$178 - $197
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7KClosed |
$405K - $450K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-188Closed |
$5.56K - $6.18K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-8.5KClosed |
$250K - $286K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.52K+ 70.41% |
$133K - $152K
|
10.9K
$320K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-135KClosed |
$3.97M - $4.54M
|
0
$0
|
|