Latest Institutional Purchases of Financial Institutions Inc (FISI)
This list provides information on the latest institutional transactions involving Financial Institutions Inc (FISI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
688+ 8.06% |
$17.2K - $20.4K
|
9.22K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$15.7K - $18.7K
|
630
$17K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
604New |
$15.1K - $17.9K
|
604
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
576+ 42.35% |
$14.4K - $17.1K
|
1.94K
$52.3K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
500+ 0.22% |
$12.5K - $14.8K
|
226K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
458+ 0.13% |
$11.4K - $13.6K
|
353K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
200+ 0.17% |
$4.99K - $5.93K
|
116K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
121+ 22.45% |
$3.02K - $3.59K
|
660
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
117+ 14.25% |
$2.92K - $3.47K
|
938
$25.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 32.38% |
$1.7K - $2.01K
|
278
$7.51K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$849 - $1.01K
|
34
$918
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 42.86% |
$599 - $711
|
80
$2.16K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 10.95% |
$549 - $652
|
223
$6.02K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 7.02% |
$499 - $593
|
305
$8.24K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 28.33% |
$424 - $504
|
77
$2.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
15+ 0.17% |
$374 - $444
|
8.68K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$374 - $444
|
15
$405
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$324 - $385
|
13
$351
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$250 - $296
|
20
$540
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 6.04% |
$225 - $267
|
158
$4.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
305KNew |
$7.27M - $8.82M
|
305K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
226KNew |
$5.39M - $6.54M
|
226K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
124KNew |
$2.95M - $3.58M
|
124K
$3.34M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
113KNew |
$2.71M - $3.28M
|
113K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.48M - $3.01M
|
104K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$2.15M - $2.6M
|
90K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
56.7KNew |
$1.35M - $1.64M
|
56.7K
$1.53M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
46.1KNew |
$1.1M - $1.33M
|
46.1K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
22.5KNew |
$537K - $652K
|
22.5K
$609K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
21.1KNew |
$503K - $610K
|
21.1K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.4KNew |
$390K - $474K
|
16.4K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.1KNew |
$384K - $466K
|
16.1K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$278K - $337K
|
11.7K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
10KNew |
$238K - $289K
|
10K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.7KNew |
$88.3K - $107K
|
3.7K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.17KNew |
$75.6K - $91.7K
|
3.17K
$85.6K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.37K+ 15.98% |
$56.6K - $68.7K
|
17.2K
$465K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.2KNew |
$28.5K - $34.6K
|
1.2K
$32.3K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.1KNew |
$26.2K - $31.8K
|
1.1K
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
595+ 1.0% |
$14.2K - $17.2K
|
60.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$8.25K - $10K
|
346
$9.35K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
274New |
$6.53K - $7.92K
|
274
$7.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
254+ 1.69% |
$6.06K - $7.35K
|
15.3K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.75K - $6.97K
|
241
$6.51K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
144+ 5.02% |
$3.43K - $4.16K
|
3.01K
$81.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
101New |
$2.41K - $2.92K
|
101
$2.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.38K - $2.89K
|
100
$2.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.4 - $116
|
4
$108
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
185KNew |
$3.44M - $5.1M
|
185K
$4.99M
|
|