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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.9KNew |
$203K - $301K
|
10.9K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$164K - $242K
|
8.79K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73KNew |
$32.3K - $47.8K
|
1.73K
$46.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
945New |
$17.6K - $26.1K
|
945
$25.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
500New |
$9.31K - $13.8K
|
500
$13.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460New |
$8.56K - $12.7K
|
460
$12.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
436New |
$8.11K - $12K
|
436
$11.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
319New |
$5.94K - $8.8K
|
319
$8.62K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
187New |
$3.48K - $5.16K
|
187
$5.05K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$316 - $469
|
17
$459
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 6.53% |
$1.4M - $1.65M
|
1.4M
$37.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$391K - $463K
|
24K
$647K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
14.8K+ 2.65% |
$241K - $285K
|
572K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$190K - $225K
|
11.6K
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.02KNew |
$49.3K - $58.3K
|
3.02K
$81.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$21.4K - $25.3K
|
1.31K
$35.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
426+ 383.78% |
$6.96K - $8.23K
|
537
$14.5K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23KNew |
$415K - $529K
|
23K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.52K - $5.75K
|
250
$6.75K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$3.61K - $4.6K
|
200
$5.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$2.46K - $3.13K
|
136
$3.67K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$903 - $1.15K
|
50
$1.35K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.32K+ 27.29% |
$66.9K - $93.8K
|
20.1K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$48.1K - $67.5K
|
3.11K
$83.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
263New |
$4.07K - $5.71K
|
263
$7.1K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
16KNew |
$253K - $322K
|
16K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 29.42% |
$168K - $214K
|
46.7K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.3K+ 2.43% |
$52.2K - $66.4K
|
139K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20+ 0.18% |
$316 - $402
|
11.2K
$302K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
45.5KNew |
$686K - $875K
|
45.5K
$1.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12KNew |
$181K - $231K
|
12K
$324K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.05K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$189
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
117KNew |
$2.19M - $3.01M
|
117K
$3.17M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$240K - $330K
|
12.9K
$347K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 168.41% |
$142K - $195K
|
12.1K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 18.12% |
$39.2K - $53.9K
|
13.7K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.77K+ 17.02% |
$33.1K - $45.5K
|
12.2K
$329K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
637New |
$11.9K - $16.4K
|
637
$17.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95New |
$1.77K - $2.44K
|
95
$2.57K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 62.18% |
$1.2M - $1.39M
|
137K
$3.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
650New |
$14.9K - $17.3K
|
650
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$551 - $637
|
24
$648
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2KNew |
$340K - $404K
|
14.2K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 123.21% |
$329K - $391K
|
25K
$675K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$191 - $227
|
8
$216
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
42.5KNew |
$1.09M - $1.28M
|
42.5K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
34.2KNew |
$880K - $1.03M
|
34.2K
$923K
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.5KNew |
$193K - $226K
|
7.5K
$203K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 447.83% |
$5.3K - $6.22K
|
252
$6.81K
|
|