Institutional Ownership Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,027
shares
|
$581,072
0.0% of portfolio
|
Q3 2024
Added 59.37%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
20,350
shares
|
$536,833
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
20,160
shares
|
$531,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,817
shares
|
$522,772
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
18,108
shares
|
$477,689
0.0% of portfolio
|
Q3 2024
Added 32.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
17,938
shares
|
$473,204
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
17,928
shares
|
$472,940
0.0% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
16,000
shares
|
$422,080
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,300
shares
|
$403,614
0.0% of portfolio
|
Q2 2024
Added 14.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,089
shares
|
$398,047
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
15,060
shares
|
$397,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,732
shares
|
$388,630
0.0% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,329
shares
|
$377,999
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
12,652
shares
|
$333,759
0.02% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
12,607
shares
|
$332,572
0.1% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,415
shares
|
$327,507
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
12,320
shares
|
$325,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$316,560
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
11,889
shares
|
$313,631
0.1% of portfolio
|
Q3 2024
Reduced 56.96%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,860
shares
|
$312,866
0.0% of portfolio
|
Q3 2024
Added 197.54%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,222
shares
|
$296,036
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
11,178
shares
|
$294,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
10,916
shares
|
$287,964
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,500
shares
|
$250,610
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,792
shares
|
$231,932
0.02% of portfolio
|
Q3 2024
New holding
|