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 $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
505
shares
|
$14,089
0.0% of portfolio
|
Q4 2023
Reduced 6.13%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$13,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
475
shares
|
$13,252
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
460
shares
|
$12,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
436
shares
|
$12,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
319
shares
|
$8,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
312
shares
|
$8,704
0.0% of portfolio
|
Q3 2024
Added 48.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
265
shares
|
$7,393
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$6,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
247
shares
|
$6,891
0.0% of portfolio
|
Q3 2024
Reduced 97.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
206
shares
|
$5,747
0.0% of portfolio
|
Q3 2024
Added 52.59%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$5,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
187
shares
|
$5,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
186
shares
|
$5,189
0.0% of portfolio
|
Q3 2024
Reduced 95.19%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
165
shares
|
$4,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
136
shares
|
$3,794
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
102
shares
|
$2,845
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
79
shares
|
$2,204
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
60
shares
|
$1,674
0.0% of portfolio
|
Q2 2024
Added 160.87%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
56
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
56
shares
|
$1,562
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
39
shares
|
$1,088
0.0% of portfolio
|
Q2 2023
Added 387.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
17
shares
|
$474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|