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 146 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
244
shares
|
$6,993
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
241
shares
|
$6,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
210
shares
|
$6,018
0.0% of portfolio
|
Q4 2024
Reduced 32.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
201
shares
|
$5,760
0.0% of portfolio
|
Q4 2024
Reduced 60.2%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$5,732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
183
shares
|
$5,244
0.0% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
149
shares
|
$4,270
0.0% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
136
shares
|
$3,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
102
shares
|
$2,923
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
101
shares
|
$2,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$2,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
64
shares
|
$1,834
0.0% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
60
shares
|
$1,719
0.0% of portfolio
|
Q2 2024
Added 160.87%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
56
shares
|
$1,604
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
39
shares
|
$1,117
0.0% of portfolio
|
Q2 2023
Added 387.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
10
shares
|
$286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|