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 140 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
158
shares
|
$4,258
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
101
shares
|
$2,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
83
shares
|
$2,236
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
80
shares
|
$2,156
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
77
shares
|
$2,075
0.0% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
39
shares
|
$1,051
0.0% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
39
shares
|
$1,051
0.0% of portfolio
|
Q2 2023
Added 387.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
34
shares
|
$916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34
shares
|
$916
0.0% of portfolio
|
Q1 2025
Reduced 94.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$539
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13
shares
|
$350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4
shares
|
$107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|