Purchases and Sales Made in Q1 2023 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q1 2023. The information is specifically focused on institutions that hold shares of FINANCIAL INSTITUTIONS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
76+ 30.89% |
$1.42K - $1.95K
|
322
$8.63K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 35.11% |
$1.23K - $1.69K
|
254
$6.81K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 26.7% |
$953 - $1.31K
|
242
$6.49K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45+ 18.91% |
$841 - $1.16K
|
283
$7.59K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32+ 0.29% |
$598 - $822
|
10.9K
$292K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$243 - $334
|
2.95K
$79.2K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$149 - $205
|
8
$214
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7+ 0.01% |
$131 - $180
|
64.9K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12- 0.03% |
$224 - $308
|
46.7K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-18- 5.29% |
$336 - $462
|
322
$8.63K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-50- 4.37% |
$934 - $1.28K
|
1.09K
$29.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131- 4.43% |
$2.45K - $3.36K
|
2.83K
$75.8K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139Closed |
$2.6K - $3.57K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-266- 2.3% |
$4.97K - $6.83K
|
11.3K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-267- 27.16% |
$4.99K - $6.86K
|
716
$19.2K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-350- 18.11% |
$6.54K - $8.99K
|
1.58K
$42.4K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-414- 6.87% |
$7.73K - $10.6K
|
5.62K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-862- 8.88% |
$16.1K - $22.1K
|
8.84K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-880- 3.01% |
$16.4K - $22.6K
|
28.4K
$760K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.06K- 12.81% |
$19.8K - $27.2K
|
7.22K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.74K- 98.75% |
$32.4K - $44.6K
|
22
$590
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.09K- 2.57% |
$39K - $53.6K
|
79.3K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.38K- 2.38% |
$44.4K - $61K
|
97.3K
$2.61M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.4K- 19.08% |
$44.9K - $61.7K
|
10.2K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 9.69% |
$82K - $113K
|
40.9K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.48K- 5.72% |
$83.6K - $115K
|
73.8K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.3K- 3.45% |
$136K - $187K
|
204K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.47K- 15.86% |
$140K - $192K
|
39.7K
$1.06M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-7.8K- 23.35% |
$146K - $200K
|
25.6K
$686K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-12.1K- 7.6% |
$225K - $310K
|
147K
$3.93M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-17.9K- 4.64% |
$335K - $460K
|
368K
$9.87M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.8K- 6.81% |
$370K - $508K
|
271K
$7.27M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20.4K- 99.36% |
$381K - $524K
|
131
$3.51K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27K- 55.72% |
$505K - $694K
|
21.5K
$575K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-39.8K- 3.15% |
$743K - $1.02M
|
1.22M
$32.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.5K- 40.02% |
$776K - $1.07M
|
62.2K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-52.5K- 38.34% |
$980K - $1.35M
|
84.4K
$2.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-65.6K- 16.56% |
$1.22M - $1.68M
|
330K
$8.85M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.8K- 45.05% |
$1.36M - $1.87M
|
88.8K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-139K- 99.56% |
$2.6M - $3.58M
|
618
$16.6K
|