Purchases and Sales Made in Q1 2024 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
211KNew |
$3.81M - $4.86M
|
211K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
182KNew |
$3.28M - $4.18M
|
182K
$4.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
121K+ 55.75% |
$2.19M - $2.79M
|
339K
$8.93M
|
|
|
May 01, 2024
Q1 2024
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
112K+ 59.58% |
$2.03M - $2.59M
|
301K
$7.94M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
74.3K+ 410.18% |
$1.34M - $1.71M
|
92.4K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
64.7K+ 27.67% |
$1.17M - $1.49M
|
298K
$7.87M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.9K+ 251.79% |
$1.05M - $1.33M
|
81K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
33.1K+ 15.83% |
$598K - $762K
|
242K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 13.42% |
$463K - $589K
|
216K
$5.71M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 13.42% |
$463K - $589K
|
216K
$5.71M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23KNew |
$415K - $529K
|
23K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.1KNew |
$380K - $485K
|
21.1K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.5K+ 2.14% |
$297K - $379K
|
785K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
15K+ 50.54% |
$272K - $346K
|
44.8K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.18K+ 18.56% |
$166K - $211K
|
58.6K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.94K+ 2.75% |
$161K - $206K
|
334K
$8.82M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.64KNew |
$138K - $176K
|
7.64K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.78K+ 11.41% |
$122K - $156K
|
66.2K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.26KNew |
$95K - $121K
|
5.26K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.38K+ 4.2% |
$79K - $101K
|
109K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.05K+ 7.16% |
$73.2K - $93.3K
|
60.6K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.35K+ 1.96% |
$42.4K - $54.1K
|
122K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$23.5K - $29.9K
|
1.3K
$34.3K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1K+ 125.0% |
$18.1K - $23K
|
1.8K
$47.5K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
820+ 33.66% |
$14.8K - $18.9K
|
3.26K
$85.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
742+ 9.2% |
$13.4K - $17.1K
|
8.81K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
734+ 2.92% |
$13.3K - $16.9K
|
25.9K
$683K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688+ 12.55% |
$12.4K - $15.8K
|
6.17K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
647+ 5.77% |
$11.7K - $14.9K
|
11.9K
$313K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
606+ 38.7% |
$10.9K - $13.9K
|
2.17K
$57.3K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
508+ 7.73% |
$9.17K - $11.7K
|
7.08K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
300+ 1.09% |
$5.42K - $6.9K
|
27.7K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.52K - $5.75K
|
250
$6.59K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$3.61K - $4.6K
|
200
$5.27K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$2.46K - $3.13K
|
136
$3.59K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
111New |
$2K - $2.55K
|
111
$2.93K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$903 - $1.15K
|
50
$1.32K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
37+ 0.08% |
$668 - $851
|
45.7K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$72.2 - $92
|
4
$105
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 20.0% |
$54.2 - $69
|
18
$475
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12- 13.79% |
$217 - $276
|
75
$1.98K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 44.55% |
$885 - $1.13K
|
61
$1.61K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-53- 5.68% |
$957 - $1.22K
|
880
$23.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-64- 0.85% |
$1.16K - $1.47K
|
7.48K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-169- 1.51% |
$3.05K - $3.89K
|
11.1K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-282- 92.46% |
$5.09K - $6.49K
|
23
$607
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-303- 28.26% |
$5.47K - $6.97K
|
769
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-355- 4.14% |
$6.41K - $8.17K
|
8.23K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-355- 0.66% |
$6.41K - $8.17K
|
53.5K
$1.41M
|