Purchases and Sales Made in Q1 2025 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q1 2025. 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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 5.88% |
$31.3K - $37.2K
|
22.6K
$610K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.16K+ 4.96% |
$28.9K - $34.3K
|
24.5K
$661K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
688+ 8.06% |
$17.2K - $20.4K
|
9.22K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$15.7K - $18.7K
|
630
$17K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
604New |
$15.1K - $17.9K
|
604
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
576+ 42.35% |
$14.4K - $17.1K
|
1.94K
$52.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
569+ 24.73% |
$14.2K - $16.9K
|
2.87K
$77.5K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
500+ 0.22% |
$12.5K - $14.8K
|
226K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
458+ 0.13% |
$11.4K - $13.6K
|
353K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
200+ 0.17% |
$4.99K - $5.93K
|
116K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
155+ 10.79% |
$3.87K - $4.59K
|
1.59K
$43K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
121+ 22.45% |
$3.02K - $3.59K
|
660
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
117+ 14.25% |
$2.92K - $3.47K
|
938
$25.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 32.38% |
$1.7K - $2.01K
|
278
$7.51K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$849 - $1.01K
|
34
$918
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 42.86% |
$599 - $711
|
80
$2.16K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 10.95% |
$549 - $652
|
223
$6.02K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 7.02% |
$499 - $593
|
305
$8.24K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 28.33% |
$424 - $504
|
77
$2.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
15+ 0.17% |
$374 - $444
|
8.68K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$374 - $444
|
15
$405
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$324 - $385
|
13
$351
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$250 - $296
|
20
$540
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 6.04% |
$225 - $267
|
158
$4.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- -0.0% |
$74.9 - $88.9
|
69.3K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 18.63% |
$474 - $563
|
83
$2.24K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 39.06% |
$624 - $741
|
39
$1.05K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-157- 32.24% |
$3.92K - $4.65K
|
330
$8.91K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-225- 24.54% |
$5.62K - $6.67K
|
692
$18.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-380- 0.27% |
$9.48K - $11.3K
|
138K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-453- 2.53% |
$11.3K - $13.4K
|
17.5K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-580- 94.46% |
$14.5K - $17.2K
|
34
$918
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-615- 64.06% |
$15.4K - $18.2K
|
345
$9.32K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-862- 2.08% |
$21.5K - $25.5K
|
40.5K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.22K- 16.43% |
$30.4K - $36.1K
|
6.2K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 54.39% |
$34.9K - $41.5K
|
1.17K
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.65K- 4.25% |
$41.2K - $48.9K
|
37.2K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.37K- 13.78% |
$59.3K - $70.3K
|
14.9K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.45K- 2.92% |
$61K - $72.4K
|
81.2K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.74K- 18.68% |
$68.4K - $81.2K
|
11.9K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.87K- 19.25% |
$71.7K - $85.1K
|
12K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.65K- 1.29% |
$91.1K - $108K
|
280K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4K- 1.3% |
$99.8K - $119K
|
303K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.8K- 21.37% |
$145K - $172K
|
21.3K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.21K- 12.96% |
$155K - $184K
|
41.7K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.9K- 31.28% |
$273K - $324K
|
24.1K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-13.3K- 3.92% |
$332K - $394K
|
326K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 5.74% |
$340K - $404K
|
224K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.4K- 95.99% |
$361K - $428K
|
603
$16.3K
|