Purchases and Sales Made in Q2 2023 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01K+ 5.9% |
$30.3K - $38.7K
|
36.1K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 67.83% |
$29K - $36.9K
|
4.75K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.69K+ 17.95% |
$25.5K - $32.5K
|
11.1K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
740+ 8.37% |
$11.2K - $14.2K
|
9.58K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700+ 38.89% |
$10.6K - $13.5K
|
2.5K
$67.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
461+ 0.08% |
$6.96K - $8.87K
|
572K
$15.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
404New |
$6.1K - $7.78K
|
404
$11K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
315New |
$4.75K - $6.06K
|
315
$8.54K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56New |
$845 - $1.08K
|
56
$1.52K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.06K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
18+ 0.25% |
$272 - $347
|
7.31K
$198K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$190
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$190
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60- 21.2% |
$905 - $1.16K
|
223
$6.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-70- 4.42% |
$1.06K - $1.35K
|
1.51K
$41K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-74- 6.76% |
$1.12K - $1.42K
|
1.02K
$27.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-110- 54.73% |
$1.66K - $2.12K
|
91
$2.47K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-114- 44.88% |
$1.72K - $2.19K
|
140
$3.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-155- 0.72% |
$2.34K - $2.98K
|
21.3K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-609- 0.54% |
$9.19K - $11.7K
|
112K
$3.03M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-765- 13.62% |
$11.5K - $14.7K
|
4.85K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.03K- 15.64% |
$15.5K - $19.8K
|
5.54K
$150K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.8K- 0.49% |
$27.2K - $34.7K
|
366K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.85K- 1.9% |
$27.9K - $35.6K
|
95.5K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.92K- 6.12% |
$28.9K - $36.9K
|
29.4K
$798K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.31K- 7.15% |
$50K - $63.8K
|
43K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.62K- 9.32% |
$54.7K - $69.7K
|
35.2K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.11K- 0.54% |
$62K - $79.1K
|
753K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.21K- 4.19% |
$63.5K - $81K
|
96.1K
$2.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.03K- 69.72% |
$75.9K - $96.9K
|
2.19K
$59.3K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.51K- 8.49% |
$83.2K - $106K
|
59.4K
$1.61M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-6.83K- 2.07% |
$103K - $132K
|
323K
$8.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.3K- 32.65% |
$186K - $237K
|
25.4K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-25K- 10.93% |
$377K - $481K
|
204K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.3K- 64.77% |
$775K - $988K
|
27.9K
$757K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-102K- 8.33% |
$1.54M - $1.96M
|
1.12M
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-183K- 40.07% |
$2.77M - $3.53M
|
274K
$7.43M
|