Purchases and Sales Made in Q4 2022 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
124KNew |
$2.86M - $3.3M
|
124K
$3.38M
|
|
Jan 25, 2023
Q4 2022
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
104K+ 83.04% |
$2.38M - $2.75M
|
229K
$6.21M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.8K+ 69.39% |
$2.2M - $2.54M
|
234K
$6.34M
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 62.18% |
$1.2M - $1.39M
|
137K
$3.71M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.3K+ 3.21% |
$902K - $1.04M
|
1.26M
$34.2M
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
30.3K+ 28.42% |
$695K - $803K
|
137K
$3.71M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.8K+ 63.56% |
$433K - $500K
|
48.5K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
14.8K+ 7.97% |
$339K - $392K
|
200K
$5.42M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
13.5K+ 9.55% |
$310K - $358K
|
155K
$4.2M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$287K - $332K
|
12.5K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.7K+ 46.6% |
$269K - $311K
|
36.9K
$1M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.7K+ 59.59% |
$269K - $311K
|
31.4K
$851K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
11.5KNew |
$265K - $306K
|
11.5K
$313K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9KNew |
$207K - $239K
|
9K
$244K
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.25KNew |
$189K - $219K
|
8.25K
$224K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
6.21K+ 27.04% |
$143K - $165K
|
29.2K
$792K
|
|
Feb 14, 2023
Q4 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.5K+ 6.01% |
$126K - $146K
|
96.9K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.92K+ 1.78% |
$113K - $130K
|
281K
$7.63M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.52KNew |
$104K - $120K
|
4.52K
$123K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.43K+ 2.82% |
$102K - $118K
|
162K
$4.38M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.62K+ 0.48% |
$83.1K - $96.1K
|
751K
$20.4M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.59K+ 8.23% |
$82.3K - $95.2K
|
47.1K
$1.28M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 167.23% |
$61.1K - $70.6K
|
4.25K
$115K
|
|
Feb 03, 2023
Q4 2022
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
2.53K+ 3.64% |
$58.1K - $67.2K
|
72K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.27K+ 19.16% |
$52.2K - $60.4K
|
14.1K
$384K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.52K+ 18.61% |
$35K - $40.4K
|
9.71K
$263K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 102.05% |
$34.3K - $39.7K
|
2.96K
$80.3K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 1.31% |
$33.3K - $38.5K
|
112K
$3.04M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.15K+ 189.62% |
$26.4K - $30.5K
|
1.76K
$47.7K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$25.3K - $29.2K
|
1.1K
$29.8K
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
830+ 0.07% |
$19.1K - $22K
|
1.26M
$34.2M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
650New |
$14.9K - $17.3K
|
650
$17.6K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
366+ 47.04% |
$8.4K - $9.71K
|
1.14K
$31K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
267+ 37.29% |
$6.13K - $7.09K
|
983
$26.7K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
107+ 127.38% |
$2.46K - $2.84K
|
191
$5.18K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102+ 0.02% |
$2.34K - $2.71K
|
571K
$15.5M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
100+ 1.56% |
$2.3K - $2.65K
|
6.5K
$176K
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
94+ 38.21% |
$2.16K - $2.49K
|
340
$9.22K
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
68+ 1.14% |
$1.56K - $1.8K
|
6.03K
$164K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$551 - $637
|
24
$651
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2Closed |
$45.9 - $53.1
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8- 0.1% |
$184 - $212
|
8.28K
$225K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-9- 0.01% |
$207 - $239
|
64.9K
$1.76M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-18- 0.17% |
$413 - $478
|
10.9K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 9.62% |
$459 - $531
|
188
$5.1K
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-25- 6.85% |
$574 - $664
|
340
$9.22K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-26- 0.36% |
$597 - $690
|
7.15K
$194K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-85- 98.84% |
$1.95K - $2.26K
|
1
$27.1
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-264- 2.24% |
$6.06K - $7.01K
|
11.5K
$313K
|