Purchases and Sales Made in Q4 2023 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
209KNew |
$3.24M - $4.54M
|
209K
$5.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
109K+ 100.77% |
$1.69M - $2.37M
|
217K
$6.23M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 586.15% |
$1.64M - $2.3M
|
124K
$3.56M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
87.7K+ 19.34% |
$1.36M - $1.9M
|
541K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.6K+ 40.14% |
$551K - $773K
|
124K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1K+ 11.09% |
$295K - $414K
|
191K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
17.1KNew |
$265K - $371K
|
17.1K
$490K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
15.5K+ 44.74% |
$241K - $337K
|
50.3K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.8K+ 1.09% |
$230K - $322K
|
1.38M
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14.3K+ 1.89% |
$221K - $310K
|
768K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6K+ 159.21% |
$210K - $295K
|
22.1K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 6.63% |
$207K - $290K
|
215K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.5K+ 4.0% |
$194K - $271K
|
325K
$9.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.2K+ 20.72% |
$158K - $222K
|
59.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.76K+ 30.82% |
$151K - $212K
|
41.4K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.21K+ 35.59% |
$127K - $178K
|
31.3K
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.22K+ 144.77% |
$80.9K - $113K
|
8.83K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.2K+ 181.05% |
$80.5K - $113K
|
8.07K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.8K+ 4.83% |
$74.4K - $104K
|
104K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 34.21% |
$67.9K - $95.2K
|
17.2K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.32K+ 27.29% |
$66.9K - $93.8K
|
20.1K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.87K+ 1.41% |
$59.9K - $83.9K
|
277K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$48.1K - $67.5K
|
3.11K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
2.5KNew |
$38.7K - $54.3K
|
2.5K
$71.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.29K+ 1568.49% |
$35.5K - $49.7K
|
2.44K
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.88K+ 17.83% |
$29.1K - $40.8K
|
12.4K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.82K+ 28.03% |
$28.1K - $39.4K
|
8.3K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.6K+ 1.0% |
$24.8K - $34.7K
|
161K
$4.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.56K+ 7.27% |
$24.1K - $33.8K
|
23K
$659K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 193.26% |
$16K - $22.4K
|
1.57K
$44.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
926+ 20.32% |
$14.3K - $20.1K
|
5.48K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
786+ 0.14% |
$12.2K - $17.1K
|
573K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
730+ 5.77% |
$11.3K - $15.8K
|
13.4K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
504+ 4.7% |
$7.81K - $10.9K
|
11.2K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
476+ 1.62% |
$7.37K - $10.3K
|
29.8K
$853K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
432+ 1.81% |
$6.69K - $9.38K
|
24.3K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400+ 100.0% |
$6.2K - $8.68K
|
800
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
266+ 2.2% |
$4.12K - $5.77K
|
12.3K
$354K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
263New |
$4.07K - $5.71K
|
263
$7.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
262+ 2.39% |
$4.06K - $5.69K
|
11.2K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87New |
$1.35K - $1.89K
|
87
$2.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53+ 0.33% |
$821 - $1.15K
|
16.1K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
46+ 0.1% |
$713 - $999
|
45.6K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$232 - $326
|
15
$430
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15New |
$232 - $326
|
15
$430
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11+ 0.02% |
$170 - $239
|
59.4K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 19.71% |
$418 - $586
|
110
$3.15K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-30- 0.4% |
$465 - $651
|
7.55K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 6.13% |
$511 - $716
|
505
$14.5K
|