Purchases and Sales Made in Q4 2024 in Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.64K+ 3.51% |
$158K - $192K
|
196K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.43K+ 8.02% |
$153K - $186K
|
86.6K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.6K+ 3.17% |
$110K - $133K
|
150K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.4K+ 2.4% |
$105K - $127K
|
187K
$5.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.7KNew |
$88.3K - $107K
|
3.7K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.41K+ 2.5% |
$81.3K - $98.7K
|
140K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.41K+ 5.13% |
$81.3K - $98.7K
|
69.9K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.17KNew |
$75.6K - $91.7K
|
3.17K
$85.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.08K+ 6.87% |
$73.4K - $89K
|
47.9K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.61K+ 7.19% |
$62.1K - $75.4K
|
38.8K
$1.05M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.37K+ 15.98% |
$56.6K - $68.7K
|
17.2K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.9K+ 2.47% |
$45.3K - $54.9K
|
78.8K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.89K+ 0.54% |
$45K - $54.6K
|
352K
$9.51M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.2KNew |
$28.5K - $34.6K
|
1.2K
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 14.28% |
$27.2K - $33K
|
9.13K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.1KNew |
$26.2K - $31.8K
|
1.1K
$29.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 8.73% |
$24.7K - $29.9K
|
12.9K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
964+ 14.94% |
$23K - $27.9K
|
7.42K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
895+ 0.72% |
$21.3K - $25.9K
|
125K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
595+ 1.0% |
$14.2K - $17.2K
|
60.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
584+ 4.08% |
$13.9K - $16.9K
|
14.9K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
431+ 769.64% |
$10.3K - $12.5K
|
487
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
380+ 4.56% |
$9.06K - $11K
|
8.72K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
362+ 4.43% |
$8.63K - $10.5K
|
8.53K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$8.25K - $10K
|
346
$9.35K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
274New |
$6.53K - $7.92K
|
274
$7.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
254+ 1.69% |
$6.06K - $7.35K
|
15.3K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.75K - $6.97K
|
241
$6.51K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
144+ 5.02% |
$3.43K - $4.16K
|
3.01K
$81.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
140+ 0.6% |
$3.34K - $4.05K
|
23.3K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
102+ 1.19% |
$2.43K - $2.95K
|
8.67K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
101New |
$2.41K - $2.92K
|
101
$2.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.38K - $2.89K
|
100
$2.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38+ 18.45% |
$906 - $1.1K
|
244
$6.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 7.55% |
$477 - $578
|
285
$7.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.06% |
$262 - $318
|
17.9K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$238 - $289
|
10
$270
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.4 - $116
|
4
$108
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 18.99% |
$358 - $434
|
64
$1.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-37- 19.89% |
$882 - $1.07K
|
149
$4.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-102- 32.69% |
$2.43K - $2.95K
|
210
$5.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 99.39% |
$3.91K - $4.74K
|
1
$27
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169- 15.56% |
$4.03K - $4.89K
|
917
$24.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-172- 17.32% |
$4.1K - $4.97K
|
821
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-304- 60.2% |
$7.25K - $8.79K
|
201
$5.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-483- 0.11% |
$11.5K - $14K
|
453K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-817- 81.7% |
$19.5K - $23.6K
|
183
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-988- 8.8% |
$23.6K - $28.6K
|
10.2K
$276K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.16K- 4.72% |
$27.6K - $33.5K
|
23.3K
$630K
|