Optimum Investment Advisors Financial Institutions Inc Transaction History
Optimum Investment Advisors
- $244 Million
- Q3 2025
A detailed history of Optimum Investment Advisors transactions in Financial Institutions Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 200 shares of FISI stock, worth $5,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$5,850
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FISI
# of Institutions
150Shares Held
16.7MCall Options Held
0Put Options Held
0-
Pl Capital Advisors, LLC Naples, FL1.77MShares$51.9 Million16.68% of portfolio
-
Black Rock Inc. New York, NY1.4MShares$40.9 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.1MShares$32 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX951KShares$27.8 Million0.01% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA811KShares$23.7 Million0.04% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $449M
- Description
- Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...