Latest Institutional Transactions on First Business Financial Services, Inc. (FBIZ)
This table provides information on the latest institutional transactions involving First Business Financial Services, Inc. (FBIZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-136- 0.03% |
$4.79K - $6.26K
|
538K
$25.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.3K- 2.93% |
$45.7K - $59.7K
|
42.9K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.2K+ 3.45% |
$430K - $561K
|
366K
$17.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.74K+ 38.27% |
$96.6K - $126K
|
9.9K
$463K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 3.57% |
$35.3 - $46
|
29
$1.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23New |
$811 - $1.06K
|
23
$1.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
39+ 0.6% |
$1.37K - $1.8K
|
6.55K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-770- 5.98% |
$27.1K - $35.5K
|
12.1K
$566K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.75KNew |
$167K - $219K
|
4.75K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-651- 5.05% |
$22.9K - $30K
|
12.2K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$423 - $552
|
12
$561
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
25+ 0.07% |
$881 - $1.15K
|
36.2K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.62KNew |
$163K - $212K
|
4.62K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75KNew |
$167K - $219K
|
4.75K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
243+ 81.82% |
$8.57K - $11.2K
|
540
$25.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.73KNew |
$96.3K - $126K
|
2.73K
$128K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.26K+ 33.89% |
$74.4K - $83.7K
|
8.94K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
636+ 0.42% |
$20.9K - $23.5K
|
153K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.59K+ 150.61% |
$118K - $133K
|
5.98K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-219- 27.72% |
$7.2K - $8.1K
|
571
$26.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.52KNew |
$181K - $204K
|
5.52K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-149- 96.75% |
$4.9K - $5.51K
|
5
$234
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67New |
$2.2K - $2.48K
|
67
$3.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
35New |
$1.15K - $1.29K
|
35
$1.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.17K+ 6.93% |
$38.5K - $43.4K
|
18.1K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
496+ 11.61% |
$16.3K - $18.3K
|
4.77K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.9K+ 2.4% |
$524K - $590K
|
681K
$31.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
825+ 3.99% |
$27.1K - $30.5K
|
21.5K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$65.8 - $74
|
2
$93.5
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$32.9 - $37
|
1
$46.7
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 7.94% |
$559 - $629
|
231
$10.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.87K- 26.56% |
$95.7K - $116K
|
7.93K
$370K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-33- 0.84% |
$1.1K - $1.33K
|
3.87K
$181K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$66.8 - $80.9
|
2
$93.5
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-421- 60.14% |
$14.1K - $17K
|
279
$13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-113- 61.41% |
$3.31K - $4.64K
|
71
$3.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 23.68% |
$129K - $181K
|
23K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$11.7K - $16.4K
|
400
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
528New |
$15.5K - $21.7K
|
528
$24.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160New |
$4.68K - $6.56K
|
160
$7.48K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 70.68% |
$46.9K - $65.7K
|
3.87K
$181K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$1.35K - $1.89K
|
46
$2.15K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-133- 16.3% |
$3.85K - $4.6K
|
683
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19New |
$550 - $657
|
19
$888
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
25New |
$724 - $865
|
25
$1.17K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-2.58K- 2.66% |
$74.8K - $89.3K
|
94.6K
$4.42M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 50.0% |
$5.05K - $6.27K
|
200
$9.35K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-873- 3.71% |
$22K - $27.4K
|
22.7K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16KNew |
$404K - $502K
|
16K
$748K
|
|