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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.9K+ 2.4% |
$524K - $590K
|
681K
$35.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$32.9 - $37
|
1
$52
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.87K- 26.56% |
$95.7K - $116K
|
7.93K
$412K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-33- 0.84% |
$1.1K - $1.33K
|
3.87K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$66.8 - $80.9
|
2
$104
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-421- 60.14% |
$14.1K - $17K
|
279
$14.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-113- 61.41% |
$3.31K - $4.64K
|
71
$3.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 23.68% |
$129K - $181K
|
23K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$11.7K - $16.4K
|
400
$20.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
528New |
$15.5K - $21.7K
|
528
$27.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$1.35K - $1.89K
|
46
$2.39K
|
|
| Q3 2023 | |||||||
|
Oct 08, 2025
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.6K- 41.41% |
$46.3K - $55.4K
|
2.27K
$118K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
25New |
$724 - $865
|
25
$1.3K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-2.58K- 2.66% |
$74.8K - $89.3K
|
94.6K
$4.92M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 50.0% |
$5.05K - $6.27K
|
200
$10.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16KNew |
$404K - $502K
|
16K
$832K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.1KNew |
$457K - $568K
|
18.1K
$942K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.9KNew |
$806K - $1M
|
31.9K
$1.66M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.9KNew |
$1.17M - $1.44M
|
38.9K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
3.2K+ 31.59% |
$96.5K - $119K
|
13.3K
$694K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-81- 10.2% |
$2.44K - $3K
|
713
$37.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.13K- 25.63% |
$70.4K - $84.3K
|
6.18K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
800New |
$26.5K - $31.7K
|
800
$41.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
5.92KNew |
$196K - $234K
|
5.92K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6.02KNew |
$199K - $238K
|
6.02K
$313K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2K- 3.32% |
$60.2K - $72.8K
|
58.3K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-32.6K- 74.27% |
$980K - $1.19M
|
11.3K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-34.4KClosed |
$1.04M - $1.25M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
40+ 1000.0% |
$1.2K - $1.46K
|
44
$2.29K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-8.89KClosed |
$272K - $315K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.04KNew |
$247K - $285K
|
8.04K
$418K
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.44KNew |
$197K - $228K
|
6.44K
$335K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.23KNew |
$252K - $291K
|
8.23K
$428K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
496New |
$15.2K - $17.6K
|
496
$25.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-72.2KClosed |
$2.21M - $2.56M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-648Closed |
$18.9K - $22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-86.1KClosed |
$2.5M - $2.92M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-23.9KClosed |
$697K - $814K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-7.34KClosed |
$214K - $249K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-3K- 22.22% |
$87.3K - $102K
|
10.5K
$546K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-21.9KClosed |
$615K - $684K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23- 57.5% |
$645 - $718
|
17
$884
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.01KClosed |
$56.5K - $62.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-18.9KClosed |
$529K - $588K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Jcsd Capital, LLC
|
BUY
|
- |
100New |
$2.81K - $3.12K
|
100
$5.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-9.16KClosed |
$237K - $269K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.2KNew |
$238K - $270K
|
9.2K
$478K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.66KClosed |
$208K - $242K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-16.5KClosed |
$396K - $462K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-15KClosed |
$359K - $419K
|
0
$0
|
|