Latest Institutional Transactions on Financial Institutions Inc (FISI)
This table provides information on the latest institutional transactions involving Financial Institutions Inc (FISI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
89KNew |
$2.12M - $2.57M
|
89K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
298K+ 1463.9% |
$7.1M - $8.62M
|
318K
$8.59M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.02K- 44.92% |
$120K - $145K
|
6.16K
$166K
|
|
|
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
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.41K- 8.49% |
$129K - $156K
|
58.3K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-172- 17.32% |
$4.1K - $4.97K
|
821
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
431+ 769.64% |
$10.3K - $12.5K
|
487
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.48M - $3.01M
|
104K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.4K+ 239.54% |
$1.03M - $1.25M
|
61.5K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-17K- 13.77% |
$406K - $493K
|
107K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 8.73% |
$24.7K - $29.9K
|
12.9K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
60K+ 334.59% |
$1.43M - $1.74M
|
78K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
216K+ 1409.87% |
$5.14M - $6.24M
|
231K
$6.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.41K- 0.96% |
$81.2K - $98.5K
|
351K
$9.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
670KNew |
$16M - $19.4M
|
670K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 14.28% |
$27.2K - $33K
|
9.13K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
115KNew |
$2.75M - $3.34M
|
115K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 99.39% |
$3.91K - $4.74K
|
1
$27
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
117K+ 38.07% |
$2.79M - $3.39M
|
425K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 47.37% |
$107K - $130K
|
5K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
254+ 1.69% |
$6.06K - $7.35K
|
15.3K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.77K- 6.76% |
$185K - $225K
|
107K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
9.42K+ 2.77% |
$225K - $273K
|
350K
$9.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.37K- 19.26% |
$56.6K - $68.6K
|
9.95K
$269K
|
|
|
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 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
107K+ 13.02% |
$2.54M - $3.08M
|
925K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3K- 1.54% |
$71.5K - $86.8K
|
192K
$5.18M
|
|
|
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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 56.26% |
$718K - $871K
|
83.7K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.93K- 17.75% |
$213K - $258K
|
41.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-483- 0.11% |
$11.5K - $14K
|
453K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
14.6K+ 14.93% |
$347K - $421K
|
112K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.75K - $6.97K
|
241
$6.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 35.27% |
$29.9K - $36.3K
|
2.3K
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-304- 60.2% |
$7.25K - $8.79K
|
201
$5.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.06% |
$262 - $318
|
17.9K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.86K- 7.82% |
$68.1K - $82.6K
|
33.6K
$908K
|
|
|
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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$278K - $337K
|
11.7K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
22.5KNew |
$537K - $652K
|
22.5K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 7.55% |
$477 - $578
|
285
$7.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
101New |
$2.41K - $2.92K
|
101
$2.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.4 - $116
|
4
$108
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
362+ 4.43% |
$8.63K - $10.5K
|
8.53K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$238 - $289
|
10
$270
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.6K- 17.86% |
$85.8K - $104K
|
16.6K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-13.1M- 96.34% |
$312M - $378M
|
498K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
140+ 0.6% |
$3.34K - $4.05K
|
23.3K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
225KNew |
$5.36M - $6.51M
|
225K
$6.08M
|