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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$21.4K - $25.3K
|
1.31K
$35.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.02KNew |
$49.3K - $58.3K
|
3.02K
$81.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.52K - $5.75K
|
250
$6.75K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-303- 28.26% |
$5.47K - $6.97K
|
769
$20.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-64- 0.85% |
$1.16K - $1.47K
|
7.48K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$2.46K - $3.13K
|
136
$3.67K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23KNew |
$415K - $529K
|
23K
$621K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$903 - $1.15K
|
50
$1.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-813- 60.13% |
$14.7K - $18.7K
|
539
$14.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$3.61K - $4.6K
|
200
$5.4K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
263New |
$4.07K - $5.71K
|
263
$7.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
266+ 2.2% |
$4.12K - $5.77K
|
12.3K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.78K- 27.86% |
$27.5K - $38.5K
|
4.6K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
17.1KNew |
$265K - $371K
|
17.1K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.32K+ 27.29% |
$66.9K - $93.8K
|
20.1K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$48.1K - $67.5K
|
3.11K
$83.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.67K- 50.57% |
$26.5K - $33.6K
|
1.63K
$44.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.64K- 22.06% |
$57.6K - $73.3K
|
12.9K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20+ 0.18% |
$316 - $402
|
11.2K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 29.42% |
$168K - $214K
|
46.7K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.81K- 89.05% |
$124K - $157K
|
960
$25.9K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.3K+ 2.43% |
$52.2K - $66.4K
|
139K
$3.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
16KNew |
$253K - $322K
|
16K
$432K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$189
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56New |
$845 - $1.08K
|
56
$1.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12KNew |
$181K - $231K
|
12K
$324K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
45.5KNew |
$686K - $875K
|
45.5K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.05K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$240K - $330K
|
12.9K
$347K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139Closed |
$2.6K - $3.57K
|
0
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
637New |
$11.9K - $16.4K
|
637
$17.2K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-12.1K- 7.6% |
$225K - $310K
|
147K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-139K- 99.56% |
$2.6M - $3.58M
|
618
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 168.41% |
$142K - $195K
|
12.1K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 18.12% |
$39.2K - $53.9K
|
13.7K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.77K+ 17.02% |
$33.1K - $45.5K
|
12.2K
$329K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
117KNew |
$2.19M - $3.01M
|
117K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.4K- 19.08% |
$44.9K - $61.7K
|
10.2K
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95New |
$1.77K - $2.44K
|
95
$2.57K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 62.18% |
$1.2M - $1.39M
|
137K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-85- 98.84% |
$1.95K - $2.26K
|
1
$27
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$551 - $637
|
24
$648
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-4K- 25.3% |
$91.8K - $106K
|
11.8K
$319K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-264- 2.24% |
$6.06K - $7.01K
|
11.5K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
650New |
$14.9K - $17.3K
|
650
$17.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-8.24K- 2.43% |
$189K - $219K
|
331K
$8.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2Closed |
$45.9 - $53.1
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.82K- 15.27% |
$43.4K - $51.6K
|
10.1K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2KNew |
$340K - $404K
|
14.2K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 123.21% |
$329K - $391K
|
25K
$675K
|
|