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 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.6KClosed |
$41.2K - $48.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.6KClosed |
$426K - $500K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81Closed |
$2.08K - $2.44K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.39KNew |
$223K - $248K
|
7.39K
$216K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$855K - $954K
|
28.4K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$301 - $336
|
10
$293
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.5KClosed |
$286K - $319K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5Closed |
$151 - $168
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6.89K- 22.14% |
$208K - $232K
|
24.2K
$709K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.2KNew |
$427K - $476K
|
14.2K
$414K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.77KClosed |
$204K - $228K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-3.43K- 1.91% |
$103K - $115K
|
176K
$5.15M
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13.7KClosed |
$423K - $459K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100New |
$3.08K - $3.35K
|
100
$2.93K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-417Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6KClosed |
$451K - $490K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-6.9KClosed |
$194K - $230K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.94KClosed |
$223K - $264K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100New |
$2.81K - $3.33K
|
100
$2.93K
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 7.14% |
$2.81K - $3.33K
|
1.3K
$38K
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-2.49KClosed |
$74K - $81.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-533- 0.57% |
$15.8K - $17.5K
|
93.3K
$2.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-47.4KClosed |
$1.41M - $1.56M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-38.2KClosed |
$1.14M - $1.25M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 26.83% |
$24.6K - $35.2K
|
5.2K
$152K
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.28KClosed |
$28.7K - $41K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 33.33% |
$134 - $192
|
12
$351
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.95KClosed |
$43.7K - $62.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
475New |
$7.34K - $11K
|
475
$13.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-15.8KClosed |
$244K - $367K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-236Closed |
$3.65K - $5.48K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-15.7KClosed |
$243K - $365K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-15Closed |
$232 - $348
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-33.8KClosed |
$522K - $785K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.97KClosed |
$30.4K - $45.7K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-14.4KClosed |
$222K - $334K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10KClosed |
$155K - $233K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-53Closed |
$760 - $959
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-747Closed |
$10.7K - $13.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5KClosed |
$150K - $228K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-400Closed |
$5.72K - $8.66K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300Closed |
$4.29K - $6.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 27.87% |
$5.71K - $12.9K
|
1.04K
$30.3K
|
|
|
May 15, 2020
Q1 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-14.4KClosed |
$206K - $465K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
SELL
|
- |
-9Closed |
$129 - $291
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-8.22KClosed |
$117K - $265K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-9.58KClosed |
$137K - $309K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.37KClosed |
$91K - $206K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Copeland Capital Management, LLC
|
SELL
|
- |
-444Closed |
$6.34K - $14.3K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$20K - $45.2K
|
0
$0
|
|