Latest Institutional Purchases of Financial Institutions Inc (FISI)
This list provides information on the latest institutional transactions involving Financial Institutions Inc (FISI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
225KNew |
$5.36M - $6.51M
|
225K
$6.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
22.5KNew |
$537K - $652K
|
22.5K
$636K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$278K - $337K
|
11.7K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 72.04% |
$253K - $307K
|
25.3K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.41K+ 5.13% |
$81.3K - $98.7K
|
69.9K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.89K+ 0.54% |
$45K - $54.6K
|
352K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.1KNew |
$26.2K - $31.8K
|
1.1K
$31.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
964+ 14.94% |
$23K - $27.9K
|
7.42K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
895+ 0.72% |
$21.3K - $25.9K
|
125K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
362+ 4.43% |
$8.63K - $10.5K
|
8.53K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$8.25K - $10K
|
346
$9.77K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
274New |
$6.53K - $7.92K
|
274
$7.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.75K - $6.97K
|
241
$6.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
140+ 0.6% |
$3.34K - $4.05K
|
23.3K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
101New |
$2.41K - $2.92K
|
101
$2.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.38K - $2.89K
|
100
$2.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38+ 18.45% |
$906 - $1.1K
|
244
$6.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 7.55% |
$477 - $578
|
285
$8.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$238 - $289
|
10
$283
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.4 - $116
|
4
$113
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
572KNew |
$10.6M - $15.8M
|
572K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
185KNew |
$3.44M - $5.1M
|
185K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.7KNew |
$1.19M - $1.76M
|
63.7K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
53.6KNew |
$997K - $1.48M
|
53.6K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.1K+ 14.99% |
$746K - $1.11M
|
308K
$8.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 44.74% |
$644K - $954K
|
112K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
23.9K+ 32.42% |
$444K - $659K
|
97.6K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
20.4KNew |
$379K - $561K
|
20.4K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
17.4K+ 6.53% |
$324K - $480K
|
284K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17K+ 26.85% |
$316K - $468K
|
80.2K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
16.4K+ 5.07% |
$306K - $454K
|
341K
$9.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15.1KNew |
$280K - $415K
|
15.1K
$425K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
14.6K+ 48.38% |
$272K - $403K
|
44.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.9K+ 1.73% |
$259K - $384K
|
819K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.3KNew |
$229K - $340K
|
12.3K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 11.17% |
$215K - $318K
|
115K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.9KNew |
$203K - $301K
|
10.9K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 4.23% |
$191K - $283K
|
253K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.5KNew |
$177K - $262K
|
9.5K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$164K - $242K
|
8.79K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.57KNew |
$159K - $236K
|
8.57K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.21K+ 59.37% |
$153K - $226K
|
22K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.87K+ 197.54% |
$147K - $217K
|
11.9K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.05K+ 2.03% |
$131K - $194K
|
355K
$10M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.46K+ 32.69% |
$83K - $123K
|
18.1K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.6K+ 6.74% |
$67.1K - $99.4K
|
57K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.35K+ 2.52% |
$62.3K - $92.4K
|
136K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73KNew |
$32.3K - $47.8K
|
1.73K
$49K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.4K+ 119.27% |
$26K - $38.6K
|
2.57K
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.14K+ 1.94% |
$21.2K - $31.4K
|
59.7K
$1.69M
|
|