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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12KNew |
$181K - $231K
|
12K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56New |
$845 - $1.08K
|
56
$1.48K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 387.5% |
$468 - $597
|
39
$1.03K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$106 - $135
|
7
$185
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
117KNew |
$2.19M - $3.01M
|
117K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 168.41% |
$142K - $195K
|
12.1K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 18.12% |
$39.2K - $53.9K
|
13.7K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.77K+ 17.02% |
$33.1K - $45.5K
|
12.2K
$322K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
637New |
$11.9K - $16.4K
|
637
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
263+ 2.09% |
$4.91K - $6.75K
|
12.9K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95New |
$1.77K - $2.44K
|
95
$2.51K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 62.18% |
$1.2M - $1.39M
|
137K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
650New |
$14.9K - $17.3K
|
650
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$551 - $637
|
24
$633
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2KNew |
$340K - $404K
|
14.2K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 123.21% |
$329K - $391K
|
25K
$659K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$191 - $227
|
8
$211
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
42.5KNew |
$1.09M - $1.28M
|
42.5K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
34.2KNew |
$880K - $1.03M
|
34.2K
$901K
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.5KNew |
$193K - $226K
|
7.5K
$198K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 447.83% |
$5.3K - $6.22K
|
252
$6.65K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$855K - $954K
|
28.4K
$749K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.2KNew |
$427K - $476K
|
14.2K
$373K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.39KNew |
$223K - $248K
|
7.39K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$301 - $336
|
10
$264
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100New |
$3.08K - $3.35K
|
100
$2.64K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100New |
$2.81K - $3.33K
|
100
$2.64K
|
|
| 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
$137K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
475New |
$7.34K - $11K
|
475
$12.5K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.07KNew |
$119K - $135K
|
4.07K
$107K
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
226+ 19.93% |
$6.59K - $7.51K
|
1.36K
$35.9K
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.52K+ 70.41% |
$133K - $152K
|
10.9K
$289K
|
|
| Q2 2016 | |||||||
|
Jun 03, 2019
Q2 2016
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
N/A
|
4
$105
|
|