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Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$27.12 +0.47 (+1.76%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for Financial Institutions (NASDAQ:FISI)

Current
Institutional Ownership
Percentage
60.45%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$61.10M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.06M
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FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/16/2024 Geode Capital Management LLC354,685$9.04M0.0%+2.0%2.293%
11/15/2024 Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/15/2024 XTX Topco Ltd8,792$224K0.0%N/A0.057%
11/15/2024 Zacks Investment Management184,767$4.71M0.0%N/A1.194%
11/15/2024 Jane Street Group LLC15,089$384K0.0%-3.0%0.098%
11/15/2024 State Street Corp283,707$7.31M0.0%+6.5%1.834%
11/15/2024 Jacobs Levy Equity Management Inc.59,725$1.52M0.0%+1.9%0.386%
11/15/2024 Hotchkis & Wiley Capital Management LLC145,058$3.70M0.0%-11.9%0.938%
11/14/2024 Martingale Asset Management L P57,035$1.45M0.0%+6.7%0.369%
11/14/2024 Fourthstone LLC20,350$518K0.1%N/A0.132%
11/13/2024 BNP Paribas Financial Markets19,793$504K0.0%+421.4%0.128%
11/13/2024 FMR LLC38,368$977K0.0%+18.6%0.248%
11/12/2024 Stonebrook Private Inc.8,567$218K0.1%N/A0.055%
11/12/2024 Charles Schwab Investment Management Inc.124,428$3.17M0.0%+0.3%0.804%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.97,559$2.49M0.0%+32.4%0.630%
11/8/2024 Segall Bryant & Hamill LLC53,556$1.36M0.0%N/A0.347%
11/7/2024 Thrivent Financial for Lutherans50,288$1.28M0.0%-21.7%0.325%
11/6/2024 Empowered Funds LLC66,450$1.69M0.0%+5.3%0.430%
11/6/2024 Cornercap Investment Counsel Inc.12,607$321K0.1%-47.3%0.082%
11/5/2024 Victory Capital Management Inc.36,500$930K0.0%-2.7%0.236%
11/4/2024 Los Angeles Capital Management LLC20,160$513K0.0%N/A0.131%
11/1/2024 Summit Global Investments15,060$384K0.0%N/A0.097%
10/29/2024 PL Capital Advisors LLC1,771,516$45.12M15.2%+408.0%11.468%
10/28/2024 EMC Capital Management8,709$222K0.1%+23.0%0.056%
10/28/2024 US Bancorp DE2,572$66K0.0%+119.3%0.017%
10/24/2024 Wealth Enhancement Advisory Services LLC14,732$375K0.0%+20.0%0.095%
10/22/2024 Courier Capital LLC350,239$8.92M0.6%+2.4%2.267%
10/8/2024 CWM LLC8,172$208K0.0%+50.3%0.053%
10/3/2024 Canandaigua National Bank & Trust Co.289,860$7.38M0.7%-1.9%1.876%
10/3/2024 SG Americas Securities LLC6,454$164K0.0%N/A0.042%
8/15/2024 AQR Capital Management LLC63,213$1.22M0.0%+147.3%0.409%
8/14/2024 Bank of Montreal Can23,951$466K0.0%N/A0.155%
8/13/2024 Thrivent Financial for Lutherans64,257$1.24M0.0%+6.0%0.416%
8/9/2024 Renaissance Technologies LLC332,500$6.42M0.0%+9.0%2.153%
8/9/2024 Dimensional Fund Advisors LP968,175$18.70M0.0%-5.4%6.268%
8/8/2024 American Century Companies Inc.267,576$5.17M0.0%+10.5%1.732%
8/6/2024 Acadian Asset Management LLC324,263$6.26M0.0%+8.7%2.099%
8/5/2024 Victory Capital Management Inc.37,500$724K0.0%+25.0%0.243%
8/1/2024 Rhumbline Advisers24,092$465K0.0%-6.9%0.156%
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7/31/2024Commonwealth Equity Services LLC453,201$8.76M0.0%-0.1%2.933%
7/29/2024 Innealta Capital LLC1,312$25K0.0%N/A0.008%
7/26/2024 Allspring Global Investments Holdings LLC10,837$209K0.0%+23.0%0.070%
7/26/2024 Bank of New York Mellon Corp155,257$3M0.0%+1.7%1.005%
7/23/2024 Courier Capital LLC342,175$6.61M0.5%+1.0%2.215%
7/17/2024 PL Capital Advisors LLC348,751$6.74M2.8%+15.8%2.258%
7/16/2024 Wealth Enhancement Advisory Services LLC12,276$237K0.0%+11.0%0.079%
7/11/2024 Canandaigua National Bank & Trust Co.295,452$5.71M0.6%-1.7%1.912%
7/10/2024 CWM LLC5,438$105K0.0%+150.4%0.035%
5/16/2024 California State Teachers Retirement System1,527$29K0.0%-38.9%0.010%
5/15/2024 Lazard Asset Management LLC5,258$98K0.0%N/A0.034%
5/10/2024 Acadian Asset Management LLC298,398$5.62M0.0%+27.7%1.932%
5/10/2024 Vanguard Group Inc.784,928$14.77M0.0%+2.1%5.081%
5/7/2024 SG Americas Securities LLC5,337$100K0.0%-35.7%0.035%
5/7/2024 Empowered Funds LLC58,600$1.10M0.0%+8.1%0.379%
5/3/2024 GSA Capital Partners LLP23,005$433K0.0%N/A0.149%
5/2/2024 PL Capital Advisors LLC301,281$5.67M2.1%+59.6%1.950%
5/1/2024 BNP Paribas Financial Markets24,797$467K0.0%+31.4%0.160%
4/30/2024 Allspring Global Investments Holdings LLC8,811$166K0.0%+9.2%0.057%
4/29/2024Commonwealth Equity Services LLC453,752$8.54M0.0%-20.9%2.937%
4/18/2024 Allspring Global Investments Holdings LLC8,811$166K0.0%+9.2%0.057%
4/16/2024 Courier Capital LLC338,686$6.37M0.5%+55.8%2.198%
4/1/2024 Canandaigua National Bank & Trust Co.300,672$5.66M0.8%-2.2%1.951%
3/25/2024 Quadrature Capital Ltd31,260$666K0.0%+35.6%0.203%
2/13/2024 Tower Research Capital LLC TRC 1,535$33K0.0%-82.9%0.010%
2/9/2024 Trexquant Investment LP27,139$578K0.0%-23.0%0.176%
2/7/2024 Dimensional Fund Advisors LP1,027,186$21.88M0.0%-1.7%6.670%
2/7/2024 BNP Paribas Financial Markets18,875$402K0.0%+23.7%0.123%
2/6/2024 AJOVista LLC3,107$66K0.1%N/A0.020%
2/6/2024 LSV Asset Management344,957$7.35M0.0%-5.3%2.240%
2/5/2024 Victory Capital Management Inc.31,500$671K0.0%-29.7%0.205%
2/2/2024 PL Capital Advisors LLC188,800$4.02M1.4%-7.4%1.226%
2/1/2024 CWM LLC1,566$33K0.0%+193.3%0.010%
1/30/2024 Strs Ohio27,400$583K0.0%-12.5%0.178%
1/25/2024 Allspring Global Investments Holdings LLC8,069$172K0.0%+181.1%0.052%
1/17/2024 Courier Capital LLC217,453$4.63M0.4%+100.8%1.412%
1/12/2024 SG Americas Securities LLC8,299$177K0.0%+28.0%0.054%
1/4/2024 Canandaigua National Bank & Trust Co.307,577$6.55M1.0%-4.1%1.997%
11/15/2023 GSA Capital Partners LLP51,877$873K0.1%+128.2%0.337%
11/14/2023 Quadrature Capital Ltd23,054$387K0.0%-36.1%0.150%
11/14/2023 Trexquant Investment LP35,242$593K0.0%-27.4%0.229%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.49,236$829K0.0%+110.9%0.320%
11/13/2023 Federated Hermes Inc.69,125$1.16M0.0%-1.5%0.449%
11/9/2023 EMC Capital Management6,572$111K0.1%+18.5%0.043%
11/8/2023 Argent Trust Co46,695$786K0.0%+29.4%0.303%
11/7/2023 Great Lakes Advisors LLC13,957$235K0.0%N/A0.091%
11/6/2023 Victory Capital Management Inc.44,800$754K0.0%+4.2%0.291%
11/4/2023 LSV Asset Management364,157$6.13M0.0%-0.6%2.365%
10/27/2023 Allspring Global Investments Holdings LLC2,871$48K0.0%+31.3%0.019%
10/27/2023River Oaks Capital LLC139,000$2.34M3.4%+2.4%0.903%
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10/26/2023 Strs Ohio31,300$526K0.0%-6.3%0.203%
10/24/2023 Bailard Inc.17,100$288K0.0%-41.8%0.111%
10/24/2023 Bank of New York Mellon Corp118,872$2.00M0.0%+0.8%0.772%
10/24/2023Community Capital Management LLC16,000$269K0.4%N/A0.104%
10/23/2023Commonwealth Equity Services LLC572,546$9.64M0.0%+0.1%3.718%
10/13/2023 SG Americas Securities LLC6,482$109K0.0%N/A0.042%
10/13/2023 Courier Capital LLC108,309$1.82M0.2%+623.3%0.703%
10/10/2023 Canandaigua National Bank & Trust Co.320,570$5.40M0.9%-0.9%2.082%
8/11/2023 Hotchkis & Wiley Capital Management LLC152,208$2.40M0.0%+55.4%0.988%
8/11/2023 Campbell & CO Investment Adviser LLC17,635$278K0.0%N/A0.115%
(Data available from 1/1/2016 forward)

FISI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FISI shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($45.12M), Dimensional Fund Advisors LP ($18.70M), Vanguard Group Inc. ($14.77M), Geode Capital Management LLC ($9.04M), Courier Capital LLC ($8.92M), Commonwealth Equity Services LLC ($8.76M), and Canandaigua National Corp ($8.05M).Learn more on FISI's institutional investors.

What percentage of Financial Institutions stock is owned by institutional investors?

60.45% of Financial Institutions stock is owned by institutional investors. Learn more on FISI's institutional investor holdings.

Which institutional investors have been buying Financial Institutions stock?

Of the 54 institutional investors that purchased Financial Institutions stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($1.69M), Courier Capital LLC ($335.27K), Canandaigua National Bank & Trust Co. ($330.22K), Zacks Investment Management ($184.77K), Acadian Asset Management LLC ($124.34K), Bank of Montreal Can ($118.39K), and Hotchkis & Wiley Capital Management LLC ($54.26K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 3,588,125 shares in the last 24 months. This purchase volume represents approximately $80.02M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 29 institutional investors that sold Financial Institutions stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($120.13K), Royce & Associates LP ($104.91K), Dimensional Fund Advisors LP ($72.72K), Thrivent Financial for Lutherans ($56.55K), LSV Asset Management ($48.59K), Fuller & Thaler Asset Management Inc. ($41.49K), and Canandaigua National Bank & Trust Co. ($40.36K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 696,559 shares in the last 24 months. This volume of shares sold represents approximately $14.28M in transactions.


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This page (NASDAQ:FISI) was last updated on 12/21/2024 by MarketBeat.com Staff
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