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Financial Institutions (FISI) Institutional Ownership

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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)
31
Total
Institutional Inflows
(last 12 months)
$17.00M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.07M
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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
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%
11/9/2023EMC 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%
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10/27/2023River Oaks Capital LLC139,000$2.34M3.4%+2.4%0.903%
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%
8/11/2023 Trexquant Investment LP48,528$764K0.0%+75.1%0.315%
8/11/2023 Cutler Capital Management LLC43,000$677K0.4%+7.5%0.279%
8/10/2023 PL Capital Advisors LLC203,800$3.21M1.3%-10.9%1.325%
8/3/2023 Bank of New York Mellon Corp117,941$1.86M0.0%+0.5%0.767%
8/2/2023 Bank of Montreal Can94,436$1.58M0.0%N/A0.614%
8/2/2023 LSV Asset Management366,457$5.77M0.0%-0.5%2.383%
8/1/2023 Cobblestone Capital Advisors LLC NY12,000$189K0.0%N/A0.078%
7/31/2023 Strs Ohio33,400$525K0.0%+30.5%0.217%
7/27/2023 Victory Capital Management Inc.43,012$677K0.0%-7.2%0.280%
7/27/2023EA Series Trust45,475$716K0.0%N/A0.296%
7/24/2023 Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%
7/20/2023 Bailard Inc.29,400$463K0.0%+11.8%0.191%
7/18/2023 Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%
7/3/2023 Canandaigua National Bank & Trust Co.323,389$5.09M0.8%-2.1%2.103%
5/23/2023 Royce & Associates LP84,357$1.63M0.0%-38.3%0.548%
5/12/2023 Cutler Capital Management LLC40,000$771K0.3%+11.1%0.260%
5/12/2023 Argent Trust Co34,068$657K0.0%+8.6%0.222%
5/12/2023 Martingale Asset Management L P40,546$782K0.0%+33.3%0.264%
5/11/2023 Acadian Asset Management LLC233,718$4.51M0.0%+16.9%1.520%
5/9/2023 Seizert Capital Partners LLC10,183$196K0.0%-19.1%0.066%
5/8/2023 Bailard Inc.26,300$507K0.0%+4.8%0.171%
5/4/2023 Barclays PLC38,864$750K0.0%+33.1%0.253%
5/4/2023 Royce & Associates LP84,357$1.63M0.0%-38.3%0.548%
5/4/2023 Los Angeles Capital Management LLC28,358$547K0.0%-3.0%0.184%
5/2/2023 LSV Asset Management368,257$7.10M0.0%-4.6%2.394%
5/2/2023River Oaks Capital LLC107,600$2.08M2.9%+49.4%0.700%
5/2/2023Community Capital Management LLC64,523$1.24M1.6%+11.6%0.420%
4/28/2023 SG Americas Securities LLC5,758$111K0.0%N/A0.037%
4/27/2023 Strs Ohio25,600$493K0.0%+7.1%0.166%
4/13/2023 Allspring Global Investments Holdings LLC7,219$139K0.0%-12.8%0.047%
4/11/2023 Canandaigua National Bank & Trust Co.330,223$6.37M1.1%N/A2.147%
3/23/2023 MetLife Investment Management LLC7,636$186K0.0%-17.5%0.050%
2/13/2023 BHZ Capital Management LP158,651$3.87M1.7%-9.2%1.034%
2/13/2023 Fuller & Thaler Asset Management Inc.140,034$3.41M0.0%-22.9%0.913%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.19,834$483K0.0%-16.3%0.129%
2/10/2023 Argent Trust Co31,368$764K0.1%+59.6%0.204%
2/9/2023 Victory Capital Management Inc.45,876$1.12M0.0%-3.8%0.299%
2/9/2023 Dimensional Fund Advisors LP1,262,125$30.75M0.0%+0.1%8.230%
2/8/2023 LSV Asset Management386,168$9.41M0.0%-1.9%2.517%
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2/8/2023 Thrivent Financial for Lutherans103,755$2.53M0.0%-29.1%0.676%
2/8/2023 Russell Investments Group Ltd.20,552$501K0.0%-30.2%0.134%
2/7/2023Canandaigua National Corp330,623$8.05M1.4%-2.4%2.155%
2/3/2023River Oaks Capital LLC72,000$1.75M2.0%+3.6%0.469%
1/26/2023 Strs Ohio23,900$582K0.0%-4.0%0.156%
1/26/2023 PL Capital Advisors LLC228,800$5.57M1.5%+83.0%1.492%
11/15/2022 Martingale Asset Management L P30,422$733K0.0%+54.3%0.198%
11/15/2022Commonwealth Equity Services LLC570,682$13.74M0.0%+0.1%3.720%
11/14/2022 Renaissance Technologies LLC303,300$7.30M0.0%+0.7%1.978%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.23,684$570K0.0%+31.9%0.154%
(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, 57 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.88M), Vanguard Group Inc. ($14.77M), Commonwealth Equity Services LLC ($8.54M), Canandaigua National Corp ($8.05M), LSV Asset Management ($7.35M), Renaissance Technologies LLC ($7.30M), and Courier Capital LLC ($6.37M).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 45 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: Canandaigua National Bank & Trust Co. ($330.22K), Courier Capital LLC ($323.71K), PL Capital Advisors LLC ($291.28K), Acadian Asset Management LLC ($98.48K), Bank of Montreal Can ($94.44K), Hotchkis & Wiley Capital Management LLC ($54.26K), and GSA Capital Partners LLP ($52.15K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 1,724,926 shares in the last 24 months. This purchase volume represents approximately $33.74M 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 ($119.58K), Royce & Associates LP ($104.91K), LSV Asset Management ($70.39K), Thrivent Financial for Lutherans ($42.58K), Fuller & Thaler Asset Management Inc. ($41.49K), PL Capital Advisors LLC ($40K), and Dimensional Fund Advisors LP ($34.23K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 674,648 shares in the last 24 months. This volume of shares sold represents approximately $14.04M in transactions.


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This page (NASDAQ:FISI) was last updated on 5/19/2024 by MarketBeat.com Staff

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