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GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

Financial Institutions (FISI) Institutional Ownership

$18.64
+0.04 (+0.22%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Financial Institutions (NASDAQ:FISI)

Current
Institutional Ownership
Percentage
63.87%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$30.34 M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$15.05 M
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FISI Institutional Buying and Selling by Quarter


Financial Institutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Barclays PLC50,278$1.07M0.0%+44.7%0.326%
2/15/2024Vanguard Group Inc.768,466$16.37M0.0%+1.9%4.990%
2/15/2024Nuveen Asset Management LLC52,712$1.12M0.0%-19.1%0.342%
2/15/2024Bridgeway Capital Management LLC104,225$2.22M0.0%+4.8%0.677%
2/14/2024Royal Bank of Canada12,430$0.26M0.0%+17.8%0.081%
2/14/2024Hotchkis & Wiley Capital Management LLC161,208$3.43M0.0%+1.0%1.047%
2/14/2024Quadrature Capital Ltd31,260$0.67M0.0%+35.6%0.203%
2/13/2024Northern Trust Corp214,819$4.58M0.0%+6.6%1.395%
2/13/2024Tower Research Capital LLC TRC 1,535$33K0.0%-82.9%0.010%
2/13/2024Goldman Sachs Group Inc.102,990$2.19M0.0%-3.4%0.669%
2/13/2024California State Teachers Retirement System2,500$53K0.0%-25.4%0.016%
2/9/2024Trexquant Investment LP27,139$0.58M0.0%-23.0%0.176%
2/9/2024UBS Group AG17,199$0.37M0.0%+34.2%0.112%
2/7/2024Dimensional Fund Advisors LP1,027,186$21.88M0.0%-1.7%6.670%
2/7/2024BNP Paribas Financial Markets18,875$0.40M0.0%+23.7%0.123%
2/6/2024Charles Schwab Investment Management Inc.119,602$2.55M0.0%-1.5%0.777%
2/6/2024AJOVista LLC3,107$66K0.1%N/A0.020%
2/6/2024LSV Asset Management344,957$7.35M0.0%-5.3%2.240%
2/5/2024Victory Capital Management Inc.31,500$0.67M0.0%-29.7%0.205%
2/2/2024PL Capital Advisors LLC188,800$4.02M1.4%-7.4%1.226%
2/1/2024CWM LLC1,566$33K0.0%+193.3%0.010%
1/30/2024Strs Ohio27,400$0.58M0.0%-12.5%0.178%
1/25/2024Allspring Global Investments Holdings LLC8,069$0.17M0.0%+181.1%0.052%
1/17/2024Courier Capital LLC217,453$4.63M0.4%+100.8%1.412%
1/12/2024SG Americas Securities LLC8,299$0.18M0.0%+28.0%0.054%
1/4/2024Canandaigua National Bank & Trust Co.307,577$6.55M1.0%-4.1%1.997%
12/18/2023Vanguard Group Inc.754,203$12.69M0.0%+0.2%4.896%
11/30/2023American Century Companies Inc.192,112$3.23M0.0%+8.1%1.247%
11/24/2023Deutsche Bank AG8,267$0.14M0.0%-25.4%0.054%
11/17/2023Jacobs Levy Equity Management Inc.54,179$0.91M0.0%+5.4%0.352%
11/15/2023GSA Capital Partners LLP51,877$0.87M0.1%+128.2%0.337%
11/15/2023Ameriprise Financial Inc.31,652$0.53M0.0%+13.3%0.206%
11/15/2023AQR Capital Management LLC51,042$0.86M0.0%N/A0.331%
11/14/2023Quadrature Capital Ltd23,054$0.39M0.0%-36.1%0.150%
11/14/2023California State Teachers Retirement System3,351$56K0.0%-30.9%0.022%
11/14/2023Tower Research Capital LLC TRC 8,986$0.15M0.0%-11.9%0.058%
11/14/2023Qube Research & Technologies Ltd6,372$0.11M0.0%N/A0.041%
11/14/2023Trexquant Investment LP35,242$0.59M0.0%-27.4%0.229%
11/13/2023Connor Clark & Lunn Investment Management Ltd.49,236$0.83M0.0%+110.9%0.320%
11/13/2023Northern Trust Corp201,470$3.39M0.0%-2.9%1.308%
11/13/2023Federated Hermes Inc.69,125$1.16M0.0%-1.5%0.449%
11/13/2023FMR LLC32,123$0.54M0.0%+7.8%0.209%
11/9/2023EMC Capital Management6,572$0.11M0.1%+18.5%0.043%
11/9/2023Deutsche Bank AG8,267$0.14M0.0%-25.4%0.054%
11/9/2023UBS Group AG12,815$0.22M0.0%+48.4%0.083%
11/8/2023Charles Schwab Investment Management Inc.121,380$2.04M0.0%+8.6%0.788%
11/8/2023Argent Trust Co46,695$0.79M0.0%+29.4%0.303%
11/7/2023Great Lakes Advisors LLC13,957$0.24M0.0%N/A0.091%
11/6/2023Victory Capital Management Inc.44,800$0.75M0.0%+4.2%0.291%
11/4/2023LSV Asset Management364,157$6.13M0.0%-0.6%2.365%
10/27/2023Allspring 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%
10/26/2023Strs Ohio31,300$0.53M0.0%-6.3%0.203%
10/24/2023Bailard Inc.17,100$0.29M0.0%-41.8%0.111%
10/24/2023Bank of New York Mellon Corp118,872$2M0.0%+0.8%0.772%
10/24/2023Community Capital Management LLC16,000$0.27M0.4%N/A0.104%
10/23/2023Commonwealth Equity Services LLC572,546$9.64M0.0%+0.1%3.718%
10/13/2023SG Americas Securities LLC6,482$0.11M0.0%N/A0.042%
10/13/2023Courier Capital LLC108,309$1.82M0.2%+623.3%0.703%
10/10/2023Canandaigua National Bank & Trust Co.320,570$5.40M0.9%-0.9%2.082%
8/21/2023California State Teachers Retirement System4,851$76K0.0%-13.6%0.032%
8/15/2023Alliancebernstein L.P.13,230$0.21M0.0%N/A0.086%
8/15/2023Wells Fargo & Company MN6,588$0.10M0.0%+68.7%0.043%
8/15/2023Goldman Sachs Group Inc.103,729$1.63M0.0%+27.6%0.674%
8/15/2023Cutler Capital Management LLC43,000$0.68M0.3%+7.5%0.279%
8/15/2023Point72 Middle East FZE3,306$52K0.0%N/A0.021%
8/15/2023Quadrature Capital Ltd36,067$0.57M0.0%+105.3%0.234%
8/15/2023Royal Bank of Canada9,584$0.15M0.0%+8.4%0.062%
8/14/2023Tower Research Capital LLC TRC 10,201$0.16M0.0%+1,189.6%0.066%
8/14/2023State Street Corp274,117$4.41M0.0%-40.1%1.780%
8/14/2023Thrivent Financial for Lutherans72,843$1.15M0.0%+17.0%0.473%
8/11/2023Renaissance Technologies LLC334,400$5.26M0.0%+23.4%2.171%
8/11/2023BlackRock Inc.1,377,860$21.69M0.0%+1.6%8.947%
8/11/2023Hotchkis & Wiley Capital Management LLC152,208$2.40M0.0%+55.4%0.988%
8/11/2023Campbell & CO Investment Adviser LLC17,635$0.28M0.0%N/A0.115%
8/11/2023Hsbc Holdings PLC11,178$0.18M0.0%N/A0.073%
8/11/2023Franklin Resources Inc.18,000$0.28M0.0%+65.0%0.117%
8/11/2023Trexquant Investment LP48,528$0.76M0.0%+75.1%0.315%
8/11/2023Cutler Capital Management LLC43,000$0.68M0.4%+7.5%0.279%
8/11/2023Geode Capital Management LLC298,601$4.70M0.0%+2.4%1.939%
8/11/2023JPMorgan Chase & Co.96,115$1.51M0.0%-4.2%0.624%
8/11/2023Northern Trust Corp207,471$3.27M0.0%+1.6%1.347%
8/10/2023Osaic Holdings Inc.4,748$75K0.0%+67.8%0.031%
8/10/2023PL Capital Advisors LLC203,800$3.21M1.3%-10.9%1.325%
8/10/2023Russell Investments Group Ltd.15,623$0.25M0.0%+11,826.0%0.102%
8/10/2023Charles Schwab Investment Management Inc.111,774$1.76M0.0%-0.5%0.727%
8/10/2023Citigroup Inc.4,558$72K0.0%+20,618.2%0.030%
8/9/2023Dimensional Fund Advisors LP1,120,544$17.64M0.0%-8.3%7.286%
8/3/2023Barclays PLC35,242$0.56M0.0%-9.3%0.229%
8/3/2023Bank of New York Mellon Corp117,941$1.86M0.0%+0.5%0.767%
8/2/2023Bank of Montreal Can94,436$1.58M0.0%N/A0.614%
8/2/2023LSV Asset Management366,457$5.77M0.0%-0.5%2.383%
8/1/2023Cobblestone Capital Advisors LLC NY12,000$0.19M0.0%N/A0.078%
7/31/2023Strs Ohio33,400$0.53M0.0%+30.5%0.217%
7/27/2023Victory Capital Management Inc.43,012$0.68M0.0%-7.2%0.280%
7/27/2023EA Series Trust45,475$0.72M0.0%N/A0.296%
7/24/2023Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%
7/20/2023Bailard Inc.29,400$0.46M0.0%+11.8%0.191%
7/18/2023Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%
7/3/2023Canandaigua National Bank & Trust Co.323,389$5.09M0.8%-2.1%2.103%
(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, 113 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.88M), BlackRock Inc. ($21.69M), Vanguard Group Inc. ($16.37M), Commonwealth Equity Services LLC ($9.64M), Canandaigua National Corp ($8.05M), LSV Asset Management ($7.35M), and Canandaigua National Bank & Trust Co. ($6.55M).Learn more on FISI's institutional investors.

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

63.87% 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 98 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. ($0.33M), Courier Capital LLC ($0.20M), PL Capital Advisors LLC ($0.18M), State Street Corp ($0.16M), BlackRock Inc. ($0.15M), Morgan Stanley ($95.78K), and Bank of Montreal Can ($94.44K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 2,720,525 shares in the last 24 months. This purchase volume represents approximately $57.76M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 66 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: State Street Corp ($0.25M), Dimensional Fund Advisors LP ($0.18M), Royce & Associates LP ($0.12M), Renaissance Technologies LLC ($95.10K), JPMorgan Chase & Co. ($92.85K), Thrivent Financial for Lutherans ($84.10K), and LSV Asset Management ($82.32K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 1,584,093 shares in the last 24 months. This volume of shares sold represents approximately $35.14M in transactions.


This page (NASDAQ:FISI) was last updated on 2/23/2024 by MarketBeat.com Staff