Financial Institutions (FISI) Institutional Ownership

$25.80

+1.17 (+4.75%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 60.45%
Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $18.12M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $5.90M

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FISI Institutional Buying and Selling by Quarter

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Financial Institutions Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	10,837	$209K	0.0%	+23.0%	0.070%
7/26/2024	Bank of New York Mellon Corp	155,257	$3M	0.0%	+1.7%	1.005%
7/23/2024	Courier Capital LLC	342,175	$6.61M	0.5%	+1.0%	2.215%
7/17/2024	PL Capital Advisors LLC	348,751	$6.74M	2.8%	+15.8%	2.258%
7/16/2024	Wealth Enhancement Advisory Services LLC	12,276	$237K	0.0%	+11.0%	0.079%
7/11/2024	Canandaigua National Bank & Trust Co.	295,452	$5.71M	0.6%	-1.7%	1.912%
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7/10/2024	CWM LLC	5,438	$105K	0.0%	+150.4%	0.035%
5/16/2024	California State Teachers Retirement System	1,527	$29K	0.0%	-38.9%	0.010%
5/15/2024	Lazard Asset Management LLC	5,258	$98K	0.0%	N/A	0.034%
5/10/2024	Acadian Asset Management LLC	298,398	$5.62M	0.0%	+27.7%	1.932%
5/10/2024	Vanguard Group Inc.	784,928	$14.77M	0.0%	+2.1%	5.081%
5/7/2024	SG Americas Securities LLC	5,337	$100K	0.0%	-35.7%	0.035%
5/7/2024	Empowered Funds LLC	58,600	$1.10M	0.0%	+8.1%	0.379%
5/3/2024	GSA Capital Partners LLP	23,005	$433K	0.0%	N/A	0.149%
5/2/2024	PL Capital Advisors LLC	301,281	$5.67M	2.1%	+59.6%	1.950%
5/1/2024	BNP Paribas Financial Markets	24,797	$467K	0.0%	+31.4%	0.160%
4/30/2024	Allspring Global Investments Holdings LLC	8,811	$166K	0.0%	+9.2%	0.057%
4/29/2024	Commonwealth Equity Services LLC	453,752	$8.54M	0.0%	-20.9%	2.937%
4/18/2024	Allspring Global Investments Holdings LLC	8,811	$166K	0.0%	+9.2%	0.057%
4/16/2024	Courier Capital LLC	338,686	$6.37M	0.5%	+55.8%	2.198%
4/1/2024	Canandaigua National Bank & Trust Co.	300,672	$5.66M	0.8%	-2.2%	1.951%
3/25/2024	Quadrature Capital Ltd	31,260	$666K	0.0%	+35.6%	0.203%
2/13/2024	Tower Research Capital LLC TRC	1,535	$33K	0.0%	-82.9%	0.010%
2/9/2024	Trexquant Investment LP	27,139	$578K	0.0%	-23.0%	0.176%
2/7/2024	Dimensional Fund Advisors LP	1,027,186	$21.88M	0.0%	-1.7%	6.670%
2/7/2024	BNP Paribas Financial Markets	18,875	$402K	0.0%	+23.7%	0.123%
2/6/2024	AJOVista LLC	3,107	$66K	0.1%	N/A	0.020%
2/6/2024	LSV Asset Management	344,957	$7.35M	0.0%	-5.3%	2.240%
2/5/2024	Victory Capital Management Inc.	31,500	$671K	0.0%	-29.7%	0.205%
2/2/2024	PL Capital Advisors LLC	188,800	$4.02M	1.4%	-7.4%	1.226%
2/1/2024	CWM LLC	1,566	$33K	0.0%	+193.3%	0.010%
1/30/2024	Strs Ohio	27,400	$583K	0.0%	-12.5%	0.178%
1/25/2024	Allspring Global Investments Holdings LLC	8,069	$172K	0.0%	+181.1%	0.052%
1/17/2024	Courier Capital LLC	217,453	$4.63M	0.4%	+100.8%	1.412%
1/12/2024	SG Americas Securities LLC	8,299	$177K	0.0%	+28.0%	0.054%
1/4/2024	Canandaigua National Bank & Trust Co.	307,577	$6.55M	1.0%	-4.1%	1.997%
11/15/2023	GSA Capital Partners LLP	51,877	$873K	0.1%	+128.2%	0.337%
11/14/2023	Quadrature Capital Ltd	23,054	$387K	0.0%	-36.1%	0.150%
11/14/2023	Trexquant Investment LP	35,242	$593K	0.0%	-27.4%	0.229%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	49,236	$829K	0.0%	+110.9%	0.320%
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11/13/2023	Federated Hermes Inc.	69,125	$1.16M	0.0%	-1.5%	0.449%
11/9/2023	EMC Capital Management	6,572	$111K	0.1%	+18.5%	0.043%
11/8/2023	Argent Trust Co	46,695	$786K	0.0%	+29.4%	0.303%
11/7/2023	Great Lakes Advisors LLC	13,957	$235K	0.0%	N/A	0.091%
11/6/2023	Victory Capital Management Inc.	44,800	$754K	0.0%	+4.2%	0.291%
11/4/2023	LSV Asset Management	364,157	$6.13M	0.0%	-0.6%	2.365%
10/27/2023	Allspring Global Investments Holdings LLC	2,871	$48K	0.0%	+31.3%	0.019%
10/27/2023	River Oaks Capital LLC	139,000	$2.34M	3.4%	+2.4%	0.903%
10/26/2023	Strs Ohio	31,300	$526K	0.0%	-6.3%	0.203%
10/24/2023	Bailard Inc.	17,100	$288K	0.0%	-41.8%	0.111%
10/24/2023	Bank of New York Mellon Corp	118,872	$2.00M	0.0%	+0.8%	0.772%
10/24/2023	Community Capital Management LLC	16,000	$269K	0.4%	N/A	0.104%
10/23/2023	Commonwealth Equity Services LLC	572,546	$9.64M	0.0%	+0.1%	3.718%
10/13/2023	SG Americas Securities LLC	6,482	$109K	0.0%	N/A	0.042%
10/13/2023	Courier Capital LLC	108,309	$1.82M	0.2%	+623.3%	0.703%
10/10/2023	Canandaigua National Bank & Trust Co.	320,570	$5.40M	0.9%	-0.9%	2.082%
8/11/2023	Hotchkis & Wiley Capital Management LLC	152,208	$2.40M	0.0%	+55.4%	0.988%
8/11/2023	Campbell & CO Investment Adviser LLC	17,635	$278K	0.0%	N/A	0.115%
8/11/2023	Trexquant Investment LP	48,528	$764K	0.0%	+75.1%	0.315%
8/11/2023	Cutler Capital Management LLC	43,000	$677K	0.4%	+7.5%	0.279%
8/10/2023	PL Capital Advisors LLC	203,800	$3.21M	1.3%	-10.9%	1.325%
8/3/2023	Bank of New York Mellon Corp	117,941	$1.86M	0.0%	+0.5%	0.767%
8/2/2023	Bank of Montreal Can	94,436	$1.58M	0.0%	N/A	0.614%
8/2/2023	LSV Asset Management	366,457	$5.77M	0.0%	-0.5%	2.383%
8/1/2023	Cobblestone Capital Advisors LLC NY	12,000	$189K	0.0%	N/A	0.078%
7/31/2023	Strs Ohio	33,400	$525K	0.0%	+30.5%	0.217%
7/27/2023	Victory Capital Management Inc.	43,012	$677K	0.0%	-7.2%	0.280%
7/27/2023	EA Series Trust	45,475	$716K	0.0%	N/A	0.296%
7/24/2023	Allspring Global Investments Holdings LLC	2,186	$34K	0.0%	-69.7%	0.014%
7/20/2023	Bailard Inc.	29,400	$463K	0.0%	+11.8%	0.191%
7/18/2023	Allspring Global Investments Holdings LLC	2,186	$34K	0.0%	-69.7%	0.014%
7/3/2023	Canandaigua National Bank & Trust Co.	323,389	$5.09M	0.8%	-2.1%	2.103%
5/23/2023	Royce & Associates LP	84,357	$1.63M	0.0%	-38.3%	0.548%
5/12/2023	Cutler Capital Management LLC	40,000	$771K	0.3%	+11.1%	0.260%
5/12/2023	Argent Trust Co	34,068	$657K	0.0%	+8.6%	0.222%
5/12/2023	Martingale Asset Management L P	40,546	$782K	0.0%	+33.3%	0.264%
5/11/2023	Acadian Asset Management LLC	233,718	$4.51M	0.0%	+16.9%	1.520%
5/9/2023	Seizert Capital Partners LLC	10,183	$196K	0.0%	-19.1%	0.066%
5/8/2023	Bailard Inc.	26,300	$507K	0.0%	+4.8%	0.171%
5/4/2023	Barclays PLC	38,864	$750K	0.0%	+33.1%	0.253%
5/4/2023	Royce & Associates LP	84,357	$1.63M	0.0%	-38.3%	0.548%
5/4/2023	Los Angeles Capital Management LLC	28,358	$547K	0.0%	-3.0%	0.184%
5/2/2023	LSV Asset Management	368,257	$7.10M	0.0%	-4.6%	2.394%
5/2/2023	River Oaks Capital LLC	107,600	$2.08M	2.9%	+49.4%	0.700%
5/2/2023	Community Capital Management LLC	64,523	$1.24M	1.6%	+11.6%	0.420%
4/28/2023	SG Americas Securities LLC	5,758	$111K	0.0%	N/A	0.037%
4/27/2023	Strs Ohio	25,600	$493K	0.0%	+7.1%	0.166%
4/13/2023	Allspring Global Investments Holdings LLC	7,219	$139K	0.0%	-12.8%	0.047%
4/11/2023	Canandaigua National Bank & Trust Co.	330,223	$6.37M	1.1%	N/A	2.147%
3/23/2023	MetLife Investment Management LLC	7,636	$186K	0.0%	-17.5%	0.050%
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2/13/2023	BHZ Capital Management LP	158,651	$3.87M	1.7%	-9.2%	1.034%
2/13/2023	Fuller & Thaler Asset Management Inc.	140,034	$3.41M	0.0%	-22.9%	0.913%
2/10/2023	Connor Clark & Lunn Investment Management Ltd.	19,834	$483K	0.0%	-16.3%	0.129%
2/10/2023	Argent Trust Co	31,368	$764K	0.1%	+59.6%	0.204%
2/9/2023	Victory Capital Management Inc.	45,876	$1.12M	0.0%	-3.8%	0.299%
2/9/2023	Dimensional Fund Advisors LP	1,262,125	$30.75M	0.0%	+0.1%	8.230%
2/8/2023	LSV Asset Management	386,168	$9.41M	0.0%	-1.9%	2.517%
2/8/2023	Thrivent Financial for Lutherans	103,755	$2.53M	0.0%	-29.1%	0.676%
2/8/2023	Russell Investments Group Ltd.	20,552	$501K	0.0%	-30.2%	0.134%
2/7/2023	Canandaigua National Corp	330,623	$8.05M	1.4%	-2.4%	2.155%

(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 PL Capital Advisors LLC ($6.74M).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: PL Capital Advisors LLC ($338.75K), Canandaigua National Bank & Trust Co. ($330.22K), Courier Capital LLC ($327.20K), 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 1,782,360 shares in the last 24 months. This purchase volume represents approximately $34.82M 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 Canandaigua National Bank & Trust Co. ($34.77K).
How much institutional selling is happening at Financial Institutions?: Institutional investors have sold a total of 660,176 shares in the last 24 months. This volume of shares sold represents approximately $13.63M in transactions.