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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)
29
Total
Institutional Inflows
(last 12 months)
$14.77M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.17M
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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
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%
3/25/2024Quadrature Capital Ltd31,260$666K0.0%+35.6%0.203%
2/13/2024Tower Research Capital LLC TRC 1,535$33K0.0%-82.9%0.010%
2/9/2024Trexquant Investment LP27,139$578K0.0%-23.0%0.176%
2/7/2024Dimensional Fund Advisors LP1,027,186$21.88M0.0%-1.7%6.670%
2/7/2024BNP Paribas Financial Markets18,875$402K0.0%+23.7%0.123%
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$671K0.0%-29.7%0.205%
2/2/2024PL Capital Advisors LLC188,800$4.02M1.4%-7.4%1.226%
2/1/2024 CWM LLC1,566$33K0.0%+193.3%0.010%
1/30/2024Strs 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%
1/12/2024SG 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%
11/15/2023GSA Capital Partners LLP51,877$873K0.1%+128.2%0.337%
11/14/2023Quadrature Capital Ltd23,054$387K0.0%-36.1%0.150%
11/14/2023Trexquant Investment LP35,242$593K0.0%-27.4%0.229%
11/13/2023Connor Clark & Lunn Investment Management Ltd.49,236$829K0.0%+110.9%0.320%
11/13/2023Federated Hermes Inc.69,125$1.16M0.0%-1.5%0.449%
11/9/2023EMC Capital Management6,572$111K0.1%+18.5%0.043%
11/8/2023Argent Trust Co46,695$786K0.0%+29.4%0.303%
11/7/2023Great Lakes Advisors LLC13,957$235K0.0%N/A0.091%
11/6/2023Victory Capital Management Inc.44,800$754K0.0%+4.2%0.291%
11/4/2023LSV 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%
10/26/2023Strs Ohio31,300$526K0.0%-6.3%0.203%
10/24/2023Bailard Inc.17,100$288K0.0%-41.8%0.111%
10/24/2023Bank 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%
10/13/2023SG 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%
8/11/2023Hotchkis & Wiley Capital Management LLC152,208$2.40M0.0%+55.4%0.988%
8/11/2023Campbell & CO Investment Adviser LLC17,635$278K0.0%N/A0.115%
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8/11/2023Trexquant Investment LP48,528$764K0.0%+75.1%0.315%
8/11/2023Cutler Capital Management LLC43,000$677K0.4%+7.5%0.279%
8/10/2023PL Capital Advisors LLC203,800$3.21M1.3%-10.9%1.325%
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$189K0.0%N/A0.078%
7/31/2023Strs Ohio33,400$525K0.0%+30.5%0.217%
7/27/2023Victory 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%
7/20/2023Bailard 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%
5/23/2023Royce & Associates LP84,357$1.63M0.0%-38.3%0.548%
5/12/2023Cutler Capital Management LLC40,000$771K0.3%+11.1%0.260%
5/12/2023Argent Trust Co34,068$657K0.0%+8.6%0.222%
5/12/2023Martingale Asset Management L P40,546$782K0.0%+33.3%0.264%
5/11/2023Acadian Asset Management LLC233,718$4.51M0.0%+16.9%1.520%
5/9/2023Seizert Capital Partners LLC10,183$196K0.0%-19.1%0.066%
5/8/2023Bailard Inc.26,300$507K0.0%+4.8%0.171%
5/4/2023Barclays PLC38,864$750K0.0%+33.1%0.253%
5/4/2023Royce & 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%
5/2/2023LSV 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%
4/28/2023SG Americas Securities LLC5,758$111K0.0%N/A0.037%
4/27/2023Strs 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%
3/23/2023MetLife Investment Management LLC7,636$186K0.0%-17.5%0.050%
2/13/2023BHZ Capital Management LP158,651$3.87M1.7%-9.2%1.034%
2/13/2023Fuller & Thaler Asset Management Inc.140,034$3.41M0.0%-22.9%0.913%
2/10/2023Connor Clark & Lunn Investment Management Ltd.19,834$483K0.0%-16.3%0.129%
2/10/2023Argent Trust Co31,368$764K0.1%+59.6%0.204%
2/9/2023Victory Capital Management Inc.45,876$1.12M0.0%-3.8%0.299%
2/9/2023Dimensional Fund Advisors LP1,262,125$30.75M0.0%+0.1%8.230%
2/8/2023LSV Asset Management386,168$9.41M0.0%-1.9%2.517%
2/8/2023Thrivent Financial for Lutherans103,755$2.53M0.0%-29.1%0.676%
2/8/2023Russell 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%
1/26/2023Strs Ohio23,900$582K0.0%-4.0%0.156%
1/26/2023PL Capital Advisors LLC228,800$5.57M1.5%+83.0%1.492%
11/15/2022Martingale 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%
11/14/2022Renaissance Technologies LLC303,300$7.30M0.0%+0.7%1.978%
11/10/2022Connor Clark & Lunn Investment Management Ltd.23,684$570K0.0%+31.9%0.154%
11/10/2022Dimensional Fund Advisors LP1,261,295$30.36M0.0%-1.3%8.228%
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11/10/2022Grantham Mayo Van Otterloo & Co. LLC15,813$381K0.0%-42.1%0.103%
11/10/2022Sonen Capital LLC25,000$602K1.0%+123.2%0.163%
11/7/2022LSV Asset Management393,548$9.47M0.0%-5.2%2.567%
11/7/2022PL Capital Advisors LLC125,000$2.41M0.7%+104.2%0.815%
11/7/2022Nisa Investment Advisors LLC2,940$70K0.0%+31.3%0.019%
11/4/2022Prudential Financial Inc.168,719$4.06M0.0%+1.7%1.101%
11/3/2022Royce & Associates LP106,536$2.56M0.0%+9.9%0.695%
11/3/2022Barclays PLC22,976$553K0.0%+923.0%0.150%
11/2/2022Seizert Capital Partners LLC12,584$303K0.0%-25.8%0.082%
11/2/2022Victory Capital Management Inc.47,700$1.15M0.0%+10.0%0.311%
(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, 60 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.88M), Commonwealth Equity Services LLC ($9.64M), Canandaigua National Corp ($8.05M), LSV Asset Management ($7.35M), Renaissance Technologies LLC ($7.30M), Courier Capital LLC ($6.37M), and Canandaigua National Bank & Trust Co. ($5.66M).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 46 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 ($178.80K), Bank of Montreal Can ($94.44K), Hotchkis & Wiley Capital Management LLC ($54.26K), EA Series Trust ($45.48K), and Acadian Asset Management LLC ($43.70K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 1,581,067 shares in the last 24 months. This purchase volume represents approximately $32.03M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 32 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: Royce & Associates LP ($120.00K), LSV Asset Management ($70.39K), Thrivent Financial for Lutherans ($42.58K), Fuller & Thaler Asset Management Inc. ($41.49K), PL Capital Advisors LLC ($40K), Dimensional Fund Advisors LP ($34.23K), and Allspring Global Investments Holdings LLC ($31.29K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 620,993 shares in the last 24 months. This volume of shares sold represents approximately $13.82M in transactions.


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This page (NASDAQ:FISI) was last updated on 4/25/2024 by MarketBeat.com Staff

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