FBIZ Institutional Ownership
First Business Financial Services, Inc.
1W: +0.6%
1M: -1.3%
3M: +10.2%
YTD: +33.1%
1Y: +42.6%
3Y: +154.1%
5Y: +178.3%
$70.93
+1.44 (+2.07%)
Weekly Expected Move ±2.4%
$68
$69
$71
$73
$74
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Institutional Ownership — FBIZ
156
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$364M
Total Invested
13
New Positions
65
Increased
53
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (165 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 928,380 | $$66M | +58,178 | +6.7% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 498,430 | $$35M | -1,286 | -0.3% | 74Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 343,482 | $$24M | +2,944 | +0.9% | 2Q | SEC ↗ |
| 4 | First Business Financial Services, Inc | 340,189 | $$24M | -21,122 | -5.8% | 53Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 272,788 | $$19M | +32,651 | +13.6% | 15Q | SEC ↗ |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, | 243,005 | $$17M | -1,790 | -0.7% | 51Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 214,987 | $$15M | +15,215 | +7.6% | 48Q | SEC ↗ |
| 8 | STATE STREET CORP | 187,371 | $$13M | +13,653 | +7.9% | 46Q | SEC ↗ |
| 9 | BANC FUNDS CO LLC | 163,224 | $$12M | -3,000 | -1.8% | 60Q | SEC ↗ |
| 10 | Cutler Capital Management, LLC | 154,346 | $$11M | -244 | -0.2% | 35Q | SEC ↗ |
| 11 | LSV ASSET MANAGEMENT | 141,025 | $$10M | -2,600 | -1.8% | 51Q | SEC ↗ |
| 12 | Pacific Ridge Capital Partners, LLC | 139,808 | $$10M | -1,084 | -0.8% | 34Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC | 128,927 | $$9M | +34,300 | +36.2% | 7Q | SEC ↗ |
| 14 | FEDERATED HERMES, INC. | 125,563 | $$9M | +9,430 | +8.1% | 49Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 120,865 | $$9M | -1,600 | -1.3% | 50Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 101,542 | $$7M | +9,273 | +10.0% | 2Q | SEC ↗ |
| 17 | De Lisle Partners LLP | 98,812 | $$7M | — | +0.0% | 10Q | SEC ↗ |
| 18 | Hillsdale Investment Management Inc. | 91,671 | $$7M | +8,600 | +10.4% | 8Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 83,399 | $$6M | +3,926 | +4.9% | 49Q | SEC ↗ |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,557 | $$6M | +3,175 | +4.1% | 54Q | SEC ↗ |
| 21 | MORGAN STANLEY | 79,994 | $$6M | +4,275 | +5.6% | 51Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 73,566 | $$5M | +41,870 | +132.1% | 11Q | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 61,517 | $$4M | +1,059 | +1.8% | 7Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 54,400 | $$4M | +2,707 | +5.2% | 2Q | SEC ↗ |
| 25 | ACADIAN ASSET MANAGEMENT LLC | 53,855 | $$4M | — | +0.0% | 33Q | SEC ↗ |
| 26 | VISTA INVESTMENT MANAGEMENT | 52,349 | $$4M | -421 | -0.8% | 35Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 48,817 | $$3M | +360 | +0.7% | 16Q | SEC ↗ |
| 28 | Empowered Funds, LLC | 45,157 | $$3M | +3,175 | +7.6% | 13Q | SEC ↗ |
| 29 | Rosenthal | Henry Capital Advisors, In | 45,000 | $$3M | — | +0.0% | 16Q | SEC ↗ |
| 30 | ALLIANCEBERNSTEIN L.P. | 43,294 | $$3M | -15,690 | -26.6% | 22Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 42,680 | $$3M | -12,719 | -23.0% | 15Q | SEC ↗ |
| 32 | Uncommon Cents Investing LLC | 33,878 | $$2M | -125 | -0.4% | 23Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 32,634 | $$2M | +1,825 | +5.9% | 49Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 31,243 | $$2M | +226 | +0.7% | 27Q | SEC ↗ |
| 35 | FIRST TRUST ADVISORS LP | 30,700 | $$2M | +1,287 | +4.4% | 7Q | SEC ↗ |
| 36 | Daytona Street Capital LLC | 29,623 | $$2M | -1,167 | -3.8% | 3Q | SEC ↗ |
| 37 | Squarepoint Ops LLC | 28,061 | $$2M | +13,681 | +95.1% | 2Q | SEC ↗ |
| 38 | MILLENNIUM MANAGEMENT LLC | 25,364 | $$2M | -7,811 | -23.5% | 12Q | SEC ↗ |
| 39 | KENNEDY CAPITAL MANAGEMENT LLC | 24,280 | $$2M | -997 | -3.9% | 4Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 23,989 | $$2M | -35 | -0.1% | 15Q | SEC ↗ |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 23,895 | $$2M | +1,522 | +6.8% | 15Q | SEC ↗ |
| 42 | Sixth Street Partners Management Compa NEW | 23,895 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Poehling Capital Management, INC. | 23,848 | $$2M | -1,767 | -6.9% | 35Q | SEC ↗ |
| 44 | Creative Planning | 23,415 | $$2M | +10,029 | +74.9% | 8Q | SEC ↗ |
| 45 | STIFEL FINANCIAL CORP | 23,363 | $$2M | +173 | +0.7% | 4Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 22,724 | $$2M | +9,365 | +70.1% | 4Q | SEC ↗ |
| 47 | Nuveen, LLC | 21,958 | $$2M | +2,438 | +12.5% | 6Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 21,240 | $$2M | — | +0.0% | 22Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 20,897 | $$1M | +16,441 | +369.0% | 2Q | SEC ↗ |
| 50 | GSA CAPITAL PARTNERS LLP | 19,167 | $$1M | -10,109 | -34.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 23,895 | $$2M |
| Mariner, LLC | 5,140 | $$365K |
| Sequoia Financial Advisors, LLC | 4,034 | $$286K |
| Vanguard Personalized Indexing Mana | 3,946 | $$280K |
| JONES FINANCIAL COMPANIES LLLP | 3,702 | $$263K |
| Atlatl Advisers LLC | 3,700 | $$262K |
| ALGERT GLOBAL LLC | 3,584 | $$254K |
| Merit Financial Group, LLC | 3,565 | $$253K |
| Susquehanna Portfolio Strategies, L | 3,420 | $$243K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,242 | $$230K |
| Integrated Wealth Concepts LLC | 687 | $$49K |
| Clearstead Advisors, LLC | 105 | $$7K |
| Silver Grove Financial Group, Inc. | 36 | $$3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M3F, Inc. | 29,685 | $$2M |
| FRANKLIN RESOURCES INC | 17,867 | $$1M |
| LAZARD ASSET MANAGEMENT LLC | 16,773 | $$1M |
| PRINCIPAL FINANCIAL GROUP INC | 11,377 | $$807K |
| Legato Capital Management LLC | 10,847 | $$769K |
| Kestra Advisory Services, LLC | 9,200 | $$653K |
| ALPS ADVISORS INC | 8,878 | $$630K |
| JANE STREET GROUP, LLC | 8,667 | $$615K |
| R Squared Ltd | 8,259 | $$586K |
| PANAGORA ASSET MANAGEMENT INC | 5,031 | $$357K |
| HSBC HOLDINGS PLC | 5,023 | $$356K |
| Johnson Financial Group, Inc. | 3,260 | $$231K |
| SG Americas Securities, LLC | 2,751 | $$195K |
| QUADRANT CAPITAL GROUP LLC | 284 | $$20K |
| AMALGAMATED BANK | 250 | $$18K |
| Covestor Ltd | 190 | $$13K |
| WHITTIER TRUST CO | 131 | $$9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 47 | $$3K |
| SIMPLEX TRADING, LLC | 29 | $$2K |
| MAI Capital Management | 21 | $$1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +58,178 | +6.7% | 928,380 |
| TWO SIGMA INVESTMENTS, LP | +41,870 | +132.1% | 73,566 |
| AQR CAPITAL MANAGEMENT LLC | +34,300 | +36.2% | 128,927 |
| AMERICAN CENTURY COMPANIES INC | +32,651 | +13.6% | 272,788 |
| CITADEL ADVISORS LLC | +16,441 | +369.0% | 20,897 |
| GEODE CAPITAL MANAGEMENT, LLC | +15,215 | +7.6% | 214,987 |
| Squarepoint Ops LLC | +13,681 | +95.1% | 28,061 |
| STATE STREET CORP | +13,653 | +7.9% | 187,371 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +10,520 | +198.3% | 15,825 |
| OSAIC HOLDINGS, INC. | +10,336 | +14557.7% | 10,407 |
| Creative Planning | +10,029 | +74.9% | 23,415 |
| FEDERATED HERMES, INC. | +9,430 | +8.1% | 125,563 |
| Quantinno Capital Management LP | +9,365 | +70.1% | 22,724 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +9,273 | +10.0% | 101,542 |
| Hillsdale Investment Management Inc | +8,600 | +10.4% | 91,671 |
| BNP PARIBAS FINANCIAL MARKETS | +6,965 | +94.0% | 14,374 |
| XTX Topco Ltd | +5,505 | +146.4% | 9,265 |
| IEQ CAPITAL, LLC | +5,336 | +65.4% | 13,499 |
| MORGAN STANLEY | +4,275 | +5.6% | 79,994 |
| Sterling Capital Management LLC | +4,163 | +1645.5% | 4,416 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Business Financial Services, | -21,122 | -5.8% | 340,189 |
| ALLIANCEBERNSTEIN L.P. | -15,690 | -26.6% | 43,294 |
| GOLDMAN SACHS GROUP INC | -12,719 | -23.0% | 42,680 |
| Integrated Quantitative Investments | -11,716 | -75.0% | 3,906 |
| GSA CAPITAL PARTNERS LLP | -10,109 | -34.5% | 19,167 |
| MILLENNIUM MANAGEMENT LLC | -7,811 | -23.5% | 25,364 |
| Gator Capital Management, LLC | -6,980 | -28.1% | 17,835 |
| NewEdge Advisors, LLC | -3,872 | -90.6% | 404 |
| UBS Group AG | -3,705 | -25.7% | 10,684 |
| US BANCORP \DE | -3,384 | -18.9% | 14,500 |
| Engineers Gate Manager LP | -3,105 | -30.5% | 7,088 |
| BANC FUNDS CO LLC | -3,000 | -1.8% | 163,224 |
| LSV ASSET MANAGEMENT | -2,600 | -1.8% | 141,025 |
| Trexquant Investment LP | -2,140 | -15.2% | 11,925 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,790 | -0.7% | 243,005 |
| Poehling Capital Management, INC. | -1,767 | -6.9% | 23,848 |
| RENAISSANCE TECHNOLOGIES LLC | -1,600 | -1.3% | 120,865 |
| STATE OF WISCONSIN INVESTMENT BOARD | -1,400 | -12.1% | 10,160 |
| DIMENSIONAL FUND ADVISORS LP | -1,286 | -0.3% | 498,430 |
| NEW YORK STATE COMMON RETIREMENT FU | -1,200 | -31.0% | 2,666 |