— Know what they know.
Not Investment Advice

FISI NASDAQ

Financial Institutions, Inc.
1W: +3.3% 1M: +3.5% 3M: +4.8% YTD: +14.7% 1Y: +36.3% 3Y: +154.1% 5Y: +37.1%
$35.36
-0.01 (-0.03%)
 
Weekly Expected Move ±3.3%
$32 $33 $34 $35 $36
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 63 · $696.1M mcap · 17M float · 0.698% daily turnover · Short 83% of daily vol

Institutional Ownership — FISI

174
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
$441M
Total Invested
25
New Positions
49
Increased
78
Reduced
44
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (187 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PL Capital Advisors, LLC 1,816,102 $$64M +13,311 +0.7% 13Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC NEW 1,671,076 $$59M +0.0% 1Q SEC ↗
3 BlackRock, Inc. 1,478,072 $$52M +16,569 +1.1% 7Q SEC ↗
4 VANGUARD GROUP INC 1,157,026 $$41M +61,598 +5.6% 12Q SEC ↗
5 DIMENSIONAL FUND ADVISORS LP 957,667 $$34M +1,761 +0.2% 13Q SEC ↗
6 ADAGE CAPITAL PARTNERS GP, L.L.C. 948,441 $$34M -23,602 -2.4% 6Q SEC ↗
7 WELLINGTON MANAGEMENT GROUP LLP 900,493 $$32M -148,802 -14.2% 6Q SEC ↗
8 STATE STREET CORP 579,119 $$20M +71,730 +14.1% 13Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 568,696 $$20M +86,541 +17.9% 13Q SEC ↗
10 Ategra Capital Management, LLC 564,100 $$20M -7,975 -1.4% 13Q SEC ↗
11 ACADIAN ASSET MANAGEMENT LLC 554,604 $$20M +128,568 +30.2% 13Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC NEW 349,028 $$12M +0.0% 1Q SEC ↗
13 MORGAN STANLEY 337,488 $$12M +72,559 +27.4% 12Q SEC ↗
14 GOLDMAN SACHS GROUP INC 245,175 $$9M -183,993 -42.9% 13Q SEC ↗
15 JPMORGAN CHASE & CO 242,921 $$9M -45,156 -15.7% 13Q SEC ↗
16 ALLIANCEBERNSTEIN L.P. 240,126 $$8M +20,210 +9.2% 11Q SEC ↗
17 COURIER CAPITAL LLC 234,402 $$8M +118,502 +102.2% 13Q SEC ↗
18 Hillsdale Investment Management Inc. NEW 233,080 $$8M +0.0% 1Q SEC ↗
19 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 212,927 $$8M +0.0% 1Q SEC ↗
20 ProShare Advisors LLC 204,256 $$7M +8,744 +4.5% 4Q SEC ↗
21 UBS Group AG 203,036 $$7M +176,936 +677.9% 13Q SEC ↗
22 RENAISSANCE TECHNOLOGIES LLC 202,931 $$7M -68,369 -25.2% 13Q SEC ↗
23 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 202,302 $$7M -159,150 -44.0% 13Q SEC ↗
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 171,340 $$6M +7,833 +4.8% 13Q SEC ↗
25 LSV ASSET MANAGEMENT 167,500 $$6M +0.0% 12Q SEC ↗
26 NORTHERN TRUST CORP 165,519 $$6M +5,233 +3.3% 13Q SEC ↗
27 TWO SIGMA INVESTMENTS, LP 163,527 $$6M -11,900 -6.8% 12Q SEC ↗
28 CHARLES SCHWAB INVESTMENT MANAGEMENT I 160,181 $$6M -8,565 -5.1% 13Q SEC ↗
29 AQR CAPITAL MANAGEMENT LLC 158,010 $$6M +63,433 +67.1% 11Q SEC ↗
30 CANANDAIGUA NATIONAL BANK & TRUST CO 155,046 $$5M -24,677 -13.7% 12Q SEC ↗
31 CANANDAIGUA NATIONAL CORP NEW 154,881 $$5M +0.0% 1Q SEC ↗
32 Palisades Investment Partners, LLC 146,504 $$5M +5,562 +3.9% 8Q SEC ↗
33 MALTESE CAPITAL MANAGEMENT LLC 145,000 $$5M -66,000 -31.3% 5Q SEC ↗
34 VANGUARD FIDUCIARY TRUST CO NEW 126,348 $$4M +0.0% 1Q SEC ↗
35 BANK OF AMERICA CORP /DE 119,691 $$4M +60,234 +101.3% 13Q SEC ↗
36 Bank of New York Mellon Corp 115,244 $$4M -6,186 -5.1% 13Q SEC ↗
37 TWO SIGMA ADVISERS, LP 109,387 $$4M +4,100 +3.9% 12Q SEC ↗
38 Empowered Funds, LLC 101,340 $$4M +7,833 +8.4% 12Q SEC ↗
39 Curi Capital, LLC 100,017 $$4M +17 +0.0% 6Q SEC ↗
40 MENDON CAPITAL ADVISORS CORP 100,000 $$4M +0.0% 6Q SEC ↗
41 AMERICAN CENTURY COMPANIES INC 87,761 $$3M +33,613 +62.1% 13Q SEC ↗
42 FMR LLC 72,558 $$3M +11,790 +19.4% 13Q SEC ↗
43 Qube Research & Technologies Ltd NEW 67,644 $$2M +0.0% 1Q SEC ↗
44 NEW YORK STATE COMMON RETIREMENT FUND 59,415 $$2M +0.0% 13Q SEC ↗
45 COMMONWEALTH EQUITY SERVICES, LLC 58,903 $$2M -296,573 -83.4% 13Q SEC ↗
46 Nuveen, LLC 56,857 $$2M +19,831 +53.6% 5Q SEC ↗
47 Verition Fund Management LLC 52,419 $$2M -44,858 -46.1% 6Q SEC ↗
48 Thrivent Financial for Lutherans 52,196 $$2M +0.0% 13Q SEC ↗
49 SEI INVESTMENTS CO 51,480 $$2M +34,601 +205.0% 7Q SEC ↗
50 BAYVIEW ASSET MANAGEMENT, LLC 50,000 $$2M +0.0% 8Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
UBS Group AG +176,936 +677.9% 203,036
ACADIAN ASSET MANAGEMENT LLC +128,568 +30.2% 554,604
COURIER CAPITAL LLC +118,502 +102.2% 234,402
GEODE CAPITAL MANAGEMENT, LLC +86,541 +17.9% 568,696
MORGAN STANLEY +72,559 +27.4% 337,488
STATE STREET CORP +71,730 +14.1% 579,119
AQR CAPITAL MANAGEMENT LLC +63,433 +67.1% 158,010
VANGUARD GROUP INC +61,598 +5.6% 1,157,026
BANK OF AMERICA CORP /DE +60,234 +101.3% 119,691
SEI INVESTMENTS CO +34,601 +205.0% 51,480
MARTINGALE ASSET MANAGEMENT L P +34,348 +477.1% 41,548
AMERICAN CENTURY COMPANIES INC +33,613 +62.1% 87,761
ALLIANCEBERNSTEIN L.P. +20,210 +9.2% 240,126
Nuveen, LLC +19,831 +53.6% 56,857
BlackRock, Inc. +16,569 +1.1% 1,478,072
CITADEL ADVISORS LLC +14,695 +171.3% 23,274
PL Capital Advisors, LLC +13,311 +0.7% 1,816,102
FRANKLIN RESOURCES INC +13,271 +78.8% 30,108
FMR LLC +11,790 +19.4% 72,558
Campbell & CO Investment Adviser LL +11,102 +99.3% 22,284
Biggest Decreases (20)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -296,573 -83.4% 58,903
GOLDMAN SACHS GROUP INC -183,993 -42.9% 245,175
MILLENNIUM MANAGEMENT LLC -172,923 -93.7% 11,695
HOTCHKIS & WILEY CAPITAL MANAGEMENT -159,150 -44.0% 202,302
WELLINGTON MANAGEMENT GROUP LLP -148,802 -14.2% 900,493
RENAISSANCE TECHNOLOGIES LLC -68,369 -25.2% 202,931
MALTESE CAPITAL MANAGEMENT LLC -66,000 -31.3% 145,000
Trexquant Investment LP -58,580 -63.5% 33,666
JPMORGAN CHASE & CO -45,156 -15.7% 242,921
Verition Fund Management LLC -44,858 -46.1% 52,419
FEDERATED HERMES, INC. -44,011 -63.7% 25,114
SEGALL BRYANT & HAMILL, LLC -28,670 -39.8% 43,315
CANANDAIGUA NATIONAL BANK & TRUST C -24,677 -13.7% 155,046
BARCLAYS PLC -24,081 -66.3% 12,239
ADAGE CAPITAL PARTNERS GP, L.L.C. -23,602 -2.4% 948,441
AMERIPRISE FINANCIAL INC -22,100 -53.2% 19,427
JANE STREET GROUP, LLC -17,013 -62.1% 10,397
TWO SIGMA INVESTMENTS, LP -11,900 -6.8% 163,527
GSA CAPITAL PARTNERS LLP -10,276 -36.3% 18,029
CHARLES SCHWAB INVESTMENT MANAGEMEN -8,565 -5.1% 160,181

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms