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FISI Insider Trading

Insider Ownership Percentage: 2.44%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Financial Institutions Insider Trading History Chart

This chart shows the insider buying and selling history at Financial Institutions by year and by quarter.

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Financial Institutions Share Price & Price History

Current Price: $39.91
Price Change: ▲ Price Increase of +0.01 (0.03%)
As of 11/12/2026 10:40 AM ET

This chart shows the closing price history over time for FISI up to the past year.

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Days: 30 | 90 | 365

Financial Institutions Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/13/2024Kevin B QuinnInsiderBuy400$25.00$10,000.003,705View SEC Filing Icon  
12/13/2024Robert N LatellaDirectorBuy4,000$25.00$100,000.0016,000View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Financial Institutions (NASDAQ:FISI)

60.45% of Financial Institutions stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at FISI by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Financial Institutions Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026Ieq Capital LLC11,796$0.46M0.0%+5.9%0.060%Search for SEC Filing on Google Icon
11/6/2026Russell Investments Group Ltd.16,534$0.65M0.0%-68.7%0.084%Search for SEC Filing on Google Icon
11/3/2026Alps Advisors Inc.14,151$0.55M0.0%-14.6%0.072%Search for SEC Filing on Google Icon
11/2/2026Commonwealth Equity Services LLC58,003$2.26M0.0%+0.5%0.294%Search for SEC Filing on Google Icon
10/23/2026Inspire Investing LLC61,146$2.38M0.1%N/A0.310%Search for SEC Filing on Google Icon
10/16/2026Daytona Street Capital LLC8,000$0.32M0.2%N/A0.041%Search for SEC Filing on Google Icon
10/15/2026State of Alaska Department of Revenue741$28K0.0%N/A0.004%Search for SEC Filing on Google Icon
10/7/2026Canandaigua National Bank & Trust Co.149,700$5.84M0.5%-2.9%0.760%Search for SEC Filing on Google Icon
9/9/2026Engineers Gate Manager LP7,836$0.31M0.0%N/A0.040%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC964$38K0.0%N/A0.005%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC10,995$0.43M0.0%+45.6%0.056%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP3,251$0.13M0.0%+10.0%0.016%Search for SEC Filing on Google Icon
8/20/2026Susquehanna Fundamental Investments LLC16,185$0.63M0.0%-19.6%0.082%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP62,979$2.45M0.0%-93.0%0.320%Search for SEC Filing on Google Icon
8/18/2026Empowered Funds LLC109,154$4.25M0.0%N/A0.554%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE128,688$5.02M0.0%N/A0.653%Search for SEC Filing on Google Icon
8/15/2026Man Group plc37,570$1.46M0.0%N/A0.191%Search for SEC Filing on Google Icon
8/14/2026Ategra Capital Management LLC564,100$21.98M9.9%N/A2.862%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc3,990$0.16M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/13/2026Connor Clark & Lunn Investment Management Ltd.41,541$1.62M0.0%N/A0.211%Search for SEC Filing on Google Icon
8/13/2026Bank of Nova Scotia6,600$0.26M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/12/2026Quantbot Technologies LP1,426$56K0.0%N/A0.007%Search for SEC Filing on Google Icon
8/12/2026Ieq Capital LLC11,144$0.43M0.0%N/A0.057%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP3,251$0.13M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/10/2026Great Lakes Advisors LLC11,043$0.43M0.0%N/A0.056%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.1,667,260$64.97M0.0%N/A8.461%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG19,219$0.75M0.0%N/A0.098%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp117,844$4.59M0.0%N/A0.598%Search for SEC Filing on Google Icon
8/6/2026GSA Capital Partners LLP37,429$1.46M0.1%N/A0.190%Search for SEC Filing on Google Icon
7/7/2026Canandaigua National Bank & Trust Co.154,106$6.01M0.5%N/A0.783%Search for SEC Filing on Google Icon
5/22/2026Segall Bryant & Hamill LLC43,315$1.37M0.0%-39.8%0.220%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE119,691$3.80M0.0%+101.3%0.608%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada1,290$40K0.0%+31.6%0.007%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC101,340$3.21M0.0%+8.4%0.515%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP20,501$0.65M0.0%+18.4%0.104%Search for SEC Filing on Google Icon
5/14/2026Renaissance Technologies LLC202,931$6.44M0.0%-25.2%1.031%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.51,480$1.63M0.0%+205.0%0.261%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP7,190$0.23M0.0%-10.4%0.037%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP957,667$30.37M0.0%+0.2%4.865%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp115,244$3.65M0.0%-5.1%0.586%Search for SEC Filing on Google Icon
5/5/2026Hillsdale Investment Management Inc.233,080$7.39M0.2%N/A1.184%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp1,647$52K0.0%N/A0.008%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC11,631$0.37M0.0%N/A0.059%Search for SEC Filing on Google Icon
4/25/2026Strs Ohio18,800$0.60M0.0%N/A0.096%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC6,102$0.19M0.0%-27.0%0.031%Search for SEC Filing on Google Icon
3/9/2026EMC Capital Management2,542$79K0.0%-15.0%0.013%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.35,293$1.10M0.0%-9.8%0.175%Search for SEC Filing on Google Icon
2/18/2026Mendon Capital Advisors Corp100,000$3.12M0.9%-5.7%0.497%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC93,507$2.92M0.0%+10.6%0.465%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd23,899$0.75M0.0%+182.7%0.119%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP1,049,295$32.71M0.0%+42.4%5.213%Search for SEC Filing on Google Icon
2/18/2026Numerai GP LLC30,508$0.95M0.1%-7.7%0.152%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC11,695$0.37M0.0%-93.7%0.058%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC163,507$5.10M0.1%+5.8%0.812%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP92,246$2.88M0.0%+32.1%0.458%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD11,765$0.37M0.0%+11.7%0.058%Search for SEC Filing on Google Icon
2/17/2026Adage Capital Partners GP L.L.C.972,043$30.30M0.0%+19.8%4.829%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.38,449$1.20M0.0%+2.3%0.191%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors13,473$0.42M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada980$30K0.0%-79.5%0.005%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.9,734$0.30M0.0%N/A0.048%Search for SEC Filing on Google Icon
2/17/2026Maltese Capital Management LLC145,000$4.52M0.8%-31.3%0.720%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC97,277$3.03M0.0%-73.3%0.483%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC36,320$1.13M0.0%+22.9%0.180%Search for SEC Filing on Google Icon
2/16/2026Aigen Investment Management LP7,547$0.24M0.1%N/A0.037%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP15,924$0.50M0.0%-8.5%0.079%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co1,607$50K0.0%+44.8%0.008%Search for SEC Filing on Google Icon
2/13/2026Fourthstone LLC254,501$7.93M1.5%-21.0%1.264%Search for SEC Filing on Google Icon
2/13/2026Rafferty Asset Management LLC15,084$0.47M0.0%-38.1%0.075%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP8,025$0.25M0.0%-28.2%0.040%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.168,746$5.26M0.0%+0.5%0.838%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey4,841$0.15M0.0%-20.2%0.024%Search for SEC Filing on Google Icon
2/13/2026State Street Corp507,389$15.98M0.0%-6.8%2.521%Search for SEC Filing on Google Icon
2/13/2026Martingale Asset Management L P7,200$0.22M0.0%-11.1%0.036%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN22,981$0.72M0.0%+44.2%0.114%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC27,410$0.85M0.0%-28.4%0.136%Search for SEC Filing on Google Icon
2/12/2026Brooklyn Investment Group9,061$0.29M0.0%N/A0.045%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC355,476$11.08M0.0%+6.3%1.766%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC271,300$8.46M0.0%-12.9%1.348%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP955,906$29.80M0.0%+0.5%4.749%Search for SEC Filing on Google Icon
2/12/2026Federated Hermes Inc.25,114$0.78M0.0%-63.7%0.125%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC11,182$0.35M0.0%-10.6%0.056%Search for SEC Filing on Google Icon
2/12/2026Great Lakes Advisors LLC10,764$0.34M0.0%-3.0%0.053%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC93,507$2.92M0.0%+10.6%0.464%Search for SEC Filing on Google Icon
2/11/2026Franklin Resources Inc.16,837$0.53M0.0%-29.2%0.084%Search for SEC Filing on Google Icon
2/11/2026Brandywine Global Investment Management LLC12,230$0.38M0.0%+18.9%0.061%Search for SEC Filing on Google Icon
2/11/2026O Shaughnessy Asset Management LLC60,934$1.90M0.0%-1.8%0.303%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.288,077$8.98M0.0%-23.7%1.431%Search for SEC Filing on Google Icon
2/11/2026Los Angeles Capital Management LLC4,115$0.12M0.0%N/A0.020%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.214,584$6.69M0.0%-2.3%1.066%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC7,271$0.23M0.0%-17.6%0.036%Search for SEC Filing on Google Icon
2/10/2026PL Capital Advisors LLC1,802,791$56.19M17.7%+1.6%8.956%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC482,155$15.03M0.0%-0.8%2.395%Search for SEC Filing on Google Icon
2/6/2026GSA Capital Partners LLP28,305$0.88M0.1%+54.9%0.141%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC195,512$6.09M0.0%-57.5%0.971%Search for SEC Filing on Google Icon
1/30/2026Canandaigua National Bank & Trust Co.155,046$4.83M0.4%-13.7%0.770%Search for SEC Filing on Google Icon
1/29/2026Courier Capital LLC115,900$3.61M0.2%-12.9%0.576%Search for SEC Filing on Google Icon
1/21/2026Daytona Street Capital LLC8,000$0.25M0.2%N/A0.040%Search for SEC Filing on Google Icon
1/20/2026Palisades Investment Partners LLC140,942$4.43M1.7%+2.5%0.700%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC8,354$0.26M0.0%N/A0.042%Search for SEC Filing on Google Icon
Data available starting January 2016

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Financial Institutions logo
Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company provides checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts. Its loan products include term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans to the agricultural industry; commercial mortgage loans; one-to-four family residential mortgage loans, home improvement loans, closed-end home equity loans, and home equity lines of credit; and consumer loans, such as automobile, secured installment, and personal loans. The company offers personal insurance products, including automobile, homeowners, boat, recreational vehicle, landlord, and umbrella coverage; commercial insurance comprising property, liability, automobile, inland marine, workers compensation, bonds, crop, and umbrella insurance products; and financial services, such as life and disability insurance, medicare supplements, long-term care, annuities, mutual funds, and retirement programs. In addition, it offers customized investment advisory, wealth management, investment consulting, and retirement plan services, as well as operates a real estate investment trust that holds residential mortgages and commercial real estate loans. Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.
Read More on Financial Institutions

Today's Range

Now: $39.91
Low: $39.68
High: $40.19

50 Day Range

MA: $40.02
Low: $38.45
High: $41.70

52 Week Range

Now: $39.91
Low: $28.21
High: $42.97

Volume

6,211 shs

Average Volume

143,956 shs

Market Capitalization

$782.24 million

P/E Ratio

9.88

Dividend Yield

3.20%

Beta

0.62

Who are the company insiders with the largest holdings of Financial Institutions?

Financial Institutions' top insider investors include:
  1. Martin Kearney Birmingham (CEO)
  2. Samuel M Gullo (Director)
  3. Andrew W Dorn Jr (Director)
  4. Kevin B Klotzbach (CFO)
  5. John E Benjamin (Director)
  6. Robert M Glaser (Director)
  7. John E Benjamin (Director)
  8. Robert N Latella (Director)
  9. Karl Valentine Anderson Jr (Director)
  10. Jeffrey Patrick Kenefick (EVP)
Learn More about top insider investors at Financial Institutions.

Who are the major institutional investors of Financial Institutions?

Financial Institutions' top institutional investors include:
  1. Canandaigua National Bank & Trust Co. — 0.76%
  2. Inspire Investing LLC — 0.31%
  3. Commonwealth Equity Services LLC — 0.29%
  4. Russell Investments Group Ltd. — 0.08%
  5. Alps Advisors Inc. — 0.07%
  6. Ieq Capital LLC — 0.06%
Learn More about top institutional investors of Financial Institutions stock.

Which major investors are selling Financial Institutions stock?

Within the previous quarter, FISI stock was sold by these institutional investors:
  1. Russell Investments Group Ltd.
  2. Canandaigua National Bank & Trust Co.
  3. Alps Advisors Inc.

Which major investors are buying Financial Institutions stock?

During the previous quarter, FISI stock was bought by institutional investors including:
  1. Inspire Investing LLC
  2. Daytona Street Capital LLC
  3. State of Alaska Department of Revenue
  4. Ieq Capital LLC
  5. Commonwealth Equity Services LLC
During the last year, these company insiders have bought Financial Institutions stock:
  1. Robert N Latella (Director)
  2. Kevin B Quinn (Insider)
Learn More investors buying Financial Institutions stock.

Financial Institutions Active Insiders

Martin Kearney Birmingham
Martin Kearney Birmingham (Age 59)
CEO
William Jack Plants II
William Jack Plants II (Age 42)
CFO
Andrew W Dorn Jr (Age 57)
Director
Robert N Latella
Robert N Latella
Director
Samuel J Burruano Jr
Samuel J Burruano Jr (Age 57)
EVP
Kevin B Quinn
Kevin B Quinn
Insider