FISI Insider Trading

Insider Ownership Percentage: 2.68%
Insider Buying (Last 12 Months): $222,675.00
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.

Skip ChartChart Data in Insider Trading History Table

Financial Institutions Share Price & Price History

Current Price: $17.50
Price Change: Price Decrease of -0.27 (-1.52%)
As of 04/25/2024 10:38 AM ET

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

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Financial Institutions Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/8/2023Samuel M GulloDirectorBuy2,000$15.94$31,880.0033,004View SEC Filing Icon  
5/4/2023Robert N LatellaDirectorBuy10,000$15.06$150,600.0012,000View SEC Filing Icon  
5/3/2023Martin Kearney BirminghamCEOBuy1,500$16.25$24,375.00112,277View SEC Filing Icon  
5/3/2023Samuel J. Burruano, Jr.EVPBuy1,000$15.82$15,820.007,155View SEC Filing Icon  
2/8/2023Samuel J. Burruano, Jr.EVPBuy500$24.70$12,350.004,555View SEC Filing Icon  
11/4/2022Martin Kearney BirminghamCEOBuy1,000$23.43$23,430.00101,800View SEC Filing Icon  
9/14/2021Samuel J. Burruano, Jr.EVPBuy500$29.45$14,725.00View SEC Filing Icon  
9/3/2021Martin Kearney BirminghamCEOBuy1,000$30.94$30,940.0092,188View SEC Filing Icon  
9/1/2021William Jack Plants, IICFOBuy637$31.37$19,982.69View SEC Filing Icon  
5/3/2021Andrew W. Dorn, Jr.DirectorBuy1,100$32.05$35,255.0027,522View SEC Filing Icon  
See Full Table

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
4/18/2024Allspring Global Investments Holdings LLC8,811$0.17M0.0%+9.2%0.057%Search for SEC Filing on Google Icon
4/16/2024Courier Capital LLC338,686$6.37M0.5%+55.8%2.198%Search for SEC Filing on Google Icon
4/1/2024Canandaigua National Bank & Trust Co.300,672$5.66M0.8%-2.2%1.951%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd31,260$0.67M0.0%+35.6%0.203%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 1,535$33K0.0%-82.9%0.010%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP27,139$0.58M0.0%-23.0%0.176%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,027,186$21.88M0.0%-1.7%6.670%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets18,875$0.40M0.0%+23.7%0.123%Search for SEC Filing on Google Icon
2/6/2024AJOVista LLC3,107$66K0.1%N/A0.020%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management344,957$7.35M0.0%-5.3%2.240%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.31,500$0.67M0.0%-29.7%0.205%Search for SEC Filing on Google Icon
2/2/2024PL Capital Advisors LLC188,800$4.02M1.4%-7.4%1.226%Search for SEC Filing on Google Icon
2/1/2024CWM LLC1,566$33K0.0%+193.3%0.010%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio27,400$0.58M0.0%-12.5%0.178%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC8,069$0.17M0.0%+181.1%0.052%Search for SEC Filing on Google Icon
1/17/2024Courier Capital LLC217,453$4.63M0.4%+100.8%1.412%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC8,299$0.18M0.0%+28.0%0.054%Search for SEC Filing on Google Icon
1/4/2024Canandaigua National Bank & Trust Co.307,577$6.55M1.0%-4.1%1.997%Search for SEC Filing on Google Icon
11/15/2023GSA Capital Partners LLP51,877$0.87M0.1%+128.2%0.337%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd23,054$0.39M0.0%-36.1%0.150%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP35,242$0.59M0.0%-27.4%0.229%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.49,236$0.83M0.0%+110.9%0.320%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.69,125$1.16M0.0%-1.5%0.449%Search for SEC Filing on Google Icon
11/9/2023EMC Capital Management6,572$0.11M0.1%+18.5%0.043%Search for SEC Filing on Google Icon
11/8/2023Argent Trust Co46,695$0.79M0.0%+29.4%0.303%Search for SEC Filing on Google Icon
11/7/2023Great Lakes Advisors LLC13,957$0.24M0.0%N/A0.091%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.44,800$0.75M0.0%+4.2%0.291%Search for SEC Filing on Google Icon
11/4/2023LSV Asset Management364,157$6.13M0.0%-0.6%2.365%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC2,871$48K0.0%+31.3%0.019%Search for SEC Filing on Google Icon
10/27/2023River Oaks Capital LLC139,000$2.34M3.4%+2.4%0.903%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio31,300$0.53M0.0%-6.3%0.203%Search for SEC Filing on Google Icon
10/24/2023Bailard Inc.17,100$0.29M0.0%-41.8%0.111%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp118,872$2M0.0%+0.8%0.772%Search for SEC Filing on Google Icon
10/24/2023Community Capital Management LLC16,000$0.27M0.4%N/A0.104%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC572,546$9.64M0.0%+0.1%3.718%Search for SEC Filing on Google Icon
10/13/2023SG Americas Securities LLC6,482$0.11M0.0%N/A0.042%Search for SEC Filing on Google Icon
10/13/2023Courier Capital LLC108,309$1.82M0.2%+623.3%0.703%Search for SEC Filing on Google Icon
10/10/2023Canandaigua National Bank & Trust Co.320,570$5.40M0.9%-0.9%2.082%Search for SEC Filing on Google Icon
8/11/2023Hotchkis & Wiley Capital Management LLC152,208$2.40M0.0%+55.4%0.988%Search for SEC Filing on Google Icon
8/11/2023Campbell & CO Investment Adviser LLC17,635$0.28M0.0%N/A0.115%Search for SEC Filing on Google Icon
8/11/2023Trexquant Investment LP48,528$0.76M0.0%+75.1%0.315%Search for SEC Filing on Google Icon
8/11/2023Cutler Capital Management LLC43,000$0.68M0.4%+7.5%0.279%Search for SEC Filing on Google Icon
8/10/2023PL Capital Advisors LLC203,800$3.21M1.3%-10.9%1.325%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp117,941$1.86M0.0%+0.5%0.767%Search for SEC Filing on Google Icon
8/2/2023Bank of Montreal Can94,436$1.58M0.0%N/A0.614%Search for SEC Filing on Google Icon
8/2/2023LSV Asset Management366,457$5.77M0.0%-0.5%2.383%Search for SEC Filing on Google Icon
8/1/2023Cobblestone Capital Advisors LLC NY12,000$0.19M0.0%N/A0.078%Search for SEC Filing on Google Icon
7/31/2023Strs Ohio33,400$0.53M0.0%+30.5%0.217%Search for SEC Filing on Google Icon
7/27/2023Victory Capital Management Inc.43,012$0.68M0.0%-7.2%0.280%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust45,475$0.72M0.0%N/A0.296%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%Search for SEC Filing on Google Icon
7/20/2023Bailard Inc.29,400$0.46M0.0%+11.8%0.191%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC2,186$34K0.0%-69.7%0.014%Search for SEC Filing on Google Icon
7/3/2023Canandaigua National Bank & Trust Co.323,389$5.09M0.8%-2.1%2.103%Search for SEC Filing on Google Icon
5/23/2023Royce & Associates LP84,357$1.63M0.0%-38.3%0.548%Search for SEC Filing on Google Icon
5/12/2023Cutler Capital Management LLC40,000$0.77M0.3%+11.1%0.260%Search for SEC Filing on Google Icon
5/12/2023Argent Trust Co34,068$0.66M0.0%+8.6%0.222%Search for SEC Filing on Google Icon
5/12/2023Martingale Asset Management L P40,546$0.78M0.0%+33.3%0.264%Search for SEC Filing on Google Icon
5/11/2023Acadian Asset Management LLC233,718$4.51M0.0%+16.9%1.520%Search for SEC Filing on Google Icon
5/9/2023Seizert Capital Partners LLC10,183$0.20M0.0%-19.1%0.066%Search for SEC Filing on Google Icon
5/8/2023Bailard Inc.26,300$0.51M0.0%+4.8%0.171%Search for SEC Filing on Google Icon
5/4/2023Barclays PLC38,864$0.75M0.0%+33.1%0.253%Search for SEC Filing on Google Icon
5/4/2023Royce & Associates LP84,357$1.63M0.0%-38.3%0.548%Search for SEC Filing on Google Icon
5/4/2023Los Angeles Capital Management LLC28,358$0.55M0.0%-3.0%0.184%Search for SEC Filing on Google Icon
5/2/2023LSV Asset Management368,257$7.10M0.0%-4.6%2.394%Search for SEC Filing on Google Icon
5/2/2023River Oaks Capital LLC107,600$2.08M2.9%+49.4%0.700%Search for SEC Filing on Google Icon
5/2/2023Community Capital Management LLC64,523$1.24M1.6%+11.6%0.420%Search for SEC Filing on Google Icon
4/28/2023SG Americas Securities LLC5,758$0.11M0.0%N/A0.037%Search for SEC Filing on Google Icon
4/27/2023Strs Ohio25,600$0.49M0.0%+7.1%0.166%Search for SEC Filing on Google Icon
4/13/2023Allspring Global Investments Holdings LLC7,219$0.14M0.0%-12.8%0.047%Search for SEC Filing on Google Icon
4/11/2023Canandaigua National Bank & Trust Co.330,223$6.37M1.1%N/A2.147%Search for SEC Filing on Google Icon
3/23/2023MetLife Investment Management LLC7,636$0.19M0.0%-17.5%0.050%Search for SEC Filing on Google Icon
2/13/2023BHZ Capital Management LP158,651$3.87M1.7%-9.2%1.034%Search for SEC Filing on Google Icon
2/13/2023Fuller & Thaler Asset Management Inc.140,034$3.41M0.0%-22.9%0.913%Search for SEC Filing on Google Icon
2/10/2023Connor Clark & Lunn Investment Management Ltd.19,834$0.48M0.0%-16.3%0.129%Search for SEC Filing on Google Icon
2/10/2023Argent Trust Co31,368$0.76M0.1%+59.6%0.204%Search for SEC Filing on Google Icon
2/9/2023Victory Capital Management Inc.45,876$1.12M0.0%-3.8%0.299%Search for SEC Filing on Google Icon
2/9/2023Dimensional Fund Advisors LP1,262,125$30.75M0.0%+0.1%8.230%Search for SEC Filing on Google Icon
2/8/2023LSV Asset Management386,168$9.41M0.0%-1.9%2.517%Search for SEC Filing on Google Icon
2/8/2023Thrivent Financial for Lutherans103,755$2.53M0.0%-29.1%0.676%Search for SEC Filing on Google Icon
2/8/2023Russell Investments Group Ltd.20,552$0.50M0.0%-30.2%0.134%Search for SEC Filing on Google Icon
2/7/2023Canandaigua National Corp330,623$8.05M1.4%-2.4%2.155%Search for SEC Filing on Google Icon
2/3/2023River Oaks Capital LLC72,000$1.75M2.0%+3.6%0.469%Search for SEC Filing on Google Icon
1/26/2023Strs Ohio23,900$0.58M0.0%-4.0%0.156%Search for SEC Filing on Google Icon
1/26/2023PL Capital Advisors LLC228,800$5.57M1.5%+83.0%1.492%Search for SEC Filing on Google Icon
11/15/2022Martingale Asset Management L P30,422$0.73M0.0%+54.3%0.198%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC570,682$13.74M0.0%+0.1%3.720%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC303,300$7.30M0.0%+0.7%1.978%Search for SEC Filing on Google Icon
11/10/2022Connor Clark & Lunn Investment Management Ltd.23,684$0.57M0.0%+31.9%0.154%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP1,261,295$30.36M0.0%-1.3%8.228%Search for SEC Filing on Google Icon
11/10/2022Grantham Mayo Van Otterloo & Co. LLC15,813$0.38M0.0%-42.1%0.103%Search for SEC Filing on Google Icon
11/10/2022Sonen Capital LLC25,000$0.60M1.0%+123.2%0.163%Search for SEC Filing on Google Icon
11/7/2022LSV Asset Management393,548$9.47M0.0%-5.2%2.567%Search for SEC Filing on Google Icon
11/7/2022PL Capital Advisors LLC125,000$2.41M0.7%+104.2%0.815%Search for SEC Filing on Google Icon
11/7/2022Nisa Investment Advisors LLC2,940$70K0.0%+31.3%0.019%Search for SEC Filing on Google Icon
11/4/2022Prudential Financial Inc.168,719$4.06M0.0%+1.7%1.101%Search for SEC Filing on Google Icon
11/3/2022Royce & Associates LP106,536$2.56M0.0%+9.9%0.695%Search for SEC Filing on Google Icon
11/3/2022Barclays PLC22,976$0.55M0.0%+923.0%0.150%Search for SEC Filing on Google Icon
11/2/2022Seizert Capital Partners LLC12,584$0.30M0.0%-25.8%0.082%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.47,700$1.15M0.0%+10.0%0.311%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $17.50
Low: $17.19
High: $17.50

50 Day Range

MA: $18.18
Low: $16.34
High: $19.60

52 Week Range

Now: $17.50
Low: $13.84
High: $23.11

Volume

4,876 shs

Average Volume

51,456 shs

Market Capitalization

$270.38 million

P/E Ratio

5.54

Dividend Yield

6.78%

Beta

0.87

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. Robert N Latella (Director)
  4. Samuel J Burruano Jr (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. Courier Capital LLC — 2.20%
  2. Canandaigua National Bank & Trust Co. — 1.95%
  3. Allspring Global Investments Holdings 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. Canandaigua National Bank & Trust Co.

Which major investors are buying Financial Institutions stock?

During the previous quarter, FISI stock was bought by institutional investors including:
  1. Courier Capital LLC
  2. Allspring Global Investments Holdings LLC
During the last year, these company insiders have bought Financial Institutions stock:
  1. Martin Kearney Birmingham (CEO)
  2. Samuel M Gullo (Director)
  3. Robert N Latella (Director)
  4. Samuel J Burruano Jr (EVP)
Learn More investors buying Financial Institutions stock.