Financial Institutions Ownership 2024 | Who Owns Financial Institutions Now?
Institutional Ownership
63.01%
Insider Ownership
2.80%
Retail Ownership
34.19%
Institutional Holders
107.00
Financial Institutions Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.07% | 0.00% | 1,397,240 | 85,595 | 6.53% | 26,994,676 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.29% | 0.00% | 968,175 | -55,159 | -5.39% | 18,704,082 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.22% | 0.00% | 804,754 | 19,826 | 2.53% | 15,547,848 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.94% | 0.01% | 453,201 | -551 | -0.12% | 8,756,000 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 2.26% | 2.80% | 348,751 | 47,470 | 15.76% | 6,737,869 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.26% | 0.00% | 347,640 | 13,343 | 3.99% | 6,717,200 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.24% | 0.01% | 344,957 | - | - | 6,665,000 | Jun 30, 2024 |
| COURIER CAPITAL LLC | 2.22% | 0.53% | 342,175 | 3,489 | 1.03% | 6,610,822 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.16% | 0.01% | 332,500 | 27,400 | 8.98% | 6,423,900 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.11% | 0.02% | 324,263 | 25,865 | 8.67% | 6,263,000 | Jun 30, 2024 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.92% | 0.62% | 295,452 | -5,220 | -1.74% | 5,708,133 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.74% | 0.00% | 267,576 | 25,439 | 10.51% | 5,169,568 | Jun 30, 2024 |
| STATE STREET CORP | 1.73% | 0.00% | 266,312 | -2,885 | -1.07% | 5,224,661,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.57% | 0.00% | 242,585 | 26,087 | 12.05% | 4,686,766 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 1.32% | 0.01% | 203,848 | -1,000 | -0.49% | 3,938,344 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 1.27% | 0.28% | 195,679 | 13,900 | 7.65% | 3,780,518 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.25% | 0.00% | 192,980 | -7,747 | -3.86% | 3,728,373,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.07% | 0.01% | 164,608 | 9,800 | 6.33% | 3,180,227 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.01% | 0.00% | 155,257 | 2,653 | 1.74% | 2,999,565 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.86% | 0.06% | 133,100 | 24,500 | 22.56% | 2,571,492 | Jun 30, 2024 |
Financial Institutions's largest institutional shareholder is BLACKROCK INC., holding 9.07% of the company's total share outstanding, currently valued at $26.99M. The top 10 institutional shareholders own together 36.77% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC | 2.26% | 2.80% | 348,751 | 47,470 | 15.76% | 6,737,869 | Jun 30, 2024 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.92% | 0.62% | 295,452 | -5,220 | -1.74% | 5,708,133 | Jun 30, 2024 |
| COURIER CAPITAL LLC | 2.22% | 0.53% | 342,175 | 3,489 | 1.03% | 6,610,822 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.30% | 0.34% | 45,725 | 42 | 0.09% | 883,410 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 1.27% | 0.28% | 195,679 | 13,900 | 7.65% | 3,780,518 | Jun 30, 2024 |
| BAYVIEW ASSET MANAGEMENT, LLC | 0.18% | 0.19% | 27,622 | 27,622 | 100.00% | 533,657 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.05% | 0.08% | 7,080 | - | - | 137,000 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.16% | 0.08% | 23,921 | -354 | -1.46% | 462,154 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.86% | 0.06% | 133,100 | 24,500 | 22.56% | 2,571,492 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.16% | 0.05% | 24,992 | -1,742 | -6.52% | 482,845 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.13% | 0.03% | 19,725 | -1,339 | -6.36% | 381,087 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.35% | 0.02% | 53,432 | 6,033 | 12.73% | 1,032,307 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.02% | 63,100 | 4,500 | 7.68% | 1,219,092 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.11% | 0.02% | 324,263 | 25,865 | 8.67% | 6,263,000 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.24% | 0.01% | 344,957 | - | - | 6,665,000 | Jun 30, 2024 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 0.08% | 0.01% | 12,000 | - | - | 231,840 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.94% | 0.01% | 453,201 | -551 | -0.12% | 8,756,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.07% | 0.01% | 164,608 | 9,800 | 6.33% | 3,180,227 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.16% | 0.01% | 332,500 | 27,400 | 8.98% | 6,423,900 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 1,312 | 1,312 | 100.00% | 25,348 | Jun 30, 2024 |
The largest Financial Institutions shareholder by % of total assets is PL CAPITAL ADVISORS, LLC. The company owns 348.75K shares of Financial Institutions (FISI), representing 2.80% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.07% | 0.00% | 1,397,240 | 85,595 | 6.53% | 26,994,676 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 2.26% | 2.80% | 348,751 | 47,470 | 15.76% | 6,737,869 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.41% | 0.00% | 63,213 | 37,653 | 147.31% | 1,221,275 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.50% | 0.00% | 77,337 | 35,930 | 86.77% | 1,494,369 | Jun 30, 2024 |
| BAYVIEW ASSET MANAGEMENT, LLC | 0.18% | 0.19% | 27,622 | 27,622 | 100.00% | 533,657 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.16% | 0.01% | 332,500 | 27,400 | 8.98% | 6,423,900 | Jun 30, 2024 |
| MORGAN STANLEY | 1.57% | 0.00% | 242,585 | 26,087 | 12.05% | 4,686,766 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.11% | 0.02% | 324,263 | 25,865 | 8.67% | 6,263,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.74% | 0.00% | 267,576 | 25,439 | 10.51% | 5,169,568 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.86% | 0.06% | 133,100 | 24,500 | 22.56% | 2,571,492 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.16% | 0.00% | 23,951 | 23,951 | 100.00% | 465,847 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.14% | 0.00% | 21,193 | 21,193 | 100.00% | 409,449 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.13% | 0.00% | 20,627 | 20,627 | 100.00% | 398,514 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.22% | 0.00% | 804,754 | 19,826 | 2.53% | 15,547,848 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 1.27% | 0.28% | 195,679 | 13,900 | 7.65% | 3,780,518 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.26% | 0.00% | 347,640 | 13,343 | 3.99% | 6,717,200 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.00% | 11,621 | 11,621 | 100.00% | 224,518 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.07% | 0.00% | 11,178 | 11,178 | 100.00% | 215,959 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.07% | 0.01% | 164,608 | 9,800 | 6.33% | 3,180,227 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.16% | 0.01% | 24,429 | 8,663 | 54.95% | 471,968 | Jun 30, 2024 |
As of Jun 30 2024, Financial Institutions's largest institutional buyer is BLACKROCK INC.. The company purchased 85.59K stocks of FISI, valued at $26.99M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | - | - | - | -211,112 | -100.00% | - | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | - | - | - | -81,223 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.09% | - | 13,647 | -78,737 | -85.23% | 263,660 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.29% | 0.00% | 968,175 | -55,159 | -5.39% | 18,704,082 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -23,005 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | 0.00% | 3,796 | -21,001 | -84.69% | 73,339 | Jun 30, 2024 |
| INVESCO LTD. | 0.42% | 0.00% | 64,754 | -16,197 | -20.01% | 1,251,047 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.25% | 0.00% | 192,980 | -7,747 | -3.86% | 3,728,373,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,484 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.28% | 0.00% | 42,865 | -7,399 | -14.72% | 829,107 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.83% | 0.00% | 128,055 | -7,016 | -5.19% | 2,474,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.20% | 0.00% | 30,192 | -5,348 | -15.05% | 584,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,337 | -100.00% | - | Jun 30, 2024 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.92% | 0.62% | 295,452 | -5,220 | -1.74% | 5,708,133 | Jun 30, 2024 |
| UBS GROUP AG | 0.08% | 0.00% | 12,182 | -4,046 | -24.93% | 235,356 | Jun 30, 2024 |
| STATE STREET CORP | 1.73% | 0.00% | 266,312 | -2,885 | -1.07% | 5,224,661,000 | Jun 30, 2024 |
| MAN GROUP PLC | 0.27% | 0.00% | 42,123 | -2,691 | -6.00% | 813,816 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.16% | 0.00% | 24,092 | -1,796 | -6.94% | 465,447 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.16% | 0.05% | 24,992 | -1,742 | -6.52% | 482,845 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.13% | 0.03% | 19,725 | -1,339 | -6.36% | 381,087 | Jun 30, 2024 |
As of Jun 30 2024, Financial Institutions's biggest institutional seller is BASSWOOD CAPITAL MANAGEMENT, L.L.C.. The company sold -0.21M shares of FISI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAYVIEW ASSET MANAGEMENT, LLC | 0.18% | 0.19% | 27,622 | 27,622 | 100.00% | 533,657 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.16% | 0.00% | 23,951 | 23,951 | 100.00% | 465,847 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.13% | 0.00% | 20,627 | 20,627 | 100.00% | 398,514 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.07% | 0.00% | 11,178 | 11,178 | 100.00% | 215,959 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,166 | 8,166 | 100.00% | 157,767 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 8,135 | 8,135 | 100.00% | 157,168 | Jun 30, 2024 |
| TOMPKINS FINANCIAL CORP | 0.02% | 0.01% | 3,020 | 3,020 | 100.00% | 58,346 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 1,312 | 1,312 | 100.00% | 25,348 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 614 | 614 | 100.00% | 11,863 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 511 | 511 | 100.00% | 10,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 285 | 285 | 100.00% | 5,135 | Jun 30, 2024 |
Financial Institutions's largest new institutional shareholder by number of shares is BAYVIEW ASSET MANAGEMENT, LLC, purchased 27.62K shares, valued at $533.66K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | - | - | - | -211,112 | -100.00% | - | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | - | - | - | -81,223 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -23,005 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,484 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,337 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -769 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Financial Institutions's largest sold out institutional shareholder by shares sold is BASSWOOD CAPITAL MANAGEMENT, L.L.C., sold -0.21M shares, valued at -, as of undefined.
Financial Institutions Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CALDWELL & ORKIN FUNDS INC | 0.96% | 13,100 | - | - | Jan 31, 2024 |
| COPLEY FUND INC /NV/ | 0.36% | 4,909 | - | - | Nov 30, 2022 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.25% | 17,912 | - | - | Sep 30, 2022 |
| ROYCE CAPITAL FUND | 0.17% | 63,843 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.03% | 69,125 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.02% | 2,250 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 50,000 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 48,377 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 10,038 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.02% | 1,500,000 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.02% | 35,005 | - | - | Jan 31, 2024 |
| Capitol Series Trust | 0.01% | 125,277 | - | - | Jan 31, 2024 |
| QUAKER INVESTMENT TRUST | 0.01% | 16,000 | - | - | Mar 31, 2024 |
| CENTAUR MUTUAL FUNDS TRUST | 0.01% | 1,764 | - | - | Jan 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 496,703 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 13,976 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.01% | 605 | - | - | Sep 30, 2020 |
| TETON WESTWOOD FUNDS | 0.00% | 3,200 | - | - | Dec 29, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 27,991 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 786 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,361 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 9,450 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.00% | 3,800 | - | - | Jan 31, 2024 |
| ROYCE FUND | 0.00% | 24,236 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 39,961 | - | - | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 58,727 | -9,500 | -13.92% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 18,529 | - | - | Aug 31, 2023 |
| Legg Mason ETF Investment Trust | 0.00% | 5,374 | -584 | -9.80% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 527 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 43,990 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 208,194 | 42,056 | 25.31% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 685,884 | -213,029 | -23.70% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 12,223 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 40,951 | -1,478 | -3.48% | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 4,893 | - | - | Mar 31, 2020 |
| FIDELITY COVINGTON TRUST | 0.00% | 15,254 | -175 | -1.13% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 2,300 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 7,553 | -417 | -5.23% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 1,167 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 725,689 | 67,843 | 10.31% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 143,877 | 3,823 | 2.73% | Feb 29, 2024 |
| VALIC Co II | 0.00% | 22,000 | 100 | 0.46% | Feb 28, 2021 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,569 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 257 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 252,043 | 5,995 | 2.44% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 12,607 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 6,270 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,360 | - | - | Mar 31, 2024 |
| Community Capital Trust | 0.00% | 18,700 | - | - | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 14,900 | -4,300 | -22.40% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 56,994 | -15,418 | -21.29% | Mar 28, 2024 |
| Cavanal Hill Funds | 0.00% | 701 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 36,766 | 3,306 | 9.88% | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,902 | 400 | 15.99% | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 2,043 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 33,500 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,834 | -708 | -8.29% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 131 | - | - | Apr 30, 2021 |
| PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 17,457 | 18 | 0.10% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 43,752 | 1,218 | 2.86% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,031 | -1,720 | -22.19% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 24,892 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 926 | -536 | -36.66% | Mar 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 6,568 | -724 | -9.93% | Nov 30, 2021 |
| Global X Funds | 0.00% | 6,762 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 732 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 80,841 | 910 | 1.14% | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 26,731 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 15,628 | 13,557 | 654.61% | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,855 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 1,287 | 783 | 155.36% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 1,403 | -4,897 | -77.73% | Mar 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 9,989 | -387 | -3.73% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 3,099 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 1,880 | -1,440 | -43.37% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 5,680 | 1,200 | 26.79% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 3,131 | 2,883 | 1162.50% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 21,823 | 5,218 | 31.42% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 202 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 8,000 | - | - | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 3,619 | - | - | Dec 31, 2023 |
| ADVISORS SERIES TRUST | 0.00% | 2,783 | - | - | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 1,360 | - | - | Jan 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,278 | - | - | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 6,878 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 4,243 | 4,243 | - | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 94,030 | -1,104 | -1.16% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 944 | 94 | 11.06% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 12,590 | - | - | Jan 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 40,848 | - | - | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.00% | 337 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 582,551 | -34,314 | -5.56% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 66,963 | 7,047 | 11.76% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 39,692 | -423 | -1.05% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 138 | - | - | Dec 31, 2023 |
| OLD WESTBURY FUNDS INC | 0.00% | 4,136 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 851 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.00% | 2,100 | - | - | Jan 31, 2024 |
Financial Institutions's largest mutual fund holder by % of total assets is "CALDWELL & ORKIN FUNDS INC", owning 13.10K shares, compromising 0.96% of its total assets.
Financial Institutions Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 107 | 5.94% |
| 31 Mar, 24 | 101 | 1.00% |
| 31 Dec, 23 | 100 | -6.54% |
| 30 Sep, 23 | 107 | 4.90% |
| 30 Jun, 23 | 102 | -0.97% |
| 31 Mar, 23 | 103 | -6.36% |
| 31 Dec, 22 | 110 | 1.85% |
| 30 Sep, 22 | 108 | -3.57% |
| 30 Jun, 22 | 112 | -13.85% |
| 31 Mar, 22 | 130 | 4.84% |
| 31 Dec, 21 | 124 | 12.73% |
| 30 Sep, 21 | 110 | -0.90% |
| 30 Jun, 21 | 111 | 2.78% |
| 31 Mar, 21 | 108 | 2.86% |
| 31 Dec, 20 | 105 | -4.55% |
| 30 Sep, 20 | 110 | -0.90% |
| 30 Jun, 20 | 111 | -7.50% |
| 31 Mar, 20 | 120 | -6.25% |
| 31 Dec, 19 | 128 | 0.79% |
| 30 Sep, 19 | 127 | 2.42% |
| 30 Jun, 19 | 124 | 1.64% |
| 31 Mar, 19 | 122 | 1.67% |
| 31 Dec, 18 | 120 | -2.44% |
| 30 Sep, 18 | 123 | 6.96% |
| 30 Jun, 18 | 115 | 2.68% |
| 31 Mar, 18 | 112 | -5.08% |
| 31 Dec, 17 | 118 | 2.61% |
| 30 Sep, 17 | 115 | 2.68% |
| 30 Jun, 17 | 112 | - |
| 31 Mar, 17 | 112 | 0.90% |
| 31 Dec, 16 | 111 | 21.98% |
| 30 Sep, 16 | 91 | - |
| 30 Jun, 16 | 91 | 12.35% |
| 31 Mar, 16 | 81 | -1.22% |
| 31 Dec, 15 | 82 | 5.13% |
| 30 Sep, 15 | 78 | 1.30% |
| 30 Jun, 15 | 77 | -6.10% |
| 31 Mar, 15 | 82 | -4.65% |
| 31 Dec, 14 | 86 | -1.15% |
| 30 Sep, 14 | 87 | 6.10% |
| 30 Jun, 14 | 82 | 3.80% |
| 31 Mar, 14 | 79 | 5.33% |
| 31 Dec, 13 | 75 | -1.32% |
| 30 Sep, 13 | 76 | -1.30% |
| 30 Jun, 13 | 77 | 196.15% |
| 31 Mar, 13 | 26 | -10.34% |
| 31 Dec, 12 | 29 | -9.38% |
| 30 Sep, 12 | 32 | 3.23% |
| 30 Jun, 12 | 31 | 6.90% |
| 31 Mar, 12 | 29 | -9.38% |
| 31 Dec, 11 | 32 | 6.67% |
| 30 Sep, 11 | 30 | -16.67% |
| 30 Jun, 11 | 36 | 2.86% |
| 31 Mar, 11 | 35 | 94.44% |
| 31 Dec, 10 | 18 | 5.88% |
| 30 Sep, 10 | 17 | -19.05% |
| 30 Jun, 10 | 21 | 23.53% |
| 31 Mar, 10 | 17 | 13.33% |
| 31 Dec, 09 | 15 | -16.67% |
| 30 Sep, 09 | 18 | 5.88% |
| 30 Jun, 09 | 17 | 112.50% |
| 31 Mar, 09 | 8 | -42.86% |
| 31 Dec, 08 | 14 | 7.69% |
| 30 Sep, 08 | 13 | 30.00% |
| 30 Jun, 08 | 10 | 25.00% |
| 31 Mar, 08 | 8 | -11.11% |
| 31 Dec, 07 | 9 | -10.00% |
| 30 Sep, 07 | 10 | 11.11% |
| 30 Jun, 07 | 9 | - |
| 31 Mar, 07 | 9 | -18.18% |
| 31 Dec, 06 | 11 | 10.00% |
| 30 Sep, 06 | 10 | 66.67% |
| 30 Jun, 06 | 6 | -14.29% |
| 31 Mar, 06 | 7 | -22.22% |
| 31 Dec, 05 | 9 | 80.00% |
| 30 Sep, 05 | 5 | 25.00% |
| 30 Jun, 05 | 4 | -20.00% |
| 31 Mar, 05 | 5 | - |
| 31 Dec, 04 | 5 | - |
| 30 Sep, 04 | 5 | - |
| 30 Jun, 04 | 5 | -37.50% |
| 31 Mar, 04 | 8 | 33.33% |
| 31 Dec, 03 | 6 | 50.00% |
| 30 Sep, 03 | 4 | - |
| 30 Jun, 03 | 4 | 33.33% |
| 31 Mar, 03 | 3 | -25.00% |
| 31 Dec, 02 | 4 | - |
| 30 Sep, 02 | 4 | -20.00% |
| 30 Jun, 02 | 5 | 25.00% |
| 31 Mar, 02 | 4 | 100.00% |
| 31 Dec, 01 | 2 | -50.00% |
| 30 Sep, 01 | 4 | -20.00% |
| 30 Jun, 01 | 5 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | - |
As of 30 Jun 24, 107 institutions are holding Financial Institutions's shares, representing an increase of 5.94% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,705,452 | 1.59% |
| 31 Mar, 24 | 9,553,511 | 9.35% |
| 31 Dec, 23 | 8,736,814 | -2.65% |
| 30 Sep, 23 | 8,974,966 | -3.13% |
| 30 Jun, 23 | 9,265,379 | -2.70% |
| 31 Mar, 23 | 9,522,518 | -1.24% |
| 31 Dec, 22 | 9,641,823 | -1.16% |
| 30 Sep, 22 | 9,754,862 | -0.97% |
| 30 Jun, 22 | 9,850,238 | -1.01% |
| 31 Mar, 22 | 9,950,419 | -2.10% |
| 31 Dec, 21 | 10,163,811 | 0.56% |
| 30 Sep, 21 | 10,107,358 | 0.59% |
| 30 Jun, 21 | 10,047,943 | -0.08% |
| 31 Mar, 21 | 10,056,200 | 0.54% |
| 31 Dec, 20 | 10,002,507 | -2.10% |
| 30 Sep, 20 | 10,217,099 | -5.56% |
| 30 Jun, 20 | 10,818,044 | 1.40% |
| 31 Mar, 20 | 10,669,196 | -1.11% |
| 31 Dec, 19 | 10,788,817 | 0.04% |
| 30 Sep, 19 | 10,784,666 | 0.01% |
| 30 Jun, 19 | 10,783,613 | 0.45% |
| 31 Mar, 19 | 10,735,487 | 1.75% |
| 31 Dec, 18 | 10,550,944 | -2.67% |
| 30 Sep, 18 | 10,840,859 | 2.89% |
| 30 Jun, 18 | 10,536,683 | 0.62% |
| 31 Mar, 18 | 10,471,398 | 0.05% |
| 31 Dec, 17 | 10,465,934 | 2.70% |
| 30 Sep, 17 | 10,190,891 | 0.65% |
| 30 Jun, 17 | 10,125,019 | 10.65% |
| 31 Mar, 17 | 9,150,144 | 9.51% |
| 31 Dec, 16 | 8,355,785 | 2.22% |
| 30 Sep, 16 | 8,174,448 | 0.69% |
| 30 Jun, 16 | 8,118,087 | -2.07% |
| 31 Mar, 16 | 8,289,936 | 2.59% |
| 31 Dec, 15 | 8,080,333 | -37.26% |
| 30 Sep, 15 | 12,878,961 | 62.42% |
| 30 Jun, 15 | 7,929,612 | 0.92% |
| 31 Mar, 15 | 7,856,979 | -1.68% |
| 31 Dec, 14 | 7,991,578 | -6.43% |
| 30 Sep, 14 | 8,540,920 | 1.05% |
| 30 Jun, 14 | 8,452,419 | 1.26% |
| 31 Mar, 14 | 8,347,467 | -4.16% |
| 31 Dec, 13 | 8,709,843 | 0.68% |
| 30 Sep, 13 | 8,651,227 | 0.25% |
| 30 Jun, 13 | 8,629,860 | 181.39% |
| 31 Mar, 13 | 3,066,913 | -16.97% |
| 31 Dec, 12 | 3,693,830 | -1.21% |
| 30 Sep, 12 | 3,739,030 | -9.84% |
| 30 Jun, 12 | 4,146,966 | 5.88% |
| 31 Mar, 12 | 3,916,495 | -4.23% |
| 31 Dec, 11 | 4,089,560 | -4.49% |
| 30 Sep, 11 | 4,281,598 | -16.64% |
| 30 Jun, 11 | 5,136,513 | 20.23% |
| 31 Mar, 11 | 4,272,151 | 45.20% |
| 31 Dec, 10 | 2,942,304 | 1.36% |
| 30 Sep, 10 | 2,902,880 | 2.25% |
| 30 Jun, 10 | 2,839,014 | 11.50% |
| 31 Mar, 10 | 2,546,258 | 9.76% |
| 31 Dec, 09 | 2,319,843 | 12.06% |
| 30 Sep, 09 | 2,070,235 | 166.27% |
| 30 Jun, 09 | 777,495 | 19.61% |
| 31 Mar, 09 | 650,021 | -57.31% |
| 31 Dec, 08 | 1,522,687 | 71.87% |
| 30 Sep, 08 | 885,935 | 189.02% |
| 30 Jun, 08 | 306,531 | 21.62% |
| 31 Mar, 08 | 252,031 | -54.27% |
| 31 Dec, 07 | 551,158 | -10.70% |
| 30 Sep, 07 | 617,167 | -11.38% |
| 30 Jun, 07 | 696,457 | 160.23% |
| 31 Mar, 07 | 267,633 | 39.35% |
| 31 Dec, 06 | 192,064 | -87.32% |
| 30 Sep, 06 | 1,514,482 | 352.02% |
| 30 Jun, 06 | 335,048 | -38.78% |
| 31 Mar, 06 | 547,263 | -12.17% |
| 31 Dec, 05 | 623,104 | 297.84% |
| 30 Sep, 05 | 156,622 | 363.79% |
| 30 Jun, 05 | 33,770 | -75.78% |
| 31 Mar, 05 | 139,447 | 31.74% |
| 31 Dec, 04 | 105,853 | 31.07% |
| 30 Sep, 04 | 80,760 | -8.73% |
| 30 Jun, 04 | 88,484 | -28.19% |
| 31 Mar, 04 | 123,219 | 27.39% |
| 31 Dec, 03 | 96,724 | 16.00% |
| 30 Sep, 03 | 83,386 | 155.62% |
| 30 Jun, 03 | 32,621 | -56.76% |
| 31 Mar, 03 | 75,440 | -27.34% |
| 31 Dec, 02 | 103,828 | -8.82% |
| 30 Sep, 02 | 113,867 | -23.98% |
| 30 Jun, 02 | 149,782 | 33.62% |
| 31 Mar, 02 | 112,093 | 69.88% |
| 31 Dec, 01 | 65,984 | -15.04% |
| 30 Sep, 01 | 77,669 | -28.92% |
| 30 Jun, 01 | 109,276 | - |
| 30 Jun, 00 | 187,500 | 70.45% |
| 31 Mar, 00 | 110,000 | - |
| 31 Dec, 99 | 110,000 | -61.40% |
| 30 Sep, 99 | 285,000 | - |
Financial Institutions (FISI) has 9.71M shares outstanding as of 30 Jun 24, up 1.59% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 63.01% | 1.64% |
| 31 Mar, 24 | 62.02% | 1.92% |
| 31 Dec, 23 | 56.82% | 1.67% |
| 30 Sep, 23 | 58.31% | 1.61% |
| 30 Jun, 23 | 60.27% | 1.57% |
| 31 Mar, 23 | 62.04% | 1.57% |
| 31 Dec, 22 | 62.90% | 1.55% |
| 30 Sep, 22 | 63.64% | 1.54% |
| 30 Jun, 22 | 64.36% | 1.58% |
| 31 Mar, 22 | 63.88% | 1.55% |
| 31 Dec, 21 | 64.16% | 1.58% |
| 30 Sep, 21 | 63.82% | 1.58% |
| 30 Jun, 21 | 63.49% | 1.59% |
| 31 Mar, 21 | 63.29% | 1.63% |
| 31 Dec, 20 | 62.39% | 1.54% |
| 30 Sep, 20 | 63.73% | 1.40% |
| 30 Jun, 20 | 67.54% | 1.52% |
| 31 Mar, 20 | 66.66% | 1.47% |
| 31 Dec, 19 | 67.45% | 1.48% |
| 30 Sep, 19 | 67.44% | 1.48% |
| 30 Jun, 19 | 67.52% | 1.49% |
| 31 Mar, 19 | 67.39% | 1.53% |
| 31 Dec, 18 | 66.27% | 1.43% |
| 30 Sep, 18 | 68.09% | 1.55% |
| 30 Jun, 18 | 66.24% | 1.53% |
| 31 Mar, 18 | 65.90% | 1.36% |
| 31 Dec, 17 | 69.57% | 1.56% |
| 30 Sep, 17 | 66.75% | 1.40% |
| 30 Jun, 17 | 69.05% | 1.73% |
| 31 Mar, 17 | 63.20% | 1.89% |
| 31 Dec, 16 | 57.88% | 1.81% |
| 30 Sep, 16 | 56.55% | 1.79% |
| 30 Jun, 16 | 56.24% | 1.70% |
| 31 Mar, 16 | 57.59% | 1.75% |
| 31 Dec, 15 | 57.33% | 0.69% |
| 30 Sep, 15 | 91.42% | 2.88% |
| 30 Jun, 15 | 56.33% | 1.80% |
| 31 Mar, 15 | 55.87% | 1.73% |
| 31 Dec, 14 | 56.88% | 1.52% |
| 30 Sep, 14 | 61.21% | 1.63% |
| 30 Jun, 14 | 61.29% | 1.67% |
| 31 Mar, 14 | 60.61% | 1.51% |
| 31 Dec, 13 | 63.33% | 1.60% |
| 30 Sep, 13 | 62.94% | 1.60% |
| 30 Jun, 13 | 62.81% | 12.57% |
| 31 Mar, 13 | 22.36% | 3.07% |
| 31 Dec, 12 | 26.97% | 3.62% |
| 30 Sep, 12 | 27.29% | 2.98% |
| 30 Jun, 12 | 30.28% | 3.69% |
| 31 Mar, 12 | 28.64% | 3.19% |
| 31 Dec, 11 | 29.98% | 3.04% |
| 30 Sep, 11 | 31.40% | 2.21% |
| 30 Jun, 11 | 37.68% | 2.66% |
| 31 Mar, 11 | 37.65% | 5.11% |
| 31 Dec, 10 | 27.14% | 3.72% |
| 30 Sep, 10 | 27.00% | 3.88% |
| 30 Jun, 10 | 26.38% | 4.68% |
| 31 Mar, 10 | 23.73% | 5.08% |
| 31 Dec, 09 | 21.62% | 5.82% |
| 30 Sep, 09 | 19.28% | 36.68% |
| 30 Jun, 09 | 7.25% | 19.70% |
| 31 Mar, 09 | 6.07% | 3.06% |
| 31 Dec, 08 | 14.08% | 20.68% |
| 30 Sep, 08 | 8.25% | 103.92% |
| 30 Jun, 08 | 2.82% | 65.92% |
| 31 Mar, 08 | 2.07% | 8.47% |
| 31 Dec, 07 | 4.94% | 18.50% |
| 30 Sep, 07 | 5.17% | 17.33% |
| 30 Jun, 07 | 5.46% | 118.49% |
| 31 Mar, 07 | 2.15% | 90.44% |
| 31 Dec, 06 | 1.54% | 0.86% |
| 30 Sep, 06 | 13.36% | 177.55% |
| 30 Jun, 06 | 2.74% | 14.23% |
| 31 Mar, 06 | 4.39% | 14.14% |
| 31 Dec, 05 | 5.57% | 290.76% |
| 30 Sep, 05 | 1.38% | 1554.79% |
| 30 Jun, 05 | 0.30% | 27.82% |
| 31 Mar, 05 | 1.04% | 116.41% |
| 31 Dec, 04 | 0.94% | 184.44% |
| 30 Sep, 04 | 0.72% | 116.09% |
| 30 Jun, 04 | 0.78% | 66.77% |
| 31 Mar, 04 | 1.08% | 145.01% |
| 31 Dec, 03 | 0.86% | 154.72% |
| 30 Sep, 03 | 0.75% | 896.36% |
| 30 Jun, 03 | 0.29% | 63.71% |
| 31 Mar, 03 | 0.67% | 74.58% |
| 31 Dec, 02 | 0.95% | 89.22% |
| 30 Sep, 02 | 1.03% | 55.66% |
| 30 Jun, 02 | 1.36% | 131.67% |
| 31 Mar, 02 | 1.02% | 283.41% |
| 31 Dec, 01 | 0.60% | 121.91% |
| 30 Sep, 01 | 0.70% | 70.18% |
| 30 Jun, 01 | 1.00% | - |
| 30 Jun, 00 | 1.70% | 166.83% |
| 31 Mar, 00 | 1.01% | 98.99% |
| 31 Dec, 99 | 1.01% | 15.54% |
| 30 Sep, 99 | 2.55% | - |
As of 30 Jun 24, Financial Institutions is held by 63.01% institutional shareholders, representing a 1.64% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 61 | 52.50% |
| 31 Mar, 24 | 40 | -9.09% |
| 31 Dec, 23 | 44 | -12.00% |
| 30 Sep, 23 | 50 | -13.79% |
| 30 Jun, 23 | 58 | 9.43% |
| 31 Mar, 23 | 53 | 39.47% |
| 31 Dec, 22 | 38 | -19.15% |
| 30 Sep, 22 | 47 | 2.17% |
| 30 Jun, 22 | 46 | -14.81% |
| 31 Mar, 22 | 54 | -12.90% |
| 31 Dec, 21 | 62 | 47.62% |
| 30 Sep, 21 | 42 | -16.00% |
| 30 Jun, 21 | 50 | 4.17% |
| 31 Mar, 21 | 48 | 6.67% |
| 31 Dec, 20 | 45 | 12.50% |
| 30 Sep, 20 | 40 | -18.37% |
| 30 Jun, 20 | 49 | -16.95% |
| 31 Mar, 20 | 59 | 1.72% |
| 31 Dec, 19 | 58 | -13.43% |
| 30 Sep, 19 | 67 | 17.54% |
| 30 Jun, 19 | 57 | 3.64% |
| 31 Mar, 19 | 55 | 1.85% |
| 31 Dec, 18 | 54 | -16.92% |
| 30 Sep, 18 | 65 | 8.33% |
| 30 Jun, 18 | 60 | 13.21% |
| 31 Mar, 18 | 53 | -23.19% |
| 31 Dec, 17 | 69 | - |
| 30 Sep, 17 | 69 | 15.00% |
| 30 Jun, 17 | 60 | -7.69% |
| 31 Mar, 17 | 65 | -14.47% |
| 31 Dec, 16 | 76 | 61.70% |
| 30 Sep, 16 | 47 | -7.84% |
| 30 Jun, 16 | 51 | 15.91% |
| 31 Mar, 16 | 44 | 15.79% |
| 31 Dec, 15 | 38 | -5.00% |
| 30 Sep, 15 | 40 | 14.29% |
| 30 Jun, 15 | 35 | -7.89% |
| 31 Mar, 15 | 38 | 35.71% |
| 31 Dec, 14 | 28 | -34.88% |
| 30 Sep, 14 | 43 | 19.44% |
| 30 Jun, 14 | 36 | -2.70% |
| 31 Mar, 14 | 37 | 12.12% |
| 31 Dec, 13 | 33 | -5.71% |
| 30 Sep, 13 | 35 | -46.97% |
| 30 Jun, 13 | 66 | 450.00% |
| 31 Mar, 13 | 12 | 9.09% |
| 31 Dec, 12 | 11 | -38.89% |
| 30 Sep, 12 | 18 | 28.57% |
| 30 Jun, 12 | 14 | - |
| 31 Mar, 12 | 14 | -12.50% |
| 31 Dec, 11 | 16 | 14.29% |
| 30 Sep, 11 | 14 | -33.33% |
| 30 Jun, 11 | 21 | -30.00% |
| 31 Mar, 11 | 30 | 328.57% |
| 31 Dec, 10 | 7 | -12.50% |
| 30 Sep, 10 | 8 | -52.94% |
| 30 Jun, 10 | 17 | 54.55% |
| 31 Mar, 10 | 11 | 57.14% |
| 31 Dec, 09 | 7 | -22.22% |
| 30 Sep, 09 | 9 | -30.77% |
| 30 Jun, 09 | 13 | 116.67% |
| 31 Mar, 09 | 6 | -33.33% |
| 31 Dec, 08 | 9 | -10.00% |
| 30 Sep, 08 | 10 | 66.67% |
| 30 Jun, 08 | 6 | 50.00% |
| 31 Mar, 08 | 4 | - |
| 31 Dec, 07 | 4 | - |
| 30 Sep, 07 | 4 | -20.00% |
| 30 Jun, 07 | 5 | 150.00% |
| 31 Mar, 07 | 2 | -50.00% |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | 100.00% |
| 30 Jun, 06 | 3 | - |
| 31 Mar, 06 | 3 | -57.14% |
| 31 Dec, 05 | 7 | 250.00% |
| 30 Sep, 05 | 2 | 100.00% |
| 30 Jun, 05 | 1 | -80.00% |
| 31 Mar, 05 | 5 | 66.67% |
| 31 Dec, 04 | 3 | 50.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | 2 | -66.67% |
| 31 Mar, 04 | 6 | 100.00% |
| 31 Dec, 03 | 3 | - |
| 30 Sep, 03 | 3 | -25.00% |
| 30 Jun, 03 | 4 | 300.00% |
| 31 Mar, 03 | 1 | -50.00% |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | -25.00% |
| 30 Jun, 02 | 4 | 33.33% |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | -50.00% |
| 30 Sep, 01 | 2 | -60.00% |
| 30 Jun, 01 | 5 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | -100.00% |
| 30 Sep, 99 | 2 | - |
61 institutional shareholders have increased their position in FISI stock as of 30 Jun 24 compared to 40 in the previous quarter (a 52.50% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 26 | -35.00% |
| 31 Mar, 24 | 40 | 14.29% |
| 31 Dec, 23 | 35 | -14.63% |
| 30 Sep, 23 | 41 | 51.85% |
| 30 Jun, 23 | 27 | -10.00% |
| 31 Mar, 23 | 30 | -28.57% |
| 31 Dec, 22 | 42 | 16.67% |
| 30 Sep, 22 | 36 | -10.00% |
| 30 Jun, 22 | 40 | -14.89% |
| 31 Mar, 22 | 47 | 23.68% |
| 31 Dec, 21 | 38 | -9.52% |
| 30 Sep, 21 | 42 | - |
| 30 Jun, 21 | 42 | -10.64% |
| 31 Mar, 21 | 47 | 2.17% |
| 31 Dec, 20 | 46 | -4.17% |
| 30 Sep, 20 | 48 | 29.73% |
| 30 Jun, 20 | 37 | 8.82% |
| 31 Mar, 20 | 34 | -22.73% |
| 31 Dec, 19 | 44 | 37.50% |
| 30 Sep, 19 | 32 | -8.57% |
| 30 Jun, 19 | 35 | -5.41% |
| 31 Mar, 19 | 37 | -7.50% |
| 31 Dec, 18 | 40 | 21.21% |
| 30 Sep, 18 | 33 | -10.81% |
| 30 Jun, 18 | 37 | -5.13% |
| 31 Mar, 18 | 39 | 14.71% |
| 31 Dec, 17 | 34 | 6.25% |
| 30 Sep, 17 | 32 | -8.57% |
| 30 Jun, 17 | 35 | 12.90% |
| 31 Mar, 17 | 31 | 47.62% |
| 31 Dec, 16 | 21 | -25.00% |
| 30 Sep, 16 | 28 | 7.69% |
| 30 Jun, 16 | 26 | -7.14% |
| 31 Mar, 16 | 28 | -3.45% |
| 31 Dec, 15 | 29 | 11.54% |
| 30 Sep, 15 | 26 | -3.70% |
| 30 Jun, 15 | 27 | 3.85% |
| 31 Mar, 15 | 26 | -27.78% |
| 31 Dec, 14 | 36 | 9.09% |
| 30 Sep, 14 | 33 | -2.94% |
| 30 Jun, 14 | 34 | 17.24% |
| 31 Mar, 14 | 29 | -6.45% |
| 31 Dec, 13 | 31 | 34.78% |
| 30 Sep, 13 | 23 | 228.57% |
| 30 Jun, 13 | 7 | 40.00% |
| 31 Mar, 13 | 5 | -61.54% |
| 31 Dec, 12 | 13 | 116.67% |
| 30 Sep, 12 | 6 | -25.00% |
| 30 Jun, 12 | 8 | 14.29% |
| 31 Mar, 12 | 7 | - |
| 31 Dec, 11 | 7 | -30.00% |
| 30 Sep, 11 | 10 | -16.67% |
| 30 Jun, 11 | 12 | 1100.00% |
| 31 Mar, 11 | 1 | -80.00% |
| 31 Dec, 10 | 5 | 25.00% |
| 30 Sep, 10 | 4 | 100.00% |
| 30 Jun, 10 | 2 | -33.33% |
| 31 Mar, 10 | 3 | -25.00% |
| 31 Dec, 09 | 4 | - |
| 30 Sep, 09 | 4 | - |
| 30 Jun, 09 | 4 | 300.00% |
| 31 Mar, 09 | 1 | -66.67% |
| 31 Dec, 08 | 3 | 200.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | -66.67% |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 2 | - |
| 31 Dec, 06 | 2 | -33.33% |
| 30 Sep, 06 | 3 | 200.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 3 | - |
| 31 Mar, 05 | - | -100.00% |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | -50.00% |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | - |
| 31 Mar, 03 | - | -100.00% |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | - | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | - |
26 institutional shareholders have reduced their position in FISI stock as of 30 Jun 24 compared to 40 in the previous quarter (a -35.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 107 | 5.94% | 9,705,452 | 1.59% | 63.01% | 1.64% | 61 | 52.50% | 26 | -35.00% |
| 31 Mar, 24 | 101 | 1.00% | 9,553,511 | 9.35% | 62.02% | 1.92% | 40 | -9.09% | 40 | 14.29% |
| 31 Dec, 23 | 100 | -6.54% | 8,736,814 | -2.65% | 56.82% | 1.67% | 44 | -12.00% | 35 | -14.63% |
| 30 Sep, 23 | 107 | 4.90% | 8,974,966 | -3.13% | 58.31% | 1.61% | 50 | -13.79% | 41 | 51.85% |
| 30 Jun, 23 | 102 | -0.97% | 9,265,379 | -2.70% | 60.27% | 1.57% | 58 | 9.43% | 27 | -10.00% |
| 31 Mar, 23 | 103 | -6.36% | 9,522,518 | -1.24% | 62.04% | 1.57% | 53 | 39.47% | 30 | -28.57% |
| 31 Dec, 22 | 110 | 1.85% | 9,641,823 | -1.16% | 62.90% | 1.55% | 38 | -19.15% | 42 | 16.67% |
| 30 Sep, 22 | 108 | -3.57% | 9,754,862 | -0.97% | 63.64% | 1.54% | 47 | 2.17% | 36 | -10.00% |
| 30 Jun, 22 | 112 | -13.85% | 9,850,238 | -1.01% | 64.36% | 1.58% | 46 | -14.81% | 40 | -14.89% |
| 31 Mar, 22 | 130 | 4.84% | 9,950,419 | -2.10% | 63.88% | 1.55% | 54 | -12.90% | 47 | 23.68% |
| 31 Dec, 21 | 124 | 12.73% | 10,163,811 | 0.56% | 64.16% | 1.58% | 62 | 47.62% | 38 | -9.52% |
| 30 Sep, 21 | 110 | -0.90% | 10,107,358 | 0.59% | 63.82% | 1.58% | 42 | -16.00% | 42 | - |
| 30 Jun, 21 | 111 | 2.78% | 10,047,943 | -0.08% | 63.49% | 1.59% | 50 | 4.17% | 42 | -10.64% |
| 31 Mar, 21 | 108 | 2.86% | 10,056,200 | 0.54% | 63.29% | 1.63% | 48 | 6.67% | 47 | 2.17% |
| 31 Dec, 20 | 105 | -4.55% | 10,002,507 | -2.10% | 62.39% | 1.54% | 45 | 12.50% | 46 | -4.17% |
| 30 Sep, 20 | 110 | -0.90% | 10,217,099 | -5.56% | 63.73% | 1.40% | 40 | -18.37% | 48 | 29.73% |
| 30 Jun, 20 | 111 | -7.50% | 10,818,044 | 1.40% | 67.54% | 1.52% | 49 | -16.95% | 37 | 8.82% |
| 31 Mar, 20 | 120 | -6.25% | 10,669,196 | -1.11% | 66.66% | 1.47% | 59 | 1.72% | 34 | -22.73% |
| 31 Dec, 19 | 128 | 0.79% | 10,788,817 | 0.04% | 67.45% | 1.48% | 58 | -13.43% | 44 | 37.50% |
| 30 Sep, 19 | 127 | 2.42% | 10,784,666 | 0.01% | 67.44% | 1.48% | 67 | 17.54% | 32 | -8.57% |
| 30 Jun, 19 | 124 | 1.64% | 10,783,613 | 0.45% | 67.52% | 1.49% | 57 | 3.64% | 35 | -5.41% |
| 31 Mar, 19 | 122 | 1.67% | 10,735,487 | 1.75% | 67.39% | 1.53% | 55 | 1.85% | 37 | -7.50% |
| 31 Dec, 18 | 120 | -2.44% | 10,550,944 | -2.67% | 66.27% | 1.43% | 54 | -16.92% | 40 | 21.21% |
| 30 Sep, 18 | 123 | 6.96% | 10,840,859 | 2.89% | 68.09% | 1.55% | 65 | 8.33% | 33 | -10.81% |
| 30 Jun, 18 | 115 | 2.68% | 10,536,683 | 0.62% | 66.24% | 1.53% | 60 | 13.21% | 37 | -5.13% |
| 31 Mar, 18 | 112 | -5.08% | 10,471,398 | 0.05% | 65.90% | 1.36% | 53 | -23.19% | 39 | 14.71% |
| 31 Dec, 17 | 118 | 2.61% | 10,465,934 | 2.70% | 69.57% | 1.56% | 69 | - | 34 | 6.25% |
| 30 Sep, 17 | 115 | 2.68% | 10,190,891 | 0.65% | 66.75% | 1.40% | 69 | 15.00% | 32 | -8.57% |
| 30 Jun, 17 | 112 | - | 10,125,019 | 10.65% | 69.05% | 1.73% | 60 | -7.69% | 35 | 12.90% |
| 31 Mar, 17 | 112 | 0.90% | 9,150,144 | 9.51% | 63.20% | 1.89% | 65 | -14.47% | 31 | 47.62% |
| 31 Dec, 16 | 111 | 21.98% | 8,355,785 | 2.22% | 57.88% | 1.81% | 76 | 61.70% | 21 | -25.00% |
| 30 Sep, 16 | 91 | - | 8,174,448 | 0.69% | 56.55% | 1.79% | 47 | -7.84% | 28 | 7.69% |
| 30 Jun, 16 | 91 | 12.35% | 8,118,087 | -2.07% | 56.24% | 1.70% | 51 | 15.91% | 26 | -7.14% |
| 31 Mar, 16 | 81 | -1.22% | 8,289,936 | 2.59% | 57.59% | 1.75% | 44 | 15.79% | 28 | -3.45% |
| 31 Dec, 15 | 82 | 5.13% | 8,080,333 | -37.26% | 57.33% | 0.69% | 38 | -5.00% | 29 | 11.54% |
| 30 Sep, 15 | 78 | 1.30% | 12,878,961 | 62.42% | 91.42% | 2.88% | 40 | 14.29% | 26 | -3.70% |
| 30 Jun, 15 | 77 | -6.10% | 7,929,612 | 0.92% | 56.33% | 1.80% | 35 | -7.89% | 27 | 3.85% |
| 31 Mar, 15 | 82 | -4.65% | 7,856,979 | -1.68% | 55.87% | 1.73% | 38 | 35.71% | 26 | -27.78% |
| 31 Dec, 14 | 86 | -1.15% | 7,991,578 | -6.43% | 56.88% | 1.52% | 28 | -34.88% | 36 | 9.09% |
| 30 Sep, 14 | 87 | 6.10% | 8,540,920 | 1.05% | 61.21% | 1.63% | 43 | 19.44% | 33 | -2.94% |
| 30 Jun, 14 | 82 | 3.80% | 8,452,419 | 1.26% | 61.29% | 1.67% | 36 | -2.70% | 34 | 17.24% |
| 31 Mar, 14 | 79 | 5.33% | 8,347,467 | -4.16% | 60.61% | 1.51% | 37 | 12.12% | 29 | -6.45% |
| 31 Dec, 13 | 75 | -1.32% | 8,709,843 | 0.68% | 63.33% | 1.60% | 33 | -5.71% | 31 | 34.78% |
| 30 Sep, 13 | 76 | -1.30% | 8,651,227 | 0.25% | 62.94% | 1.60% | 35 | -46.97% | 23 | 228.57% |
| 30 Jun, 13 | 77 | 196.15% | 8,629,860 | 181.39% | 62.81% | 12.57% | 66 | 450.00% | 7 | 40.00% |
| 31 Mar, 13 | 26 | -10.34% | 3,066,913 | -16.97% | 22.36% | 3.07% | 12 | 9.09% | 5 | -61.54% |
| 31 Dec, 12 | 29 | -9.38% | 3,693,830 | -1.21% | 26.97% | 3.62% | 11 | -38.89% | 13 | 116.67% |
| 30 Sep, 12 | 32 | 3.23% | 3,739,030 | -9.84% | 27.29% | 2.98% | 18 | 28.57% | 6 | -25.00% |
| 30 Jun, 12 | 31 | 6.90% | 4,146,966 | 5.88% | 30.28% | 3.69% | 14 | - | 8 | 14.29% |
| 31 Mar, 12 | 29 | -9.38% | 3,916,495 | -4.23% | 28.64% | 3.19% | 14 | -12.50% | 7 | - |
| 31 Dec, 11 | 32 | 6.67% | 4,089,560 | -4.49% | 29.98% | 3.04% | 16 | 14.29% | 7 | -30.00% |
| 30 Sep, 11 | 30 | -16.67% | 4,281,598 | -16.64% | 31.40% | 2.21% | 14 | -33.33% | 10 | -16.67% |
| 30 Jun, 11 | 36 | 2.86% | 5,136,513 | 20.23% | 37.68% | 2.66% | 21 | -30.00% | 12 | 1100.00% |
| 31 Mar, 11 | 35 | 94.44% | 4,272,151 | 45.20% | 37.65% | 5.11% | 30 | 328.57% | 1 | -80.00% |
| 31 Dec, 10 | 18 | 5.88% | 2,942,304 | 1.36% | 27.14% | 3.72% | 7 | -12.50% | 5 | 25.00% |
| 30 Sep, 10 | 17 | -19.05% | 2,902,880 | 2.25% | 27.00% | 3.88% | 8 | -52.94% | 4 | 100.00% |
| 30 Jun, 10 | 21 | 23.53% | 2,839,014 | 11.50% | 26.38% | 4.68% | 17 | 54.55% | 2 | -33.33% |
| 31 Mar, 10 | 17 | 13.33% | 2,546,258 | 9.76% | 23.73% | 5.08% | 11 | 57.14% | 3 | -25.00% |
| 31 Dec, 09 | 15 | -16.67% | 2,319,843 | 12.06% | 21.62% | 5.82% | 7 | -22.22% | 4 | - |
| 30 Sep, 09 | 18 | 5.88% | 2,070,235 | 166.27% | 19.28% | 36.68% | 9 | -30.77% | 4 | - |
| 30 Jun, 09 | 17 | 112.50% | 777,495 | 19.61% | 7.25% | 19.70% | 13 | 116.67% | 4 | 300.00% |
| 31 Mar, 09 | 8 | -42.86% | 650,021 | -57.31% | 6.07% | 3.06% | 6 | -33.33% | 1 | -66.67% |
| 31 Dec, 08 | 14 | 7.69% | 1,522,687 | 71.87% | 14.08% | 20.68% | 9 | -10.00% | 3 | 200.00% |
| 30 Sep, 08 | 13 | 30.00% | 885,935 | 189.02% | 8.25% | 103.92% | 10 | 66.67% | 1 | - |
| 30 Jun, 08 | 10 | 25.00% | 306,531 | 21.62% | 2.82% | 65.92% | 6 | 50.00% | 1 | - |
| 31 Mar, 08 | 8 | -11.11% | 252,031 | -54.27% | 2.07% | 8.47% | 4 | - | - | -100.00% |
| 31 Dec, 07 | 9 | -10.00% | 551,158 | -10.70% | 4.94% | 18.50% | 4 | - | 1 | -66.67% |
| 30 Sep, 07 | 10 | 11.11% | 617,167 | -11.38% | 5.17% | 17.33% | 4 | -20.00% | 3 | - |
| 30 Jun, 07 | 9 | - | 696,457 | 160.23% | 5.46% | 118.49% | 5 | 150.00% | - | -100.00% |
| 31 Mar, 07 | 9 | -18.18% | 267,633 | 39.35% | 2.15% | 90.44% | 2 | -50.00% | 2 | - |
| 31 Dec, 06 | 11 | 10.00% | 192,064 | -87.32% | 1.54% | 0.86% | 4 | -33.33% | 2 | -33.33% |
| 30 Sep, 06 | 10 | 66.67% | 1,514,482 | 352.02% | 13.36% | 177.55% | 6 | 100.00% | 3 | 200.00% |
| 30 Jun, 06 | 6 | -14.29% | 335,048 | -38.78% | 2.74% | 14.23% | 3 | - | 1 | - |
| 31 Mar, 06 | 7 | -22.22% | 547,263 | -12.17% | 4.39% | 14.14% | 3 | -57.14% | - | -100.00% |
| 31 Dec, 05 | 9 | 80.00% | 623,104 | 297.84% | 5.57% | 290.76% | 7 | 250.00% | 1 | - |
| 30 Sep, 05 | 5 | 25.00% | 156,622 | 363.79% | 1.38% | 1554.79% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 05 | 4 | -20.00% | 33,770 | -75.78% | 0.30% | 27.82% | 1 | -80.00% | 3 | - |
| 31 Mar, 05 | 5 | - | 139,447 | 31.74% | 1.04% | 116.41% | 5 | 66.67% | - | -100.00% |
| 31 Dec, 04 | 5 | - | 105,853 | 31.07% | 0.94% | 184.44% | 3 | 50.00% | 1 | - |
| 30 Sep, 04 | 5 | - | 80,760 | -8.73% | 0.72% | 116.09% | 2 | - | 1 | -50.00% |
| 30 Jun, 04 | 5 | -37.50% | 88,484 | -28.19% | 0.78% | 66.77% | 2 | -66.67% | 2 | - |
| 31 Mar, 04 | 8 | 33.33% | 123,219 | 27.39% | 1.08% | 145.01% | 6 | 100.00% | - | -100.00% |
| 31 Dec, 03 | 6 | 50.00% | 96,724 | 16.00% | 0.86% | 154.72% | 3 | - | 2 | - |
| 30 Sep, 03 | 4 | - | 83,386 | 155.62% | 0.75% | 896.36% | 3 | -25.00% | - | - |
| 30 Jun, 03 | 4 | 33.33% | 32,621 | -56.76% | 0.29% | 63.71% | 4 | 300.00% | - | - |
| 31 Mar, 03 | 3 | -25.00% | 75,440 | -27.34% | 0.67% | 74.58% | 1 | -50.00% | - | -100.00% |
| 31 Dec, 02 | 4 | - | 103,828 | -8.82% | 0.95% | 89.22% | 2 | -33.33% | 1 | - |
| 30 Sep, 02 | 4 | -20.00% | 113,867 | -23.98% | 1.03% | 55.66% | 3 | -25.00% | 1 | - |
| 30 Jun, 02 | 5 | 25.00% | 149,782 | 33.62% | 1.36% | 131.67% | 4 | 33.33% | 1 | - |
| 31 Mar, 02 | 4 | 100.00% | 112,093 | 69.88% | 1.02% | 283.41% | 3 | 200.00% | - | - |
| 31 Dec, 01 | 2 | -50.00% | 65,984 | -15.04% | 0.60% | 121.91% | 1 | -50.00% | - | -100.00% |
| 30 Sep, 01 | 4 | -20.00% | 77,669 | -28.92% | 0.70% | 70.18% | 2 | -60.00% | 1 | - |
| 30 Jun, 01 | 5 | - | 109,276 | - | 1.00% | - | 5 | - | - | - |
| 30 Jun, 00 | 1 | - | 187,500 | 70.45% | 1.70% | 166.83% | 1 | - | - | - |
| 31 Mar, 00 | 1 | - | 110,000 | - | 1.01% | 98.99% | - | - | - | - |
| 31 Dec, 99 | 1 | -50.00% | 110,000 | -61.40% | 1.01% | 15.54% | - | -100.00% | - | - |
| 30 Sep, 99 | 2 | - | 285,000 | - | 2.55% | - | 2 | - | - | - |
Financial Institutions Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Financial Institutions's stock was made by Collins Laurie R on Aug 06 2024, selling 1,081 shares at $24.04 per share (valued at $25.99K).
Financial Institutions Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2027 | - | 1 | - |
| Q3 2026 | - | 1 | - |
| Q4 2025 | - | 1 | - |
| Q3 2024 | 1 | 2 | 50.00% |
| Q2 2024 | 16 | - | - |
| Q1 2024 | 10 | 11 | 90.91% |
| Q4 2023 | 6 | 5 | 120.00% |
| Q2 2023 | 34 | 2 | 1700.00% |
| Q1 2023 | 23 | 14 | 164.29% |
| Q4 2022 | 8 | 2 | 400.00% |
| Q2 2022 | 17 | 7 | 242.86% |
| Q1 2022 | 18 | 4 | 450.00% |
| Q4 2021 | 5 | 2 | 250.00% |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 10 | 1 | 1000.00% |
| Q1 2021 | 9 | 10 | 90.00% |
| Q4 2020 | 2 | 1 | 200.00% |
| Q2 2020 | 15 | - | - |
| Q1 2020 | 16 | 9 | 177.78% |
| Q4 2019 | 2 | 2 | 100.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Financial Institutions's insiders, as of Q1 2027.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2027 | - | - | - |
| Q3 2026 | - | - | - |
| Q4 2025 | - | - | - |
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q2 2023 | 12 | - | - |
| Q1 2023 | 2 | - | - |
| Q4 2022 | 1 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 2 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | - | - | - |
As of Q1 2027, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Financial Institutions's stocks.
Financial Institutions Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| KRNY | Kearny Financial Corp. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| NBHC | National Bank Holdings Corporation |
| FNWB | First Northwest Bancorp |
FISI Ownership FAQ
Who Owns Financial Institutions?
Financial Institutions is owned by institutional shareholders (63.01%), insiders (2.80%), and public (34.19%). The largest institutional shareholder of Financial Institutions is BLACKROCK INC. (9.07% of total shares) and the top mutual fund owner is CALDWELL & ORKIN FUNDS INC (0.96% of total shares).
Who are the major institutional shareholders of Financial Institutions?
Financial Institutions's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, COMMONWEALTH EQUITY SERVICES, LLC, and PL CAPITAL ADVISORS, LLC. The top five shareholders own together 25.79% of the company's share outstanding.
How many Financial Institutions shareholders are there?
As of Jun 2024, there are 107 institutional shareholders of Financial Institutions.
What percentage of Financial Institutions is owned by BLACKROCK INC?
BLACKROCK INC owns 1.4M shares of Financial Institutions, representing 9.07% of the company's total shares outstanding, valued at $26.99M (as of Jun 2024).
What percentage of Financial Institutions is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 968.18K shares of Financial Institutions (FISI), compromising 6.29% of the company, valued at $18.7M.
What percentage of Financial Institutions is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Financial Institutions. The company owns 804.75K of the company's shares outstanding (worth $15.55M).