FISI / Financial Institutions, Inc. - Institutionellt ägande - Säljare

Financial Institutions, Inc.
US ˙ NasdaqGS ˙ US3175854047

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10 884 −3,96 280 −1,06
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 051 −1,27 1 982 −4,94
2025-05-15 13F Citadel Advisors Llc Call 0 −100,00 0 −100,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 35 −72,66 1 −100,00
2025-08-12 13F Stieven Capital Advisors, L.P. 13 483 −94,02 346 −93,85
2025-05-28 13F Strs Ohio 0 −100,00 0
2025-08-13 13F Jacobs Asset Management, Llc 42 752 −65,72 1 098 −64,75
2025-05-12 13F Simplex Trading, Llc Put 0 −100,00 0
2025-08-12 13F American Century Companies Inc 251 336 −33,72 6 454 −31,80
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 118 −25,45 714 −28,27
2025-05-02 13F Bailard, Inc. 0 −100,00 0 −100,00
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 34 400 −21,80 873 −24,74
2025-05-07 13F Picton Mahoney Asset Management 0 −100,00 0
2025-08-14 13F Wellington Management Group Llp 549 527 −10,23 14 112 −7,64
2025-07-24 13F IFP Advisors, Inc 0 −100,00 1
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 61 −70,67 2 −80,00
2025-08-12 13F Dimensional Fund Advisors Lp 1 005 153 −5,25 25 813 −2,51
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 586 −0,76 118 1,74
2025-04-17 13F FNY Investment Advisers, LLC 0 −100,00 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 15 083 −2,03 383 −5,68
2025-08-14 13F Lazard Asset Management Llc 0 −100,00 0
2025-05-14 13F Basswood Capital Management, L.l.c. 0 −100,00 0
2025-04-07 13F Summit Global Investments 0 −100,00 0
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 143 −3,38 4 −25,00
2025-07-28 13F Courier Capital Llc 252 523 −28,38 6 485 −26,32
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 229 573 −5,78 5 829 −9,29
2025-08-12 13F Nuveen, LLC 37 026 −21,62 951 −19,42
2025-08-13 13F Renaissance Technologies Llc 301 000 −0,63 7 730 2,24
2025-08-14 13F Verition Fund Management LLC 405 319 −10,03 10 409 −7,44
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-08-12 13F Prudential Financial Inc 19 523 −68,40 501 −67,49
2025-08-14 13F Smartleaf Asset Management LLC 20 −93,44 1 −100,00
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 74 792 −0,07 1 921 2,78
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 294 −1,67 8 0,00
2025-08-11 13F/A rhino investment partners, Inc 220 245 −29,65 5 656 −27,63
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 0 −100,00 0 −100,00
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 27 100 −23,66 696 −21,56
2025-05-05 13F Los Angeles Capital Management Llc 0 −100,00 0
2025-08-13 13F Endeavour Capital Advisors Inc 0 −100,00 0
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 172 435 −1,63 4 428 1,21
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 0 −100,00 0 −100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 512 −82,16 13 −81,69
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 307 −52,70 8 −58,82
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 402 −9,61 36 −16,28
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 0 −100,00 0 −100,00
2025-07-08 13F Canandaigua National Bank & Trust Co 279 830 −0,08 7 186 2,82
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3 222 −5,54 83 −3,53
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10 648 −10,67 292 −2,02
2025-08-14 13F Engineers Gate Manager LP 8 819 −24,59 226 −22,34
2025-08-14 13F Millennium Management Llc 90 992 −38,24 2 337 −36,47
2025-05-15 13F Jacobs Levy Equity Management, Inc 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 1 490 512 −3,10 38 276 −0,30
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-12 13F Segall Bryant & Hamill, Llc 72 489 −10,77 1 862 −8,19
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 432 −2,70 11 0,00
2025-07-24 13F Us Bancorp \de\ 546 −53,45 14 −51,72
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 50 −73,96 1 −80,00
2025-08-08 13F Intech Investment Management Llc 0 −100,00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 47 −75,00 1 −75,00
2025-08-13 13F Federated Hermes, Inc. 69 125 −0,22 1 775 2,66
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 312 −89,64 8 −91,14
2025-03-28 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 9 911 −51,96 261 −47,27
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 1 500 −13,64 38 −32,14
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-08-13 13F Northern Trust Corp 173 266 −20,92 4 449 −18,64
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 0 −100,00 0 −100,00
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 273 597 −17,25 7 064 −23,75
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 5 300 −61,20 137 −64,40
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 588 −89,90 15 −90,85
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 196 −11,71 5 −20,00
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-28 NP VVSCX - Small Cap Value Fund 17 639 −20,60 455 −26,85
2025-05-13 13F Gator Capital Management, LLC 0 −100,00 0
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 17 427 −76,83 442 −77,71
2025-05-15 13F Boothbay Fund Management, Llc 0 −100,00 0 −100,00
2025-08-11 13F Covestor Ltd 0 −100,00 0
2025-05-27 NP NOSGX - Northern Small Cap Value Fund 38 893 −5,14 971 −13,24
2025-05-12 13F Globeflex Capital L P 0 −100,00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2 424 −30,02 62 −27,91
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0 −100,00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 64 600 −23,57 1 668 −29,60
2025-08-08 13F SBI Securities Co., Ltd. 85 −15,84 2 0,00
2025-05-14 13F Public Employees Retirement System Of Ohio 0 −100,00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 674 −64,11 17 −66,67
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 727 −32,43 19 −30,77
2025-05-14 13F CIBC Private Wealth Group, LLC 0 −100,00 0 −100,00
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-05-13 13F State of Tennessee, Treasury Department 0 −100,00 0
2025-05-15 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-05-30 NP SEIS - SEI Select Small Cap ETF 0 −100,00 0 −100,00
2025-08-11 13F EMC Capital Management 2 991 −57,75 0
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 200 −3,34 57 −11,11
2025-07-14 13F GAMMA Investing LLC 457 −24,21 12 −26,67
2025-08-19 13F Advisory Services Network, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 23 983 −72,79 616 −72,03
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5 350 −21,18 137 −18,93
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 420 −88,27 11 −89,36
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-07-25 13F Cwm, Llc 8 298 −10,02 0
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 720 −16,35 251 −23,08
2025-05-15 13F EJF Capital LLC 0 −100,00 0
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 880 −18,52 23 −15,38
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 495 290 −1,14 12 719 1,72
2025-08-13 13F Quantbot Technologies LP 12 342 −25,34 317 −23,30
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 14 702 −2,57 378 0,27
2025-08-14 13F/A Barclays Plc 41 378 −0,71 1 0,00
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3 352 −12,02 84 −19,42
2025-08-14 13F Aqr Capital Management Llc 87 272 −10,22 2 241 −7,63
2025-05-15 13F Modern Wealth Management, LLC 0 −100,00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 0 −100,00 0 −100,00
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 64 240 −6,46 1 631 −9,89
2025-05-13 13F Persistent Asset Partners Ltd 0 −100,00 0
2025-08-11 13F Lsv Asset Management 236 037 −27,54 6 −25,00
2025-08-07 13F Acadian Asset Management Llc 266 544 −13,51 7 −14,29
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 508 −12,98 39 −11,63
2025-08-14 13F Azora Capital LP 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 87 774 −17,16 2 254 −14,75
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 839 −4,44 22 0,00
2025-05-02 13F Cornercap Investment Counsel Inc 0 −100,00 0
2025-08-12 13F Deutsche Bank Ag\ 11 897 −19,91 306 −17,57
2025-08-13 13F Centiva Capital, LP 0 −100,00 0
2025-08-14 13F Maltese Capital Management Llc 220 000 −2,70 5 650 0,11
2025-08-11 13F Martingale Asset Management L P 0 −100,00 0
2025-06-27 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 1 525 −32,22 39 −35,59
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 0 −100,00 0 −100,00
2025-08-12 13F Clear Street Markets Llc 0 −100,00 0
2025-08-11 13F Great Lakes Advisors, Llc 15 060 −13,87 387 −11,47
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 3 349 −7,69 86 −4,44
2025-03-27 NP AALGX - Thrivent Global Stock Fund Class A 2 338 −8,39 62 0,00
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 65 327 −12,48 1 678 −9,98
2025-08-13 13F Invesco Ltd. 36 022 −3,14 925 −0,32
2025-05-09 13F Hillsdale Investment Management Inc. 0 −100,00 0
2025-05-15 13F PMC FIG Opportunities LLC 0 −100,00 0
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 49 755 −7,04 1 278 −4,34
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2 709 −37,35 70 −35,51
2025-08-14 13F Two Sigma Advisers, Lp 80 387 −9,66 2 064 −7,07
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 456 −10,68 722 −14,05
2025-05-15 13F Aquatic Capital Management LLC 0 −100,00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2 782 −13,20 71 −10,13
2025-07-17 13F Palisades Investment Partners, LLC 136 916 −0,89 3 516 1,97
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