FISI / Financial Institutions, Inc. - Participation institutionnelle - Acheteurs

Financial Institutions, Inc.
US ˙ NasdaqGS ˙ US3175854047

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Financial Institutions, Inc. comprennent Rafferty Asset Management, LLC, Y-Intercept (Hong Kong) Ltd, FZROX - Fidelity ZERO Total Market Index Fund, LONAX - Longboard Alternative Growth Fund Class A, VFVA - Vanguard U.S. Value Factor ETF ETF Shares, Group One Trading, L.p., THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, Raymond James Financial Inc, et Assetmark, Inc .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-08-26 13F/A Thrivent Financial For Lutherans 10 409 13,25 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11 683 33,89 297 28,70
2025-08-14 13F Bridgeway Capital Management Inc 144 892 0,04 3 721 2,90
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 469 88,35 12 100,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 4 500 68,29 116 74,24
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group 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 96 491 38,50 2 491 27,61
2025-08-14 13F Group One Trading, L.p. Call 300 8
2025-08-13 13F EverSource Wealth Advisors, LLC 1 738 679,37 45 780,00
2025-08-14 13F Cubist Systematic Strategies, LLC 14 695 377
2025-08-08 13F Larson Financial Group LLC 36 1
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 1 865 16,27 48 17,50
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 980 25
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 57 479 201,66 1 459 190,64
2025-05-29 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 18 551 6,92 463 -2,11
2025-08-13 13F Bayview Asset Management, Llc 87 584 9,36 2 249 12,56
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3 928 12,84 101 16,28
2025-08-11 13F Rothschild Investment Llc 55 175,00 1
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4 145 16,93 106 20,45
2025-08-14 13F California State Teachers Retirement System 1 240 12,73 32 14,81
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 77 35,09 2 0,00
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp 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 162 905 4 183
2025-08-12 13F Legal & General Group Plc 1 828 14,82 47 17,95
2025-08-26 NP Profunds - Profund Vp Small-cap 45 4,65 1 0,00
2025-08-12 13F Charles Schwab Investment Management Inc 161 438 0,69 4 146 3,57
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 459 1 600,00 11
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity 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 37 600 16,03 971 6,95
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc 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 3 672 47,47 93 43,08
2025-08-05 13F PL Capital Advisors, LLC 1 361 510 7,97 34 964 11,09
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 10 244 4,92 263 8,23
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7 240 129,84 186 137,18
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 14 641 88,89 378 74,19
2025-08-05 13F Bank of New York Mellon Corp 138 964 0,62 3 569 3,51
2025-08-13 13F Jump Financial, LLC 16 700 103,76 429 109,80
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2 213 11,60 57 3,64
2025-08-13 13F Victory Capital Management Inc 37 800 2,16 971 5,09
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13 588 21,27 351 11,82
2025-08-28 NP IWC - iShares Micro-Cap 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 44 741 3,65 1 149 6,59
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 94 051 26,99 2 428 17,01
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 635 1 528,21 16
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 9 261 50,98 235 45,96
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 174 29,25 55 25,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6 042 461,52 155 496,15
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 14 321 377,37 378 423,61
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 28 3,70 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11 697 1,35 300 4,17
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 578 64,67 15 55,56
2025-08-08 13F Creative Planning 17 072 28,72 438 32,33
2025-08-14 13F Goldman Sachs Group Inc 164 085 121,75 4 214 128,22
2025-08-12 13F Rhumbline Advisers 30 459 24,38 782 27,99
2025-05-02 13F/A Mackenzie Financial Corp 16 114 440
2025-08-12 13F Jpmorgan Chase & Co 342 834 3,68 8 804 6,66
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 19 11,76 0
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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 2 887 75
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 50 246 8,41 1 276 4,34
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 87 700 9,24 2 252 12,43
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 520 16,56 39 21,88
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp 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 6 480 14,08 166 17,73
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 4 604 294,52 115 375,00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 47 30,56 1
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 326 23,02 8 14,29
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 659 10,20 17 14,29
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust 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 64 920 7,46 1 667 10,62
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3 163 42,29 81 47,27
2025-08-08 13F SG Americas Securities, LLC 8 262 33,28 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 26 928 33,08 695 22,79
2025-08-14 13F Bank Of America Corp /de/ 52 028 143,94 1 336 151,13
2025-08-13 13F MetLife Investment Management, LLC 11 210 1,13 288 3,99
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 20 375 10,73 523 13,94
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 5 995 152
2025-08-08 13F Geode Capital Management, Llc 477 865 6,17 12 274 9,23
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 51 190 23,62 1 300 19,07
2025-08-14 13F Royal Bank Of Canada 19 528 62,17 503 67,11
2025-08-04 13F Assetmark, Inc 4 0
2025-08-14 13F Fourthstone LLC 846 661 54,76 21 742 59,22
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 605 24,42 41 17,65
2025-08-15 13F Great West Life Assurance Co /can/ 1 113 18,66 0
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 57 942 2,75 1 488 5,69
2025-08-14 13F Sei Investments Co 14 838 0,62 381 3,53
2025-08-07 13F ProShare Advisors LLC 236 320 1 593,32 6 069 1 790,34
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 294 8
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 7 020 48,41 180 52,54
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 18 302 470
2025-08-11 13F Vanguard Group Inc 1 055 188 2,31 27 097 5,26
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 238 206,44 31 210,00
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc 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 192 641 27,88 4 891 23,14
2025-06-26 NP USMIX - Extended Market Index Fund 2 276 22,89 58 18,75
2025-08-14 13F Wells Fargo & Company/mn 13 453 17,11 345 20,63
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 909 2,52 49 -5,77
2025-08-12 13F O'shaughnessy Asset Management, Llc 67 914 1 744
2025-08-14 13F Raymond James Financial Inc 268 7
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 6 333 164
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group 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 12 742 20,91 329 11,19
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9 196 1,62 236 4,89
2025-08-14 13F State Of Wisconsin Investment Board 9 528 15,87 245 19,02
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 36 205 2,17 930 5,09
2025-08-07 13F Allworth Financial LP 2 850 925,18 73 1 116,67
2025-08-13 13F Kennedy Capital Management, Inc. 32 918 36,86 845 40,83
2025-08-15 13F Morgan Stanley 251 521 12,36 6 459 15,61
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24 017 14,88 617 18,23
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 24 345 21,89 618 17,49
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc 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 21 475 5,18 551 8,25
2025-08-11 13F Empowered Funds, LLC 74 892 0,07 1 923 2,94
2025-08-14 13F Comerica Bank 1 178 119,37 30 130,77
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 39 759 4,87 1 021 7,93
2025-08-12 13F Dynamic Technology Lab Private Ltd 31 811 98,29 817 104,25
2025-08-14 13F Citadel Advisors Llc 32 830 32,03 843 35,97
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 6 081 75,45 156 81,40
2025-06-26 NP DFFVX - U.S. Targeted 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 139 051 23,95 3 531 19,34
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5 608 16,45 144 20,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4 805 29,79 123 33,70
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust 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 12 834 9,78 330 13,06
2025-08-15 13F Tower Research Capital LLC (TRC) 11 060 1 498,27 284 1 570,59
2025-08-14 13F Jane Street Group, Llc 23 828 58,58 612 62,93
2025-08-14 13F Mendon Capital Advisors Corp 112 044 0,29 2 877 3,19
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 8 622 2,01 221 5,24
2025-08-11 13F Stonebrook Private Inc. 8 701 0,20 223 3,24
2025-08-14 13F Price T Rowe Associates Inc /md/ 9 940 20,35 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp 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 508 25,74 13 30,00
2025-08-12 13F Trexquant Investment LP 64 054 361,85 1 645 375,14
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 778 821 0,47 20 000 3,37
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 8 896 226
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 47 341 30,00 1 202 25,10
2025-08-12 13F Proequities, Inc. Put 0 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 338 2 716,67 9
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 584 734 0,82 15 016 3,72
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F/A Sterling Capital Management LLC 513 55,45 13 62,50
2025-08-06 13F Commonwealth Equity Services, Llc 418 022 1,14 11 0,00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 101 5,21 3 0,00
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 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 2 669 49,69 68 42,55
2025-08-14 13F Alliancebernstein L.p. 207 016 4,91 5 316 7,94
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 105 926 25,09 2 735 15,30
2025-08-07 13F Parkside Financial Bank & Trust 40 1
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 20 300 12,15 521 15,52
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4 074 40,48 105 44,44
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 5 136 53,96 130 49,43
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3 027 6,96 78 10,00
2025-08-14 13F Susquehanna International Group, Llp 32 800 25,69 842 29,34
2025-08-13 13F First Trust Advisors Lp 77 847 7,83 1 999 10,99
2025-08-11 13F Citigroup Inc 22 599 53,68 580 58,04
2025-08-13 13F Russell Investments Group, Ltd. 359 127,22 9 200,00
2025-07-28 NP VCSLX - Small Cap Index Fund 8 135 40,31 210 29,63
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 38,89 1
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 115 451 21,73 2 931 17,24
2025-08-14 13F Fmr Llc 40 673 4,25 1 044 7,30
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 409 11
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 384 248 10,26 9 867 13,44
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4 207 22,47 108 27,06
2025-08-14 13F UBS Group AG 33 795 49,58 868 54,00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 312 768 1,42 8 032 4,34
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 8 799 81,27 226 85,95
2025-08-13 13F Cutler Capital Management, LLC 47 925 1,91 1 231 4,86
2025-08-14 13F Rafferty Asset Management, LLC 22 245 571
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 2 852 9,19 73 12,31
2025-08-14 13F State Street Corp 523 730 68,30 13 557 72,59
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group 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 9 964 25,14 256 28,79
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 23 533 11,49 604 14,83
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 36 889 31,21 952 20,97
2025-08-13 13F Arrowstreet Capital, Limited Partnership 98 921 14,47 2 540 17,81
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3 480 3,94 88 0,00
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1 894 27,89 49 33,33
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