FINANCIAL INSTNS INC shareholder history

Current and past FINANCIAL INSTNS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
TWO SIGMA ADVISERS, LP 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
BRIDGEWAY CAPITAL MANAGEMENT, LLC 42420.02%0.05%0.07%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.01%0.02%0.02%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
STRS OHIO 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3920.00%0.00%0.00%Q2 2013Q3 202341
BARCLAYS PLC 31100.00%0.00%0.00%Q2 2013Q3 202341
GOLDMAN SACHS GROUP INC 2930.00%0.00%0.00%Q2 2012Q3 202340
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.00%Q4 2013Q3 202338
TWO SIGMA INVESTMENTS, LP 1510.00%0.00%0.01%Q2 2013Q3 202338
AMERIPRISE FINANCIAL INC 26110.00%0.00%0.01%Q2 2013Q3 202337
ClariVest Asset Management LLC 37370.00%0.03%0.09%Q3 2013Q3 202237
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
Citadel Advisors 1710.00%0.00%0.00%Q3 2016Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
Tower Research Capital LLC (TRC) 1710.00%0.00%0.02%Q3 2013Q3 202336
VICTORY CAPITAL MANAGEMENT INC 36360.00%0.00%0.01%Q4 2014Q3 202336
MARTINGALE ASSET MANAGEMENT L P 2930.01%0.02%0.05%Q2 2013Q3 202335
BANK OF MONTREAL /CAN/ 3410.00%0.00%0.00%Q2 2013Q2 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.00%0.00%Q1 2015Q3 202335
UBS Group AG 2780.00%0.00%0.00%Q4 2014Q3 202335
CORNERCAP INVESTMENT COUNSEL INC 2210.07%0.16%0.32%Q2 2013Q3 202334
Foundry Partners, LLC 33330.11%0.20%0.38%Q2 2014Q2 202233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21120.00%0.00%0.00%Q2 2013Q1 202233
PANAGORA ASSET MANAGEMENT INC 1330.00%0.00%0.00%Q2 2013Q1 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.00%Q2 2013Q2 202133
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.82%3.28%5.36%Q2 2013Q4 202332
MILLENNIUM MANAGEMENT LLC 3020.00%0.00%0.01%Q3 2015Q3 202332
ROYAL BANK OF CANADA 1820.00%0.00%0.00%Q2 2013Q3 202332
ALLIANCEBERNSTEIN L.P. 2110.00%0.00%0.00%Q2 2013Q3 202332
FIRST TRUST ADVISORS LP 2410.00%0.00%0.00%Q2 2013Q4 202231
NISA INVESTMENT ADVISORS, LLC 17130.00%0.00%0.00%Q1 2016Q3 202330
FULLER & THALER ASSET MANAGEMENT, INC. 29290.00%0.03%0.05%Q1 2016Q1 202329
FMR LLC 2180.00%0.00%0.00%Q1 2016Q3 202329
GREAT WEST LIFE ASSURANCE CO /CAN/ 16130.00%0.00%0.00%Q2 2016Q3 202329
GLOBEFLEX CAPITAL L P 28280.05%0.13%0.21%Q4 2016Q3 202328
JACOBS LEVY EQUITY MANAGEMENT, INC 28280.01%0.01%0.01%Q4 2016Q3 202328
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
LOS ANGELES CAPITAL MANAGEMENT LLC 1980.00%0.00%0.01%Q2 2013Q1 202327
CREDIT SUISSE AG/ 1810.00%0.00%0.00%Q3 2013Q4 202227
ACADIAN ASSET MANAGEMENT LLC 2310.00%0.01%0.02%Q1 2015Q3 202326
THRIVENT FINANCIAL FOR LUTHERANS 26260.00%0.01%0.01%Q2 2017Q3 202326
Russell Investments Group, Ltd. 1970.00%0.00%0.00%Q4 2016Q3 202326
EATON VANCE MANAGEMENT 25250.00%0.01%0.01%Q3 2016Q3 202225
AlphaOne Investment Services, LLC 25250.47%1.16%1.84%Q2 2013Q2 201925
Brandywine Global Investment Management, LLC 2410.00%0.00%0.00%Q2 2013Q1 202025
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
BANC FUNDS CO LLC 24240.02%0.16%0.33%Q2 2013Q1 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
BAILARD, INC. 1210.01%0.06%0.53%Q4 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.06%0.11%Q4 2017Q3 202324
D. E. Shaw & Co., Inc. 2020.00%0.00%0.00%Q2 2017Q3 202324
BHZ CAPITAL MANAGEMENT, LP 24240.28%1.49%2.17%Q2 2017Q1 202324
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
SEI INVESTMENTS CO 1770.00%0.00%0.00%Q1 2017Q1 202324
MetLife Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
AMERICAN CENTURY COMPANIES INC 14100.00%0.00%0.00%Q3 2017Q3 202324
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1910.00%0.00%0.00%Q4 2015Q3 202323
ROYCE & ASSOCIATES LP 23230.00%0.05%0.14%Q3 2017Q1 202323
GSA CAPITAL PARTNERS LLP 1010.01%0.04%0.09%Q3 2015Q3 202322
WEDGE CAPITAL MANAGEMENT L L P/NC 1480.01%0.01%0.02%Q2 2013Q1 202122
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.00%Q3 2014Q4 201922
Cutler Capital Management, LLC 1830.07%0.24%0.40%Q4 2017Q3 202321
STIFEL FINANCIAL CORP 1290.00%0.00%0.00%Q4 2017Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
AQR Capital Management 1010.00%0.00%0.01%Q1 2016Q3 202321
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 910.00%0.00%0.00%Q4 2015Q3 202220
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
SMITH ASSET MANAGEMENT GROUP LP 1030.00%0.00%0.01%Q2 2013Q1 202020
US BANCORP \DE\ 1020.00%0.00%0.00%Q1 2016Q3 202319
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.00%Q2 2018Q4 202219
DENALI ADVISORS LLC 630.00%0.01%0.02%Q1 2014Q1 202119
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.01%0.03%Q4 2015Q3 202219
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1260.00%0.01%0.01%Q1 2013Q4 201718
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.02%Q2 2013Q3 201718
QS Investors, LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q4 2018Q1 202318
Swiss National Bank 18180.00%0.00%0.00%Q2 2016Q3 202018
MENTA CAPITAL LLC 1070.05%0.18%0.37%Q2 2013Q2 201917
AJO, LP 17170.00%0.03%0.04%Q3 2016Q3 202017
COURIER CAPITAL LLC 17170.02%0.05%0.15%Q3 2019Q3 202317
Resource Management, LLC 17170.03%0.05%0.08%Q4 2017Q4 202117
KENNEDY CAPITAL MANAGEMENT LLC 17170.03%0.14%0.23%Q2 2013Q2 201717
Zurcher Kantonalbank (Zurich Cantonalbank) 17170.00%0.00%0.00%Q3 2016Q3 202017
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1330.00%0.00%0.01%Q3 2018Q3 202316
Commonwealth Equity Services, Inc 16160.10%0.13%0.17%Q4 2013Q3 201716
Man Group plc 1240.00%0.01%0.02%Q1 2018Q3 202316
BESSEMER GROUP INC 16160.00%0.00%0.01%Q3 2016Q2 202016
Grantham, Mayo, Van Otterloo & Co. LLC 16160.00%0.01%0.01%Q1 2019Q4 202216
Walthausen & Co., LLC 16160.11%0.35%0.64%Q3 2018Q2 202216
Community Capital Management, LLC 1410.01%1.12%1.91%Q4 2019Q3 202316
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
PRELUDE CAPITAL MANAGEMENT, LLC 730.00%0.01%0.03%Q3 2013Q3 202215
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Vectors Research Management, LLC 1410.02%0.04%0.08%Q3 2018Q2 202215
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Sterling Capital Management LLC 15150.01%0.01%0.01%Q4 2015Q2 201915
MEEDER ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2017Q4 202114
WELLINGTON MANAGEMENT GROUP LLP 14140.00%0.01%0.01%Q2 2013Q3 201614
PUTNAM INVESTMENTS LLC 1310.00%0.01%0.02%Q2 2013Q2 201814
Engineers Gate Manager LP 810.01%0.01%0.02%Q3 2018Q3 202314
Matarin Capital Management, LLC 830.02%0.10%0.22%Q3 2014Q2 202014
QCI ASSET MANAGEMENT INC/NY 720.01%0.02%0.04%Q4 2014Q3 202114
Aperio Group, LLC 1310.00%0.00%0.00%Q1 2016Q4 201914
MACKAY SHIELDS LLC 13130.01%0.01%0.02%Q1 2018Q1 202113
IFC Holdings Incorporated/FL 13130.02%0.03%0.04%Q4 2014Q4 201713
First Horizon Advisors, Inc. 1020.00%0.00%0.00%Q3 2020Q3 202312
MALTESE CAPITAL MANAGEMENT LLC 410.04%0.13%0.36%Q2 2014Q1 202012
Trexquant Investment LP 830.01%0.02%0.04%Q2 2020Q3 202311
Connor, Clark & Lunn Investment Management Ltd. 510.00%0.00%0.00%Q4 2016Q3 202311
SG Americas Securities, LLC 210.00%0.00%0.00%Q3 2017Q3 202311
SYSTEMATIC FINANCIAL MANAGEMENT LP 11110.01%0.02%0.03%Q1 2017Q3 201911
QUADRANT CAPITAL GROUP LLC 620.00%0.00%0.00%Q4 2018Q1 202311
CANANDAIGUA NATIONAL CORP 11111.05%1.54%1.88%Q2 2020Q4 202211
Squarepoint Ops LLC 310.00%0.00%0.02%Q4 2016Q3 202311
Ativo Capital Management LLC 11110.15%0.20%0.25%Q4 2014Q2 201711
NORDEA INVESTMENT MANAGEMENT AB 10100.00%0.00%0.01%Q4 2016Q1 201910
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2014Q3 201610
RMB Capital Management, LLC 10100.06%0.10%0.15%Q2 2014Q3 201610
FIRST QUADRANT LLC/CA 730.01%0.02%0.03%Q2 2017Q1 202010
BRYN MAWR CAPITAL MANAGEMENT INC 10100.07%0.61%1.08%Q2 2013Q3 201510
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
SCHRODER INVESTMENT MANAGEMENT GROUP 520.00%0.00%0.00%Q2 2013Q4 201710
WINTON GROUP Ltd 10100.01%0.02%0.02%Q2 2019Q3 202110
MENDON CAPITAL ADVISORS CORP 540.10%0.35%0.69%Q1 2013Q2 20159
MUFG Americas Holdings Corp 720.00%0.01%0.02%Q4 2010Q2 20139
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q3 2021Q3 20239
UNITED SERVICES AUTOMOBILE ASSOCIATION 990.00%0.00%0.01%Q2 2017Q2 20199
Creative Planning 630.00%0.00%0.00%Q2 2014Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
Numeric Investors LLC 540.01%0.02%0.06%Q4 2013Q4 20179
River Oaks Capital LLC 810.37%2.27%3.44%Q3 2019Q3 20239
CIGNA INVESTMENTS INC /NEW 630.02%0.03%0.03%Q2 2017Q4 20199
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q3 2019Q3 20229
VIRGINIA RETIREMENT SYSTEMS ET AL 990.00%0.00%0.01%Q3 2018Q3 20209
Patriot Financial Group Insurance Agency, LLC 880.00%0.03%0.04%Q3 2020Q2 20228
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q3 2018Q2 20208
PL Capital Advisors, LLC 880.37%0.95%1.55%Q4 2021Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.03%0.03%0.04%Q2 2013Q1 20158
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
OXFORD ASSET MANAGEMENT LLP 710.01%0.02%0.03%Q2 2017Q4 20198
FNY Investment Advisers, LLC 510.00%0.00%0.00%Q2 2018Q3 20238
Gator Capital Management, LLC 880.96%1.54%1.92%Q4 2021Q3 20238
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
Allianz Asset Management GmbH 520.00%0.00%0.00%Q1 2017Q3 20197
DEPRINCE RACE & ZOLLO INC 770.02%0.06%0.10%Q1 2014Q3 20157
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
RUSSELL FRANK CO/ 610.00%0.00%0.00%Q2 2013Q1 20167
UBS ASSET MANAGEMENT AMERICAS INC 430.00%0.00%0.00%Q4 2017Q4 20197
Argent Trust Co 770.01%0.03%0.05%Q1 2022Q3 20237
INVESTMENT COUNSELORS OF MARYLAND LLC 770.25%0.28%0.31%Q2 2013Q4 20147
IndexIQ Advisors LLC 430.01%0.02%0.05%Q2 2017Q4 20217
EMC Capital Management 770.08%0.13%0.16%Q1 2022Q3 20237
Clover Partners, L.P. 611.47%7.10%9.71%Q1 2014Q4 20167
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Spark Investment Management LLC 660.01%0.02%0.03%Q2 2016Q3 20176
MUNDER CAPITAL MANAGEMENT 660.01%0.01%0.01%Q2 2013Q3 20146
Acrospire Investment Management LLC 660.01%0.06%0.13%Q1 2016Q2 20176
Bowling Portfolio Management LLC 510.05%0.14%0.18%Q3 2017Q3 20206
EXCHANGE TRADED CONCEPTS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
TFS CAPITAL LLC 310.01%0.06%0.10%Q4 2013Q1 20176
Hillsdale Investment Management Inc. 660.01%0.17%0.26%Q4 2018Q1 20206
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 410.09%0.33%0.60%Q1 2016Q4 20206
SEIZERT CAPITAL PARTNERS, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
AXA S.A. 660.00%0.00%0.00%Q3 2017Q4 20186
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
Sowell Financial Services LLC 550.01%0.01%0.02%Q3 2019Q3 20205
WHITEBOX ADVISORS LLC 550.04%0.06%0.07%Q3 2014Q3 20155
DCM Advisors, LLC 320.06%0.23%0.45%Q4 2020Q1 20225
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q4 2017Q2 20225
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2016Q2 20215
Parallel Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Aquatic Capital Management LLC 410.00%0.00%0.00%Q1 2022Q3 20235
W.G. Shaheen & Associates DBA Whitney & Co 320.05%0.06%0.06%Q2 2018Q4 20195
TCI Wealth Advisors, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Gladius Capital Management LP 410.00%0.00%0.00%Q2 2022Q3 20235
EJF Capital LLC 410.12%0.22%0.38%Q2 2017Q4 20215
A.R.T. Advisors, LLC 320.01%0.01%0.02%Q4 2016Q1 20185
MACKENZIE FINANCIAL CORP 550.00%0.00%0.00%Q1 2017Q1 20185
Copeland Capital Management, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 210.00%0.00%0.00%Q4 2016Q4 20195
TOMPKINS FINANCIAL CORP 550.02%0.02%0.02%Q1 2022Q1 20235
Cubist Systematic Strategies, LLC 210.00%0.00%0.00%Q1 2021Q3 20235
RAMSEY QUANTITATIVE SYSTEMS 550.10%0.12%0.14%Q4 2017Q4 20185
HRT FINANCIAL LP 210.00%0.00%0.01%Q1 2021Q3 20234
UBS AG 310.00%0.00%0.00%Q2 2013Q3 20144
Municipal Employees' Retirement System of Michigan 220.03%0.03%0.04%Q4 2016Q1 20194
Quantamental Technologies LLC 440.00%0.01%0.01%Q4 2018Q3 20194
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Quadrature Capital Ltd 310.01%0.01%0.02%Q1 2021Q3 20234
MARSHALL WACE, LLP 220.00%0.00%0.00%Q4 2019Q4 20214
Elizabeth Park Capital Advisors, Ltd. 440.82%2.11%2.76%Q4 2017Q3 20184
CASTINE CAPITAL MANAGEMENT, LLC 440.96%1.12%1.23%Q2 2013Q1 20144
BALYASNY ASSET MANAGEMENT L.P. 440.00%0.00%0.00%Q3 2017Q2 20184
ParenteBeard Wealth Management, LLC 440.12%0.22%0.29%Q2 2013Q1 20144
Highlander Capital Management, LLC 440.02%0.02%0.02%Q2 2013Q1 20144
Campbell & CO Investment Adviser LLC 210.05%0.07%0.08%Q3 2021Q2 20234
ATLAS CAPITAL ADVISORS LLC 440.00%0.00%0.00%Q3 2021Q2 20224
IFP Advisors, Inc 310.00%0.00%0.00%Q4 2015Q4 20164
SECOR Capital Advisors, LP 210.03%0.06%0.08%Q4 2015Q4 20184
Dynamic Technology Lab Private Ltd 210.04%0.07%0.11%Q4 2016Q1 20184
Sonen Capital LLC 440.42%0.80%1.00%Q2 2022Q1 20234
PEAK6 Investments LLC 220.00%0.00%0.00%Q4 2021Q1 20224
MML INVESTORS SERVICES, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
Point72 Hong Kong Ltd 210.00%0.00%0.00%Q1 2021Q1 20223
TORONTO DOMINION BANK 210.00%0.00%0.00%Q4 2021Q3 20233
BlackRock Group LTD 330.00%0.00%0.00%Q2 2016Q4 20163
Geneos Wealth Management Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ALGERT GLOBAL LLC 330.14%0.15%0.16%Q2 2013Q4 20133
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2017Q4 20183
NORGES BANK 330.00%0.00%0.00%Q3 2014Q1 20153
Valeo Financial Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Rockefeller Capital Management L.P. 210.00%0.00%0.00%Q3 2021Q2 20223
Calvert Investment Management, Inc. 330.09%0.12%0.14%Q4 2015Q2 20163
Zebra Capital Management LLC 210.48%0.52%0.58%Q3 2020Q1 20223
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DEERE & CO 330.01%0.01%0.01%Q1 2016Q3 20163
SIGNATUREFD, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Marshall Wace North America L.P. 110.00%0.00%0.00%Q3 2019Q1 20202
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q3 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jump Financial, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Quantbot Technologies LP 220.00%0.00%0.00%Q4 2021Q1 20222
Point72 Middle East FZE 220.00%0.00%0.00%Q2 2023Q3 20232
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 220.01%0.01%0.02%Q2 2023Q3 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Advisory Services Network, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
FNY Managed Accounts LLC 220.00%0.01%0.01%Q3 2017Q4 20172
COMERICA BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Hutchin Hill Capital, LP 220.01%0.06%0.10%Q3 2017Q4 20172
Assenagon Asset Management S.A. 110.00%0.02%0.03%Q3 2018Q2 20192
FNY Partners Fund LP 220.00%0.01%0.02%Q4 2016Q1 20172
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
FSI GROUP, LLC 220.49%0.52%0.55%Q2 2013Q3 20132
Prentice Wealth Management LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q2 2023Q3 20232
DELPHI MANAGEMENT INC /MA/ 220.07%0.31%0.56%Q3 2014Q4 20142
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q2 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WBI INVESTMENTS, LLC 110.01%0.02%0.04%Q3 2016Q2 20182
Empowered Funds, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Summit Global Investments 220.10%0.10%0.11%Q4 2016Q1 20172
Nine Chapters Capital Management LLC 220.41%0.56%0.71%Q4 2016Q1 20172
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q2 2021Q2 20222
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2013Q3 20132
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2018Q3 20181
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.00%Q2 2016Q2 20161
Alberta Investment Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
HARTFORD INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2018Q3 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Glassman Wealth Services 110.00%0.00%0.00%Q4 2019Q4 20191
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2020Q1 20201
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Petrus Trust Company, LTA 110.04%0.04%0.04%Q2 2019Q2 20191
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q4 2020Q4 20201
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Alpha Paradigm Partners, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
LPL Financial LLC 110.00%0.00%0.00%Q1 2018Q1 20181
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
ProShare Advisors LLC 110.00%0.00%0.00%Q1 2014Q1 20141
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
EAGLE ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2016Q2 20161
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
M3F, Inc. 110.15%0.15%0.15%Q3 2020Q3 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20181
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2016Q4 20161
WESTPAC BANKING CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Cordasco Financial Network 110.00%0.00%0.00%Q3 2019Q3 20191
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.03%0.03%Q4 2016Q4 20161
External links

This page lists all the filers that currently own FINANCIAL INSTNS INC or have owned FINANCIAL INSTNS INC in the past.