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 46460.00%0.00%0.00%Q1 2013Q2 202446
Invesco Ltd. 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
TWO SIGMA ADVISERS, LP 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
BlackRock Finance, Inc. 45450.00%0.00%0.00%Q2 2013Q2 202445
BRIDGEWAY CAPITAL MANAGEMENT, LLC 45450.02%0.05%0.07%Q2 2013Q2 202445
DIMENSIONAL FUND ADVISORS LP 45450.01%0.01%0.02%Q2 2013Q2 202445
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45450.00%0.00%0.00%Q2 2013Q2 202445
STRS OHIO 45450.00%0.00%0.00%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.00%0.00%0.00%Q2 2013Q2 202445
RHUMBLINE ADVISERS 45450.00%0.00%0.00%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.00%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.00%Q2 2013Q2 202445
PRUDENTIAL FINANCIAL INC 45450.00%0.01%0.02%Q2 2013Q2 202445
Renaissance Technologies 45450.00%0.01%0.01%Q2 2013Q2 202445
GEODE CAPITAL MANAGEMENT, LLC 45450.00%0.00%0.00%Q2 2013Q2 202445
FEDERATED HERMES, INC. 45450.00%0.00%0.01%Q2 2013Q2 202445
LSV ASSET MANAGEMENT 45450.01%0.02%0.02%Q2 2013Q2 202445
STATE STREET CORP 45450.00%0.00%0.00%Q2 2013Q2 202445
VANGUARD GROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
Citadel Advisors 2010.00%0.00%0.00%Q3 2016Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 4220.00%0.00%0.00%Q2 2013Q2 202444
BARCLAYS PLC 34100.00%0.00%0.00%Q2 2013Q2 202444
METROPOLITAN LIFE INSURANCE CO/NY 44440.00%0.00%0.00%Q2 2013Q1 202444
AMERICAN INTERNATIONAL GROUP, INC. 44440.00%0.00%0.00%Q2 2013Q1 202444
DEUTSCHE BANK AG\ 44440.00%0.00%0.00%Q3 2013Q2 202444
GOLDMAN SACHS GROUP INC 3230.00%0.00%0.00%Q2 2012Q2 202443
TWO SIGMA INVESTMENTS, LP 1810.00%0.00%0.01%Q2 2013Q2 202441
BNP PARIBAS FINANCIAL MARKETS 3340.00%0.00%0.00%Q4 2013Q2 202441
Legal & General Group Plc 40400.00%0.00%0.00%Q3 2014Q2 202440
AMERIPRISE FINANCIAL INC 29110.00%0.00%0.01%Q2 2013Q2 202440
Tower Research Capital LLC (TRC) 2010.00%0.00%0.02%Q3 2013Q2 202439
VICTORY CAPITAL MANAGEMENT INC 39390.00%0.00%0.01%Q4 2014Q2 202439
NEW YORK STATE COMMON RETIREMENT FUND 38380.00%0.00%0.00%Q1 2015Q2 202438
UBS Group AG 27110.00%0.00%0.00%Q4 2014Q2 202438
MARTINGALE ASSET MANAGEMENT L P 3230.01%0.02%0.05%Q2 2013Q2 202438
ClariVest Asset Management LLC 37370.00%0.03%0.09%Q3 2013Q3 202237
CORNERCAP INVESTMENT COUNSEL INC 2240.07%0.15%0.32%Q2 2013Q2 202437
BANK OF MONTREAL /CAN/ 3410.00%0.00%0.00%Q2 2013Q2 202436
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
ROYAL BANK OF CANADA 2120.00%0.00%0.00%Q2 2013Q2 202435
ALLIANCEBERNSTEIN L.P. 2110.00%0.00%0.00%Q2 2013Q2 202435
MILLENNIUM MANAGEMENT LLC 3110.00%0.00%0.01%Q3 2015Q2 202434
CANANDAIGUA NATIONAL BANK & TRUST CO 2860.62%3.13%5.36%Q2 2013Q2 202434
NISA INVESTMENT ADVISORS, LLC 17160.00%0.00%0.00%Q1 2016Q2 202433
Foundry Partners, LLC 33330.11%0.20%0.38%Q2 2014Q2 202233
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.00%Q2 2013Q2 202133
PANAGORA ASSET MANAGEMENT INC 1330.00%0.00%0.00%Q2 2013Q1 202333
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21120.00%0.00%0.00%Q2 2013Q1 202233
FMR LLC 2480.00%0.00%0.00%Q1 2016Q2 202432
CANADA LIFE ASSURANCE Co 19130.00%0.00%0.00%Q2 2016Q2 202432
JACOBS LEVY EQUITY MANAGEMENT, INC 31310.01%0.01%0.01%Q4 2016Q2 202431
GLOBEFLEX CAPITAL L P 31310.05%0.12%0.21%Q4 2016Q2 202431
FIRST TRUST ADVISORS LP 2410.00%0.00%0.00%Q2 2013Q4 202231
Ameritas Investment Partners, Inc. 30300.00%0.00%0.00%Q1 2017Q2 202430
ACADIAN ASSET MANAGEMENT LLC 2610.00%0.01%0.02%Q1 2015Q2 202429
Russell Investments Group, Ltd. 19100.00%0.00%0.00%Q4 2016Q2 202429
FULLER & THALER ASSET MANAGEMENT, INC. 29290.00%0.03%0.05%Q1 2016Q1 202329
THRIVENT FINANCIAL FOR LUTHERANS 29290.00%0.01%0.01%Q2 2017Q2 202429
CREDIT SUISSE AG/ 1810.00%0.00%0.00%Q3 2013Q4 202227
AMERICAN CENTURY COMPANIES INC 17100.00%0.00%0.00%Q3 2017Q2 202427
LOS ANGELES CAPITAL MANAGEMENT LLC 1980.00%0.00%0.01%Q2 2013Q1 202327
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.05%0.11%Q4 2017Q2 202427
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
MetLife Investment Management, LLC 27270.00%0.00%0.00%Q4 2017Q2 202427
D. E. Shaw & Co., Inc. 2010.00%0.00%0.00%Q2 2017Q2 202426
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2210.00%0.00%0.00%Q4 2015Q2 202426
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
EATON VANCE MANAGEMENT 25250.00%0.01%0.01%Q3 2016Q3 202225
Cutler Capital Management, LLC 2130.07%0.25%0.40%Q4 2017Q2 202424
AQR Capital Management 1020.00%0.00%0.01%Q1 2016Q2 202424
BANC FUNDS CO LLC 24240.02%0.16%0.33%Q2 2013Q1 201924
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
BAILARD, INC. 1210.01%0.06%0.53%Q4 2015Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
SEI INVESTMENTS CO 1770.00%0.00%0.00%Q1 2017Q1 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
BHZ CAPITAL MANAGEMENT, LP 24240.28%1.49%2.17%Q2 2017Q1 202324
ROYCE & ASSOCIATES LP 23230.00%0.05%0.14%Q3 2017Q1 202323
GSA CAPITAL PARTNERS LLP 1010.01%0.04%0.09%Q3 2015Q1 202423
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.00%Q3 2014Q4 201922
US BANCORP \DE\ 1020.00%0.00%0.00%Q1 2016Q2 202422
WEDGE CAPITAL MANAGEMENT L L P/NC 1480.01%0.01%0.02%Q2 2013Q1 202122
Nuveen Asset Management, LLC 21210.00%0.00%0.00%Q2 2019Q2 202421
STIFEL FINANCIAL CORP 1290.00%0.00%0.00%Q4 2017Q1 202321
SMITH ASSET MANAGEMENT GROUP LP 1030.00%0.00%0.01%Q2 2013Q1 202020
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
COURIER CAPITAL LLC 20200.02%0.11%0.52%Q3 2019Q2 202420
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 910.00%0.00%0.00%Q4 2015Q3 202220
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.01%0.03%Q4 2015Q3 202219
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1360.00%0.00%0.01%Q3 2018Q2 202419
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.00%Q2 2018Q4 202219
DENALI ADVISORS LLC 630.00%0.01%0.02%Q1 2014Q1 202119
Man Group plc 1270.00%0.01%0.02%Q1 2018Q2 202419
Swiss National Bank 18180.00%0.00%0.00%Q2 2016Q3 202018
QS Investors, LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
Nationwide Fund Advisors 18180.00%0.01%0.02%Q2 2013Q3 201718
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q4 2018Q1 202318
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1260.00%0.01%0.01%Q1 2013Q4 201718
KENNEDY CAPITAL MANAGEMENT LLC 17170.03%0.14%0.23%Q2 2013Q2 201717
AJO, LP 17170.00%0.03%0.04%Q3 2016Q3 202017
Resource Management, LLC 17170.03%0.05%0.08%Q4 2017Q4 202117
Zurcher Kantonalbank (Zurich Cantonalbank) 17170.00%0.00%0.00%Q3 2016Q3 202017
MENTA CAPITAL LLC 1070.05%0.18%0.37%Q2 2013Q2 201917
Walthausen & Co., LLC 16160.11%0.35%0.64%Q3 2018Q2 202216
Grantham, Mayo, Van Otterloo & Co. LLC 16160.00%0.01%0.01%Q1 2019Q4 202216
Commonwealth Equity Services, Inc 16160.10%0.13%0.17%Q4 2013Q3 201716
BESSEMER GROUP INC 16160.00%0.00%0.01%Q3 2016Q2 202016
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
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
Vectors Research Management, LLC 1410.02%0.04%0.08%Q3 2018Q2 202215
First Horizon Advisors, Inc. 1050.00%0.00%0.00%Q3 2020Q2 202415
Sterling Capital Management LLC 15150.01%0.01%0.01%Q4 2015Q2 201915
PRELUDE CAPITAL MANAGEMENT, LLC 730.00%0.01%0.03%Q3 2013Q3 202215
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Engineers Gate Manager LP 810.01%0.01%0.02%Q3 2018Q4 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
MEEDER ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2017Q4 202114
Connor, Clark & Lunn Investment Management Ltd. 510.00%0.00%0.01%Q4 2016Q2 202414
PUTNAM INVESTMENTS LLC 1310.00%0.01%0.02%Q2 2013Q2 201814
QCI ASSET MANAGEMENT INC/NY 720.01%0.02%0.04%Q4 2014Q3 202114
Trexquant Investment LP 1130.01%0.02%0.04%Q2 2020Q2 202414
Aperio Group, LLC 1310.00%0.00%0.00%Q1 2016Q4 201914
Matarin Capital Management, LLC 830.02%0.10%0.22%Q3 2014Q2 202014
WELLINGTON MANAGEMENT GROUP LLP 14140.00%0.01%0.01%Q2 2013Q3 201614
IFC Holdings Incorporated/FL 13130.02%0.03%0.04%Q4 2014Q4 201713
SG Americas Securities, LLC 310.00%0.00%0.00%Q3 2017Q1 202413
MACKAY SHIELDS LLC 13130.01%0.01%0.02%Q1 2018Q1 202113
MALTESE CAPITAL MANAGEMENT LLC 410.02%0.12%0.36%Q2 2014Q4 202313
FRANKLIN RESOURCES INC 12120.00%0.00%0.00%Q3 2021Q2 202412
Creative Planning 930.00%0.00%0.00%Q2 2014Q2 202412
Squarepoint Ops LLC 310.00%0.00%0.02%Q4 2016Q3 202311
SYSTEMATIC FINANCIAL MANAGEMENT LP 11110.01%0.02%0.03%Q1 2017Q3 201911
Allspring Global Investments Holdings, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
CANANDAIGUA NATIONAL CORP 11111.05%1.54%1.88%Q2 2020Q4 202211
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q3 2019Q2 202411
PL Capital Advisors, LLC 11110.37%1.27%2.80%Q4 2021Q2 202411
Ativo Capital Management LLC 11110.15%0.20%0.25%Q4 2014Q2 201711
QUADRANT CAPITAL GROUP LLC 620.00%0.00%0.00%Q4 2018Q1 202311
Covestor Ltd 11110.00%0.00%0.01%Q4 2021Q2 202411
WINTON GROUP Ltd 10100.01%0.02%0.02%Q2 2019Q3 202110
Gator Capital Management, LLC 10100.78%1.44%1.92%Q4 2021Q1 202410
EMC Capital Management 10100.08%0.11%0.16%Q1 2022Q2 202410
NORDEA INVESTMENT MANAGEMENT AB 10100.00%0.00%0.01%Q4 2016Q1 201910
FIRST QUADRANT LLC/CA 730.01%0.02%0.03%Q2 2017Q1 202010
AMALGAMATED BANK 10100.00%0.00%0.00%Q1 2022Q2 202410
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2014Q3 201610
Curi RMB Capital, LLC 10100.06%0.10%0.15%Q2 2014Q3 201610
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
BRYN MAWR CAPITAL MANAGEMENT INC 10100.07%0.61%1.08%Q2 2013Q3 201510
SCHRODER INVESTMENT MANAGEMENT GROUP 520.00%0.00%0.00%Q2 2013Q4 201710
Numeric Investors LLC 540.01%0.02%0.06%Q4 2013Q4 20179
CIGNA INVESTMENTS INC /NEW 630.02%0.03%0.03%Q2 2017Q4 20199
MUFG Americas Holdings Corp 720.00%0.01%0.02%Q4 2010Q2 20139
FNY Investment Advisers, LLC 610.00%0.00%0.00%Q2 2018Q4 20239
UNITED SERVICES AUTOMOBILE ASSOCIATION 990.00%0.00%0.01%Q2 2017Q2 20199
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
VIRGINIA RETIREMENT SYSTEMS ET Al 990.00%0.00%0.01%Q3 2018Q3 20209
River Oaks Capital LLC 810.37%2.27%3.44%Q3 2019Q3 20239
MENDON CAPITAL ADVISORS CORP 540.10%0.35%0.69%Q1 2013Q2 20159
OXFORD ASSET MANAGEMENT LLP 710.01%0.02%0.03%Q2 2017Q4 20198
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q3 2018Q2 20208
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.03%0.03%0.04%Q2 2013Q1 20158
Aquatic Capital Management LLC 710.00%0.00%0.00%Q1 2022Q2 20248
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
CWM, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Patriot Financial Group Insurance Agency, LLC 880.00%0.03%0.04%Q3 2020Q2 20228
Allworth Financial LP 880.00%0.00%0.00%Q3 2022Q2 20248
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
Clover Partners, L.P. 611.47%7.10%9.71%Q1 2014Q4 20167
INVESTMENT COUNSELORS OF MARYLAND LLC 770.25%0.28%0.31%Q2 2013Q4 20147
Argent Trust Co 770.01%0.03%0.05%Q1 2022Q3 20237
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 410.09%0.32%0.60%Q1 2016Q1 20247
Allianz Asset Management GmbH 520.00%0.00%0.00%Q1 2017Q3 20197
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 430.00%0.00%0.00%Q4 2017Q4 20197
RUSSELL FRANK CO/ 610.00%0.00%0.00%Q2 2013Q1 20167
IndexIQ Advisors LLC 430.01%0.02%0.05%Q2 2017Q4 20217
DEPRINCE RACE & ZOLLO INC 770.02%0.06%0.10%Q1 2014Q3 20157
Bowling Portfolio Management LLC 510.05%0.14%0.18%Q3 2017Q3 20206
MUNDER CAPITAL MANAGEMENT 660.01%0.01%0.01%Q2 2013Q3 20146
Spark Investment Management LLC 660.01%0.02%0.03%Q2 2016Q3 20176
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
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
EXCHANGE TRADED CONCEPTS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Campbell & CO Investment Adviser LLC 210.03%0.05%0.08%Q3 2021Q2 20246
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
AXA S.A. 660.00%0.00%0.00%Q3 2017Q4 20186
Acrospire Investment Management LLC 660.01%0.06%0.13%Q1 2016Q2 20176
SEIZERT CAPITAL PARTNERS, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q1 2023Q2 20246
TOMPKINS FINANCIAL CORP 510.01%0.02%0.02%Q1 2022Q2 20246
A.R.T. Advisors, LLC 320.01%0.01%0.02%Q4 2016Q1 20185
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q4 20235
DCM Advisors, LLC 320.06%0.23%0.45%Q4 2020Q1 20225
WHITEBOX ADVISORS LLC 550.04%0.06%0.07%Q3 2014Q3 20155
TCI Wealth Advisors, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
W.G. Shaheen & Associates DBA Whitney & Co 320.05%0.06%0.06%Q2 2018Q4 20195
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Cubist Systematic Strategies, LLC 210.00%0.00%0.00%Q1 2021Q3 20235
Gladius Capital Management LP 410.00%0.00%0.00%Q2 2022Q3 20235
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 210.00%0.00%0.00%Q4 2016Q4 20195
Copeland Capital Management, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
RAMSEY QUANTITATIVE SYSTEMS 550.10%0.12%0.14%Q4 2017Q4 20185
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
MACKENZIE FINANCIAL CORP 550.00%0.00%0.00%Q1 2017Q1 20185
Empowered Funds, LLC 550.02%0.02%0.03%Q2 2023Q2 20245
Sowell Financial Services LLC 550.01%0.01%0.02%Q3 2019Q3 20205
Quadrature Capital Ltd 410.01%0.01%0.02%Q1 2021Q4 20235
Parallel Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
EJF Capital LLC 410.12%0.22%0.38%Q2 2017Q4 20215
HRT FINANCIAL LP 310.00%0.00%0.01%Q1 2021Q4 20235
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 550.01%0.01%0.02%Q2 2023Q2 20245
UBS AG 310.00%0.00%0.00%Q2 2013Q3 20144
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
Quantamental Technologies LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Highlander Capital Management, LLC 440.02%0.02%0.02%Q2 2013Q1 20144
COMERICA BANK 220.00%0.00%0.00%Q2 2023Q2 20244
PEAK6 Investments LLC 220.00%0.00%0.00%Q4 2021Q1 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
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
Dynamic Technology Lab Private Ltd 210.04%0.07%0.11%Q4 2016Q1 20184
TD PRIVATE CLIENT WEALTH LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Sonen Capital LLC 440.42%0.80%1.00%Q2 2022Q1 20234
Geneos Wealth Management Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
ATLAS CAPITAL ADVISORS LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Municipal Employees' Retirement System of Michigan 220.03%0.03%0.04%Q4 2016Q1 20194
CASTINE CAPITAL MANAGEMENT, LLC 440.96%1.12%1.23%Q2 2013Q1 20144
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 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
NORGES BANK 330.00%0.00%0.00%Q3 2014Q1 20153
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2017Q4 20183
Rockefeller Capital Management L.P. 210.00%0.00%0.00%Q3 2021Q2 20223
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q2 20243
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
Point72 Hong Kong Ltd 210.00%0.00%0.00%Q1 2021Q1 20223
WealthCollab, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
GAMMA Investing LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
TORONTO DOMINION BANK 210.00%0.00%0.00%Q4 2021Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
MML INVESTORS SERVICES, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
DEERE & CO 330.01%0.01%0.01%Q1 2016Q3 20163
ALGERT GLOBAL LLC 330.14%0.15%0.16%Q2 2013Q4 20133
BlackRock Group LTD 330.00%0.00%0.00%Q2 2016Q4 20163
Valeo Financial Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Point72 Middle East FZE 220.00%0.00%0.00%Q2 2023Q3 20232
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q2 20242
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2023Q1 20242
FSI GROUP, LLC 220.49%0.52%0.55%Q2 2013Q3 20132
Hutchin Hill Capital, LP 220.01%0.06%0.10%Q3 2017Q4 20172
WBI INVESTMENTS, LLC 110.01%0.02%0.04%Q3 2016Q2 20182
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Marshall Wace North America L.P. 110.00%0.00%0.00%Q3 2019Q1 20202
Modern Wealth Management, LLC 220.28%0.29%0.31%Q1 2024Q2 20242
Nine Chapters Capital Management LLC 220.41%0.56%0.71%Q4 2016Q1 20172
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2013Q3 20132
Assenagon Asset Management S.A. 110.00%0.02%0.03%Q3 2018Q2 20192
Advisory Services Network, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q2 2021Q2 20222
DELPHI MANAGEMENT INC /MA/ 220.07%0.31%0.56%Q3 2014Q4 20142
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q3 2023Q4 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Jump Financial, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
State of Tennessee, Department of Treasury 110.00%0.00%0.00%Q4 2020Q2 20242
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q2 20172
Summit Global Investments 220.10%0.10%0.11%Q4 2016Q1 20172
HighTower Advisors, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prentice Wealth Management LLC 220.02%0.02%0.02%Q2 2021Q3 20212
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2024Q2 20242
FNY Managed Accounts LLC 220.00%0.01%0.01%Q3 2017Q4 20172
Quantbot Technologies LP 220.00%0.00%0.00%Q4 2021Q1 20222
FNY Partners Fund LP 220.00%0.01%0.02%Q4 2016Q1 20172
Community Bank, N.A. 220.00%0.00%0.00%Q1 2024Q2 20242
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
nVerses Capital, LLC 220.01%0.03%0.06%Q1 2024Q2 20242
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Cordasco Financial Network 110.00%0.00%0.00%Q3 2019Q3 20191
ProShare Advisors LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EAGLE ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Bayview Asset Management, LLC 110.19%0.19%0.19%Q2 2024Q2 20241
Petrus Trust Company, LTA 110.04%0.04%0.04%Q2 2019Q2 20191
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2016Q2 20161
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INNEALTA CAPITAL, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
M3F, Inc. 110.15%0.15%0.15%Q3 2020Q3 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Corebridge Financial, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
HARTFORD INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2018Q3 20181
Smartleaf Asset Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
AJOVista, LLC 110.08%0.08%0.08%Q4 2023Q4 20231
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2023Q4 20231
Glassman Wealth Services 110.00%0.00%0.00%Q4 2019Q4 20191
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2018Q3 20181
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.00%Q2 2016Q2 20161
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20181
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q1 2014Q1 20141
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Alberta Investment Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.03%0.03%Q4 2016Q4 20161
WESTPAC BANKING CORP 110.00%0.00%0.00%Q2 2013Q2 20131
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
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q2 2024Q2 20241
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2021Q3 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
External links

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