Institutional Ownership First Bancshares Inc (FBMS)
This table provides information about the institutional ownership of First Bancshares Inc (FBMS). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $723 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,800
shares
|
$265,746
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 12, 2024 Q2 2024 |
7,736
shares
|
$263,565
0.0% of portfolio
|
Q1 2024
Reduced 28.16%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Aug 30, 2024 Q2 2024 |
7,495
shares
|
$255,354
4.79% of portfolio
|
Q2 2024
Reduced 97.76%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
7,200
shares
|
$245,304
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Jul 29, 2024 Q2 2024 |
4,778
shares
|
$162,786
0.0% of portfolio
|
Q4 2022
Added 187.14%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,271
shares
|
$145,512
0.16% of portfolio
|
Q2 2024
Added 7.1%
|
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
3,423
shares
|
$116,621
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 12, 2024 Q2 2024 |
3,261
shares
|
$111,102
0.0% of portfolio
|
Q3 2023
Added 212.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,019
shares
|
$102,857
0.0% of portfolio
|
Q2 2024
Added 338.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
3,016
shares
|
$102,755
0.0% of portfolio
|
Q3 2023
Added 20.3%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,960
shares
|
$100,847
0.0% of portfolio
|
Q3 2024
Added 73.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,409
shares
|
$82,074
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
1,804
shares
|
$61,462
0.0% of portfolio
|
Q2 2024
Added 48.23%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,034
shares
|
$35,228
0.0% of portfolio
|
Q1 2024
Reduced 61.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
345
shares
|
$11,754
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
229
shares
|
$7,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
202
shares
|
$6,882
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
150
shares
|
$5,110
0.0% of portfolio
|
Q3 2023
Reduced 60.73%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
150
shares
|
$5,110
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$5,110
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
123
shares
|
$4,190
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
51
shares
|
$1,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
40
shares
|
$1,362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
39
shares
|
$1,328
0.0% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
35
shares
|
$1,192
0.0% of portfolio
|
Q3 2024
Added 133.33%
|