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 154 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$99,371
0.0% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,461
shares
|
$85,002
0.0% of portfolio
|
Q3 2024
Reduced 77.74%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,409
shares
|
$83,206
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,663
shares
|
$57,440
0.0% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,034
shares
|
$35,714
0.0% of portfolio
|
Q1 2024
Reduced 61.1%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
558
shares
|
$19,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$12,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
345
shares
|
$11,916
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
229
shares
|
$7,909
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
202
shares
|
$6,977
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
150
shares
|
$5,181
0.0% of portfolio
|
Q3 2023
Reduced 60.73%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
150
shares
|
$5,181
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$5,181
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
123
shares
|
$4,248
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
101
shares
|
$3,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
51
shares
|
$1,761
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
47
shares
|
$1,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
45
shares
|
$1,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
39
shares
|
$1,347
0.0% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
38
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
35
shares
|
$1,208
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
34
shares
|
$1,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
23
shares
|
$794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
21
shares
|
$725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$690
0.0% of portfolio
|
Q2 2024
New holding
|