Latest Institutional Transactions on Southside Bancshares Inc (SBSI)
This table provides information on the latest institutional transactions involving Southside Bancshares Inc (SBSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-5KClosed |
$182K - $205K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-62.6KClosed |
$2.28M - $2.57M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-4.99KClosed |
$182K - $205K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-188Closed |
$6.85K - $7.71K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17Closed |
$619 - $697
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.95KClosed |
$396K - $444K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.73KClosed |
$68.9K - $77.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-11KClosed |
$438K - $491K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-3KClosed |
$119K - $134K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.98KClosed |
$158K - $177K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.43KClosed |
$336K - $376K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9Closed |
$342 - $405
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16Closed |
$608 - $719
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-251Closed |
$9.55K - $11.3K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.49KNew |
$209K - $247K
|
5.49K
$177K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-30.4KClosed |
$1.06M - $1.18M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.43KClosed |
$260K - $287K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$175 - $193
|
5
$161
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.4KClosed |
$259K - $286K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.63KClosed |
$56.9K - $63K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.8KClosed |
$553K - $612K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-214Closed |
$7.48K - $8.27K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
154New |
$5.38K - $5.95K
|
154
$4.97K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40New |
$1.4K - $1.55K
|
40
$1.29K
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.6KClosed |
$60.1K - $69K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-72KClosed |
$2.71M - $3.12M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.2KClosed |
$610K - $701K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.58KClosed |
$298K - $395K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.5KNew |
$171K - $227K
|
5.5K
$177K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$31.1 - $41.2
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-111Closed |
$3.45K - $4.58K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-11.7KClosed |
$364K - $483K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-40Closed |
$1.24K - $1.65K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.99KClosed |
$48.8K - $63.2K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-430Closed |
$10.5K - $13.6K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-275Closed |
$6.73K - $8.72K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 48.72% |
$930 - $1.2K
|
40
$1.29K
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 40.0% |
$147 - $190
|
9
$290
|
|
Q3 2020 | |||||||
Nov 25, 2020
Q3 2020
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-9.08KClosed |
$215K - $271K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-139KClosed |
$3.3M - $4.16M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-14.3KClosed |
$340K - $428K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-24.1K- 33.33% |
$570K - $718K
|
48.1K
$1.55M
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66Closed |
$1.56K - $1.97K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-10.1KClosed |
$239K - $301K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-327Closed |
$7.75K - $9.76K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-974Closed |
$23.1K - $29.1K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-205Closed |
$5.33K - $6.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-9.36KClosed |
$243K - $301K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.42KClosed |
$36.9K - $45.7K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.59KClosed |
$223K - $277K
|
0
$0
|