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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.19KNew |
$38.3K - $45.4K
|
1.19K
$36.9K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
435KNew |
$14M - $16.6M
|
435K
$13.5M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 10.87% |
$33.1K - $39.2K
|
10.5K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.9KClosed |
$383K - $454K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.06K- 15.99% |
$34.1K - $40.4K
|
5.57K
$173K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
425New |
$13.7K - $16.2K
|
425
$13.2K
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.1K- 12.35% |
$35.4K - $42K
|
7.81K
$242K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.28KClosed |
$187K - $220K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$486K - $573K
|
13.7K
$427K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.73K- 23.29% |
$61.1K - $72K
|
5.69K
$176K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.25KNew |
$292K - $344K
|
8.25K
$256K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.2KNew |
$468K - $552K
|
13.2K
$411K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13New |
$460 - $542
|
13
$403
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 83.87% |
$2.76K - $3.25K
|
15
$465
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21New |
$743 - $876
|
21
$652
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
141New |
$4.99K - $5.88K
|
141
$4.38K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
8KNew |
$291K - $328K
|
8K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.55KClosed |
$311K - $351K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.15K- 5.48% |
$78.4K - $88.3K
|
37.1K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-7.94K- 41.05% |
$289K - $326K
|
11.4K
$354K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.07KClosed |
$330K - $372K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.62KClosed |
$204K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-5.45K- 2.83% |
$198K - $224K
|
187K
$5.81M
|
|
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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.73KClosed |
$68.9K - $77.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.95KClosed |
$396K - $444K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.98KClosed |
$158K - $177K
|
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 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
$170K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.43KClosed |
$260K - $287K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-30.4KClosed |
$1.06M - $1.18M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.4KClosed |
$259K - $286K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$175 - $193
|
5
$155
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.8KClosed |
$553K - $612K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.63KClosed |
$56.9K - $63K
|
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
$4.78K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40New |
$1.4K - $1.55K
|
40
$1.24K
|
|
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
|