Purchases and Sales Made in Q1 2025 in Southside Bancshares Inc (SBSI)
This table provides information about the institutional ownership of Southside Bancshares Inc (SBSI) during Q1 2025. The information is specifically focused on institutions that hold shares of SOUTHSIDE BANCSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1KNew |
$28.9K - $32.9K
|
1K
$31.2K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
701+ 4.29% |
$20.2K - $23K
|
17K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
690New |
$19.9K - $22.6K
|
690
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
575+ 11.18% |
$16.6K - $18.8K
|
5.72K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
400+ 3.8% |
$11.5K - $13.1K
|
10.9K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
248New |
$7.14K - $8.13K
|
248
$7.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
185+ 462.5% |
$5.33K - $6.06K
|
225
$7.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
167New |
$4.81K - $5.47K
|
167
$5.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
166+ 1.09% |
$4.78K - $5.44K
|
15.3K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 45.66% |
$4.69K - $5.34K
|
520
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
121New |
$3.48K - $3.97K
|
121
$3.77K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
83+ 1185.71% |
$2.39K - $2.72K
|
90
$2.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77+ 0.73% |
$2.22K - $2.52K
|
10.6K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
68New |
$1.96K - $2.23K
|
68
$2.12K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 300.0% |
$1.73K - $1.97K
|
80
$2.49K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45+ 0.13% |
$1.3K - $1.47K
|
35.5K
$1.1M
|
|
|
Jun 05, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
27New |
$777 - $885
|
27
$841
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23New |
$662 - $754
|
23
$716
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 1.21% |
$489 - $557
|
1.42K
$44.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$461 - $524
|
16
$498
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 0.23% |
$461 - $524
|
6.93K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$432 - $492
|
15
$467
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$345 - $393
|
12
$374
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 200.0% |
$288 - $328
|
15
$467
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$288 - $328
|
10
$312
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$230 - $262
|
8
$249
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 43.75% |
$202 - $229
|
23
$716
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 7.46% |
$144 - $164
|
72
$2.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.09% |
$86.4 - $98.3
|
278
$8.66K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-5- 9.8% |
$144 - $164
|
46
$1.43K
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
SELL
|
- |
-13- 32.5% |
$374 - $426
|
27
$841
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 3.4% |
$547 - $623
|
540
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36- 0.42% |
$1.04K - $1.18K
|
8.5K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36- 38.71% |
$1.04K - $1.18K
|
57
$1.78K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-85- 1.02% |
$2.45K - $2.79K
|
8.26K
$257K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-104- 0.76% |
$2.99K - $3.41K
|
13.7K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 1.72% |
$4K - $4.56K
|
7.96K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-180- 1.67% |
$5.18K - $5.9K
|
10.6K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-195- 2.04% |
$5.61K - $6.39K
|
9.38K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 2.98% |
$5.76K - $6.55K
|
6.51K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-212- 1.17% |
$6.1K - $6.95K
|
17.9K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-217- 2.61% |
$6.25K - $7.11K
|
8.11K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-247- 4.69% |
$7.11K - $8.09K
|
5.02K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-254- 68.1% |
$7.31K - $8.32K
|
119
$3.71K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-281- 5.87% |
$8.09K - $9.21K
|
4.5K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-285- 1.65% |
$8.21K - $9.34K
|
17K
$529K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-353- 2.19% |
$10.2K - $11.6K
|
15.8K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-358- 3.36% |
$10.3K - $11.7K
|
10.3K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-363- 3.27% |
$10.5K - $11.9K
|
10.7K
$335K
|