Latest Institutional Transactions on Servis First Bancshares, Inc. (SFBS)
This table provides information on the latest institutional transactions involving Servis First Bancshares, Inc. (SFBS) 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 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.19K- 34.06% |
$169K - $217K
|
4.24K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$309 - $396
|
4
$373
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.05KNew |
$390K - $500K
|
5.05K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
442K+ 106.43% |
$34.2M - $43.8M
|
858K
$80.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.2K+ 5.95% |
$2.26M - $2.9M
|
521K
$48.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 46.15% |
$928 - $1.19K
|
38
$3.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-739- 7.02% |
$57.2K - $73.2K
|
9.79K
$914K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-264- 0.79% |
$20.4K - $26.1K
|
33K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-389- 0.25% |
$30.1K - $38.5K
|
153K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.9KNew |
$1.7M - $2.17M
|
21.9K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
75+ 0.44% |
$5.8K - $7.43K
|
17.1K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.25K- 18.15% |
$96.4K - $123K
|
5.62K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-904- 5.17% |
$69.9K - $89.5K
|
16.6K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.96% |
$77.3 - $99
|
103
$9.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
747+ 169.0% |
$57.8K - $74K
|
1.19K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
102New |
$7.89K - $10.1K
|
102
$9.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
20+ 2.76% |
$1.55K - $1.98K
|
744
$69.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 20.0% |
$773 - $990
|
60
$5.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-553- 2.01% |
$42.8K - $54.7K
|
26.9K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.54K+ 27.77% |
$273K - $350K
|
16.3K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-60- 0.41% |
$4.64K - $5.94K
|
14.7K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.22% |
$77.3 - $99
|
465
$43.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 10.45% |
$85.1K - $109K
|
11.6K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.26K- 3.44% |
$252K - $323K
|
91.5K
$8.54M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-640- 2.53% |
$49.5K - $63.4K
|
24.7K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.05MNew |
$81.5M - $104M
|
1.05M
$98.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.37K- 2.97% |
$338K - $433K
|
143K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-86- 0.96% |
$6.65K - $8.51K
|
8.85K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-292- 1.14% |
$22.6K - $28.9K
|
25.4K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 1.43% |
$15.5K - $19.8K
|
13.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 2.73% |
$232 - $297
|
113
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.04% |
$77.3 - $99
|
50
$4.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-143- 7.01% |
$11.1K - $14.2K
|
1.9K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.09K- 1.13% |
$84.1K - $108K
|
95.3K
$8.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
13+ 32.5% |
$1.01K - $1.29K
|
53
$4.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.64K- 20.96% |
$204K - $261K
|
9.94K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 2.75% |
$135K - $173K
|
61.9K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$317K - $406K
|
4.1K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-387- 1.99% |
$29.9K - $38.3K
|
19K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-170- 0.59% |
$13.1K - $16.8K
|
28.5K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-860- 5.44% |
$66.5K - $85.1K
|
14.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-104K- 9.1% |
$8.01M - $10.3M
|
1.04M
$96.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-248- 3.8% |
$19.2K - $24.6K
|
6.28K
$586K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.19K- 18.91% |
$634K - $811K
|
35.1K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.15% |
$309 - $396
|
2.7K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
133+ 1.84% |
$10.3K - $13.2K
|
7.35K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$1.16K - $1.49K
|
15
$1.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-575- 5.67% |
$44.5K - $56.9K
|
9.57K
$894K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
800+ 52.42% |
$61.9K - $79.2K
|
2.33K
$217K
|