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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5.81KNew |
$469K - $544K
|
5.81K
$476K
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-427- 3.03% |
$34.5K - $40K
|
13.7K
$1.12M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-294- 0.45% |
$23.8K - $27.5K
|
65.6K
$5.37M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-97- 2.01% |
$7.84K - $9.08K
|
4.73K
$388K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.92K- 3.44% |
$398K - $460K
|
138K
$11.3M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 33.33% |
$1.62K - $1.87K
|
80
$6.56K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-305- 3.5% |
$24.6K - $28.5K
|
8.41K
$689K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-265- 9.18% |
$21.4K - $24.8K
|
2.62K
$215K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.54% |
$1.62K - $1.87K
|
3.7K
$303K
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
136K+ 2878.92% |
$11M - $12.7M
|
140K
$11.5M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 5.77% |
$242 - $281
|
49
$4.02K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$323 - $374
|
7
$574
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-61.4K- 5.93% |
$4.96M - $5.75M
|
974K
$79.8M
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
50+ 1.79% |
$4.04K - $4.68K
|
2.84K
$233K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.27% |
$242 - $281
|
129
$10.6K
|
|
Q4 2024 | |||||||
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.65KNew |
$205K - $263K
|
2.65K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50.2K+ 133.75% |
$3.89M - $4.97M
|
87.8K
$7.2M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-635- 15.04% |
$49.1K - $62.9K
|
3.59K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.87KNew |
$454K - $581K
|
5.87K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-63.7K- 16.74% |
$4.93M - $6.31M
|
317K
$25.9M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
10.6K+ 49.71% |
$821K - $1.05M
|
32K
$2.62M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.1K- 4.4% |
$317K - $405K
|
89.1K
$7.3M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.8K+ 48.57% |
$1.14M - $1.46M
|
45.2K
$3.7M
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-84- 2.55% |
$6.5K - $8.32K
|
3.2K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38.9K+ 6.56% |
$3.01M - $3.85M
|
632K
$51.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.8K+ 36.64% |
$1.99M - $2.55M
|
96.2K
$7.88M
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.5KNew |
$271K - $347K
|
3.5K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.89K- 61.48% |
$378K - $484K
|
3.06K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-338K- 89.66% |
$26.1M - $33.5M
|
39K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.72K- 10.71% |
$133K - $170K
|
14.4K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 185.35% |
$1.88M - $2.4M
|
37.4K
$3.06M
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
89.8KNew |
$6.95M - $8.89M
|
89.8K
$7.36M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.47K- 19.6% |
$269K - $344K
|
14.3K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-681- 11.87% |
$52.7K - $67.4K
|
5.06K
$414K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-933- 0.68% |
$72.2K - $92.4K
|
137K
$11.2M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.8K+ 119.46% |
$3M - $3.84M
|
71.3K
$5.84M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.09K+ 146.0% |
$626K - $801K
|
13.6K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-12.1K- 48.31% |
$934K - $1.2M
|
12.9K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-411- 6.51% |
$31.8K - $40.7K
|
5.9K
$484K
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.91K+ 7.76% |
$225K - $288K
|
40.4K
$3.31M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 45.98% |
$976K - $1.25M
|
40.1K
$3.28M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 3.3% |
$83.3K - $107K
|
31.6K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-1.09K- 0.23% |
$84.1K - $108K
|
469K
$38.5M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
271K+ 11.41% |
$21M - $26.8M
|
2.65M
$217M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 1.03% |
$115K - $148K
|
147K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.96K+ 136.71% |
$306K - $392K
|
6.85K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
669New |
$51.7K - $66.2K
|
669
$54.8K
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
18.6K+ 17.49% |
$1.44M - $1.84M
|
125K
$10.2M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-219- 0.74% |
$16.9K - $21.7K
|
29.5K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 15.93% |
$224K - $287K
|
21.1K
$1.73M
|