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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-248- 3.8% |
$19.2K - $24.6K
|
6.28K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.19K- 18.91% |
$634K - $811K
|
35.1K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.15% |
$309 - $396
|
2.7K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
133+ 1.84% |
$10.3K - $13.2K
|
7.35K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$1.16K - $1.49K
|
15
$1.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-575- 5.67% |
$44.5K - $56.9K
|
9.57K
$846K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
800+ 52.42% |
$61.9K - $79.2K
|
2.33K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.91K- 23.53% |
$612K - $783K
|
25.7K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
113K+ 13.48% |
$8.7M - $11.1M
|
947K
$83.7M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
810New |
$62.6K - $80.2K
|
810
$71.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.04% |
$155 - $198
|
4.83K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
378+ 13.68% |
$29.2K - $37.4K
|
3.14K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 16.98% |
$3.48K - $4.46K
|
220
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$155 - $198
|
12
$1.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$155 - $198
|
2
$177
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-427- 8.28% |
$33K - $42.3K
|
4.73K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 18.08% |
$78.4K - $100K
|
6.62K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
88+ 3.14% |
$6.81K - $8.71K
|
2.89K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-188- 7.04% |
$14.5K - $18.6K
|
2.48K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-125- 0.16% |
$9.67K - $12.4K
|
78.9K
$6.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-74- 1.99% |
$5.72K - $7.33K
|
3.64K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-42- 0.3% |
$3.25K - $4.16K
|
14.1K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.06K+ 5.89% |
$82.2K - $105K
|
19.1K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$387 - $495
|
65.9K
$5.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-167- 0.96% |
$12.9K - $16.5K
|
17.2K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.99K+ 16.47% |
$232K - $296K
|
21.2K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.71KNew |
$674K - $863K
|
8.71K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 0.07% |
$155 - $198
|
2.79K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-241- 6.08% |
$18.6K - $23.9K
|
3.72K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$232 - $297
|
3
$265
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.35% |
$155 - $198
|
146
$12.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$77.3 - $99
|
13.4K
$1.19M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-5.34K- 50.05% |
$413K - $529K
|
5.33K
$471K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.79K+ 411.51% |
$293K - $375K
|
4.71K
$416K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-694K- 44.78% |
$41.9M - $59.9M
|
855K
$75.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.91KNew |
$176K - $252K
|
2.91K
$257K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
94.8KNew |
$5.72M - $8.18M
|
94.8K
$8.37M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
698+ 2.14% |
$42.2K - $60.3K
|
33.3K
$2.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
42+ 1.01% |
$2.54K - $3.63K
|
4.22K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
128+ 2.35% |
$7.73K - $11.1K
|
5.57K
$492K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
60.5K+ 150.65% |
$3.65M - $5.23M
|
101K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 7.64% |
$623K - $891K
|
125K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
269+ 0.07% |
$16.2K - $23.2K
|
410K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-772- 5.78% |
$46.6K - $66.7K
|
12.6K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.42K- 11.02% |
$206K - $295K
|
27.6K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.92K- 40.78% |
$358K - $511K
|
8.6K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.5K- 14.0% |
$692K - $989K
|
70.4K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.8K- 57.5% |
$650K - $929K
|
7.95K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.19KNew |
$253K - $362K
|
4.19K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-888- 2.35% |
$53.6K - $76.7K
|
36.9K
$3.26M
|
|