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, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-126- 2.38% |
$8.07K - $11K
|
5.16K
$428K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.9K+ 35.85% |
$122K - $166K
|
7.2K
$598K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4- 0.13% |
$256 - $349
|
2.98K
$247K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 13.04% |
$192 - $262
|
20
$1.66K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-95- 2.68% |
$6.09K - $8.28K
|
3.45K
$286K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$961 - $1.31K
|
15
$1.25K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
249New |
$19.1K - $23.2K
|
249
$20.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
95+ 53.37% |
$7.28K - $8.87K
|
273
$22.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-70- 2.24% |
$5.37K - $6.54K
|
3.05K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75- 0.05% |
$5.75K - $7K
|
142K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 276.41% |
$1.24M - $1.51M
|
22K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.79K+ 54.37% |
$367K - $447K
|
13.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.1KNew |
$2.61M - $3.18M
|
34.1K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11New |
$843 - $1.03K
|
11
$913
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-509- 51.47% |
$39K - $47.5K
|
480
$39.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.94KNew |
$609K - $741K
|
7.94K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
3.1KNew |
$238K - $289K
|
3.1K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.2KNew |
$933K - $1.14M
|
12.2K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-905- 85.38% |
$69.4K - $84.5K
|
155
$12.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6KNew |
$460K - $560K
|
6K
$498K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$1.46K - $1.77K
|
19
$1.58K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 364.32% |
$1.32M - $1.6M
|
21.9K
$1.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 96.55% |
$2.15K - $2.61K
|
1
$83
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 45.68% |
$2.84K - $3.45K
|
118
$9.79K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
2.57KNew |
$197K - $240K
|
2.57K
$214K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$1.96K - $2.48K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-48Closed |
$3.62K - $4.58K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.13KClosed |
$236K - $299K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 6.08% |
$24.9K - $31.5K
|
5.1K
$423K
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-17.6KClosed |
$1.33M - $1.68M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 10.0% |
$75.3K - $95.5K
|
9K
$747K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.66KClosed |
$502K - $636K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.17KClosed |
$163K - $207K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.25KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-2.81KClosed |
$211K - $268K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.24KNew |
$320K - $405K
|
4.24K
$352K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14KClosed |
$162K - $205K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.6KClosed |
$422K - $535K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
94+ 229.27% |
$7.08K - $8.97K
|
135
$11.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60Closed |
$4.52K - $5.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-78Closed |
$5.88K - $7.45K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.97KNew |
$244K - $283K
|
2.97K
$247K
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.92KClosed |
$322K - $374K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-71.7K- 6.69% |
$5.88M - $6.83M
|
1M
$83M
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18.7KClosed |
$1.53M - $1.78M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.23KClosed |
$429K - $498K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-133Closed |
$10.9K - $12.7K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38New |
$3.12K - $3.62K
|
38
$3.15K
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-31Closed |
$2.3K - $2.73K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$223 - $264
|
0
$0
|
|