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 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.01KClosed |
$74.9K - $88.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24Closed |
$1.78K - $2.11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$74.3 - $88.1
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.4KNew |
$2.4M - $2.85M
|
32.4K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-185- 77.08% |
$13.7K - $16.3K
|
55
$4.57K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.15KClosed |
$680K - $807K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.31KClosed |
$469K - $556K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-125Closed |
$9.28K - $11K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$327K - $388K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$1.98M - $2.34M
|
26.6K
$2.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-173KClosed |
$12.8M - $15.2M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-966Closed |
$71.7K - $85.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31New |
$2.01K - $2.48K
|
31
$2.57K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.19KNew |
$206K - $255K
|
3.19K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.07M - $1.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$647 - $799
|
10
$830
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.48KClosed |
$419K - $518K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-6.1KClosed |
$395K - $488K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-19.3KClosed |
$1.25M - $1.54M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-613Closed |
$39.7K - $49K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-13.4KClosed |
$870K - $1.07M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20New |
$1.29K - $1.6K
|
20
$1.66K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.6KClosed |
$298K - $368K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 22, 2024
Q2 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56KNew |
$392K - $469K
|
6.56K
$544K
|
|
|
Aug 11, 2021
Q2 2021
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-76.4KClosed |
$4.57M - $5.47M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.52KClosed |
$210K - $252K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-15.7KClosed |
$938K - $1.12M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-116Closed |
$6.93K - $8.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.12KClosed |
$125K - $200K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-67.7KClosed |
$2.72M - $4.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-88Closed |
$3.53K - $5.64K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$702K - $1.12M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
10.8KNew |
$433K - $692K
|
10.8K
$896K
|
|
|
May 11, 2021
Q1 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-52.9KClosed |
$2.12M - $3.39M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-674Closed |
$27K - $43.2K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-50Closed |
$2.01K - $3.2K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-332Closed |
$13.3K - $21.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mangrove Partners
New York, NY |
SELL
|
- |
-44KClosed |
$1.53M - $1.83M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-485Closed |
$16.9K - $20.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$184K - $220K
|
5.3K
$440K
|
|
|
Feb 12, 2021
Q4 2020
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-39.5KClosed |
$1.38M - $1.64M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.9KClosed |
$310K - $370K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-66Closed |
$2.3K - $2.74K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50New |
$1.74K - $2.08K
|
50
$4.15K
|
|
|
Jan 20, 2021
Q4 2020
|
Denali Advisors LLC
|
SELL
|
- |
-20.6KClosed |
$717K - $856K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.93KClosed |
$189K - $232K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-138KClosed |
$4.38M - $5.4M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-7KClosed |
$223K - $275K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.08K - $1.33K
|
34
$2.82K
|
|