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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.29KNew |
$225K - $270K
|
3.29K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-28.7K- 74.63% |
$1.96M - $2.36M
|
9.74K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-241- 0.76% |
$16.5K - $19.8K
|
31.3K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-213K- 9.06% |
$14.6M - $17.5M
|
2.14M
$181M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5K+ 102.41% |
$582K - $699K
|
16.8K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
272+ 1.83% |
$18.6K - $22.4K
|
15.1K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.95% |
$20.7K - $24.8K
|
32K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
228K+ 231.63% |
$15.6M - $18.8M
|
327K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.1K- 11.14% |
$1.04M - $1.25M
|
121K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.65K- 6.27% |
$318K - $382K
|
69.4K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.2K+ 4.04% |
$81.9K - $98.3K
|
30.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-83.7K- 92.95% |
$5.73M - $6.88M
|
6.34K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
23.9K+ 184.6% |
$1.63M - $1.96M
|
36.8K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
138+ 2.69% |
$9.45K - $11.3K
|
5.27K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-29.3K- 46.36% |
$2.01M - $2.41M
|
33.9K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.26K+ 2.36% |
$223K - $268K
|
141K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.58K+ 49.44% |
$177K - $212K
|
7.81K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
734+ 4.46% |
$50.3K - $60.3K
|
17.2K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.99K- 11.94% |
$342K - $410K
|
36.8K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
610+ 17.29% |
$41.8K - $50.1K
|
4.14K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 79.55% |
$2.4K - $2.88K
|
9
$761
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-976- 3.65% |
$66.8K - $80.2K
|
25.8K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
28+ 1.04% |
$1.92K - $2.3K
|
2.73K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-74- 3.15% |
$5.07K - $6.08K
|
2.28K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
349K+ 15.75% |
$23.9M - $28.7M
|
2.57M
$217M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.72K- 0.24% |
$186K - $223K
|
1.12M
$94.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-264- 5.13% |
$18.1K - $21.7K
|
4.88K
$413K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-21.4K- 13.87% |
$1.46M - $1.76M
|
133K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-34- 0.44% |
$2.33K - $2.8K
|
7.62K
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.89K- 52.2% |
$540K - $649K
|
7.23K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
9+ 0.21% |
$616 - $740
|
4.26K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.15K+ 0.83% |
$79K - $94.8K
|
140K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.17K+ 6.44% |
$217K - $260K
|
52.3K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.89KNew |
$472K - $566K
|
6.89K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.24K- 0.97% |
$359K - $431K
|
534K
$45.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
12.1K+ 7.57% |
$825K - $991K
|
171K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 50.0% |
$1.78K - $2.14K
|
26
$2.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.26KNew |
$292K - $350K
|
4.26K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$1.37K - $1.64K
|
9.03K
$763K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 12.5% |
$685 - $822
|
70
$5.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-20K- 22.04% |
$1.37M - $1.64M
|
70.6K
$5.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.69KNew |
$184K - $221K
|
2.69K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-917- 7.26% |
$62.8K - $75.4K
|
11.7K
$990K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5KNew |
$342K - $411K
|
5K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
114+ 2.19% |
$7.81K - $9.37K
|
5.32K
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.2K- 6.56% |
$151K - $181K
|
31.3K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-797- 6.1% |
$54.6K - $65.5K
|
12.3K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
654+ 8.12% |
$44.8K - $53.8K
|
8.71K
$737K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28- 48.28% |
$1.92K - $2.3K
|
30
$2.54K
|