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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 16.48% |
$11.4M - $13.2M
|
714K
$59.3M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-42- 10.42% |
$3.39K - $3.93K
|
361
$30K
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 1.37% |
$113K - $131K
|
100K
$8.34M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.22K- 3.43% |
$260K - $301K
|
90.6K
$7.52M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$80.8 - $93.6
|
1
$83
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.21KNew |
$421K - $487K
|
5.21K
$432K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
34.2K+ 27.36% |
$2.76M - $3.2M
|
159K
$13.2M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.07K- 2.21% |
$248K - $288K
|
136K
$11.3M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$1.86K - $2.15K
|
23
$1.91K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
154KNew |
$12.4M - $14.4M
|
154K
$12.8M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.04% |
$1.62K - $1.87K
|
53.4K
$4.43M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
138New |
$11.2K - $12.9K
|
138
$11.5K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-159K- 34.69% |
$12.9M - $14.9M
|
300K
$24.9M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-3.21K- 55.57% |
$259K - $300K
|
2.57K
$213K
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
311+ 2.88% |
$25.1K - $29.1K
|
11.1K
$923K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.39% |
$808 - $936
|
2.58K
$214K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.19% |
$5.25K - $6.08K
|
34K
$2.83M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
188K+ 3.28% |
$15.2M - $17.6M
|
5.9M
$490M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 24.53% |
$1.05K - $1.22K
|
66
$5.48K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.4K+ 3.53% |
$1.49M - $1.72M
|
539K
$44.8M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.24K- 13.25% |
$181K - $210K
|
14.7K
$1.22M
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-2.57K- 40.18% |
$208K - $241K
|
3.83K
$318K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.1K- 11.02% |
$88.5K - $102K
|
8.84K
$734K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
68+ 0.11% |
$5.49K - $6.36K
|
61.9K
$5.14M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.95K+ 7.16% |
$400K - $463K
|
74.1K
$6.15M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
941+ 2.94% |
$76K - $88.1K
|
32.9K
$2.73M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 357.14% |
$2.02K - $2.34K
|
32
$2.66K
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.34K- 21.87% |
$270K - $313K
|
11.9K
$991K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.33K+ 32.4% |
$431K - $499K
|
21.8K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.57K- 4.48% |
$127K - $147K
|
33.5K
$2.78M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.61K- 18.31% |
$211K - $244K
|
11.6K
$966K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.32K- 25.2% |
$349K - $404K
|
12.8K
$1.06M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.17% |
$566 - $655
|
4.25K
$353K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-146- 0.88% |
$11.8K - $13.7K
|
16.4K
$1.36M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.06KNew |
$651K - $754K
|
8.06K
$669K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-122- 3.81% |
$9.86K - $11.4K
|
3.08K
$256K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.24K- 7.46% |
$99.9K - $116K
|
15.4K
$1.27M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$1.54K - $1.78K
|
19
$1.58K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
67+ 0.35% |
$5.41K - $6.27K
|
19.2K
$1.59M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107+ 0.35% |
$8.65K - $10K
|
31K
$2.58M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.07% |
$162 - $187
|
2.7K
$224K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 10.72% |
$84.8K - $98.2K
|
8.74K
$725K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 25.0% |
$80.8 - $93.6
|
3
$249
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.91K+ 42.48% |
$558K - $647K
|
23.2K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
455+ 5.55% |
$36.8K - $42.6K
|
8.66K
$719K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.75K - $3.18K
|
34
$2.82K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
215K+ 25.05% |
$17.4M - $20.1M
|
1.07M
$89M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.88% |
$56.6K - $65.5K
|
23.6K
$1.96M
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-4.5K- 21.24% |
$363K - $421K
|
16.7K
$1.38M
|