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 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
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 4.3% |
$2.59K - $2.99K
|
776
$64.4K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$970 - $1.12K
|
12
$996
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.15% |
$162 - $187
|
1.33K
$110K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
185+ 5.08% |
$14.9K - $17.3K
|
3.83K
$317K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
156+ 1.76% |
$12.6K - $14.6K
|
9.01K
$748K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$4.2K - $4.87K
|
52
$4.32K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.2K- 3.62% |
$96.8K - $112K
|
31.9K
$2.64M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
70+ 102.94% |
$5.66K - $6.55K
|
138
$11.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 7.31% |
$904K - $1.05M
|
164K
$13.6M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-1.22K- 64.01% |
$98.2K - $114K
|
683
$56.7K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.38K+ 27.4% |
$112K - $129K
|
6.43K
$534K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.36K- 20.34% |
$271K - $314K
|
13.1K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.43% |
$162 - $187
|
467
$38.8K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.55% |
$24.2K - $28.1K
|
11.5K
$951K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.41K+ 0.32% |
$275K - $319K
|
1.06M
$87.7M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
140+ 6.02% |
$11.3K - $13.1K
|
2.47K
$205K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.72% |
$8.08K - $9.36K
|
13.7K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-380- 2.58% |
$30.7K - $35.6K
|
14.3K
$1.19M
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.11K- 14.13% |
$171K - $198K
|
12.8K
$1.07M
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.34K+ 4.97% |
$108K - $125K
|
28.3K
$2.35M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.32K+ 6.4% |
$107K - $124K
|
22K
$1.82M
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
8.37KNew |
$676K - $783K
|
8.37K
$695K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 4.59% |
$404 - $468
|
104
$8.63K
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.25K- 0.87% |
$667K - $772K
|
939K
$77.9M
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-641- 2.25% |
$51.8K - $60K
|
27.8K
$2.31M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.25K
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
364+ 4.96% |
$29.4K - $34.1K
|
7.71K
$640K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-500- 12.2% |
$40.4K - $46.8K
|
3.6K
$299K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-298- 4.5% |
$24.1K - $27.9K
|
6.32K
$525K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
89+ 2.07% |
$7.19K - $8.33K
|
4.38K
$364K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 8.82% |
$242 - $281
|
31
$2.57K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 20.65% |
$194K - $225K
|
14K
$1.16M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12KNew |
$969K - $1.12M
|
12K
$995K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-494- 3.64% |
$39.9K - $46.2K
|
13.1K
$1.08M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-314- 1.65% |
$25.4K - $29.4K
|
18.7K
$1.55M
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5.81KNew |
$469K - $544K
|
5.81K
$482K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-97- 2.01% |
$7.84K - $9.08K
|
4.73K
$393K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 33.33% |
$1.62K - $1.87K
|
80
$6.64K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-265- 9.18% |
$21.4K - $24.8K
|
2.62K
$218K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.54% |
$1.62K - $1.87K
|
3.7K
$307K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-305- 3.5% |
$24.6K - $28.5K
|
8.41K
$698K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-61.4K- 5.93% |
$4.96M - $5.75M
|
974K
$80.9M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$323 - $374
|
7
$581
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.4K+ 8.13% |
$263K - $336K
|
45.2K
$3.75M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 23.89% |
$122K - $156K
|
8.15K
$677K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.92K+ 3.56% |
$381K - $487K
|
143K
$11.9M
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-12.4KClosed |
$960K - $1.23M
|
0
$0
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.65KNew |
$205K - $263K
|
2.65K
$220K
|