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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-298- 1.85% |
$18K - $25.7K
|
15.8K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 233.33% |
$2.11K - $3.02K
|
50
$4.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.55KNew |
$154K - $220K
|
2.55K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 7.35% |
$897K - $1.28M
|
217K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-338- 1.86% |
$20.4K - $29.2K
|
17.8K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-118K- 12.41% |
$7.14M - $10.2M
|
835K
$71.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 0.19% |
$3.8K - $5.44K
|
33.6K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.42K+ 73.67% |
$448K - $641K
|
17.5K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 9.05% |
$1.33K - $1.9K
|
265
$22.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$60.4 - $86.4
|
14
$1.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8+ 0.13% |
$483 - $691
|
6.19K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3KNew |
$181K - $259K
|
3K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.06% |
$181 - $259
|
4.83K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$60.4 - $86.4
|
12
$1.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-211- 1.16% |
$12.7K - $18.2K
|
18K
$1.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.48K- 20.54% |
$270K - $387K
|
17.3K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
205+ 6.45% |
$12.4K - $17.7K
|
3.38K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.8KNew |
$169K - $242K
|
2.8K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-396- 7.13% |
$23.9K - $34.2K
|
5.16K
$443K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$242 - $345
|
4
$343
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
67+ 111.67% |
$4.05K - $5.79K
|
127
$10.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
53+ 1325.0% |
$3.2K - $4.58K
|
57
$4.89K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8- 1.09% |
$483 - $691
|
724
$62.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
850+ 6.77% |
$51.3K - $73.4K
|
13.4K
$1.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
535+ 138.6% |
$32.3K - $46.2K
|
921
$79.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.87K- 47.21% |
$294K - $421K
|
5.45K
$468K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.79KNew |
$169K - $241K
|
2.79K
$240K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55+ 71.43% |
$3.32K - $4.75K
|
132
$11.3K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 25.0% |
$5.87K - $6.64K
|
300
$25.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-136K- 90.27% |
$7.97M - $9M
|
14.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.96KNew |
$233K - $263K
|
3.96K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.18KNew |
$187K - $211K
|
3.18K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
60New |
$3.52K - $3.98K
|
60
$5.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.8KNew |
$866K - $979K
|
14.8K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.73K- 32.43% |
$278K - $314K
|
9.86K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.57KNew |
$504K - $569K
|
8.57K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
19.4KNew |
$1.14M - $1.29M
|
19.4K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-75- 0.22% |
$4.41K - $4.98K
|
34.1K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.4K+ 139800.0% |
$82.1K - $92.8K
|
1.4K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.6K- 0.78% |
$3.56M - $4.02M
|
7.69M
$661M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.05K- 5.47% |
$120K - $136K
|
35.5K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
943+ 2.8% |
$55.4K - $62.6K
|
34.6K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
341+ 15.15% |
$20K - $22.6K
|
2.59K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 4.82% |
$1.23K - $1.39K
|
415
$35.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.86K- 97.39% |
$344K - $389K
|
157
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.31% |
$999 - $1.13K
|
5.38K
$462K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
167New |
$9.81K - $11.1K
|
167
$14.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.4KNew |
$1.84M - $2.08M
|
31.4K
$2.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6K+ 8571.43% |
$352K - $398K
|
6.07K
$521K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.18K+ 100.66% |
$422K - $477K
|
14.3K
$1.23M
|
|