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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
29+ 21.32% |
$1.99K - $2.38K
|
165
$14K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
39New |
$2.67K - $3.21K
|
39
$3.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7+ 0.21% |
$479 - $575
|
3.36K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 5.43% |
$479 - $575
|
122
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 65.31% |
$2.19K - $2.63K
|
17
$1.44K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.01% |
$479 - $575
|
65.6K
$5.54M
|
|
| Q1 2025 | |||||||
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.94KNew |
$803K - $930K
|
9.94K
$840K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-6.4K- 51.11% |
$517K - $599K
|
6.13K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$970 - $1.12K
|
12
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-136- 2.79% |
$11K - $12.7K
|
4.74K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-85K- 94.62% |
$6.87M - $7.95M
|
4.83K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.45K+ 2348.98% |
$279K - $323K
|
3.6K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-410- 2.95% |
$33.1K - $38.4K
|
13.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$218K - $252K
|
2.7K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
188+ 52.81% |
$15.2K - $17.6K
|
544
$46K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.05K+ 20.73% |
$84.7K - $98.1K
|
6.1K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
2.47KNew |
$199K - $231K
|
2.47K
$209K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.17KNew |
$256K - $296K
|
3.17K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-170- 5.53% |
$13.7K - $15.9K
|
2.9K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12New |
$970 - $1.12K
|
12
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.3K- 92.0% |
$186K - $215K
|
200
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
11New |
$889 - $1.03K
|
11
$930
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 111.65% |
$9.29K - $10.8K
|
218
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
37.2KNew |
$3M - $3.48M
|
37.2K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
64New |
$5.17K - $5.99K
|
64
$5.41K
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-4.69K- 60.82% |
$379K - $439K
|
3.02K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
120KNew |
$9.7M - $11.2M
|
120K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$80.8 - $93.6
|
1
$84.6
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
30.5KNew |
$2.47M - $2.86M
|
30.5K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.77KNew |
$224K - $259K
|
2.77K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 16.48% |
$11.4M - $13.2M
|
714K
$60.4M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 1.37% |
$113K - $131K
|
100K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-3.21K- 55.57% |
$259K - $300K
|
2.57K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
941+ 2.94% |
$76K - $88.1K
|
32.9K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.1K- 11.02% |
$88.5K - $102K
|
8.84K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.61K- 18.31% |
$211K - $244K
|
11.6K
$984K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$1.54K - $1.78K
|
19
$1.61K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-122- 3.81% |
$9.86K - $11.4K
|
3.08K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
67+ 0.35% |
$5.41K - $6.27K
|
19.2K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$970 - $1.12K
|
12
$1.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-1.22K- 64.01% |
$98.2K - $114K
|
683
$57.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
70+ 102.94% |
$5.66K - $6.55K
|
138
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
8.37KNew |
$676K - $783K
|
8.37K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 4.59% |
$404 - $468
|
104
$8.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.27K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 8.82% |
$242 - $281
|
31
$2.62K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 20.65% |
$194K - $225K
|
14K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5.81KNew |
$469K - $544K
|
5.81K
$491K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-265- 9.18% |
$21.4K - $24.8K
|
2.62K
$222K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$323 - $374
|
7
$592
|
|