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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$58.7 - $66.4
|
49
$4.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$235 - $265
|
4
$343
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
254+ 0.59% |
$14.9K - $16.9K
|
43.1K
$3.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
104New |
$6.11K - $6.9K
|
104
$8.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
4.19KNew |
$246K - $278K
|
4.19K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
340New |
$20K - $22.6K
|
340
$29.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$529 - $597
|
9
$773
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.29% |
$1.06K - $1.19K
|
1.38K
$118K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$58.7 - $66.4
|
1
$85.9
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 1.93% |
$881 - $996
|
764
$65.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$2.17K - $2.46K
|
37
$3.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
324+ 26.96% |
$19K - $21.5K
|
1.53K
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28New |
$1.64K - $1.86K
|
28
$2.4K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
349+ 2.12% |
$20.9K - $24.3K
|
16.8K
$1.44M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-34- 0.8% |
$2.03K - $2.37K
|
4.19K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.27KNew |
$195K - $228K
|
3.27K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.93K- 42.51% |
$534K - $623K
|
12.1K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$150K - $174K
|
2.5K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-919- 22.73% |
$55K - $64.1K
|
3.12K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
10KNew |
$598K - $697K
|
10K
$859K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-299- 50.0% |
$17.9K - $20.8K
|
299
$25.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-263- 8.96% |
$15.7K - $18.3K
|
2.67K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.79K- 36.89% |
$107K - $125K
|
3.06K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
317+ 1.03% |
$19K - $22.1K
|
31K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1K- 4.8% |
$60K - $69.9K
|
19.9K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-245- 0.89% |
$14.7K - $17.1K
|
27.4K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-190- 3.6% |
$11.4K - $13.2K
|
5.09K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
40.5K+ 57.93% |
$2.43M - $2.83M
|
111K
$9.49M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
978+ 1.93% |
$58.5K - $68.2K
|
51.6K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
247+ 2.38% |
$14.8K - $17.2K
|
10.6K
$913K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$479 - $558
|
8
$687
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
48+ 0.78% |
$2.87K - $3.35K
|
6.19K
$531K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$268K - $312K
|
4.47K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.07K- 8.7% |
$124K - $144K
|
21.7K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
152New |
$9.09K - $10.6K
|
152
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$299 - $349
|
5
$429
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-733- 77.08% |
$43.8K - $51.1K
|
218
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.32K- 13.77% |
$78.7K - $91.7K
|
8.24K
$707K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 8.77% |
$299 - $349
|
52
$4.46K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
17+ 106.25% |
$1.02K - $1.19K
|
33
$2.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.08K- 34.18% |
$124K - $145K
|
4.01K
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
322New |
$19.3K - $22.4K
|
322
$27.6K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.47K- 95.94% |
$67.9K - $102K
|
62
$5.32K
|
|
|
Feb 12, 2024
Q4 2023
|
Davis Asset Management, L.P.
Sausalito, CA |
SELL
|
- |
-80K- 8.85% |
$3.71M - $5.56M
|
824K
$70.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81New |
$3.75K - $5.63K
|
81
$6.95K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.58K - $2.36K
|
34
$2.92K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.69K - $4.03K
|
58
$4.98K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-136- 95.1% |
$6.3K - $9.45K
|
7
$601
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$371 - $556
|
38
$3.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$927 - $1.39K
|
20
$1.72K
|
|