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 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.7K- 8.32% |
$251K - $349K
|
51.8K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
425New |
$22.7K - $31.6K
|
425
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
6.67KNew |
$356K - $495K
|
6.67K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$54.8K - $76.2K
|
1.03K
$88.1K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.98K+ 170.75% |
$266K - $370K
|
7.9K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.61K- 28.35% |
$140K - $194K
|
6.61K
$567K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$641 - $891
|
12
$1.03K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
478+ 14.96% |
$25.5K - $35.5K
|
3.67K
$315K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.24K- 10.37% |
$66K - $91.7K
|
10.7K
$916K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.89K+ 29.38% |
$154K - $215K
|
12.7K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 50.0% |
$2.51K - $3.49K
|
47
$4.04K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5K+ 17.89% |
$267K - $371K
|
33K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
170+ 3.43% |
$9.08K - $12.6K
|
5.12K
$440K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-21.4K- 65.09% |
$1.14M - $1.59M
|
11.5K
$987K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 24.0% |
$961 - $1.34K
|
57
$4.89K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$53.4 - $74.3
|
14
$1.2K
|
|
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-37.5K- 86.21% |
$2M - $2.79M
|
6K
$515K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
453New |
$24.2K - $33.6K
|
453
$38.9K
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22Closed |
$1.41K - $1.92K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 69.49% |
$2.63K - $3.58K
|
18
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.37% |
$897 - $1.22K
|
3.8K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45.2K- 33.41% |
$2.89M - $3.94M
|
90K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-97- 0.39% |
$6.22K - $8.46K
|
24.5K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.19K- 7.65% |
$76.5K - $104K
|
14.4K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
510KNew |
$32.7M - $44.5M
|
510K
$43.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
6.26K+ 11.12% |
$401K - $545K
|
62.5K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-457- 12.06% |
$29.3K - $39.9K
|
3.33K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24.3KNew |
$1.56M - $2.12M
|
24.3K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.18K- 2.49% |
$204K - $278K
|
124K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.59K- 57.35% |
$294K - $401K
|
3.42K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.93K+ 56.23% |
$123K - $168K
|
5.35K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 99.97% |
$1.12M - $1.52M
|
6
$515
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121New |
$7.75K - $10.6K
|
121
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$2.5K - $3.4K
|
39
$3.35K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
673+ 12.74% |
$43.1K - $58.7K
|
5.95K
$511K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 55.0% |
$2.11K - $2.88K
|
27
$2.32K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-900- 7.88% |
$57.7K - $78.5K
|
10.5K
$904K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-16.2K- 48.79% |
$1.04M - $1.41M
|
17K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 90.48% |
$1.22K - $1.66K
|
40
$3.43K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-126- 2.38% |
$8.07K - $11K
|
5.16K
$443K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.9K+ 35.85% |
$122K - $166K
|
7.2K
$618K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4- 0.13% |
$256 - $349
|
2.98K
$255K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 13.04% |
$192 - $262
|
20
$1.72K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-95- 2.68% |
$6.09K - $8.28K
|
3.45K
$296K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$961 - $1.31K
|
15
$1.29K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
249New |
$19.1K - $23.2K
|
249
$21.4K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
95+ 53.37% |
$7.28K - $8.87K
|
273
$23.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.79K+ 54.37% |
$367K - $447K
|
13.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.1KNew |
$2.61M - $3.18M
|
34.1K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-70- 2.24% |
$5.37K - $6.54K
|
3.05K
$262K
|
|