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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
17+ 106.25% |
$1.02K - $1.19K
|
33
$2.79K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
322New |
$19.3K - $22.4K
|
322
$27.2K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81New |
$3.75K - $5.63K
|
81
$6.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.58K - $2.36K
|
34
$2.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.69K - $4.03K
|
58
$4.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$371 - $556
|
38
$3.21K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$927 - $1.39K
|
20
$1.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.2KNew |
$55.6K - $83.4K
|
1.2K
$101K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$139 - $208
|
3
$254
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.02% |
$46.4 - $69.5
|
4.48K
$379K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$643K - $963K
|
13.9K
$1.17M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-46.1K- 89.78% |
$1.89M - $2.82M
|
5.25K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$180K - $267K
|
4.38K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.1K- 78.77% |
$579K - $861K
|
3.8K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.87K+ 95633.33% |
$118K - $175K
|
2.87K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-4.27K- 33.61% |
$175K - $260K
|
8.43K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 95.83% |
$94.4K - $140K
|
100
$8.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.5KNew |
$512K - $761K
|
12.5K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.24K+ 123.6% |
$379K - $564K
|
16.7K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 96.64% |
$47.2K - $70.2K
|
40
$3.38K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-199- 1.11% |
$8.17K - $12.1K
|
17.7K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
62New |
$2.55K - $3.78K
|
62
$5.24K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-400- 6.25% |
$16.4K - $24.4K
|
6K
$507K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.28KNew |
$176K - $261K
|
4.28K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-54- 63.53% |
$2.22K - $3.3K
|
31
$2.62K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.01KNew |
$41.3K - $61.4K
|
1.01K
$85.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
30New |
$1.23K - $1.83K
|
30
$2.54K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.61K- 38.83% |
$148K - $220K
|
5.69K
$481K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$1.68K - $2.5K
|
41
$3.47K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-559- 8.5% |
$22.5K - $30K
|
6.01K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
97New |
$3.91K - $5.21K
|
97
$8.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.3KNew |
$575K - $766K
|
14.3K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$725 - $967
|
18
$1.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-87- 1.15% |
$3.51K - $4.67K
|
7.45K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-12.7K- 56.35% |
$511K - $681K
|
9.82K
$831K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.9KNew |
$641K - $854K
|
15.9K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
715+ 10.01% |
$28.8K - $38.4K
|
7.86K
$665K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 100.0% |
$202 - $269
|
10
$846
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-602Closed |
$32.2K - $44.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.32KNew |
$284K - $395K
|
5.32K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
30KNew |
$1.6M - $2.23M
|
30K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270New |
$14.4K - $20.1K
|
270
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
425New |
$22.7K - $31.6K
|
425
$35.9K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$54.8K - $76.2K
|
1.03K
$86.8K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.61K- 28.35% |
$140K - $194K
|
6.61K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
478+ 14.96% |
$25.5K - $35.5K
|
3.67K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.89K+ 29.38% |
$154K - $215K
|
12.7K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.24K- 10.37% |
$66K - $91.7K
|
10.7K
$902K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5K+ 17.89% |
$267K - $371K
|
33K
$2.79M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 50.0% |
$2.51K - $3.49K
|
47
$3.97K
|
|