Latest Institutional Purchases of Servis First Bancshares, Inc. (SFBS)
This list provides information on the latest institutional transactions involving Servis First Bancshares, Inc. (SFBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
340New |
$20K - $22.6K
|
340
$28.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$2.17K - $2.46K
|
37
$3.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28New |
$1.64K - $1.86K
|
28
$2.32K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$529 - $597
|
9
$747
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$58.7 - $66.4
|
1
$83
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
516KNew |
$30.9M - $36M
|
516K
$42.9M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
40.5K+ 57.93% |
$2.43M - $2.83M
|
111K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
10KNew |
$598K - $697K
|
10K
$830K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$268K - $312K
|
4.47K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.27KNew |
$195K - $228K
|
3.27K
$271K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.35K+ 1372.45% |
$80.5K - $93.8K
|
1.44K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
978+ 1.93% |
$58.5K - $68.2K
|
51.6K
$4.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
322New |
$19.3K - $22.4K
|
322
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
317+ 1.03% |
$19K - $22.1K
|
31K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
247+ 2.38% |
$14.8K - $17.2K
|
10.6K
$882K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
48+ 0.78% |
$2.87K - $3.35K
|
6.19K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
17+ 106.25% |
$1.02K - $1.19K
|
33
$2.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$299 - $349
|
5
$415
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$643K - $963K
|
13.9K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.2KNew |
$55.6K - $83.4K
|
1.2K
$99.6K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
742+ 0.54% |
$34.4K - $51.6K
|
139K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81New |
$3.75K - $5.63K
|
81
$6.72K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.69K - $4.03K
|
58
$4.81K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.58K - $2.36K
|
34
$2.82K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$927 - $1.39K
|
20
$1.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$371 - $556
|
38
$3.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$139 - $208
|
3
$249
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.02% |
$46.4 - $69.5
|
4.48K
$372K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.5KNew |
$512K - $761K
|
12.5K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.24K+ 123.6% |
$379K - $564K
|
16.7K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.68KNew |
$274K - $408K
|
6.68K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$180K - $267K
|
4.38K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.28KNew |
$176K - $261K
|
4.28K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.87K+ 95633.33% |
$118K - $175K
|
2.87K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.01KNew |
$41.3K - $61.4K
|
1.01K
$83.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
62New |
$2.55K - $3.78K
|
62
$5.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$1.68K - $2.5K
|
41
$3.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
30New |
$1.23K - $1.83K
|
30
$2.49K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
25.1KNew |
$1.01M - $1.35M
|
25.1K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.9KNew |
$641K - $854K
|
15.9K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.3KNew |
$575K - $766K
|
14.3K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.02KNew |
$323K - $431K
|
8.02K
$665K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
858+ 5.72% |
$34.6K - $46.1K
|
15.9K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
715+ 10.01% |
$28.8K - $38.4K
|
7.86K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
97New |
$3.91K - $5.21K
|
97
$8.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$725 - $967
|
18
$1.49K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 100.0% |
$202 - $269
|
10
$830
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
30KNew |
$1.6M - $2.23M
|
30K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.32KNew |
$284K - $395K
|
5.32K
$442K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5K+ 17.89% |
$267K - $371K
|
33K
$2.73M
|
|