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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.89K+ 29.38% |
$154K - $215K
|
12.7K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$54.8K - $76.2K
|
1.03K
$85.2K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
478+ 14.96% |
$25.5K - $35.5K
|
3.67K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
453New |
$24.2K - $33.6K
|
453
$37.6K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
425New |
$22.7K - $31.6K
|
425
$35.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270New |
$14.4K - $20.1K
|
270
$22.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$53.4 - $74.3
|
14
$1.16K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
510KNew |
$32.7M - $44.5M
|
510K
$42.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24.3KNew |
$1.56M - $2.12M
|
24.3K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
6.26K+ 11.12% |
$401K - $545K
|
62.5K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.93K+ 56.23% |
$123K - $168K
|
5.35K
$444K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.9K+ 35.85% |
$122K - $166K
|
7.2K
$598K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
673+ 12.74% |
$43.1K - $58.7K
|
5.95K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121New |
$7.75K - $10.6K
|
121
$10K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$2.5K - $3.4K
|
39
$3.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 90.48% |
$1.22K - $1.66K
|
40
$3.32K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$961 - $1.31K
|
15
$1.25K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.1KNew |
$2.61M - $3.18M
|
34.1K
$2.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 364.32% |
$1.32M - $1.6M
|
21.9K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 276.41% |
$1.24M - $1.51M
|
22K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.2KNew |
$933K - $1.14M
|
12.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.94KNew |
$609K - $741K
|
7.94K
$659K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6KNew |
$460K - $560K
|
6K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.79K+ 54.37% |
$367K - $447K
|
13.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
3.1KNew |
$238K - $289K
|
3.1K
$257K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
2.57KNew |
$197K - $240K
|
2.57K
$214K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
249New |
$19.1K - $23.2K
|
249
$20.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
95+ 53.37% |
$7.28K - $8.87K
|
273
$22.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 45.68% |
$2.84K - $3.45K
|
118
$9.79K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$1.46K - $1.77K
|
19
$1.58K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11New |
$843 - $1.03K
|
11
$913
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.24KNew |
$320K - $405K
|
4.24K
$352K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
94+ 229.27% |
$7.08K - $8.97K
|
135
$11.2K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.97KNew |
$244K - $283K
|
2.97K
$247K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38New |
$3.12K - $3.62K
|
38
$3.15K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.4KNew |
$2.4M - $2.85M
|
32.4K
$2.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$1.98M - $2.34M
|
26.6K
$2.21M
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.19KNew |
$206K - $255K
|
3.19K
$265K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31New |
$2.01K - $2.48K
|
31
$2.57K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20New |
$1.29K - $1.6K
|
20
$1.66K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$647 - $799
|
10
$830
|
|
| Q2 2021 | |||||||
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56KNew |
$392K - $469K
|
6.56K
$544K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
10.8KNew |
$433K - $692K
|
10.8K
$896K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$184K - $220K
|
5.3K
$440K
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50New |
$1.74K - $2.08K
|
50
$4.15K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.7KNew |
$340K - $419K
|
10.7K
$886K
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.08K - $1.33K
|
34
$2.82K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
25KNew |
$627K - $1.02M
|
25K
$2.07M
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
1K+ 12.5% |
$32K - $36.3K
|
9K
$747K
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40.6KNew |
$1.57M - $1.76M
|
40.6K
$3.37M
|
|