Latest Institutional Sells of Servis First Bancshares, Inc. (SFBS)
This list provides information on the latest institutional transactions involving Servis First Bancshares, Inc. (SFBS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 96.64% |
$47.2K - $70.2K
|
40
$3.54K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-400- 6.25% |
$16.4K - $24.4K
|
6K
$531K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-199- 1.11% |
$8.17K - $12.1K
|
17.7K
$1.57M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-54- 63.53% |
$2.22K - $3.3K
|
31
$2.74K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-12.7K- 56.35% |
$511K - $681K
|
9.82K
$869K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-810- 12.24% |
$32.6K - $43.5K
|
5.81K
$514K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-559- 8.5% |
$22.5K - $30K
|
6.01K
$532K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-87- 1.15% |
$3.51K - $4.67K
|
7.45K
$659K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-37.5K- 86.21% |
$2M - $2.79M
|
6K
$531K
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-21.4K- 65.09% |
$1.14M - $1.59M
|
11.5K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.7K- 8.32% |
$251K - $349K
|
51.8K
$4.59M
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.61K- 28.35% |
$140K - $194K
|
6.61K
$585K
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.24K- 10.37% |
$66K - $91.7K
|
10.7K
$944K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-602Closed |
$32.2K - $44.7K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 50.0% |
$2.51K - $3.49K
|
47
$4.16K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 24.0% |
$961 - $1.34K
|
57
$5.05K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45.2K- 33.41% |
$2.89M - $3.94M
|
90K
$7.97M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-16.2K- 48.79% |
$1.04M - $1.41M
|
17K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.59K- 57.35% |
$294K - $401K
|
3.42K
$302K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.18K- 2.49% |
$204K - $278K
|
124K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.19K- 7.65% |
$76.5K - $104K
|
14.4K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-457- 12.06% |
$29.3K - $39.9K
|
3.33K
$295K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-126- 2.38% |
$8.07K - $11K
|
5.16K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-97- 0.39% |
$6.22K - $8.46K
|
24.5K
$2.17M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-95- 2.68% |
$6.09K - $8.28K
|
3.45K
$305K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 69.49% |
$2.63K - $3.58K
|
18
$1.59K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 55.0% |
$2.11K - $2.88K
|
27
$2.39K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22Closed |
$1.41K - $1.92K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.37% |
$897 - $1.22K
|
3.8K
$336K
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4- 0.13% |
$256 - $349
|
2.98K
$263K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 13.04% |
$192 - $262
|
20
$1.77K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-905- 85.38% |
$69.4K - $84.5K
|
155
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-509- 51.47% |
$39K - $47.5K
|
480
$42.5K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75- 0.05% |
$5.75K - $7K
|
142K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-70- 2.24% |
$5.37K - $6.54K
|
3.05K
$270K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 96.55% |
$2.15K - $2.61K
|
1
$88.5
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-17.6KClosed |
$1.33M - $1.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.66KClosed |
$502K - $636K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.6KClosed |
$422K - $535K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.13KClosed |
$236K - $299K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-2.81KClosed |
$211K - $268K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.25KClosed |
$170K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.17KClosed |
$163K - $207K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14KClosed |
$162K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 10.0% |
$75.3K - $95.5K
|
9K
$797K
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 6.08% |
$24.9K - $31.5K
|
5.1K
$451K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-78Closed |
$5.88K - $7.45K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60Closed |
$4.52K - $5.73K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-48Closed |
$3.62K - $4.58K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$1.96K - $2.48K
|
0
$0
|