Purchases and Sales Made in Q1 2023 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q1 2023. The information is specifically focused on institutions that hold shares of ServisFirst Bancshares, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$21.4K - $29.7K
|
400
$38.7K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
400+ 0.41% |
$21.4K - $29.7K
|
99.2K
$9.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
374+ 2.71% |
$20K - $27.8K
|
14.2K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
357+ 1.09% |
$19.1K - $26.5K
|
33.2K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
354+ 42.29% |
$18.9K - $26.3K
|
1.19K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270New |
$14.4K - $20.1K
|
270
$26.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 0.2% |
$10.7K - $14.9K
|
103K
$9.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
178+ 9.44% |
$9.51K - $13.2K
|
2.06K
$199K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
170+ 3.43% |
$9.08K - $12.6K
|
5.12K
$495K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
130+ 0.48% |
$6.94K - $9.66K
|
27.3K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
128+ 41.42% |
$6.84K - $9.51K
|
437
$42.2K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
117+ 0.58% |
$6.25K - $8.69K
|
20.2K
$1.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114+ 0.75% |
$6.09K - $8.47K
|
15.4K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
79+ 1.98% |
$4.22K - $5.87K
|
4.08K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70+ 1.48% |
$3.74K - $5.2K
|
4.81K
$465K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
59New |
$3.15K - $4.38K
|
59
$5.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$3.04K - $4.23K
|
57
$5.51K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
46+ 0.54% |
$2.46K - $3.42K
|
8.58K
$830K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
45+ 25.71% |
$2.4K - $3.34K
|
220
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 8.59% |
$1.5K - $2.08K
|
354
$34.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.03% |
$1.12K - $1.56K
|
62.5K
$6.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$801 - $1.11K
|
15
$1.45K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
15+ 0.02% |
$801 - $1.11K
|
87K
$8.41M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$641 - $891
|
12
$1.16K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$481 - $668
|
9
$870
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 120.0% |
$320 - $446
|
11
$1.06K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$53.4 - $74.3
|
14
$1.35K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$53.4 - $74.3
|
12.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$53.4 - $74.3
|
21K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 25.0% |
$160 - $223
|
9
$870
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 50.0% |
$267 - $371
|
5
$483
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7- 41.18% |
$374 - $520
|
10
$966
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 6.49% |
$534 - $743
|
144
$13.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 24.0% |
$961 - $1.34K
|
57
$5.51K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 73.53% |
$1.34K - $1.86K
|
9
$870
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 66.67% |
$1.71K - $2.38K
|
16
$1.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 30.0% |
$2.4K - $3.34K
|
105
$10.1K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 50.0% |
$2.51K - $3.49K
|
47
$4.54K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-64- 0.7% |
$3.42K - $4.75K
|
9.11K
$881K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-110- 1.88% |
$5.88K - $8.17K
|
5.73K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-162- 2.13% |
$8.65K - $12K
|
7.45K
$720K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-178- 1.74% |
$9.51K - $13.2K
|
10.1K
$973K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-206- 18.02% |
$11K - $15.3K
|
937
$90.6K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-255- 5.99% |
$13.6K - $18.9K
|
4K
$387K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-255- 5.99% |
$13.6K - $18.9K
|
4K
$387K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-294- 1.89% |
$15.7K - $21.8K
|
15.2K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-314- 0.1% |
$16.8K - $23.3K
|
313K
$30.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-364- 2.33% |
$19.4K - $27K
|
15.3K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-398- 12.91% |
$21.3K - $29.6K
|
2.69K
$259K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-400- 2.02% |
$21.4K - $29.7K
|
19.4K
$1.87M
|