Purchases and Sales Made in Q1 2025 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q1 2025. 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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
68+ 0.11% |
$5.49K - $6.36K
|
61.9K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
67+ 0.35% |
$5.41K - $6.27K
|
19.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
64New |
$5.17K - $5.99K
|
64
$4.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 50.39% |
$5.17K - $5.99K
|
191
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$4.2K - $4.87K
|
52
$3.87K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52+ 2.02% |
$4.2K - $4.87K
|
2.63K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51+ 0.59% |
$4.12K - $4.77K
|
8.62K
$642K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
50+ 1.79% |
$4.04K - $4.68K
|
2.84K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 18.64% |
$3.31K - $3.84K
|
261
$19.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.75K - $3.18K
|
34
$2.53K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 4.3% |
$2.59K - $2.99K
|
776
$57.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
29New |
$2.34K - $2.71K
|
29
$2.16K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 357.14% |
$2.02K - $2.34K
|
32
$2.38K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$1.86K - $2.15K
|
23
$1.71K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.04% |
$1.62K - $1.87K
|
53.4K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 33.33% |
$1.62K - $1.87K
|
80
$5.95K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$1.54K - $1.78K
|
19
$1.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.12K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 24.53% |
$1.05K - $1.22K
|
66
$4.91K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12New |
$970 - $1.12K
|
12
$893
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$970 - $1.12K
|
12
$893
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$970 - $1.12K
|
12
$893
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
11New |
$889 - $1.03K
|
11
$819
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.39% |
$808 - $936
|
2.58K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$646 - $749
|
8
$595
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.17% |
$566 - $655
|
4.25K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 15.79% |
$485 - $561
|
44
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.25% |
$404 - $468
|
1.97K
$147K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$323 - $374
|
7
$521
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.07% |
$162 - $187
|
2.7K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.43% |
$162 - $187
|
467
$34.8K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$80.8 - $93.6
|
1
$74.4
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$80.8 - $93.6
|
1
$74.4
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$80.8 - $93.6
|
1
$74.4
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 25.0% |
$80.8 - $93.6
|
3
$223
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.15% |
$162 - $187
|
1.33K
$98.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.27% |
$242 - $281
|
129
$9.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 5.77% |
$242 - $281
|
49
$3.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 8.82% |
$242 - $281
|
31
$2.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 4.59% |
$404 - $468
|
104
$7.74K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.02% |
$485 - $561
|
31.6K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10- 0.33% |
$808 - $936
|
3.05K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-10- 6.85% |
$808 - $936
|
136
$10.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.54% |
$1.62K - $1.87K
|
3.7K
$276K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-42- 10.42% |
$3.39K - $3.93K
|
361
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-55- 4.63% |
$4.44K - $5.15K
|
1.13K
$84.4K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-56- 1.59% |
$4.52K - $5.24K
|
3.47K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 1.62% |
$4.69K - $5.43K
|
3.53K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.19% |
$5.25K - $6.08K
|
34K
$2.53M
|