Purchases and Sales Made in Q2 2023 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109New |
$4.39K - $5.86K
|
109
$10.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98New |
$3.95K - $5.26K
|
98
$9.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
97New |
$3.91K - $5.21K
|
97
$9.37K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
95+ 0.09% |
$3.83K - $5.1K
|
103K
$9.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
85New |
$3.43K - $4.57K
|
85
$8.21K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
67+ 2.5% |
$2.7K - $3.6K
|
2.75K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
59+ 0.36% |
$2.38K - $3.17K
|
16.6K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 343.75% |
$2.22K - $2.95K
|
71
$6.86K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 343.75% |
$2.22K - $2.95K
|
71
$6.86K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 333.33% |
$2.01K - $2.69K
|
65
$6.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40+ 0.67% |
$1.61K - $2.15K
|
6.01K
$581K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 0.85% |
$1.41K - $1.88K
|
4.16K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$725 - $967
|
18
$1.74K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 188.89% |
$685 - $913
|
26
$2.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 122.22% |
$443 - $591
|
20
$1.93K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$322 - $430
|
8
$773
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 7.62% |
$322 - $430
|
113
$10.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 100.0% |
$202 - $269
|
10
$966
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.69% |
$121 - $161
|
440
$42.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 22.22% |
$80.6 - $107
|
7
$676
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 2.08% |
$121 - $161
|
141
$13.6K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13- 76.47% |
$524 - $698
|
4
$387
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-16- 0.27% |
$645 - $860
|
5.98K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17- 4.8% |
$685 - $913
|
337
$32.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-23- 0.56% |
$927 - $1.24K
|
4.06K
$392K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36- 0.23% |
$1.45K - $1.93K
|
15.3K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-48- 5.12% |
$1.93K - $2.58K
|
889
$85.9K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-54- 0.2% |
$2.18K - $2.9K
|
27.3K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-87- 1.15% |
$3.51K - $4.67K
|
7.45K
$720K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-109- 1.46% |
$4.39K - $5.86K
|
7.35K
$710K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-136- 0.75% |
$5.48K - $7.31K
|
17.9K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-156- 26.13% |
$6.29K - $8.38K
|
441
$42.6K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-179- 0.53% |
$7.21K - $9.62K
|
33.4K
$3.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-213- 1.67% |
$8.58K - $11.4K
|
12.6K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-321- 2.74% |
$12.9K - $17.2K
|
11.4K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-365- 9.13% |
$14.7K - $19.6K
|
3.64K
$351K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-395- 4.33% |
$15.9K - $21.2K
|
8.72K
$843K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-455- 6.32% |
$18.3K - $24.4K
|
6.75K
$652K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 3.18% |
$20.2K - $26.9K
|
15.2K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-526- 5.22% |
$21.2K - $28.3K
|
9.54K
$922K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-559- 8.5% |
$22.5K - $30K
|
6.01K
$581K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-585- 0.95% |
$23.6K - $31.4K
|
61K
$5.9M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-620- 14.57% |
$25K - $33.3K
|
3.64K
$351K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-657- 3.34% |
$26.5K - $35.3K
|
19K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-696- 1.31% |
$28K - $37.4K
|
52.6K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-755- 3.6% |
$30.4K - $40.6K
|
20.2K
$1.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-810- 12.24% |
$32.6K - $43.5K
|
5.81K
$561K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-852- 1.94% |
$34.3K - $45.8K
|
43K
$4.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-954- 9.88% |
$38.4K - $51.2K
|
8.71K
$841K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-961- 4.53% |
$38.7K - $51.6K
|
20.3K
$1.96M
|