Purchases and Sales Made in Q2 2025 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 33.33% |
$479 - $575
|
28
$2.37K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7+ 0.21% |
$479 - $575
|
3.36K
$284K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.01% |
$479 - $575
|
65.6K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 13.89% |
$342 - $411
|
41
$3.47K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$205 - $247
|
4
$338
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$205 - $247
|
3
$254
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$205 - $247
|
3
$254
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$137 - $164
|
3
$254
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2+ 0.01% |
$137 - $164
|
14.3K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$68.5 - $82.2
|
51
$4.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 1.52% |
$68.5 - $82.2
|
67
$5.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.72% |
$68.5 - $82.2
|
139
$11.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- -0.0% |
$68.5 - $82.2
|
34K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$342 - $411
|
6.19K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$342 - $411
|
7
$592
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 5.43% |
$479 - $575
|
122
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 12.5% |
$685 - $822
|
70
$5.92K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-14- 1.8% |
$959 - $1.15K
|
762
$64.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 21.74% |
$1.37K - $1.64K
|
72
$6.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$1.37K - $1.64K
|
9.03K
$763K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 4.5% |
$1.44K - $1.73K
|
446
$37.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 50.0% |
$1.78K - $2.14K
|
26
$2.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-27- -0.0% |
$1.85K - $2.22K
|
974K
$82.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27- 0.21% |
$1.85K - $2.22K
|
12.8K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28- 48.28% |
$1.92K - $2.3K
|
30
$2.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 65.31% |
$2.19K - $2.63K
|
17
$1.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-34- 0.44% |
$2.33K - $2.8K
|
7.62K
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 79.55% |
$2.4K - $2.88K
|
9
$761
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 3.61% |
$3.29K - $3.95K
|
1.28K
$108K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-51- 0.59% |
$3.49K - $4.19K
|
8.57K
$725K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-66- 1.51% |
$4.52K - $5.43K
|
4.31K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-72- 0.16% |
$4.93K - $5.92K
|
45.9K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-74- 3.15% |
$5.07K - $6.08K
|
2.28K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-76- 0.51% |
$5.2K - $6.25K
|
14.8K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-90- 88.24% |
$6.16K - $7.4K
|
12
$1.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-91- 0.04% |
$6.23K - $7.48K
|
243K
$20.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.42% |
$6.85K - $8.22K
|
23.5K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.73% |
$6.85K - $8.22K
|
13.6K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-100- 2.78% |
$6.85K - $8.22K
|
3.5K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-109- 9.61% |
$7.46K - $8.96K
|
1.03K
$86.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-112- 1.28% |
$7.67K - $9.21K
|
8.63K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-154- 1.17% |
$10.5K - $12.7K
|
13K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-219- 1.7% |
$15K - $18K
|
12.7K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-223- 1.34% |
$15.3K - $18.3K
|
16.5K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-241- 0.76% |
$16.5K - $19.8K
|
31.3K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-264- 5.13% |
$18.1K - $21.7K
|
4.88K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-266- 0.86% |
$18.2K - $21.9K
|
30.8K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-300- 8.11% |
$20.5K - $24.7K
|
3.4K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-440- 3.69% |
$30.1K - $36.2K
|
11.5K
$972K
|