Purchases and Sales Made in Q4 2023 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.25KNew |
$150K - $225K
|
3.25K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.2KNew |
$148K - $222K
|
3.2K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.16K+ 7.06% |
$147K - $220K
|
48K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.16KNew |
$146K - $220K
|
3.16K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.11K+ 8.84% |
$144K - $216K
|
38.3K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.11KNew |
$144K - $216K
|
3.11K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.09KNew |
$143K - $215K
|
3.09K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.09KNew |
$143K - $214K
|
3.09K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
3.08KNew |
$143K - $214K
|
3.08K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 12.01% |
$129K - $194K
|
26K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.71K+ 23.4% |
$126K - $188K
|
14.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.81K+ 23.49% |
$84K - $126K
|
9.53K
$864K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.61K+ 24.99% |
$74.6K - $112K
|
8.05K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 8.82% |
$71.5K - $107K
|
19K
$1.73M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.53KNew |
$70.8K - $106K
|
1.53K
$138K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.5K+ 6.72% |
$69.5K - $104K
|
23.8K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.39K+ 0.34% |
$64.3K - $96.4K
|
408K
$37M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.2KNew |
$55.6K - $83.4K
|
1.2K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.06K+ 5.21% |
$48.9K - $73.4K
|
21.3K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$47.3K - $70.9K
|
1.02K
$92.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
983+ 18.36% |
$45.6K - $68.3K
|
6.34K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
951New |
$44.1K - $66.1K
|
951
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
900+ 1.39% |
$41.7K - $62.5K
|
65.5K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
830+ 54.07% |
$38.5K - $57.7K
|
2.37K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
764+ 1.53% |
$35.4K - $53.1K
|
50.6K
$4.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
757+ 7.86% |
$35.1K - $52.6K
|
10.4K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
723+ 1.74% |
$33.5K - $50.2K
|
42.3K
$3.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
706+ 5.1% |
$32.7K - $49.1K
|
14.5K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
626New |
$29K - $43.5K
|
626
$56.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
562+ 2.69% |
$26K - $39.1K
|
21.5K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
550+ 1.51% |
$25.5K - $38.2K
|
36.9K
$3.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
536+ 0.36% |
$24.8K - $37.2K
|
150K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
500+ 38.46% |
$23.2K - $34.7K
|
1.8K
$163K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
397+ 1.95% |
$18.4K - $27.6K
|
20.8K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
212+ 4.18% |
$9.83K - $14.7K
|
5.28K
$479K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
148+ 3.11% |
$6.86K - $10.3K
|
4.9K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
132+ 0.65% |
$6.12K - $9.17K
|
20.5K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
97New |
$4.5K - $6.74K
|
97
$8.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81New |
$3.75K - $5.63K
|
81
$7.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 0.18% |
$2.97K - $4.45K
|
35K
$3.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.69K - $4.03K
|
58
$5.26K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
55+ 0.8% |
$2.55K - $3.82K
|
6.97K
$632K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
45+ 0.51% |
$2.09K - $3.13K
|
8.81K
$799K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40New |
$1.85K - $2.78K
|
40
$3.63K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
35+ 7.54% |
$1.62K - $2.43K
|
499
$45.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.58K - $2.36K
|
34
$3.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 84.21% |
$1.48K - $2.22K
|
70
$6.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27+ 0.2% |
$1.25K - $1.88K
|
13.5K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
26New |
$1.21K - $1.81K
|
26
$2.36K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23+ 0.23% |
$1.07K - $1.6K
|
10.1K
$917K
|