Latest Institutional Transactions on Southern First Bancshares Inc (SFST)
This table provides information on the latest institutional transactions involving Southern First Bancshares Inc (SFST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-977- 0.54% |
$37.8K - $44.5K
|
180K
$8.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.32K+ 1.44% |
$205K - $242K
|
375K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.5K+ 3.58% |
$58K - $68.3K
|
43.4K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Teton Advisors, LLC
Greenwich, CT |
BUY
|
- |
18KNew |
$696K - $820K
|
18K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.45K- 7.87% |
$94.5K - $111K
|
28.6K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7.17KNew |
$277K - $327K
|
7.17K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.46K- 78.97% |
$95.1K - $112K
|
655
$31.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 8.33% |
$38.6 - $45.5
|
13
$624
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 6.98% |
$232 - $273
|
92
$4.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
72New |
$2.78K - $3.28K
|
72
$3.45K
|
|
|
Nov 07, 2025
Q3 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-3K- 0.51% |
$116K - $137K
|
586K
$28.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.7K+ 2.55% |
$415K - $489K
|
432K
$20.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.19K- 40.09% |
$201K - $236K
|
7.76K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-316- 2.61% |
$12.2K - $14.4K
|
11.8K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.37K- 19.67% |
$52.8K - $62.3K
|
5.58K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$3.86K - $4.55K
|
100
$4.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.1KNew |
$274K - $323K
|
7.1K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6+ 1.28% |
$232 - $273
|
475
$22.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1.1K- 7.91% |
$42.5K - $50.1K
|
12.8K
$614K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
386+ 2.36% |
$14.9K - $17.6K
|
16.8K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-980- 11.21% |
$37.9K - $44.6K
|
7.76K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 550.0% |
$425 - $501
|
13
$624
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.1KNew |
$584K - $688K
|
15.1K
$725K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
224+ 1.39% |
$8.66K - $10.2K
|
16.3K
$783K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
903+ 111.34% |
$34.9K - $41.1K
|
1.71K
$82.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-243- 2.36% |
$9.39K - $11.1K
|
10K
$482K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.5K- 53.14% |
$636K - $750K
|
14.5K
$696K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.19K- 6.28% |
$67.1K - $84.8K
|
32.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.96KNew |
$60.1K - $75.8K
|
1.96K
$94.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 463.64% |
$1.56K - $1.97K
|
62
$2.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18K+ 12.95% |
$552K - $697K
|
157K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.8K- 41.3% |
$116K - $147K
|
5.4K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.15K- 23.58% |
$96.3K - $122K
|
10.2K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.87K+ 5.49% |
$57.3K - $72.4K
|
36K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6.08KNew |
$186K - $235K
|
6.08K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-300- 3.51% |
$9.18K - $11.6K
|
8.24K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-3K- 14.29% |
$91.8K - $116K
|
18K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.08K- 21.8% |
$125K - $158K
|
14.6K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.46K- 44.23% |
$75.4K - $95.2K
|
3.11K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-211- 34.7% |
$6.46K - $8.16K
|
397
$19K
|
|
|
Aug 11, 2025
Q2 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
114K+ 118.76% |
$3.49M - $4.41M
|
210K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$490 - $618
|
16
$768
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.1KNew |
$953K - $1.2M
|
31.1K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-32- 10.88% |
$980 - $1.24K
|
262
$12.6K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-898- 3.98% |
$28.6K - $34.6K
|
21.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$3.19K - $3.85K
|
100
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.2K- 50.19% |
$38.3K - $46.2K
|
1.19K
$57.1K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-160- 3.59% |
$5.1K - $6.16K
|
4.29K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 4.08% |
$31.9K - $38.5K
|
25.5K
$1.22M
|
|