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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.9K+ 4.0% |
$124K - $150K
|
101K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
66.2KNew |
$2.11M - $2.55M
|
66.2K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-114- 46.15% |
$3.63K - $4.39K
|
133
$5.27K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
34.1KNew |
$1.09M - $1.31M
|
34.1K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.72K- 54.46% |
$278K - $336K
|
7.3K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-739- 0.93% |
$23.6K - $28.5K
|
78.5K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-877- 15.32% |
$28K - $33.8K
|
4.85K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.37K+ 3.13% |
$171K - $207K
|
177K
$7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.66K- 15.15% |
$84.9K - $103K
|
14.9K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$597K - $720K
|
18.7K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.8K- 51.61% |
$440K - $532K
|
13K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-585- 9.12% |
$18.6K - $22.5K
|
5.83K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.45KNew |
$142K - $171K
|
4.45K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-539- 0.13% |
$17.2K - $20.8K
|
421K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
106+ 0.49% |
$3.38K - $4.08K
|
21.7K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$510 - $616
|
16
$633
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.07K+ 4.84% |
$98K - $118K
|
66.6K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
128New |
$4.08K - $4.93K
|
128
$5.07K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-746- 9.69% |
$23.8K - $28.7K
|
6.95K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
285+ 87.96% |
$9.09K - $11K
|
609
$24.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 2.19% |
$191 - $231
|
268
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-252- 36.52% |
$8.03K - $9.7K
|
438
$17.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
631+ 6.53% |
$20.1K - $24.3K
|
10.3K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-578- 14.3% |
$18.4K - $22.3K
|
3.46K
$137K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 4.89% |
$19.1K - $23.1K
|
11.7K
$462K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.63K+ 29.2% |
$54.1K - $72.9K
|
7.19K
$285K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
472+ 3.92% |
$15.7K - $21.2K
|
12.5K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
462+ 3.02% |
$15.4K - $20.7K
|
15.7K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.3K- 7.31% |
$176K - $238K
|
67.2K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Focus Capital Management, LLC
San Juan, PR |
SELL
|
- |
-2.04K- 20.36% |
$67.7K - $91.3K
|
7.96K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.23KNew |
$74.2K - $100K
|
2.23K
$88.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
42.4KNew |
$1.41M - $1.9M
|
42.4K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-703- 2.21% |
$23.4K - $31.5K
|
31.1K
$1.23M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
1.7K+ 15.61% |
$47.1K - $62K
|
12.6K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.56KNew |
$237K - $312K
|
8.56K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-800- 11.59% |
$22.2K - $29.2K
|
6.1K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.24KNew |
$201K - $264K
|
7.24K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
6KNew |
$166K - $219K
|
6K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.33K- 50.48% |
$231K - $304K
|
8.17K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$693 - $911
|
25
$990
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.68KNew |
$213K - $280K
|
7.68K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
364+ 3309.09% |
$10.1K - $13.3K
|
375
$14.8K
|
|
| Q2 2024 | |||||||
|
Apr 25, 2025
Q2 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
3.88K+ 11.41% |
$99.7K - $118K
|
37.9K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 0.4% |
$1.29K - $1.52K
|
12.5K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-155- 1.25% |
$3.98K - $4.71K
|
12.3K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.12K+ 3.54% |
$54.5K - $64.4K
|
62.1K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.21KNew |
$31K - $36.6K
|
1.21K
$47.7K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-213- 27.59% |
$5.47K - $6.47K
|
559
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.8K+ 0.63% |
$123K - $146K
|
765K
$30.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$77.1 - $91.1
|
3
$119
|
|