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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
438New |
$11K - $16.3K
|
438
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 74.51% |
$956 - $1.41K
|
13
$516
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.64KNew |
$142K - $209K
|
5.64K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-550- 3.61% |
$13.8K - $20.4K
|
14.7K
$583K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.07KNew |
$26K - $32.4K
|
1.07K
$42.6K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
67New |
$1.62K - $2.02K
|
67
$2.66K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$2.37K - $2.96K
|
98
$3.89K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
30KNew |
$727K - $906K
|
30K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-1.1K- 1.15% |
$26.7K - $33.2K
|
94.9K
$3.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
252+ 57.53% |
$6.1K - $7.61K
|
690
$27.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-63.1K- 73.01% |
$1.35M - $1.98M
|
23.3K
$926K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-380KClosed |
$8.1M - $11.9M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5New |
$107 - $157
|
5
$198
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.2KNew |
$218K - $321K
|
10.2K
$406K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.77K- 7.52% |
$144K - $212K
|
83.2K
$3.3M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
47.3KNew |
$1.45M - $2.13M
|
47.3K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$33.8K - $49.6K
|
1.1K
$43.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69- 1.16% |
$2.12K - $3.11K
|
5.9K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.06K- 18.63% |
$63.3K - $92.9K
|
9.01K
$358K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
343New |
$10.5K - $15.5K
|
343
$13.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9KNew |
$1.53M - $1.83M
|
36.9K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.65K- 26.67% |
$193K - $230K
|
12.8K
$507K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.53KNew |
$271K - $323K
|
6.53K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$124 - $149
|
3
$119
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
20.1K+ 58.15% |
$834K - $996K
|
54.7K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.75KNew |
$197K - $235K
|
4.75K
$188K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1- 3.13% |
$41.5 - $49.5
|
31
$1.23K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20K- 80.0% |
$833K - $943K
|
5K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
43New |
$1.79K - $2.03K
|
43
$1.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-100- 0.06% |
$4.17K - $4.72K
|
167K
$6.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
67.8KNew |
$2.83M - $3.2M
|
67.8K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
3K+ 30.0% |
$125K - $141K
|
13K
$516K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
34+ 425.0% |
$1.42K - $1.6K
|
42
$1.67K
|
|
|
Nov 07, 2022
Q3 2022
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
3K+ 30.0% |
$125K - $141K
|
13K
$516K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.5K+ 30.0% |
$63.4K - $76.4K
|
6.5K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-55.5KClosed |
$2.35M - $2.83M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
25.4K+ 4.1% |
$1.08M - $1.3M
|
646K
$25.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.54KClosed |
$234K - $282K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-37Closed |
$1.56K - $1.88K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14Closed |
$592 - $713
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
7.3KNew |
$308K - $372K
|
7.3K
$290K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-10- 0.08% |
$423 - $509
|
12.1K
$480K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-365Closed |
$15.4K - $18.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-500Closed |
$21.1K - $25.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-197Closed |
$10K - $12.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.39KClosed |
$172K - $220K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.46KClosed |
$176K - $225K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.55KClosed |
$181K - $231K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-27.7KClosed |
$1.41M - $1.8M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
100+ 2.02% |
$5.08K - $6.5K
|
5.05K
$200K
|
|