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 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Stieven Capital Advisors, L.P.
       
           
            St. Louis, MO  | 
            
               SELL                   
             | 
            - | 
              -100- 0.06% | 
            
                                   
                  $4.17K - $4.72K
                 
             |    
            
                                 
                167K
                $7.37M
                
             |               
            |
| 
               
                  Nov 10, 2022
                  Q3 2022
                 
               |   
            
              
   
      Sonen Capital LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              3K+ 30.0% | 
            
                                   
                  $125K - $141K
                 
             |    
            
                                 
                13K
                $573K
                
             |               
            |
| 
               
                  Nov 10, 2022
                  Q3 2022
                 
               |   
            
              
   
      Petiole Usa LTD
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              67.8KNew | 
            
                                   
                  $2.83M - $3.2M
                 
             |    
            
                                 
                67.8K
                $2.99M
                
             |               
            |
| 
               
                  Nov 10, 2022
                  Q3 2022
                 
               |   
            
              
   
      Credit Suisse Ag
       
           
            Zurich, V8  | 
            
               BUY                   
             | 
            - | 
              34+ 425.0% | 
            
                                   
                  $1.42K - $1.6K
                 
             |    
            
                                 
                42
                $1.85K
                
             |               
            |
| 
               
                  Nov 07, 2022
                  Q3 2022
                 
               |   
            
              
   
      Pl Capital Advisors, LLC
       
           
            Naples, FL  | 
            
               BUY                   
             | 
            - | 
              3K+ 30.0% | 
            
                                   
                  $125K - $141K
                 
             |    
            
                                 
                13K
                $573K
                
             |               
            |
| Q2 2022 | |||||||
| 
               
                  Aug 23, 2022
                  Q2 2022
                 
               |   
            
              
   
      Summit Global Investments
       
           
            Bountiful, UT  | 
            
               BUY                   
             | 
            - | 
              1.5K+ 30.0% | 
            
                                   
                  $63.4K - $76.4K
                 
             |    
            
                                 
                6.5K
                $286K
                
             |               
            |
| 
               
                  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
                $28.4M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Beacon Pointe Advisors, LLC
       
           
            Newport Beach, CA  | 
            
               SELL                   
             | 
            - | 
              -5.54KClosed | 
            
                                   
                  $234K - $282K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Lindbrook Capital, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -14Closed | 
            
                                   
                  $592 - $713
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Us Bancorp \De\
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -37Closed | 
            
                                   
                  $1.56K - $1.88K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Bailard, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.3KNew | 
            
                                   
                  $308K - $372K
                 
             |    
            
                                 
                7.3K
                $321K
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Reynolds Investment Management, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -10- 0.08% | 
            
                                   
                  $423 - $509
                 
             |    
            
                                 
                12.1K
                $533K
                
             |               
            |
| 
               
                  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
                 
               |   
            
              
   
      Voya Investment Management LLC
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -3.39KClosed | 
            
                                   
                  $172K - $220K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 16, 2022
                  Q1 2022
                 
               |   
            
              
   
      Pdt Partners, LLC
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -3.55KClosed | 
            
                                   
                  $181K - $231K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 16, 2022
                  Q1 2022
                 
               |   
            
              
   
      Marshall Wace, LLP
       
           
            London, X0  | 
            
               SELL                   
             | 
            - | 
              -197Closed | 
            
                                   
                  $10K - $12.8K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 16, 2022
                  Q1 2022
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               SELL                   
             | 
            - | 
              -3.46KClosed | 
            
                                   
                  $176K - $225K
                 
             |    
            
                                 
                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
                $223K
                
             |               
            |
| 
               
                  May 11, 2022
                  Q1 2022
                 
               |   
            
              
   
      Raymond James & Associates
       
           
            St Petersburg, FL  | 
            
               SELL                   
             | 
            - | 
              -8.37KClosed | 
            
                                   
                  $426K - $544K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 10, 2022
                  Q1 2022
                 
               |   
            
              
   
      Meeder Asset Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3Closed | 
            
                                   
                  $153 - $195
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 05, 2022
                  Q1 2022
                 
               |   
            
              
   
      Royce & Associates LP
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -50KClosed | 
            
                                   
                  $2.54M - $3.25M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 02, 2022
                  Q1 2022
                 
               |   
            
              
   
      Signaturefd, LLC
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -1.76K- 47.96% | 
            
                                   
                  $89.2K - $114K
                 
             |    
            
                                 
                1.9K
                $83.9K
                
             |               
            |
| Q4 2021 | |||||||
| 
               
                  Feb 14, 2022
                  Q4 2021
                 
               |   
            
              
   
      Better Money Decisions, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -89Closed | 
            
                                   
                  $4.69K - $5.76K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| Q3 2021 | |||||||
| 
               
                  Nov 15, 2021
                  Q3 2021
                 
               |   
            
              
   
      Man Group PLC
       
           
            London, X0  | 
            
               SELL                   
             | 
            - | 
              -6.1KClosed | 
            
                                   
                  $297K - $326K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Nov 12, 2021
                  Q3 2021
                 
               |   
            
              
   
      Meridian Wealth Partners, LLC
       
           
            Blue Bell, PA  | 
            
               BUY                   
             | 
            - | 
              9New | 
            
                                   
                  $438 - $482
                 
             |    
            
                                 
                9
                $396
                
             |               
            |
| 
               
                  Nov 12, 2021
                  Q3 2021
                 
               |   
            
              
   
      Quadrant Capital Group LLC
       
           
            Cincinnati, OH  | 
            
               SELL                   
             | 
            - | 
              -7Closed | 
            
                                   
                  $340 - $375
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Nov 10, 2021
                  Q3 2021
                 
               |   
            
              
   
      South State Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              804New | 
            
                                   
                  $39.1K - $43K
                 
             |    
            
                                 
                804
                $35.4K
                
             |               
            |
| Q2 2021 | |||||||
| 
               
                  Aug 16, 2021
                  Q2 2021
                 
               |   
            
              
   
      Eaton Vance Management
       
           
            Boston, MA  | 
            
               SELL                   
             | 
            - | 
              -14Closed | 
            
                                   
                  $667 - $774
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 13, 2021
                  Q2 2021
                 
               |   
            
              
   
      California Public Employees Retirement System
       
           
            Sacramento, CA  | 
            
               SELL                   
             | 
            - | 
              -15.1KClosed | 
            
                                   
                  $719K - $834K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 07, 2021
                  Q2 2021
                 
               |   
            
              
   
      Arlington Partners LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.34KClosed | 
            
                                   
                  $63.9K - $74.2K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| Q1 2021 | |||||||
| 
               
                  May 21, 2021
                  Q1 2021
                 
               |   
            
              
   
      Childress Capital Advisors, LLC
       
           
            Houston, TX  | 
            
               SELL                   
             | 
            - | 
              -96Closed | 
            
                                   
                  $3.37K - $5.19K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 14, 2021
                  Q1 2021
                 
               |   
            
              
   
      Hsbc Holdings PLC
       
           
            London, X0  | 
            
               SELL                   
             | 
            - | 
              -13.2KClosed | 
            
                                   
                  $463K - $713K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 14, 2021
                  Q1 2021
                 
               |   
            
              
   
      Fj Capital Management LLC
       
           
            Mclean, VA  | 
            
               BUY                   
             | 
            CALL | 
              237KNew | 
            
                                   
                  $8.34M - $12.8M
                 
             |    
            
                                 
                237K
                $10.5M
                
             |               
            |
| 
               
                  May 13, 2021
                  Q1 2021
                 
               |   
            
              
   
      Mcmillion Capital Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.06KClosed | 
            
                                   
                  $37.3K - $57.3K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 13, 2021
                  Q1 2021
                 
               |   
            
              
   
      Elizabeth Park Capital Advisors, Ltd.
       
           
            Pepper Pike, OH  | 
            
               SELL                   
             | 
            - | 
              -96.8KClosed | 
            
                                   
                  $3.4M - $5.24M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Apr 29, 2021
                  Q1 2021
                 
               |   
            
              
   
      Tci Wealth Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              189New | 
            
                                   
                  $6.64K - $10.2K
                 
             |    
            
                                 
                189
                $8.32K
                
             |               
            |
| Q4 2020 | |||||||
| 
               
                  Feb 10, 2021
                  Q4 2020
                 
               |   
            
              
   
      Verus Financial Partners, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -29.9KClosed | 
            
                                   
                  $722K - $1.07M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jan 29, 2021
                  Q4 2020
                 
               |   
            
              
   
      Emerald Mutual Fund Advisers Trust
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -71KClosed | 
            
                                   
                  $1.72M - $2.54M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| Q3 2020 | |||||||
| 
               
                  Nov 13, 2020
                  Q3 2020
                 
               |   
            
              
   
      Salem Investment Counselors Inc
       
           
            Winston Salem, NC  | 
            
               SELL                   
             | 
            - | 
              -1KClosed | 
            
                                   
                  $23.3K - $28K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Nov 12, 2020
                  Q3 2020
                 
               |   
            
              
   
      Bessemer Group Inc
       
           
            Woodbridge, NJ  | 
            
               SELL                   
             | 
            - | 
              -17.9K- 94.71% | 
            
                                   
                  $417K - $500K
                 
             |    
            
                                 
                1K
                $44K
                
             |               
            |
| Q2 2020 | |||||||
| 
               
                  Aug 13, 2020
                  Q2 2020
                 
               |   
            
              
   
      Carolinas Wealth Consulting LLC
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              118New | 
            
                                   
                  $2.86K - $3.68K
                 
             |    
            
                                 
                118
                $5.2K
                
             |               
            |
| 
               
                  Aug 12, 2020
                  Q2 2020
                 
               |   
            
              
   
      Globeflex Capital L P
       
           
            San Diego, CA  | 
            
               SELL                   
             | 
            - | 
              -16.6KClosed | 
            
                                   
                  $403K - $519K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 07, 2020
                  Q2 2020
                 
               |   
            
              
   
      Victory Capital Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.04KClosed | 
            
                                   
                  $25.1K - $32.4K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| Q1 2020 | |||||||
| 
               
                  May 15, 2020
                  Q1 2020
                 
               |   
            
              
   
      Arrowstreet Capital, Limited Partnership
       
           
            Boston, MA  | 
            
               SELL                   
             | 
            - | 
              -5.9KClosed | 
            
                                   
                  $128K - $252K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 14, 2020
                  Q1 2020
                 
               |   
            
              
   
      Lazard Asset Management LLC
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -183Closed | 
            
                                   
                  $3.96K - $7.82K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 13, 2020
                  Q1 2020
                 
               |   
            
              
   
      Federated Hermes, Inc.
       
           
            Pittsburgh, PA  | 
            
               SELL                   
             | 
            - | 
              -157Closed | 
            
                                   
                  $3.4K - $6.71K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 05, 2020
                  Q1 2020
                 
               |   
            
              
   
      Bowling Portfolio Management LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -19.8KClosed | 
            
                                   
                  $428K - $845K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |