Institutional Ownership Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
47,602
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
35,596
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
33,897
shares
|
$1.38 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
32,741
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
31,826
shares
|
$1.3 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
31,140
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Teton Advisors, Inc.
Rye, NY |
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
25,303
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 47.18%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
24,500
shares
|
$997,150
0.01% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,341
shares
|
$909,278
0.0% of portfolio
|
Q3 2024
Added 55.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
21,482
shares
|
$874,317
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,714
shares
|
$761,659
0.0% of portfolio
|
Q4 2023
Added 36.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
17,369
shares
|
$706,918
0.0% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
16,200
shares
|
$659,340
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
15,284
shares
|
$622,058
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
14,701
shares
|
$598,330
0.06% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
14,518
shares
|
$590,882
0.0% of portfolio
|
Q3 2024
Added 136.91%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
14,430
shares
|
$587,301
0.01% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,137
shares
|
$575,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
12,591
shares
|
$512,453
0.07% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,455
shares
|
$506,918
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
12,260
shares
|
$498,982
0.04% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
12,097
shares
|
$492,347
0.19% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,693
shares
|
$475,905
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
11,246
shares
|
$457,712
0.13% of portfolio
|
Q3 2024
Reduced 0.66%
|