Purchases and Sales Made in Q1 2023 in Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST) during Q1 2023. The information is specifically focused on institutions that hold shares of SOUTHERN FIRST BANCSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
171K+ 59.36% |
$5.24M - $7.69M
|
458K
$18.2M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.8K+ 19.94% |
$1.28M - $1.88M
|
251K
$9.99M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
20.3K+ 6.39% |
$622K - $913K
|
338K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
17.8K+ 34.71% |
$547K - $802K
|
69.1K
$2.75M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.2K+ 49116.13% |
$467K - $686K
|
15.3K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
13.1K+ 3.06% |
$404K - $592K
|
443K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.7K+ 177.33% |
$327K - $480K
|
16.7K
$662K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
10.1KNew |
$310K - $455K
|
10.1K
$401K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.26K+ 17.74% |
$284K - $417K
|
61.5K
$2.44M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.81K+ 24.31% |
$178K - $262K
|
29.7K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.77K+ 4.31% |
$177K - $260K
|
140K
$5.55M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.47K+ 12.6% |
$137K - $201K
|
39.9K
$1.59M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.76KNew |
$115K - $169K
|
3.76K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.32K+ 36.5% |
$102K - $150K
|
12.4K
$494K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.2K+ 7.0% |
$98.3K - $144K
|
48.9K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.08K+ 9.84% |
$94.6K - $139K
|
34.4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.7K+ 21.26% |
$82.9K - $122K
|
15.4K
$612K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.24K+ 1.5% |
$68.7K - $101K
|
152K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 51.83% |
$49.1K - $72.1K
|
4.69K
$186K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.59K+ 9.44% |
$48.9K - $71.7K
|
18.5K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.14K+ 154.68% |
$35K - $51.4K
|
1.88K
$74.6K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.14K+ 154.68% |
$35K - $51.4K
|
1.88K
$74.6K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$33.8K - $49.6K
|
1.1K
$43.7K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 3.48% |
$30.7K - $45.1K
|
29.7K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
747+ 112.84% |
$22.9K - $33.7K
|
1.41K
$56K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 0.67% |
$21.5K - $31.5K
|
105K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
493+ 2.47% |
$15.1K - $22.2K
|
20.4K
$813K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
480+ 7.59% |
$14.7K - $21.6K
|
6.81K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 8.19% |
$10.7K - $15.8K
|
4.63K
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
343New |
$10.5K - $15.5K
|
343
$13.6K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
283+ 1.75% |
$8.69K - $12.7K
|
16.5K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
214+ 0.06% |
$6.57K - $9.64K
|
389K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
72+ 2.01% |
$2.21K - $3.24K
|
3.66K
$145K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11New |
$338 - $496
|
11
$437
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.1% |
$154 - $225
|
5.27K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3New |
$92.1 - $135
|
3
$119
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5- 0.18% |
$154 - $225
|
2.74K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-51- 96.23% |
$1.57K - $2.3K
|
2
$79.5
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69- 1.16% |
$2.12K - $3.11K
|
5.9K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-145- 29.35% |
$4.45K - $6.53K
|
349
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149- 0.2% |
$4.57K - $6.71K
|
74.5K
$2.96M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-175- 18.34% |
$5.37K - $7.88K
|
779
$31K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-207- 6.84% |
$6.35K - $9.33K
|
2.82K
$112K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-210- 1.52% |
$6.45K - $9.46K
|
13.6K
$540K
|
|
|
May 15, 2023
Q1 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-353- 0.04% |
$10.8K - $15.9K
|
799K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-800- 3.62% |
$24.6K - $36K
|
21.3K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.33K- 1.78% |
$40.8K - $59.9K
|
73.2K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 2.47% |
$42K - $61.7K
|
54K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.54K- 2.08% |
$47.2K - $69.3K
|
72.6K
$2.89M
|