Purchases and Sales Made in Q1 2025 in Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST) during Q1 2025. 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 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
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
34.1KNew |
$1.09M - $1.31M
|
34.1K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$597K - $720K
|
18.7K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$425K - $513K
|
13.3K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10K+ 2.86% |
$320K - $386K
|
361K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.82K+ 7.58% |
$313K - $378K
|
139K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.19KNew |
$293K - $354K
|
9.19K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
8.61K+ 1.48% |
$274K - $331K
|
589K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$265K - $320K
|
8.3K
$329K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.94K+ 9638.89% |
$221K - $267K
|
7.01K
$278K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
5.93K+ 0.74% |
$189K - $228K
|
803K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.37K+ 3.13% |
$171K - $207K
|
177K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.68K+ 44.4% |
$149K - $180K
|
15.2K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.45KNew |
$142K - $171K
|
4.45K
$176K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.9K+ 4.0% |
$124K - $150K
|
101K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.61K+ 10.92% |
$115K - $139K
|
36.7K
$1.45M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.53K+ 23.38% |
$113K - $136K
|
18.6K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.07K+ 4.84% |
$98K - $118K
|
66.6K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.75K+ 49.5% |
$87.7K - $106K
|
8.31K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.64K+ 44.76% |
$84.1K - $102K
|
8.54K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.37K+ 0.49% |
$43.7K - $52.8K
|
280K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 4.08% |
$31.9K - $38.5K
|
25.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
890+ 2.62% |
$28.4K - $34.3K
|
34.9K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
672+ 2.21% |
$21.4K - $25.9K
|
31.1K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
631+ 6.53% |
$20.1K - $24.3K
|
10.3K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
614+ 4.04% |
$19.6K - $23.6K
|
15.8K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
465+ 1.84% |
$14.8K - $17.9K
|
25.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
432+ 5.43% |
$13.8K - $16.6K
|
8.38K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
285+ 87.96% |
$9.09K - $11K
|
609
$24.1K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
240+ 5.46% |
$7.65K - $9.24K
|
4.64K
$184K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
169+ 135.2% |
$5.39K - $6.51K
|
294
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
128New |
$4.08K - $4.93K
|
128
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127+ 1.69% |
$4.05K - $4.89K
|
7.63K
$302K
|
|
|
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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
71New |
$2.26K - $2.73K
|
71
$2.81K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50+ 0.55% |
$1.59K - $1.93K
|
9.16K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$510 - $616
|
16
$633
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$414 - $501
|
13
$515
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.71% |
$128 - $154
|
74
$2.93K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 2.19% |
$191 - $231
|
268
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39- 78.0% |
$1.24K - $1.5K
|
11
$435
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-114- 46.15% |
$3.63K - $4.39K
|
133
$5.27K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-160- 3.59% |
$5.1K - $6.16K
|
4.29K
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-252- 36.52% |
$8.03K - $9.7K
|
438
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-368- 36.4% |
$11.7K - $14.2K
|
643
$25.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-472- 3.77% |
$15K - $18.2K
|
12K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-539- 0.13% |
$17.2K - $20.8K
|
421K
$16.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-578- 14.3% |
$18.4K - $22.3K
|
3.46K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-585- 9.12% |
$18.6K - $22.5K
|
5.83K
$231K
|