Purchases and Sales Made in Q2 2023 in Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
333K+ 72.62% |
$7.1M - $10.4M
|
791K
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
108K+ 16.21% |
$2.31M - $3.4M
|
777K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
40K+ 10.57% |
$853K - $1.25M
|
419K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34.6K+ 213.37% |
$739K - $1.09M
|
50.9K
$2.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.4K+ 29.84% |
$670K - $984K
|
137K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30.5K+ 44.16% |
$651K - $956K
|
99.6K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
23.8K+ 191.39% |
$507K - $746K
|
36.2K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
18.1KNew |
$386K - $568K
|
18.1K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18K+ 18.85% |
$384K - $564K
|
114K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 49.48% |
$363K - $533K
|
51.4K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
15.7K+ 3.54% |
$335K - $492K
|
459K
$19.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
10.2KNew |
$218K - $321K
|
10.2K
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.2KNew |
$218K - $321K
|
10.2K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
9.02K+ 5.94% |
$192K - $283K
|
161K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 11.42% |
$175K - $257K
|
80K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
8.1K+ 80.2% |
$173K - $254K
|
18.2K
$760K
|
|
|
Apr 25, 2025
Q2 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
7KNew |
$149K - $219K
|
7K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.98K+ 102.5% |
$149K - $219K
|
13.8K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.92K+ 4.95% |
$148K - $217K
|
147K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.1K+ 8.29% |
$109K - $160K
|
66.6K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.64K+ 1.19% |
$99K - $146K
|
393K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.3K+ 27.92% |
$91.7K - $135K
|
19.7K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2K+ 19.72% |
$89.6K - $132K
|
25.5K
$1.06M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.76KNew |
$80.2K - $118K
|
3.76K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.58K+ 6.62% |
$76.3K - $112K
|
57.6K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 7.25% |
$69K - $101K
|
47.8K
$2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 7.25% |
$69K - $101K
|
47.8K
$2M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.56K+ 1.98% |
$54.6K - $80.2K
|
132K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.5K+ 0.99% |
$53.3K - $78.3K
|
254K
$10.6M
|
|
|
Oct 08, 2025
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
2.49K+ 90.26% |
$53.2K - $78.2K
|
5.26K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.28K+ 114150.0% |
$48.7K - $71.5K
|
2.29K
$95.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 68.97% |
$40.2K - $59.1K
|
4.62K
$193K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.72K+ 91.64% |
$36.7K - $53.9K
|
3.6K
$150K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.72K+ 91.64% |
$36.7K - $53.9K
|
3.6K
$150K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.51K+ 107.45% |
$32.3K - $47.4K
|
2.92K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 48466.67% |
$31K - $45.6K
|
1.46K
$60.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
810+ 1.09% |
$17.3K - $25.4K
|
75.3K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
500+ 0.69% |
$10.7K - $15.7K
|
73.1K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
253+ 72.49% |
$5.4K - $7.93K
|
602
$25.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
183+ 0.99% |
$3.9K - $5.74K
|
18.6K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
69+ 0.34% |
$1.47K - $2.16K
|
20.5K
$856K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
37+ 1.01% |
$789 - $1.16K
|
3.69K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 514.29% |
$768 - $1.13K
|
43
$1.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5New |
$107 - $157
|
5
$209
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-10- 0.19% |
$213 - $313
|
5.26K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48- 0.4% |
$1.02K - $1.5K
|
12K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66- 0.63% |
$1.41K - $2.07K
|
10.5K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-76- 1.62% |
$1.62K - $2.38K
|
4.61K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-100- 0.2% |
$2.13K - $3.13K
|
48.8K
$2.04M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-265- 9.4% |
$5.65K - $8.31K
|
2.55K
$107K
|