Purchases and Sales Made in Q2 2025 in Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
114K+ 118.76% |
$3.49M - $4.41M
|
210K
$9.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
63K+ 95.18% |
$1.93M - $2.43M
|
129K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
45.1KNew |
$1.38M - $1.74M
|
45.1K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.1KNew |
$953K - $1.2M
|
31.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18K+ 12.95% |
$552K - $697K
|
157K
$6.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$501K - $633K
|
16.4K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9K+ 187.6% |
$455K - $575K
|
22.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.48KNew |
$290K - $366K
|
9.48K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.46KNew |
$289K - $366K
|
9.46K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.17K+ 2.54% |
$281K - $354K
|
370K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6.08KNew |
$186K - $235K
|
6.08K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
5.47K+ 0.68% |
$167K - $211K
|
808K
$35.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.32K+ 20.63% |
$163K - $206K
|
31.1K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5.2K+ 14.19% |
$159K - $201K
|
41.9K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.83K+ 2.16% |
$117K - $148K
|
181K
$7.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.38K+ 6.95% |
$104K - $131K
|
52.1K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 5.72% |
$92.8K - $117K
|
56.1K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.96KNew |
$60.1K - $75.8K
|
1.96K
$86.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.87K+ 5.49% |
$57.3K - $72.4K
|
36K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.54K+ 8.24% |
$47K - $59.4K
|
20.2K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.2K+ 14.81% |
$36.7K - $46.4K
|
9.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
990+ 153.97% |
$30.3K - $38.3K
|
1.63K
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
898+ 4.14% |
$27.5K - $34.7K
|
22.6K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612+ 8.02% |
$18.7K - $23.7K
|
8.25K
$363K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
469New |
$14.4K - $18.1K
|
469
$20.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
438+ 5.27% |
$13.4K - $16.9K
|
8.74K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
312+ 0.07% |
$9.55K - $12.1K
|
421K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
300+ 2.21% |
$9.18K - $11.6K
|
13.9K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
292+ 1.85% |
$8.94K - $11.3K
|
16.1K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
268+ 2.92% |
$8.2K - $10.4K
|
9.46K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
202+ 33.17% |
$6.18K - $7.81K
|
811
$35.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
74+ 55.64% |
$2.27K - $2.86K
|
207
$9.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 0.22% |
$2.05K - $2.59K
|
31.2K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
51+ 0.42% |
$1.56K - $1.97K
|
12.1K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 463.64% |
$1.56K - $1.97K
|
62
$2.73K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
35New |
$1.07K - $1.35K
|
35
$1.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34New |
$1.04K - $1.31K
|
34
$1.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$490 - $618
|
16
$705
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 16.22% |
$367 - $464
|
86
$3.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$367 - $464
|
12
$528
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$91.8 - $116
|
3
$132
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 84.62% |
$337 - $425
|
2
$88.1
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-32- 10.88% |
$980 - $1.24K
|
262
$11.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-101- 47.42% |
$3.09K - $3.9K
|
112
$4.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110- 0.04% |
$3.37K - $4.25K
|
280K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-211- 34.7% |
$6.46K - $8.16K
|
397
$17.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-300- 3.51% |
$9.18K - $11.6K
|
8.24K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-445- 6.1% |
$13.6K - $17.2K
|
6.85K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-687- 8.2% |
$21K - $26.6K
|
7.7K
$339K
|