Purchases and Sales Made in Q4 2023 in Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
151KNew |
$3.81M - $5.63M
|
151K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
68KNew |
$1.71M - $2.53M
|
68K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
41.4K+ 5.49% |
$1.04M - $1.54M
|
794K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.6K+ 51.1% |
$771K - $1.14M
|
90.6K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
17.1KNew |
$430K - $635K
|
17.1K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
14.8KNew |
$374K - $551K
|
14.8K
$620K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4K+ 20.85% |
$262K - $387K
|
60.3K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 20.54% |
$259K - $382K
|
60.3K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 39.66% |
$255K - $376K
|
35.7K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
9.04KNew |
$228K - $336K
|
9.04K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.94K+ 16.91% |
$225K - $332K
|
61.8K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.57K+ 3.07% |
$215K - $318K
|
288K
$12M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.71K+ 40.27% |
$194K - $286K
|
26.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.7KNew |
$194K - $286K
|
7.7K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.19KNew |
$156K - $230K
|
6.19K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
5.66KNew |
$142K - $210K
|
5.66K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.64KNew |
$142K - $209K
|
5.64K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.63KNew |
$142K - $209K
|
5.63K
$235K
|
|
|
Apr 25, 2025
Q4 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
5.5K+ 20.0% |
$138K - $204K
|
33K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.3K+ 7.19% |
$133K - $197K
|
79K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.22K+ 49.96% |
$131K - $194K
|
15.7K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.04K+ 36.85% |
$127K - $187K
|
18.7K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.56K+ 3.05% |
$115K - $170K
|
154K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.31K+ 95.31% |
$108K - $160K
|
8.82K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.23KNew |
$106K - $157K
|
4.23K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.23K+ 0.82% |
$81.2K - $120K
|
397K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.71K+ 51.96% |
$68.1K - $101K
|
7.91K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 0.95% |
$60.6K - $89.5K
|
256K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2K+ 256.41% |
$50.3K - $74.3K
|
2.78K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
1.42K+ 0.31% |
$35.7K - $52.6K
|
461K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.09K+ 27175.0% |
$27.3K - $40.4K
|
1.09K
$45.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
960+ 2.52% |
$24.2K - $35.7K
|
39K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
859+ 7.12% |
$21.6K - $31.9K
|
12.9K
$540K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
817+ 4.23% |
$20.6K - $30.4K
|
20.1K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
564+ 14.1% |
$14.2K - $21K
|
4.56K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
438New |
$11K - $16.3K
|
438
$18.3K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
408New |
$10.3K - $15.2K
|
408
$17K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
218New |
$5.48K - $8.1K
|
218
$9.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
150+ 0.11% |
$3.77K - $5.57K
|
134K
$5.6M
|
|
|
Oct 08, 2025
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.04% |
$25.2 - $37.2
|
2.76K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15- 0.39% |
$377 - $557
|
3.82K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 74.51% |
$956 - $1.41K
|
13
$543
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51- 0.04% |
$1.28K - $1.89K
|
138K
$5.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-77- 9.88% |
$1.94K - $2.86K
|
702
$29.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97- 16.5% |
$2.44K - $3.6K
|
491
$20.5K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-166- 22.87% |
$4.18K - $6.17K
|
560
$23.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-176- 23.91% |
$4.43K - $6.54K
|
560
$23.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-264- 2.27% |
$6.64K - $9.81K
|
11.4K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-297- 0.4% |
$7.47K - $11K
|
74.8K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-323- 0.04% |
$8.13K - $12K
|
799K
$33.3M
|