Purchases and Sales Made in Q1 2023 in South State Corp (SSB)
This table provides information about the institutional ownership of South State Corp (SSB) during Q1 2023. The information is specifically focused on institutions that hold shares of SouthState Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123+ 11.79% |
$8.51K - $10.2K
|
1.17K
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
120New |
$8.3K - $9.92K
|
120
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
114+ 0.62% |
$7.89K - $9.42K
|
18.6K
$1.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 144.07% |
$5.88K - $7.02K
|
144
$14.9K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$5.19K - $6.2K
|
75
$7.78K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70+ 1.99% |
$4.84K - $5.78K
|
3.58K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 22.11% |
$4.5K - $5.37K
|
359
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
63+ 1.32% |
$4.36K - $5.21K
|
4.85K
$503K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
55+ 0.14% |
$3.8K - $4.54K
|
40.7K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 0.36% |
$3.74K - $4.46K
|
15.2K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 108.51% |
$3.53K - $4.21K
|
98
$10.2K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$3.18K - $3.8K
|
46
$4.77K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45New |
$3.11K - $3.72K
|
45
$4.67K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
44+ 0.17% |
$3.04K - $3.64K
|
25.3K
$2.62M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
44+ 0.17% |
$3.04K - $3.64K
|
25.3K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
43+ 8.51% |
$2.97K - $3.55K
|
548
$56.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
39+ 1.39% |
$2.7K - $3.22K
|
2.85K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
34New |
$2.35K - $2.81K
|
34
$3.52K
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
32+ 0.58% |
$2.21K - $2.64K
|
5.51K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$2.08K - $2.48K
|
30
$3.11K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 0.11% |
$1.38K - $1.65K
|
18.8K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$899 - $1.07K
|
3.18K
$330K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
12New |
$830 - $992
|
12
$1.24K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11New |
$761 - $909
|
11
$1.14K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 16.67% |
$484 - $578
|
49
$5.08K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 3.3% |
$415 - $496
|
188
$19.5K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.07% |
$277 - $331
|
5.81K
$602K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$277 - $331
|
4
$415
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$208 - $248
|
3
$311
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$208 - $248
|
3
$311
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 20.0% |
$138 - $165
|
12
$1.24K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.71% |
$69.2 - $82.6
|
141
$14.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.53% |
$69.2 - $82.6
|
191
$19.8K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.99% |
$69.2 - $82.6
|
100
$10.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 16.67% |
$277 - $331
|
20
$2.07K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 33.33% |
$277 - $331
|
8
$829
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 3.82% |
$415 - $496
|
151
$15.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 1.0% |
$415 - $496
|
594
$61.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-9- 23.68% |
$623 - $744
|
29
$3.01K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 52.63% |
$692 - $826
|
9
$933
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.33% |
$969 - $1.16K
|
4.17K
$433K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 26.42% |
$969 - $1.16K
|
39
$4.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 34.88% |
$1.04K - $1.24K
|
28
$2.9K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16- 0.24% |
$1.11K - $1.32K
|
6.66K
$690K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21- 0.46% |
$1.45K - $1.74K
|
4.56K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-24- 0.47% |
$1.66K - $1.98K
|
5.13K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-70- 0.24% |
$4.84K - $5.78K
|
28.6K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-71- 1.31% |
$4.91K - $5.87K
|
5.36K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-78- 1.37% |
$5.4K - $6.45K
|
5.61K
$582K
|