Purchases and Sales Made in Q1 2025 in South State Corp (SSB)
This table provides information about the institutional ownership of South State Corp (SSB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
64+ 91.43% |
$5.72K - $6.93K
|
134
$13.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
63+ 110.53% |
$5.63K - $6.82K
|
120
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
60+ 11.54% |
$5.36K - $6.5K
|
580
$56.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 10.55% |
$5.27K - $6.39K
|
618
$60.2K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
54New |
$4.83K - $5.85K
|
54
$5.26K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
52+ 0.52% |
$4.65K - $5.63K
|
10.1K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51+ 5.62% |
$4.56K - $5.52K
|
959
$93.4K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
47+ 235.0% |
$4.2K - $5.09K
|
67
$6.53K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
36+ 1.4% |
$3.22K - $3.9K
|
2.6K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 116.67% |
$3.13K - $3.79K
|
65
$6.33K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
33New |
$2.95K - $3.57K
|
33
$3.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$2.68K - $3.25K
|
30
$2.92K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 15.98% |
$2.41K - $2.92K
|
196
$19.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 33.78% |
$2.24K - $2.71K
|
99
$9.64K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23+ 135.29% |
$2.06K - $2.49K
|
40
$3.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23+ 0.81% |
$2.06K - $2.49K
|
2.87K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
23New |
$2.06K - $2.49K
|
23
$2.24K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23New |
$2.06K - $2.49K
|
23
$2.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.5% |
$1.97K - $2.38K
|
4.43K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18+ 0.53% |
$1.61K - $1.95K
|
3.44K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 14.29% |
$1.43K - $1.73K
|
128
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
15New |
$1.34K - $1.62K
|
15
$1.46K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
14+ 35.9% |
$1.25K - $1.52K
|
53
$5.16K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$1.25K - $1.52K
|
14
$1.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 7.89% |
$1.07K - $1.3K
|
164
$16K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11+ 0.42% |
$983 - $1.19K
|
2.66K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 25.71% |
$805 - $975
|
44
$4.29K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$626 - $758
|
7
$682
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$626 - $758
|
7
$682
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6New |
$536 - $650
|
6
$584
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$536 - $650
|
6
$584
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 17.86% |
$447 - $542
|
33
$3.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5New |
$447 - $542
|
5
$487
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$447 - $542
|
5
$487
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.01% |
$358 - $433
|
31K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.07% |
$358 - $433
|
5.84K
$569K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4New |
$358 - $433
|
4
$390
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4New |
$358 - $433
|
4
$390
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 21.43% |
$268 - $325
|
17
$1.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.6% |
$268 - $325
|
504
$49.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.34% |
$268 - $325
|
882
$85.9K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$268 - $325
|
7.51K
$731K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$179 - $217
|
2
$195
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.0% |
$89.4 - $108
|
101
$9.84K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$89.4 - $108
|
1
$97.4
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$89.4 - $108
|
1
$97.4
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$89.4 - $108
|
621K
$60.4M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1- 0.04% |
$89.4 - $108
|
2.26K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3- 0.11% |
$268 - $325
|
2.78K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 14.29% |
$358 - $433
|
24
$2.34K
|