Purchases and Sales Made in Q1 2025 in Texas Capital Bancshares Inc (TCBI)
This table provides information about the institutional ownership of Texas Capital Bancshares Inc (TCBI) during Q1 2025. The information is specifically focused on institutions that hold shares of TEXAS CAPITAL BANCSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
121+ 864.29% |
$8.57K - $10.1K
|
135
$12.1K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
120+ 2.28% |
$8.5K - $10.1K
|
5.39K
$482K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
115+ 1.75% |
$8.15K - $9.64K
|
6.68K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
111+ 2775.0% |
$7.87K - $9.31K
|
115
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.78% |
$7.09K - $8.39K
|
12.9K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.91% |
$7.09K - $8.39K
|
11.1K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$7.09K - $8.39K
|
100
$8.94K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 8000.0% |
$5.67K - $6.71K
|
81
$7.24K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
75+ 0.61% |
$5.31K - $6.29K
|
12.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63+ 22.99% |
$4.46K - $5.28K
|
337
$30.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59New |
$4.18K - $4.95K
|
59
$5.28K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
55New |
$3.9K - $4.61K
|
55
$4.92K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 1080.0% |
$3.83K - $4.53K
|
59
$5.28K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
46+ 0.44% |
$3.26K - $3.86K
|
10.6K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$2.83K - $3.35K
|
40
$3.58K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30+ 0.78% |
$2.13K - $2.52K
|
3.9K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 28.57% |
$1.42K - $1.68K
|
90
$8.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 85.0% |
$1.2K - $1.43K
|
37
$3.31K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 40.48% |
$1.2K - $1.43K
|
59
$5.28K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16New |
$1.13K - $1.34K
|
16
$1.43K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 88.89% |
$1.13K - $1.34K
|
34
$3.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.06K - $1.26K
|
15
$1.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$992 - $1.17K
|
14
$1.25K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 8.0% |
$850 - $1.01K
|
162
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$850 - $1.01K
|
12
$1.07K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11New |
$779 - $922
|
11
$984
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 71.43% |
$709 - $839
|
24
$2.15K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$709 - $839
|
10
$894
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6New |
$425 - $503
|
6
$537
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 100.0% |
$213 - $252
|
6
$537
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$142 - $168
|
2
$179
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.32% |
$142 - $168
|
629
$56.3K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$70.9 - $83.9
|
1
$89.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2- 0.01% |
$142 - $168
|
39.9K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 9.09% |
$709 - $839
|
100
$8.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11- 0.39% |
$779 - $922
|
2.8K
$251K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-16- 0.15% |
$1.13K - $1.34K
|
10.9K
$978K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 50.0% |
$1.2K - $1.43K
|
17
$1.52K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17- 10.83% |
$1.2K - $1.43K
|
140
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27- 0.31% |
$1.91K - $2.26K
|
8.75K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-31- 0.66% |
$2.2K - $2.6K
|
4.7K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.9% |
$2.27K - $2.68K
|
3.53K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.86% |
$2.55K - $3.02K
|
4.16K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 70.91% |
$2.76K - $3.27K
|
16
$1.43K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-40- 0.39% |
$2.83K - $3.35K
|
10.2K
$915K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46- 83.64% |
$3.26K - $3.86K
|
9
$805
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-52- 13.83% |
$3.68K - $4.36K
|
324
$29K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-55- 1.92% |
$3.9K - $4.61K
|
2.8K
$251K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-69- 2.32% |
$4.89K - $5.79K
|
2.9K
$259K
|