Latest Institutional Transactions on Southside Bancshares Inc (SBSI)
This table provides information on the latest institutional transactions involving Southside Bancshares Inc (SBSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$156 - $193
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-180KClosed |
$4.68M - $5.8M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-9.84KClosed |
$256K - $317K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.21KClosed |
$30.2K - $45.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7KClosed |
$175K - $261K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-9KClosed |
$225K - $336K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.52KNew |
$84K - $95K
|
2.52K
$79.8K
|
|
Feb 13, 2020
Q4 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.39KClosed |
$79.9K - $90.3K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.96KClosed |
$266K - $300K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-9.26KClosed |
$309K - $349K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.43KClosed |
$237K - $260K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-227KClosed |
$7.14M - $8.14M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-214Closed |
$6.73K - $7.67K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-76Closed |
$2.39K - $2.73K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.7KNew |
$713K - $813K
|
22.7K
$719K
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-154Closed |
$4.84K - $5.52K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-100Closed |
$3.14K - $3.59K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-315Closed |
$9.9K - $11.3K
|
0
$0
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Glassman Wealth Services
|
SELL
|
- |
-595Closed |
$18.9K - $21K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.26KClosed |
$39.9K - $44.2K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-130Closed |
$3.9K - $4.58K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-8.77KClosed |
$263K - $309K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.42KClosed |
$223K - $261K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12Closed |
$360 - $422
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-861Closed |
$25.8K - $30.3K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47Closed |
$1.41K - $1.65K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-10Closed |
$300 - $352
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
- |
-200Closed |
$6K - $7.04K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
CALL |
-400Closed |
$12K - $14.1K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
Tributary Capital Management, LLC
|
SELL
|
- |
-467KClosed |
$14M - $16.4M
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-52.9KClosed |
$1.59M - $1.86M
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.71KClosed |
$261K - $307K
|
0
$0
|
|
Q3 2018 | |||||||
Oct 29, 2018
Q3 2018
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.37KClosed |
$316K - $347K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-397Closed |
$12.9K - $14.2K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-180Closed |
$5.84K - $6.45K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.5KClosed |
$48.7K - $53.7K
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Well Done, LLC
|
SELL
|
- |
-234Closed |
$7.6K - $8.38K
|
0
$0
|
|
Q1 2018 | |||||||
Aug 30, 2024
Q1 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70Closed |
$2.34K - $2.52K
|
0
$0
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8Closed |
$267 - $288
|
0
$0
|
|
May 16, 2018
Q1 2018
|
Assetmark, Inc
|
SELL
|
- |
-9Closed |
$301 - $324
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.1KClosed |
$403K - $434K
|
0
$0
|
|
May 07, 2018
Q1 2018
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.34KClosed |
$44.8K - $48.3K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-18.5KClosed |
$616K - $664K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-31.8KClosed |
$1.07M - $1.18M
|
0
$0
|
|
Feb 12, 2018
Q4 2017
|
Hancock Whitney Corp
|
SELL
|
- |
-249KClosed |
$8.39M - $9.24M
|
0
$0
|
|
Feb 05, 2018
Q4 2017
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.03KClosed |
$237K - $261K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-22.7KClosed |
$765K - $843K
|
0
$0
|