Latest Institutional Purchases of Southside Bancshares Inc (SBSI)
This list provides information on the latest institutional transactions involving Southside Bancshares Inc (SBSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.78K+ 31.57% |
$47.1K - $53.2K
|
7.41K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
150+ 1.22% |
$3.97K - $4.49K
|
12.4K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
81New |
$2.15K - $2.42K
|
81
$2.34K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$874 - $987
|
33
$952
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$450 - $508
|
17
$490
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$424 - $478
|
16
$461
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5New |
$132 - $150
|
5
$144
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
36.8K+ 1125.97% |
$1.06M - $1.2M
|
40K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
11.1KNew |
$320K - $364K
|
11.1K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 97.06% |
$231K - $263K
|
16.3K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7.05KNew |
$203K - $231K
|
7.05K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.7K+ 21.25% |
$48.9K - $55.7K
|
9.7K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1K+ 333.33% |
$28.8K - $32.8K
|
1.3K
$37.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
690New |
$19.9K - $22.6K
|
690
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
248New |
$7.14K - $8.13K
|
248
$7.15K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23New |
$662 - $754
|
23
$663
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$461 - $524
|
16
$461
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$432 - $492
|
15
$433
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 200.0% |
$288 - $328
|
15
$433
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.85KNew |
$217K - $255K
|
6.85K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 88.73% |
$214K - $252K
|
14.4K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.6KNew |
$177K - $208K
|
5.6K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
191+ 0.25% |
$6.05K - $7.11K
|
75.5K
$2.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 0.48% |
$95 - $112
|
634
$18.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
18.3K+ 42.36% |
$483K - $641K
|
61.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.2KNew |
$216K - $287K
|
8.2K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.48KNew |
$65.4K - $86.7K
|
2.48K
$71.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
480New |
$12.7K - $16.8K
|
480
$13.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$5.2K - $6.9K
|
197
$5.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35+ 0.33% |
$924 - $1.23K
|
10.6K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29New |
$766 - $1.02K
|
29
$836
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$52.8 - $70.1
|
2
$57.7
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
7.69KNew |
$196K - $221K
|
7.69K
$222K
|
|
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 31.8% |
$76.6K - $86.2K
|
12.4K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
980+ 9.85% |
$25K - $28.2K
|
10.9K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600New |
$15.3K - $17.2K
|
600
$17.3K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.1KNew |
$357K - $432K
|
13.1K
$378K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.7KNew |
$346K - $419K
|
12.7K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
10.9KNew |
$297K - $359K
|
10.9K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
9.1KNew |
$248K - $300K
|
9.1K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.98KNew |
$218K - $263K
|
7.98K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
7.1KNew |
$194K - $234K
|
7.1K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.28K+ 11.91% |
$144K - $174K
|
49.6K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.28KNew |
$62.1K - $75.1K
|
2.28K
$65.7K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.05K+ 2.75% |
$28.5K - $34.5K
|
39K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
535+ 495.37% |
$14.6K - $17.6K
|
643
$18.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$1.64K - $1.98K
|
60
$1.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$218 - $264
|
8
$231
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
24.2KNew |
$647K - $792K
|
24.2K
$699K
|
|