Purchases and Sales Made in Q2 2025 in Southside Bancshares Inc (SBSI)
This table provides information about the institutional ownership of Southside Bancshares Inc (SBSI) during Q2 2025. The information is specifically focused on institutions that hold shares of SOUTHSIDE BANCSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 21.09% |
$40.8K - $46.1K
|
8.85K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.44K+ 8.48% |
$38.3K - $43.2K
|
18.5K
$533K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.33K+ 6.87% |
$35.1K - $39.6K
|
20.6K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.32K+ 16.38% |
$35.1K - $39.6K
|
9.41K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.28K+ 10.77% |
$34K - $38.4K
|
13.2K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.14K+ 7.2% |
$30.1K - $34K
|
16.9K
$488K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
889+ 3.35% |
$23.5K - $26.6K
|
27.4K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
867+ 1083.75% |
$23K - $25.9K
|
947
$27.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
766+ 4.29% |
$20.3K - $22.9K
|
18.6K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
733+ 0.94% |
$19.4K - $21.9K
|
78.5K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
706+ 6.85% |
$18.7K - $21.1K
|
11K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
412New |
$10.9K - $12.3K
|
412
$11.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
301+ 24.29% |
$7.97K - $9K
|
1.54K
$44.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
274+ 55.24% |
$7.26K - $8.19K
|
770
$22.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
266+ 3.84% |
$7.05K - $7.95K
|
7.19K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
218+ 2.74% |
$5.77K - $6.52K
|
8.17K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
203+ 0.57% |
$5.38K - $6.07K
|
35.7K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
178+ 0.42% |
$4.72K - $5.32K
|
42.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
171+ 2.07% |
$4.53K - $5.11K
|
8.43K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
156+ 131.09% |
$4.13K - $4.66K
|
275
$7.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
150+ 1.22% |
$3.97K - $4.49K
|
12.4K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
137New |
$3.63K - $4.1K
|
137
$3.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110New |
$2.91K - $3.29K
|
110
$3.17K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109+ 0.8% |
$2.89K - $3.26K
|
13.8K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82+ 0.77% |
$2.17K - $2.45K
|
10.7K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
81New |
$2.15K - $2.42K
|
81
$2.34K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81+ 19.8% |
$2.15K - $2.42K
|
490
$14.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 533.33% |
$2.12K - $2.39K
|
95
$2.74K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
65+ 38.92% |
$1.72K - $1.94K
|
232
$6.69K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$874 - $987
|
33
$952
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
19+ 0.2% |
$503 - $568
|
9.4K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
18New |
$477 - $538
|
18
$519
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 1.26% |
$477 - $538
|
1.44K
$41.6K
|
|
|
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 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
16New |
$424 - $478
|
16
$461
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 2.88% |
$212 - $239
|
286
$8.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8+ 0.01% |
$212 - $239
|
53.6K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5New |
$132 - $150
|
5
$144
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 1.39% |
$26.5 - $29.9
|
73
$2.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 8.33% |
$26.5 - $29.9
|
11
$317
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 73.91% |
$450 - $508
|
6
$173
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-31- 0.69% |
$821 - $927
|
4.47K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-43- 0.53% |
$1.14K - $1.29K
|
8.07K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-59- 0.69% |
$1.56K - $1.76K
|
8.44K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-59- 26.22% |
$1.56K - $1.76K
|
166
$4.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-69- 81.18% |
$1.83K - $2.06K
|
16
$461
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-83- 92.22% |
$2.2K - $2.48K
|
7
$202
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.75% |
$2.65K - $2.99K
|
13.3K
$384K
|
|