Latest Institutional Transactions on Servis First Bancshares, Inc. (SFBS)
This table provides information on the latest institutional transactions involving Servis First Bancshares, Inc. (SFBS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 6.08% |
$24.9K - $31.5K
|
5.1K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.66KClosed |
$502K - $636K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-17.6KClosed |
$1.33M - $1.68M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 10.0% |
$75.3K - $95.5K
|
9K
$781K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.24KNew |
$320K - $405K
|
4.24K
$368K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.17KClosed |
$163K - $207K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-2.81KClosed |
$211K - $268K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.25KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 6.8% |
$753 - $955
|
137
$11.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
94+ 229.27% |
$7.08K - $8.97K
|
135
$11.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14KClosed |
$162K - $205K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.6KClosed |
$422K - $535K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60Closed |
$4.52K - $5.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-78Closed |
$5.88K - $7.45K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.97KNew |
$244K - $283K
|
2.97K
$258K
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.92KClosed |
$322K - $374K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-770Closed |
$63.2K - $73.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-71.7K- 6.69% |
$5.88M - $6.83M
|
1M
$86.8M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
120KNew |
$9.84M - $11.4M
|
120K
$10.4M
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18.7KClosed |
$1.53M - $1.78M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.23KClosed |
$429K - $498K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-133Closed |
$10.9K - $12.7K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38New |
$3.12K - $3.62K
|
38
$3.3K
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-31Closed |
$2.3K - $2.73K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$223 - $264
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.01KClosed |
$74.9K - $88.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$74.3 - $88.1
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24Closed |
$1.78K - $2.11K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.4KNew |
$2.4M - $2.85M
|
32.4K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-185- 77.08% |
$13.7K - $16.3K
|
55
$4.77K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.15KClosed |
$680K - $807K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.31KClosed |
$469K - $556K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-125Closed |
$9.28K - $11K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$1.98M - $2.34M
|
26.6K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$327K - $388K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-173KClosed |
$12.8M - $15.2M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-966Closed |
$71.7K - $85.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31New |
$2.01K - $2.48K
|
31
$2.69K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.19KNew |
$206K - $255K
|
3.19K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.07M - $1.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$647 - $799
|
10
$868
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-6.1KClosed |
$395K - $488K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.48KClosed |
$419K - $518K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-19.3KClosed |
$1.25M - $1.54M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-613Closed |
$39.7K - $49K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-13.4KClosed |
$870K - $1.07M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20New |
$1.29K - $1.6K
|
20
$1.74K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.6KClosed |
$298K - $368K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 22, 2024
Q2 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56KNew |
$392K - $469K
|
6.56K
$569K
|
|