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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$235 - $265
|
4
$347
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
254+ 0.59% |
$14.9K - $16.9K
|
43.1K
$3.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
4.19KNew |
$246K - $278K
|
4.19K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$529 - $597
|
9
$781
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
340New |
$20K - $22.6K
|
340
$29.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$58.7 - $66.4
|
1
$86.8
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 1.93% |
$881 - $996
|
764
$66.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$2.17K - $2.46K
|
37
$3.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28New |
$1.64K - $1.86K
|
28
$2.43K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.35K+ 1372.45% |
$80.5K - $93.8K
|
1.44K
$125K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-34- 0.8% |
$2.03K - $2.37K
|
4.19K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
10KNew |
$598K - $697K
|
10K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-919- 22.73% |
$55K - $64.1K
|
3.12K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.93K- 42.51% |
$534K - $623K
|
12.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.27KNew |
$195K - $228K
|
3.27K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1K- 4.8% |
$60K - $69.9K
|
19.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-299- 50.0% |
$17.9K - $20.8K
|
299
$25.9K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-263- 8.96% |
$15.7K - $18.3K
|
2.67K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.79K- 36.89% |
$107K - $125K
|
3.06K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
317+ 1.03% |
$19K - $22.1K
|
31K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-245- 0.89% |
$14.7K - $17.1K
|
27.4K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
40.5K+ 57.93% |
$2.43M - $2.83M
|
111K
$9.59M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
978+ 1.93% |
$58.5K - $68.2K
|
51.6K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
247+ 2.38% |
$14.8K - $17.2K
|
10.6K
$922K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$479 - $558
|
8
$694
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
48+ 0.78% |
$2.87K - $3.35K
|
6.19K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.07K- 8.7% |
$124K - $144K
|
21.7K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$268K - $312K
|
4.47K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$299 - $349
|
5
$434
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-733- 77.08% |
$43.8K - $51.1K
|
218
$18.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 8.77% |
$299 - $349
|
52
$4.51K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.08K- 34.18% |
$124K - $145K
|
4.01K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
17+ 106.25% |
$1.02K - $1.19K
|
33
$2.86K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
322New |
$19.3K - $22.4K
|
322
$27.9K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.47K- 95.94% |
$67.9K - $102K
|
62
$5.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81New |
$3.75K - $5.63K
|
81
$7.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$1.58K - $2.36K
|
34
$2.95K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.69K - $4.03K
|
58
$5.03K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-136- 95.1% |
$6.3K - $9.45K
|
7
$607
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$371 - $556
|
38
$3.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$927 - $1.39K
|
20
$1.74K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.2KNew |
$55.6K - $83.4K
|
1.2K
$104K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.56% |
$92.7 - $139
|
34
$2.95K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$139 - $208
|
3
$260
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.02% |
$46.4 - $69.5
|
4.48K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$643K - $963K
|
13.9K
$1.2M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-23.4K- 22.72% |
$959K - $1.43M
|
79.5K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$180K - $267K
|
4.38K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.1K- 78.77% |
$579K - $861K
|
3.8K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.87K+ 95633.33% |
$118K - $175K
|
2.87K
$249K
|
|