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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-4.27K- 33.61% |
$175K - $260K
|
8.43K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-46.1K- 89.78% |
$1.89M - $2.82M
|
5.25K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.24K+ 123.6% |
$379K - $564K
|
16.7K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.68KNew |
$274K - $408K
|
6.68K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 95.83% |
$94.4K - $140K
|
100
$8.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.5KNew |
$512K - $761K
|
12.5K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 96.64% |
$47.2K - $70.2K
|
40
$3.47K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
62New |
$2.55K - $3.78K
|
62
$5.38K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-199- 1.11% |
$8.17K - $12.1K
|
17.7K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-400- 6.25% |
$16.4K - $24.4K
|
6K
$521K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.28KNew |
$176K - $261K
|
4.28K
$371K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-54- 63.53% |
$2.22K - $3.3K
|
31
$2.69K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
30New |
$1.23K - $1.83K
|
30
$2.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.01KNew |
$41.3K - $61.4K
|
1.01K
$87.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.61K- 38.83% |
$148K - $220K
|
5.69K
$493K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$1.68K - $2.5K
|
41
$3.56K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-559- 8.5% |
$22.5K - $30K
|
6.01K
$522K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
858+ 5.72% |
$34.6K - $46.1K
|
15.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
97New |
$3.91K - $5.21K
|
97
$8.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
25.1KNew |
$1.01M - $1.35M
|
25.1K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.3KNew |
$575K - $766K
|
14.3K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$725 - $967
|
18
$1.56K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.02KNew |
$323K - $431K
|
8.02K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-12.7K- 56.35% |
$511K - $681K
|
9.82K
$852K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-87- 1.15% |
$3.51K - $4.67K
|
7.45K
$646K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.9KNew |
$641K - $854K
|
15.9K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109New |
$4.39K - $5.86K
|
109
$9.46K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
715+ 10.01% |
$28.8K - $38.4K
|
7.86K
$682K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.18K+ 13.06% |
$47.7K - $63.6K
|
10.2K
$889K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-810- 12.24% |
$32.6K - $43.5K
|
5.81K
$504K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 100.0% |
$202 - $269
|
10
$868
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-602Closed |
$32.2K - $44.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.7K- 8.32% |
$251K - $349K
|
51.8K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
6.67KNew |
$356K - $495K
|
6.67K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270New |
$14.4K - $20.1K
|
270
$23.4K
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
30KNew |
$1.6M - $2.23M
|
30K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
425New |
$22.7K - $31.6K
|
425
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.32KNew |
$284K - $395K
|
5.32K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$21.4K - $29.7K
|
400
$34.7K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$54.8K - $76.2K
|
1.03K
$89K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$641 - $891
|
12
$1.04K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.61K- 28.35% |
$140K - $194K
|
6.61K
$573K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.89K+ 29.38% |
$154K - $215K
|
12.7K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.24K- 10.37% |
$66K - $91.7K
|
10.7K
$926K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
478+ 14.96% |
$25.5K - $35.5K
|
3.67K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 50.0% |
$2.51K - $3.49K
|
47
$4.08K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5K+ 17.89% |
$267K - $371K
|
33K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-21.4K- 65.09% |
$1.14M - $1.59M
|
11.5K
$997K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 24.0% |
$961 - $1.34K
|
57
$4.95K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$53.4 - $74.3
|
14
$1.21K
|
|