Purchases and Sales Made in Q2 2024 in Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS) during Q2 2024. The information is specifically focused on institutions that hold shares of ServisFirst Bancshares, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
173+ 4.24% |
$10.2K - $11.5K
|
4.26K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
167New |
$9.81K - $11.1K
|
167
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
161+ 0.96% |
$9.46K - $10.7K
|
17K
$1.51M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
161+ 0.96% |
$9.46K - $10.7K
|
17K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
112+ 1.98% |
$6.58K - $7.43K
|
5.76K
$513K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
104New |
$6.11K - $6.9K
|
104
$9.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
100+ 3.23% |
$5.87K - $6.64K
|
3.2K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
96+ 1.15% |
$5.64K - $6.37K
|
8.46K
$753K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
62+ 13.6% |
$3.64K - $4.11K
|
518
$46.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62+ 147.62% |
$3.64K - $4.11K
|
104
$9.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
60New |
$3.52K - $3.98K
|
60
$5.34K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
60+ 8.93% |
$3.52K - $3.98K
|
732
$65.2K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
42+ 0.13% |
$2.47K - $2.79K
|
32.6K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
41+ 0.46% |
$2.41K - $2.72K
|
8.89K
$792K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 172.73% |
$2.23K - $2.52K
|
60
$5.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$2.17K - $2.46K
|
37
$3.29K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28New |
$1.64K - $1.86K
|
28
$2.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
19+ 0.3% |
$1.12K - $1.26K
|
6.41K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.02% |
$1.06K - $1.19K
|
81.6K
$7.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 0.05% |
$999 - $1.13K
|
33.6K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$881 - $996
|
15
$1.34K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 6.11% |
$822 - $929
|
243
$21.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$529 - $597
|
9
$801
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.01% |
$411 - $465
|
65.8K
$5.86M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7+ 0.03% |
$411 - $465
|
21.2K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$235 - $265
|
4
$356
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.06% |
$176 - $199
|
4.82K
$429K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.44% |
$117 - $133
|
461
$41K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$58.7 - $66.4
|
11
$979
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$58.7 - $66.4
|
1
$89
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$58.7 - $66.4
|
49
$4.36K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$58.7 - $66.4
|
1
$89
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 3.23% |
$58.7 - $66.4
|
30
$2.67K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- -0.0% |
$176 - $199
|
70.7K
$6.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 55.56% |
$294 - $332
|
4
$356
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-9- 0.09% |
$529 - $597
|
10.6K
$941K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 1.93% |
$881 - $996
|
764
$68K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.31% |
$999 - $1.13K
|
5.38K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.29% |
$1.06K - $1.19K
|
1.38K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 4.82% |
$1.23K - $1.39K
|
415
$36.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 0.11% |
$2.17K - $2.46K
|
34.3K
$3.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-58- 1.79% |
$3.41K - $3.85K
|
3.18K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-75- 0.22% |
$4.41K - $4.98K
|
34.1K
$3.04M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 25.0% |
$5.87K - $6.64K
|
300
$26.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-121- 23.87% |
$7.11K - $8.03K
|
386
$34.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-132- 2.8% |
$7.75K - $8.76K
|
4.59K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-193- 0.59% |
$11.3K - $12.8K
|
32.5K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-226- 3.23% |
$13.3K - $15K
|
6.77K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-293- 11.34% |
$17.2K - $19.4K
|
2.29K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-355- 1.3% |
$20.9K - $23.6K
|
27K
$2.41M
|