Institutional Ownership Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
44,643
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 43.36%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
42,397
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
34,020
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
33,041
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
31,123
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
30,451
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
26,769
shares
|
$891,675
0.0% of portfolio
|
Q4 2024
Added 84.38%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
25,312
shares
|
$843,142
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
24,500
shares
|
$816,095
0.01% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Teton Advisors, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
22,000
shares
|
$732,820
0.47% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,570
shares
|
$718,496
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,714
shares
|
$623,363
0.0% of portfolio
|
Q4 2023
Added 36.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
17,581
shares
|
$585,623
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
16,200
shares
|
$539,622
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,018
shares
|
$533,559
0.0% of portfolio
|
Q4 2024
Added 193.37%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
15,746
shares
|
$524,499
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
15,191
shares
|
$506,012
0.08% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
15,105
shares
|
$503,147
0.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,178
shares
|
$438,959
0.0% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Feb 13, 2025 Q4 2024 |
12,591
shares
|
$419,406
0.07% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
12,506
shares
|
$416,574
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,455
shares
|
$414,876
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
12,260
shares
|
$408,380
0.05% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
12,097
shares
|
$402,951
0.19% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,540
shares
|
$351,087
0.01% of portfolio
|
Q4 2024
Reduced 25.44%
|