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 102 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
2,763
shares
|
$112,122
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,391
shares
|
$97,026
0.0% of portfolio
|
Q2 2024
Reduced 30.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,233
shares
|
$90,615
0.0% of portfolio
|
Q3 2024
Added 44.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,904
shares
|
$77,264
0.0% of portfolio
|
Q1 2022
Reduced 47.96%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$48,898
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
726
shares
|
$29,461
0.0% of portfolio
|
Q2 2024
Added 29.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
690
shares
|
$28,000
0.0% of portfolio
|
Q3 2023
Added 57.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
613
shares
|
$24,875
0.0% of portfolio
|
Q4 2019
Added 37.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
608
shares
|
$24,672
0.0% of portfolio
|
Q3 2018
Reduced 45.13%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
559
shares
|
$22,684
0.0% of portfolio
|
Q2 2024
Reduced 27.59%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
558
shares
|
$22,643
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
375
shares
|
$15,217
0.0% of portfolio
|
Q3 2024
Added 3309.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
297
shares
|
$12,052
0.0% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
274
shares
|
$11,118
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
259
shares
|
$10,510
0.0% of portfolio
|
Q1 2024
Reduced 63.11%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
218
shares
|
$8,846
0.0% of portfolio
|
Q1 2017
Added 232.57%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
118
shares
|
$4,788
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
96
shares
|
$3,895
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
70
shares
|
$2,840
0.0% of portfolio
|
Q2 2024
Added 34.62%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
67
shares
|
$2,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,029
0.0% of portfolio
|
Q3 2024
Added 354.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
49
shares
|
$1,988
0.0% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$1,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
24
shares
|
$973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
16
shares
|
$649
0.0% of portfolio
|
Q3 2024
New holding
|