Latest Institutional Transactions on South State Corp (SSB)
This table provides information on the latest institutional transactions involving South State Corp (SSB) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 33.33% |
$277 - $331
|
8
$711
|
|
|
May 15, 2023
Q1 2023
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
19.1K+ 287.27% |
$1.32M - $1.58M
|
25.7K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45New |
$3.11K - $3.72K
|
45
$4K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
612+ 19.83% |
$42.3K - $50.6K
|
3.7K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.67KNew |
$254K - $303K
|
3.67K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.34KNew |
$231K - $276K
|
3.34K
$297K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 26.42% |
$969 - $1.16K
|
39
$3.47K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 3.82% |
$415 - $496
|
151
$13.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$208 - $248
|
3
$267
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$5.19K - $6.2K
|
75
$6.67K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-9- 23.68% |
$623 - $744
|
29
$2.58K
|
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-251- 42.04% |
$17.4K - $20.7K
|
346
$30.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
39+ 1.39% |
$2.7K - $3.22K
|
2.85K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$899 - $1.07K
|
3.18K
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$277 - $331
|
4
$355
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 31.28% |
$118K - $140K
|
3.74K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
133+ 1.51% |
$9.2K - $11K
|
8.96K
$796K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-42Closed |
$3.13K - $3.81K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
161+ 37.44% |
$12K - $14.6K
|
591
$52.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-39- 54.93% |
$2.91K - $3.54K
|
32
$2.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.39KNew |
$327K - $398K
|
4.39K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
591KNew |
$44M - $53.6M
|
591K
$52.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-369- 50.07% |
$27.5K - $33.4K
|
368
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$219K - $267K
|
2.94K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.29KNew |
$469K - $570K
|
6.29K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.61K- 13.49% |
$120K - $146K
|
10.3K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
125New |
$9.31K - $11.3K
|
125
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
767New |
$57.1K - $69.5K
|
767
$68.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.69KNew |
$200K - $244K
|
2.69K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.38KNew |
$177K - $216K
|
2.38K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.16% |
$22.3K - $27.2K
|
9.8K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.6KNew |
$1.68M - $2.05M
|
22.6K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-770- 87.4% |
$57.4K - $69.8K
|
111
$9.86K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
176New |
$13.1K - $16K
|
176
$15.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-4.11K- 13.42% |
$306K - $373K
|
26.5K
$2.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8.8K+ 3.01% |
$656K - $798K
|
301K
$26.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
585+ 8.82% |
$43.6K - $53K
|
7.22K
$641K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$221K - $269K
|
2.97K
$264K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
8.53KNew |
$635K - $773K
|
8.53K
$758K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.28KNew |
$319K - $388K
|
4.28K
$380K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-28Closed |
$2.05K - $2.41K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
170+ 6.69% |
$12.5K - $14.6K
|
2.71K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.54% |
$147 - $172
|
370
$32.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.76KNew |
$275K - $324K
|
3.76K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 88.85% |
$4.22M - $4.96M
|
7.22K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.92K+ 0.58% |
$434K - $510K
|
1.03M
$91.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-27.1K- 5.53% |
$1.98M - $2.33M
|
462K
$41.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$268K - $315K
|
3.66K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.68KNew |
$343K - $403K
|
4.68K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.6KNew |
$190K - $224K
|
2.6K
$231K
|
|