Purchases and Sales Made in Q3 2025 in South State Corp (SSB)
This table provides information about the institutional ownership of South State Corp (SSB) during Q3 2025. The information is specifically focused on institutions that hold shares of SouthState Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
104KNew |
$9.55M - $10.8M
|
104K
$9.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
34.1K+ 294.54% |
$3.13M - $3.53M
|
45.6K
$4.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
18.6KNew |
$1.71M - $1.93M
|
18.6K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 34.14% |
$982K - $1.11M
|
42K
$3.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$552K - $623K
|
6.02K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.34K+ 37.32% |
$307K - $346K
|
12.3K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.57KNew |
$236K - $266K
|
2.57K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 6.93% |
$119K - $134K
|
20K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1K+ 31.88% |
$91.8K - $104K
|
4.14K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
659+ 22.82% |
$60.5K - $68.2K
|
3.55K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
317New |
$29.1K - $32.8K
|
317
$28.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
255+ 4.69% |
$23.4K - $26.4K
|
5.69K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
166+ 1.01% |
$15.2K - $17.2K
|
16.6K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166New |
$15.2K - $17.2K
|
166
$14.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
92+ 2.66% |
$8.44K - $9.53K
|
3.55K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 0.51% |
$5.78K - $6.52K
|
12.5K
$1.11M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
62+ 0.61% |
$5.69K - $6.42K
|
10.2K
$909K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
28+ 1.03% |
$2.57K - $2.9K
|
2.75K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 3.41% |
$551 - $621
|
182
$16.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 14.29% |
$91.8 - $104
|
6
$533
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2Closed |
$184 - $207
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-53- 1.02% |
$4.86K - $5.49K
|
5.13K
$456K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-65- 1.34% |
$5.97K - $6.73K
|
4.8K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-66- 0.7% |
$6.06K - $6.83K
|
9.33K
$829K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-97- 10.05% |
$8.9K - $10K
|
868
$77.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-156- 0.94% |
$14.3K - $16.2K
|
16.5K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-365- 3.98% |
$33.5K - $37.8K
|
8.81K
$783K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-440- 44.4% |
$40.4K - $45.6K
|
551
$49K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-765- 99.87% |
$70.2K - $79.2K
|
1
$88.9
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.18KClosed |
$200K - $226K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 41.56% |
$457K - $515K
|
7K
$622K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-48.9K- 86.48% |
$4.48M - $5.06M
|
7.64K
$679K
|
|