SFST Institutionelt ejerskab, købere - Southern First Bancshares, Inc.

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Southern First Bancshares, Inc., omfatter Zacks Investment Management, Wealth Enhancement Advisory Services, Llc, SMIZ - Zacks Small/Mid Cap ETF, Aqr Capital Management Llc, Raymond James Financial Inc, BRUSX - Ultra-Small Company Fund Class N, SSCYX - Small Capitalization Portfolio Class A, Cullen/frost Bankers, Inc., DFSU - Dimensional US Sustainability Core 1 ETF, Allworth Financial LP, Huntington National Bank, Hartland & Co., LLC, og IFP Advisors, Inc .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato	Kilde	Investor	Aktier	Δ Aktier (%)	Rapporteret Værdi ($1000)	Δ Værdi (%)
2025-08-14	13F	Smartleaf Asset Management LLC	62	463,64	2
2025-08-07	13F	Allworth Financial LP	35		1
2025-08-14	13F	Raymond James Financial Inc	1.962		75
2025-08-08	13F	Hartland & Co., LLC	12		0
2025-08-11	13F	Empowered Funds, LLC	20.173	8,24	767	25,12
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc	16.368		654
2025-08-12	13F	Proequities, Inc.	0		0
2025-08-29	NP	EES - WisdomTree U.S. SmallCap Fund N/A	3.158	31,04	120	51,90
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV	2.278	9,10	87	26,47
2025-08-15	13F	Tower Research Capital LLC (TRC)	1.633	153,97	62	195,24
2025-08-08	13F	Geode Capital Management, Llc	180.585	2,16	6.870	18,04
2025-08-14	13F	Aqr Capital Management Llc	9.478		360
2025-08-26	NP	Profunds - Profund Vp Small-cap	18	5,88	1
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB	5.260	10,97	200	28,21
2025-08-12	13F	Zacks Investment Management	45.058		1.714
2025-06-26	NP	DFSU - Dimensional US Sustainability Core 1 ETF	356		13
2025-08-29	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF	20.149	8,11	766	24,96
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	40	2,56	2	0,00
2025-06-25	NP	CSMIX - Columbia Small Cap Value Fund I Class A	192.451	0,25	6.834	-3,27
2025-08-13	13F	Panagora Asset Management Inc	6.082		231
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	10.578	7,37	382	13,39
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14.384	6,09	519	11,88
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	55.406	1,83	1.967	-1,75
2025-06-26	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	40.611	5,96	1.442	2,27
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio	797	7,41	30	25,00
2025-08-29	NP	GFSIX - The Gabelli Global Financial Services Fund CLASS I	25.827	21,10	982	39,89
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	39.256	12,27	1.416	18,51
2025-07-24	13F	IFP Advisors, Inc	3		0
2025-08-12	13F	Dimensional Fund Advisors Lp	370.067	2,54	14.074	18,46
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.425	17,57	51	13,64
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF	15.173	49,56	539	44,24
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	248.881	3,24	9.465	19,25
2025-08-04	13F	Strs Ohio	13.900	2,21	529	18,12
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF	45.997	6,27	1.633	2,58
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1.611	15,82	61	35,56
2025-08-14	13F	Fourthstone LLC	129.174	95,18	4.912	125,53
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	877	2,57	31	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB	1.690	46,96	64	72,97
2025-08-14	13F	State Of Wisconsin Investment Board	9.300	14,81	354	32,71
2025-08-14	13F	T. Rowe Price Investment Management, Inc.	808.440	0,68	31	15,38
2025-08-15	13F	Captrust Financial Advisors	31.190	0,22	1.186	15,82
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares	32	6,67	1	0,00
2025-07-28	NP	VCSLX - Small Cap Index Fund	3.281	11,30	118	18,00
2025-07-25	13F	Cwm, Llc	811	33,17	0
2025-08-14	13F	Bridgeway Capital Management Inc	52.058	6,95	1.980	23,53
2025-07-30	NP	SMIZ - Zacks Small/Mid Cap ETF	14.090		508
2025-08-14	13F	Citadel Advisors Llc	22.795	187,60	867	233,08
2025-08-14	13F	Jane Street Group, Llc	9.458	2,92	360	18,87
2025-08-14	13F	Alliancebernstein L.p.	157.376	12,95	5.985	30,51
2025-08-26	NP	BRUSX - Ultra-Small Company Fund Class N	1.847		70
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV	1.747	7,91	66	24,53
2025-08-15	13F	Morgan Stanley	56.060	5,72	2.132	22,18
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV	1.328	15,28	51	35,14
2025-08-27	13F/A	Squarepoint Ops LLC	9.457		360
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	74.993	0,75	2.663	-2,77
2025-07-30	13F	Cullen/frost Bankers, Inc.	469		18
2025-08-14	13F	Wells Fargo & Company/mn	8.245	8,02	314	24,70
2025-07-17	13F	Wagner Wealth Management, Llc	8.744	5,27	333	21,61
2025-08-29	NP	Gabelli Equity Trust Inc	4.523	18,31	172	37,60
2025-08-08	13F/A	Sterling Capital Management LLC	207	55,64	8	75,00
2025-06-26	NP	DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	22.360	5,55	794	1,93
2025-08-12	13F	Rhumbline Advisers	12.085	0,42	460	15,91
2025-08-28	NP	IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	17.473	1,28	664	17,11
2025-08-05	13F	Huntington National Bank	34		1
2025-08-13	13F	Gabelli Funds Llc	41.850	14,19	1.592	31,92
2025-08-11	13F	Vanguard Group Inc	421.073	0,07	16.013	15,61
2025-08-13	13F	EverSource Wealth Advisors, LLC	86	16,22	3	50,00
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	4.689	6,52	167	3,11
2025-08-14	13F/A	Barclays Plc	31.095	20,63	1
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	225	8,70	9	33,33
2025-07-28	NP	HDG - ProShares Hedge Replication ETF	10	11,11	0
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II	1.540	20,12	59	38,10
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19.415	4,86	689	1,17
2025-08-26	NP	QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5.213	6,45	198	22,98
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	6.618	0,58	239	6,25
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	8.359	2,93	318	18,73
2025-07-29	NP	SSCYX - Small Capitalization Portfolio Class A	1.245		45
2025-07-15	13F	Sheets Smith Wealth Management	16.097	1,85	612	17,69
2025-08-14	13F	Bnp Paribas Arbitrage, Sa	1.380	28,73	52	48,57
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF	224	60,00	8	40,00
2025-08-12	13F	Charles Schwab Investment Management Inc	22.574	4,14	858	20,34
2025-08-05	13F	Bank of New York Mellon Corp	22.091	4,87	840	21,21
2025-08-14	13F	Wellington Management Group Llp	35.981	5,49	1.368	21,93

SFST / Southern First Bancshares, Inc. - Institutionelt ejerskab - Købere

Institutionelt og fondsejerskab - Købere