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Get Institutions for : 
Southern First Bancshares Inc (SFST)  
$26.45 0.50 (1.93%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    5
Total shares held : 
 6,297,102  
% of shares held : 
 81.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 149,442  
% of shares held change : 
   1.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.40  
Last Quarter's Ending Price : 
 $37.10  
Last Quarter's Average Price : 
 $29.71  
Change from last quarter's     
avg. price to the last closing  : 
3.26 (10.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 68,769
 1.09%
 
Increased Positions :
26
 189,458
 3.01%
 
Unchanged Positions :
22
 1,301,225
 20.66%
 
Decreased Positions :
33
-77,585
-1.23%
 
Closed Positions :
4
-31,200
-0.5%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 2726 - 2023-12-31 794,259 $29,467,000 41,353
   ENDEAVOUR CAPITAL ADVISORS INC 7 - 2023-12-31 460,875 $17,098,000 1,417
   VANGUARD GROUP INC 2736 - 2023-12-31 397,247 $14,738,000 3,229
   DIMENSIONAL FUND ADVISORS INC 2296 - 2023-12-31 287,787 $10,677,000 8,565
   AMERIPRISE FINANCIAL INC 1766 - 2023-12-31 255,592 $9,482,000 2,409
   GEODE CAPITAL MANAGEMENT LLC 2632 - 2023-12-31 154,380 $5,728,000 4,564
   WELLINGTON MANAGEMENT CO LLP 1223 - 2023-12-31 151,436 $5,618,000 32,621
   ALLIANCEBERNSTEIN L.P. 1488 - 2023-12-31 134,055 $4,973,000 150
   SeaCrest Wealth Management LLC 29 - 2024-03-31 139,310 $4,424,000 1,730
   BOOTHBAY FUND MANAGEMENT LLC 244 - 2023-12-31 90,621 $3,362,000 30,645
   NORTHERN TRUST CORP 2784 - 2023-12-31 79,027 $2,932,000 5,303
   MONARCH PARTNERS ASSET MANAGEMENT LLC 51 - 2022-12-31 54,713 $2,503,000 20,117
   Russell Investments Group Ltd. 1530 - 2023-12-31 61,800 $2,293,000 8,938
   MORGAN STANLEY 4324 - 2023-12-31 60,312 $2,238,000 10,277
   BRIDGEWAY CAPITAL MANAGEMENT INC 675 - 2023-12-31 39,023 $1,448,000 960
   ROYAL BANK OF CANADA 2885 - 2023-12-31 35,671 $1,324,000 10,129
   BARCLAYS PLC 2530 - 2023-12-31 26,847 $997,000 7,707
   GSA CAPITAL PARTNERS LLP 555 - 2023-12-31 20,121 $746,000 817
   NUVEEN ASSET MANAGEMENT, LLC 2854 - 2023-12-31 18,714 $694,000 5,039
   BANK OF AMERICA CORP /DE/ 4371 - 2023-12-31 15,680 $582,000 2,846
   INVESCO LTD 3140 - 2023-12-31 12,926 $480,000 859
   Empowered Funds LLC 1007 - 2023-12-31 11,985 $445,000 960
   SHEETS SMITH & ASSOCIATES INC 226 - 2023-09-30 15,251 $411,000 397
   UBS Group AG 4243 - 2023-12-31 8,822 $327,000 4,305
   J P MORGAN CHASE & CO 3943 - 2023-12-31 7,914 $294,000 2,706
   WELLS FARGO & CO/MN 3979 - 2023-12-31 4,564 $169,000 564
   FinTrust Capital Advisors LLC 359 - 2023-12-31 2,780 $103,000 2,000
   FMR LLC 3435 - 2023-12-31 1,135 $42,000 8
   CITIGROUP INC 3686 - 2023-12-31 1,091 $40,000 1,087
   CWM LLC 4172 - 2024-03-31 43 $1,000 2
  30 Records found
  1    
  Page 1 of 1
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