Southside Bancshares Ownership 2024 | Who Owns Southside Bancshares Now?
Institutional Ownership
52.12%
Insider Ownership
5.52%
Retail Ownership
42.36%
Institutional Holders
126.00
Southside Bancshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.37% | 0.00% | 4,349,349 | -33,644 | -0.77% | 120,085,527 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.61% | 0.00% | 2,000,876 | 2,990 | 0.15% | 55,244,187 | Jun 30, 2024 |
| STATE STREET CORP | 4.24% | 0.00% | 1,282,379 | -55,130 | -4.12% | 35,406,484,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.86% | 0.01% | 1,166,936 | -28,941 | -2.42% | 32,217,676 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.00% | 668,569 | 24,288 | 3.77% | 18,463,539 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.99% | 0.03% | 603,285 | 38,500 | 6.82% | 16,656,699 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.19% | 0.00% | 359,739 | 37,971 | 11.80% | 9,932,394 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18% | 0.00% | 357,518 | -32,098 | -8.24% | 9,871,072 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.00% | 320,662 | -12,535 | -3.76% | 8,853,480 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.00% | 308,983 | -19,951 | -6.07% | 8,531,061 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.00% | 0.00% | 302,010 | -2,014 | -0.66% | 8,338,497,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.87% | 0.00% | 264,292 | 267 | 0.10% | 7,298,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.79% | 0.01% | 238,087 | 116,473 | 95.77% | 6,573,588 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.74% | 0.02% | 225,105 | -41,097 | -15.44% | 6,215,149 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.71% | 0.00% | 214,867 | 34,970 | 19.44% | 5,932,479 | Jun 30, 2024 |
| THIRD AVENUE MANAGEMENT LLC | 0.69% | 0.99% | 209,426 | - | - | 5,782,252 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.56% | 0.00% | 168,450 | 1,984 | 1.19% | 4,650,905 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.47% | 0.00% | 141,916 | -7,268 | -4.87% | 3,918,301,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.45% | 0.00% | 135,591 | -705 | -0.52% | 3,743,667 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.41% | 0.05% | 124,316 | 95 | 0.08% | 3,432,365 | Jun 30, 2024 |
Southside Bancshares's largest institutional shareholder is BLACKROCK INC., holding 14.37% of the company's total share outstanding, currently valued at $120.09M. The top 10 institutional shareholders own together 37.73% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOLUTIONS 4 WEALTH, LTD | 0.08% | 1.52% | 24,242 | - | - | 669,322 | Jun 30, 2024 |
| KESTREL INVESTMENT MANAGEMENT CORP | 0.23% | 1.27% | 69,600 | - | - | 1,922,000 | Jun 30, 2024 |
| THIRD AVENUE MANAGEMENT LLC | 0.69% | 0.99% | 209,426 | - | - | 5,782,252 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.11% | 2,685 | -608 | -18.46% | 74,133 | Jun 30, 2024 |
| LION STREET ADVISORS, LLC | 0.03% | 0.10% | 9,852 | -121 | -1.21% | 272,017 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.08% | 0.09% | 23,826 | 21,278 | 835.09% | 657,836 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.33% | 0.06% | 99,998 | 24,540 | 32.52% | 2,760,945 | Jun 30, 2024 |
| POLARIS CAPITAL MANAGEMENT, LLC | 0.14% | 0.06% | 43,200 | - | - | 1,192,752 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.04% | 0.06% | 12,928 | 12,928 | 100.00% | 356,942 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.21% | 0.05% | 62,195 | 62,195 | 100.00% | 1,717,204 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.07% | 0.05% | 22,285 | -533 | -2.34% | 615,289 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.41% | 0.05% | 124,316 | 95 | 0.08% | 3,432,365 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.03% | 0.04% | 7,689 | 7,689 | 100.00% | 212,293 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.04% | 0.04% | 12,815 | 538 | 4.38% | 353,822 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.23% | 0.03% | 70,498 | 5,040 | 7.70% | 1,946,450 | Jun 30, 2024 |
| NAPLES GLOBAL ADVISORS, LLC | 0.04% | 0.03% | 10,824 | -3,550 | -24.70% | 298,851 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.99% | 0.03% | 603,285 | 38,500 | 6.82% | 16,656,699 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.06% | 0.03% | 18,621 | 4,631 | 33.10% | 514,126 | Jun 30, 2024 |
| SOWELL FINANCIAL SERVICES LLC | 0.06% | 0.02% | 16,937 | - | - | 468,000 | Jun 30, 2024 |
| HILLTOP NATIONAL BANK | 0.01% | 0.02% | 2,278 | - | - | 62,896 | Jun 30, 2024 |
The largest Southside Bancshares shareholder by % of total assets is SOLUTIONS 4 WEALTH, LTD. The company owns 24.24K shares of Southside Bancshares (SBSI), representing 1.52% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 0.79% | 0.01% | 238,087 | 116,473 | 95.77% | 6,573,588 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.39% | 0.00% | 119,399 | 103,772 | 664.06% | 3,296,606 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.21% | 0.05% | 62,195 | 62,195 | 100.00% | 1,717,204 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.27% | 0.00% | 80,669 | 43,245 | 115.55% | 2,227,271 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.16% | 0.01% | 47,329 | 40,268 | 570.29% | 1,307,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.13% | 0.00% | 40,168 | 40,168 | 100.00% | 1,109,039 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.99% | 0.03% | 603,285 | 38,500 | 6.82% | 16,656,699 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.19% | 0.00% | 359,739 | 37,971 | 11.80% | 9,932,394 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.71% | 0.00% | 214,867 | 34,970 | 19.44% | 5,932,479 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.33% | 0.06% | 99,998 | 24,540 | 32.52% | 2,760,945 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.00% | 668,569 | 24,288 | 3.77% | 18,463,539 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.08% | 0.09% | 23,826 | 21,278 | 835.09% | 657,836 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 64,561 | 20,220 | 45.60% | 1,782,530 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 0.00% | 19,367 | 18,566 | 2317.85% | 534,723 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 16,662 | 16,662 | 100.00% | 460,038 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 14,643 | 14,643 | 100.00% | 404,293 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 65,881 | 13,895 | 26.73% | 1,818,974 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.04% | 0.06% | 12,928 | 12,928 | 100.00% | 356,942 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.04% | 0.00% | 10,989 | 10,989 | 100.00% | 303,406 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.11% | 0.00% | 34,451 | 9,521 | 38.19% | 951,000 | Jun 30, 2024 |
As of Jun 30 2024, Southside Bancshares's largest institutional buyer is AQR CAPITAL MANAGEMENT LLC. The company purchased 116.47K stocks of SBSI, valued at $6.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.35% | 0.00% | 105,821 | -132,430 | -55.58% | 2,921,718 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.05% | 0.00% | 16,149 | -60,976 | -79.06% | 446,000 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | - | - | - | -57,366 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 4.24% | 0.00% | 1,282,379 | -55,130 | -4.12% | 35,406,484,000 | Jun 30, 2024 |
| CHATHAM CAPITAL GROUP, INC. | - | - | - | -49,563 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.74% | 0.02% | 225,105 | -41,097 | -15.44% | 6,215,149 | Jun 30, 2024 |
| BLACKROCK INC. | 14.37% | 0.00% | 4,349,349 | -33,644 | -0.77% | 120,085,527 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18% | 0.00% | 357,518 | -32,098 | -8.24% | 9,871,072 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.86% | 0.01% | 1,166,936 | -28,941 | -2.42% | 32,217,676 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.24% | 0.01% | 71,643 | -24,598 | -25.56% | 1,978,063 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.00% | 308,983 | -19,951 | -6.07% | 8,531,061 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.03% | 0.00% | 8,163 | -19,616 | -70.61% | 225,381 | Jun 30, 2024 |
| BARCLAYS PLC | 0.08% | 0.00% | 24,947 | -19,252 | -43.56% | 688,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.25% | 0.00% | 75,835 | -19,238 | -20.23% | 2,093,804 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.03% | 0.00% | 8,403 | -15,625 | -65.03% | 232,007 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -15,497 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | - | - | - | -15,290 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,245 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -13,092 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -12,699 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Southside Bancshares's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.13M shares of SBSI, valued at $2.92M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NFJ INVESTMENT GROUP, LLC | 0.21% | 0.05% | 62,195 | 62,195 | 100.00% | 1,717,204 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.13% | 0.00% | 40,168 | 40,168 | 100.00% | 1,109,039 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 16,662 | 16,662 | 100.00% | 460,038 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 14,643 | 14,643 | 100.00% | 404,293 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.03% | 0.01% | 8,327 | 8,327 | 100.00% | 229,908 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 600 | 600 | 100.00% | 16,566 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 534 | 534 | 100.00% | 14,279 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 337 | 337 | 100.00% | 9,305 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 147 | 147 | 100.00% | 4,059 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 96 | 96 | 100.00% | 2,651 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 28 | Jun 30, 2024 |
Southside Bancshares's largest new institutional shareholder by number of shares is NFJ INVESTMENT GROUP, LLC, purchased 62.20K shares, valued at $1.72M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HAMILTON POINT INVESTMENT ADVISORS, LLC | - | - | - | -57,366 | -100.00% | - | Jun 30, 2024 |
| CHATHAM CAPITAL GROUP, INC. | - | - | - | -49,563 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -15,497 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | - | - | - | -15,290 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,245 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -13,092 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -12,699 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -12,507 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -10,874 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -9,100 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -8,250 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -7,984 | -100.00% | - | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | - | - | - | -7,809 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -7,167 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -7,100 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,564 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | - | - | -2,505 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,504 | -100.00% | - | Jun 30, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | - | - | - | -66 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
Southside Bancshares's largest sold out institutional shareholder by shares sold is HAMILTON POINT INVESTMENT ADVISORS, LLC, sold -57.37K shares, valued at -, as of undefined.
Southside Bancshares Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| COPLEY FUND INC /NV/ | 0.59% | 8,000 | - | - | Nov 30, 2022 |
| Angel Oak Financial Strategies Income Term Trust | 0.58% | 2,500,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.18% | 1,120,000 | - | - | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.14% | 2,270,000 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 0.05% | 13,118 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.05% | 1,890 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,295 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 175,958 | 8,980 | 5.38% | Feb 29, 2024 |
| THIRD AVENUE TRUST | 0.04% | 209,426 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 105,960 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 29,443 | -4,754 | -13.90% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 14,256 | -1 | -0.01% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 1,361 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.02% | 1,366 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.01% | 1,000,000 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 9,409 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 50,896 | -1,433 | -2.74% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 39,552 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,148 | -339 | -7.56% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 4,500 | - | - | Dec 29, 2023 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 36,593 | - | - | Feb 29, 2024 |
| Pear Tree Funds | 0.01% | 43,200 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.01% | 268,572 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,068 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 10,000 | - | - | Mar 28, 2024 |
| SYNTAX ETF TRUST | 0.00% | 100 | 10 | 11.11% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,339,308 | -413,125 | -23.57% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 12,858 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 166,977 | -8,857 | -5.04% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 105,550 | 947 | 0.91% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 12,823 | - | - | Aug 31, 2023 |
| JNL VARIABLE FUND LLC | 0.00% | 9,475 | -1,233 | -11.51% | Mar 31, 2020 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 14,838 | -787 | -5.04% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 160,984 | 11,412 | 7.63% | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 4,205 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 266,688 | 2,745 | 1.04% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 40,023 | -2,376 | -5.60% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,903 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 220,492 | -3,622 | -1.62% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 2,400 | 2,400 | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 4,772 | 868 | 22.23% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 257,670 | -2,080 | -0.80% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,008,701 | 184,122 | 22.33% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 10,628 | -752 | -6.61% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 1,335 | -372 | -21.79% | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,884 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 5,064 | - | - | Jan 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 2,474 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 50,786 | -9 | -0.02% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 244,578 | 166 | 0.07% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 16,525 | -4,860 | -22.73% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 261 | - | - | Apr 30, 2021 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10,515 | 117 | 1.13% | Mar 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 4,987 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 261,607 | 15,376 | 6.24% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 7,327 | - | - | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 29,893 | -400 | -1.32% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 19,676 | -2,561 | -11.52% | Dec 31, 2023 |
| Catholic Responsible Investments Funds | 0.00% | 12,874 | -299 | -2.27% | Jan 31, 2024 |
| Global X Funds | 0.00% | 13,245 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,620 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 6,879 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,312 | -120 | -8.38% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 184 | -29 | -13.62% | Sep 30, 2023 |
| KP Funds | 0.00% | 11,127 | -560 | -4.79% | Sep 30, 2020 |
| THRIVENT SERIES FUND INC | 0.00% | 24,930 | -632 | -2.47% | Mar 28, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 4,430 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,368 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 28,162 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 3,295,301 | -30,628 | -0.92% | Mar 31, 2024 |
| Krane Shares Trust | 0.00% | 3,350 | - | - | Dec 31, 2023 |
| JPMORGAN INSURANCE TRUST | 0.00% | 2,400 | 300 | 14.29% | Mar 31, 2023 |
| VANGUARD WORLD FUND | 0.00% | 42,743 | -5,005 | -10.48% | Feb 29, 2024 |
| Direxion Shares ETF Trust | 0.00% | 24,413 | 4,121 | 20.31% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 432 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 10,255 | 600 | 6.21% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,645 | 65 | 4.11% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 2,700 | - | - | Jan 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 4,951 | -70 | -1.39% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 16,891 | -36,155 | -68.16% | Mar 28, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 1,100 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 547 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 10,862 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 2,174 | -61 | -2.73% | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 8,429 | - | - | Mar 28, 2024 |
| ProFunds | 0.00% | 1,035 | -116 | -10.08% | Mar 31, 2024 |
| Horizon Funds | 0.00% | 175 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 22,341 | 593 | 2.73% | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 21,414 | -96,756 | -81.88% | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 14,891 | 11,914 | 400.20% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 78,956 | -2,200 | -2.71% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 6,306 | -246 | -3.75% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 269 | -1,210 | -81.81% | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 126,325 | 10,862 | 9.41% | Feb 29, 2024 |
| Two Roads Shared Trust | 0.00% | 2,190 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,150 | -100 | -2.35% | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 105,471 | -1,703 | -1.59% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 4,513 | - | - | Feb 29, 2024 |
| Voya INVESTORS TRUST | 0.00% | 2,522 | -212 | -7.75% | Mar 31, 2024 |
Southside Bancshares's largest mutual fund holder by % of total assets is "COPLEY FUND INC /NV/", owning 8.00K shares, compromising 0.59% of its total assets.
Southside Bancshares Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 126 | -20.25% |
| 31 Mar, 24 | 158 | 5.33% |
| 31 Dec, 23 | 150 | -4.46% |
| 30 Sep, 23 | 157 | 1.95% |
| 30 Jun, 23 | 154 | 6.21% |
| 31 Mar, 23 | 145 | 4.32% |
| 31 Dec, 22 | 139 | -7.33% |
| 30 Sep, 22 | 150 | 7.14% |
| 30 Jun, 22 | 140 | 2.94% |
| 31 Mar, 22 | 136 | -4.23% |
| 31 Dec, 21 | 142 | 14.52% |
| 30 Sep, 21 | 124 | -6.06% |
| 30 Jun, 21 | 132 | 9.09% |
| 31 Mar, 21 | 121 | -0.82% |
| 31 Dec, 20 | 122 | 7.02% |
| 30 Sep, 20 | 114 | -8.80% |
| 30 Jun, 20 | 125 | 9.65% |
| 31 Mar, 20 | 114 | -5.79% |
| 31 Dec, 19 | 121 | 3.42% |
| 30 Sep, 19 | 117 | -0.85% |
| 30 Jun, 19 | 118 | -1.67% |
| 31 Mar, 19 | 120 | 1.69% |
| 31 Dec, 18 | 118 | -7.81% |
| 30 Sep, 18 | 128 | 4.07% |
| 30 Jun, 18 | 123 | -5.38% |
| 31 Mar, 18 | 130 | 9.24% |
| 31 Dec, 17 | 119 | -0.83% |
| 30 Sep, 17 | 120 | -3.23% |
| 30 Jun, 17 | 124 | - |
| 31 Mar, 17 | 124 | -8.15% |
| 31 Dec, 16 | 135 | 16.38% |
| 30 Sep, 16 | 116 | -1.69% |
| 30 Jun, 16 | 118 | 4.42% |
| 31 Mar, 16 | 113 | -0.88% |
| 31 Dec, 15 | 114 | 6.54% |
| 30 Sep, 15 | 107 | -0.93% |
| 30 Jun, 15 | 108 | -1.82% |
| 31 Mar, 15 | 110 | -1.79% |
| 31 Dec, 14 | 112 | - |
| 30 Sep, 14 | 112 | 0.90% |
| 30 Jun, 14 | 111 | 18.09% |
| 31 Mar, 14 | 94 | 5.62% |
| 31 Dec, 13 | 89 | 2.30% |
| 30 Sep, 13 | 87 | - |
| 30 Jun, 13 | 87 | 210.71% |
| 31 Mar, 13 | 28 | 3.70% |
| 31 Dec, 12 | 27 | -12.90% |
| 30 Sep, 12 | 31 | -20.51% |
| 30 Jun, 12 | 39 | 5.41% |
| 31 Mar, 12 | 37 | 8.82% |
| 31 Dec, 11 | 34 | 6.25% |
| 30 Sep, 11 | 32 | 3.23% |
| 30 Jun, 11 | 31 | 3.33% |
| 31 Mar, 11 | 30 | 25.00% |
| 31 Dec, 10 | 24 | -4.00% |
| 30 Sep, 10 | 25 | -13.79% |
| 30 Jun, 10 | 29 | -6.45% |
| 31 Mar, 10 | 31 | 19.23% |
| 31 Dec, 09 | 26 | -18.75% |
| 30 Sep, 09 | 32 | 3.23% |
| 30 Jun, 09 | 31 | 40.91% |
| 31 Mar, 09 | 22 | -21.43% |
| 31 Dec, 08 | 28 | -3.45% |
| 30 Sep, 08 | 29 | 26.09% |
| 30 Jun, 08 | 23 | 35.29% |
| 31 Mar, 08 | 17 | 54.55% |
| 31 Dec, 07 | 11 | - |
| 30 Sep, 07 | 11 | 10.00% |
| 30 Jun, 07 | 10 | 66.67% |
| 31 Mar, 07 | 6 | -40.00% |
| 31 Dec, 06 | 10 | 11.11% |
| 30 Sep, 06 | 9 | 28.57% |
| 30 Jun, 06 | 7 | -22.22% |
| 31 Mar, 06 | 9 | - |
| 31 Dec, 05 | 9 | 28.57% |
| 30 Sep, 05 | 7 | -12.50% |
| 30 Jun, 05 | 8 | -20.00% |
| 31 Mar, 05 | 10 | 42.86% |
| 31 Dec, 04 | 7 | - |
| 30 Sep, 04 | 7 | -22.22% |
| 30 Jun, 04 | 9 | - |
| 31 Mar, 04 | 9 | 28.57% |
| 31 Dec, 03 | 7 | - |
| 30 Sep, 03 | 7 | 40.00% |
| 30 Jun, 03 | 5 | 25.00% |
| 31 Mar, 03 | 4 | 33.33% |
| 31 Dec, 02 | 3 | 50.00% |
| 30 Sep, 02 | 2 | 100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | - |
As of 30 Jun 24, 126 institutions are holding Southside Bancshares's shares, representing a decrease of -20.25% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 15,771,177 | -4.69% |
| 31 Mar, 24 | 16,546,644 | -1.63% |
| 31 Dec, 23 | 16,820,425 | -1.46% |
| 30 Sep, 23 | 17,070,015 | -2.57% |
| 30 Jun, 23 | 17,520,050 | 4.52% |
| 31 Mar, 23 | 16,761,886 | -2.94% |
| 31 Dec, 22 | 17,270,376 | 1.26% |
| 30 Sep, 22 | 17,055,556 | 1.61% |
| 30 Jun, 22 | 16,785,774 | 1.50% |
| 31 Mar, 22 | 16,538,247 | -0.31% |
| 31 Dec, 21 | 16,589,233 | 1.19% |
| 30 Sep, 21 | 16,394,339 | -1.11% |
| 30 Jun, 21 | 16,578,584 | 0.09% |
| 31 Mar, 21 | 16,564,318 | 1.98% |
| 31 Dec, 20 | 16,243,213 | 2.26% |
| 30 Sep, 20 | 15,883,643 | -3.85% |
| 30 Jun, 20 | 16,519,050 | -7.48% |
| 31 Mar, 20 | 17,854,705 | -2.65% |
| 31 Dec, 19 | 18,341,146 | 2.53% |
| 30 Sep, 19 | 17,888,991 | 0.34% |
| 30 Jun, 19 | 17,828,802 | -0.90% |
| 31 Mar, 19 | 17,990,448 | 1.30% |
| 31 Dec, 18 | 17,758,762 | -1.26% |
| 30 Sep, 18 | 17,985,760 | 8.83% |
| 30 Jun, 18 | 16,526,161 | 1.47% |
| 31 Mar, 18 | 16,286,248 | 6.79% |
| 31 Dec, 17 | 15,250,139 | 0.96% |
| 30 Sep, 17 | 15,105,778 | 0.06% |
| 30 Jun, 17 | 15,096,051 | 1.59% |
| 31 Mar, 17 | 14,860,251 | 6.29% |
| 31 Dec, 16 | 13,981,000 | 18.82% |
| 30 Sep, 16 | 11,766,919 | 3.33% |
| 30 Jun, 16 | 11,387,655 | 3.82% |
| 31 Mar, 16 | 10,968,762 | -6.23% |
| 31 Dec, 15 | 11,697,770 | -0.03% |
| 30 Sep, 15 | 11,700,962 | 6.44% |
| 30 Jun, 15 | 10,993,143 | 4.62% |
| 31 Mar, 15 | 10,507,579 | 12.19% |
| 31 Dec, 14 | 9,365,669 | 18.80% |
| 30 Sep, 14 | 7,883,496 | -1.69% |
| 30 Jun, 14 | 8,018,996 | 35.43% |
| 31 Mar, 14 | 5,921,188 | -1.61% |
| 31 Dec, 13 | 6,018,138 | -0.85% |
| 30 Sep, 13 | 6,069,535 | -6.45% |
| 30 Jun, 13 | 6,487,881 | 209.62% |
| 31 Mar, 13 | 2,095,447 | 4.72% |
| 31 Dec, 12 | 2,001,080 | -4.17% |
| 30 Sep, 12 | 2,088,114 | -36.80% |
| 30 Jun, 12 | 3,303,903 | 47.20% |
| 31 Mar, 12 | 2,244,459 | -12.60% |
| 31 Dec, 11 | 2,567,913 | -0.47% |
| 30 Sep, 11 | 2,579,993 | -25.84% |
| 30 Jun, 11 | 3,479,113 | 15.72% |
| 31 Mar, 11 | 3,006,617 | 33.11% |
| 31 Dec, 10 | 2,258,722 | -3.36% |
| 30 Sep, 10 | 2,337,268 | -11.78% |
| 30 Jun, 10 | 2,649,395 | 18.97% |
| 31 Mar, 10 | 2,226,996 | 6.99% |
| 31 Dec, 09 | 2,081,511 | 0.57% |
| 30 Sep, 09 | 2,069,739 | 10.68% |
| 30 Jun, 09 | 1,870,070 | 36.02% |
| 31 Mar, 09 | 1,374,834 | -35.66% |
| 31 Dec, 08 | 2,136,799 | 18.08% |
| 30 Sep, 08 | 1,809,546 | 5.84% |
| 30 Jun, 08 | 1,709,682 | 88.48% |
| 31 Mar, 08 | 907,080 | 22.13% |
| 31 Dec, 07 | 742,705 | -15.33% |
| 30 Sep, 07 | 877,209 | -8.91% |
| 30 Jun, 07 | 963,048 | 92.70% |
| 31 Mar, 07 | 499,754 | -2.05% |
| 31 Dec, 06 | 510,205 | 14.80% |
| 30 Sep, 06 | 444,431 | 40.78% |
| 30 Jun, 06 | 315,696 | -36.91% |
| 31 Mar, 06 | 500,370 | -4.69% |
| 31 Dec, 05 | 524,966 | 41.68% |
| 30 Sep, 05 | 370,532 | 116.89% |
| 30 Jun, 05 | 170,837 | -49.27% |
| 31 Mar, 05 | 336,737 | 46.57% |
| 31 Dec, 04 | 229,751 | -9.76% |
| 30 Sep, 04 | 254,597 | -0.96% |
| 30 Jun, 04 | 257,059 | 11.91% |
| 31 Mar, 04 | 229,703 | 63.95% |
| 31 Dec, 03 | 140,106 | 6.61% |
| 30 Sep, 03 | 131,425 | 75.57% |
| 30 Jun, 03 | 74,857 | -38.87% |
| 31 Mar, 03 | 122,453 | 32.05% |
| 31 Dec, 02 | 92,731 | 44.29% |
| 30 Sep, 02 | 64,268 | 116.39% |
| 30 Jun, 02 | 29,700 | 702.70% |
| 31 Mar, 02 | 3,700 | - |
Southside Bancshares (SBSI) has 15.77M shares outstanding as of 30 Jun 24, down -4.69% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 52.12% | 1.74% |
| 31 Mar, 24 | 54.68% | 1.82% |
| 31 Dec, 23 | 54.78% | 1.75% |
| 30 Sep, 23 | 55.96% | 1.72% |
| 30 Jun, 23 | 57.03% | 2.00% |
| 31 Mar, 23 | 53.43% | 1.82% |
| 31 Dec, 22 | 54.15% | 1.92% |
| 30 Sep, 22 | 53.11% | 1.94% |
| 30 Jun, 22 | 52.26% | 2.00% |
| 31 Mar, 22 | 51.11% | 1.97% |
| 31 Dec, 21 | 50.95% | 2.00% |
| 30 Sep, 21 | 50.50% | 1.96% |
| 30 Jun, 21 | 50.80% | 2.00% |
| 31 Mar, 21 | 50.46% | 2.09% |
| 31 Dec, 20 | 49.14% | 2.13% |
| 30 Sep, 20 | 48.06% | 1.92% |
| 30 Jun, 20 | 50.03% | 1.78% |
| 31 Mar, 20 | 53.00% | 1.79% |
| 31 Dec, 19 | 54.35% | 1.94% |
| 30 Sep, 19 | 52.97% | 1.90% |
| 30 Jun, 19 | 52.86% | 1.85% |
| 31 Mar, 19 | 53.39% | 2.07% |
| 31 Dec, 18 | 50.81% | 1.94% |
| 30 Sep, 18 | 51.22% | 2.31% |
| 30 Jun, 18 | 47.13% | 2.18% |
| 31 Mar, 18 | 46.50% | 2.45% |
| 31 Dec, 17 | 43.54% | 1.65% |
| 30 Sep, 17 | 51.43% | 1.94% |
| 30 Jun, 17 | 51.49% | 2.00% |
| 31 Mar, 17 | 50.74% | 2.23% |
| 31 Dec, 16 | 47.74% | 2.50% |
| 30 Sep, 16 | 43.71% | 2.44% |
| 30 Jun, 16 | 42.35% | 2.59% |
| 31 Mar, 16 | 40.46% | 2.20% |
| 31 Dec, 15 | 42.86% | 2.33% |
| 30 Sep, 15 | 42.86% | 2.64% |
| 30 Jun, 15 | 40.31% | 2.71% |
| 31 Mar, 15 | 38.56% | 3.60% |
| 31 Dec, 14 | 32.73% | 2.39% |
| 30 Sep, 14 | 36.98% | 2.61% |
| 30 Jun, 14 | 37.68% | 5.36% |
| 31 Mar, 14 | 26.52% | 3.29% |
| 31 Dec, 13 | 28.37% | 3.47% |
| 30 Sep, 13 | 28.61% | 3.05% |
| 30 Jun, 13 | 30.63% | 31.32% |
| 31 Mar, 13 | 9.89% | 11.51% |
| 31 Dec, 12 | 9.27% | 9.95% |
| 30 Sep, 12 | 9.65% | 4.13% |
| 30 Jun, 12 | 15.29% | 14.14% |
| 31 Mar, 12 | 10.40% | 7.33% |
| 31 Dec, 11 | 11.91% | 8.29% |
| 30 Sep, 11 | 11.98% | 4.58% |
| 30 Jun, 11 | 16.18% | 8.26% |
| 31 Mar, 11 | 13.99% | 12.63% |
| 31 Dec, 10 | 10.52% | 9.02% |
| 30 Sep, 10 | 10.80% | 7.26% |
| 30 Jun, 10 | 12.20% | 12.70% |
| 31 Mar, 10 | 9.80% | 11.67% |
| 31 Dec, 09 | 9.16% | 9.90% |
| 30 Sep, 09 | 9.62% | 12.65% |
| 30 Jun, 09 | 8.72% | 23.03% |
| 31 Mar, 09 | 6.15% | 6.06% |
| 31 Dec, 08 | 10.08% | 13.69% |
| 30 Sep, 08 | 8.58% | 12.90% |
| 30 Jun, 08 | 8.15% | 43.32% |
| 31 Mar, 08 | 4.34% | 33.79% |
| 31 Dec, 07 | 3.58% | 19.79% |
| 30 Sep, 07 | 4.26% | 19.93% |
| 30 Jun, 07 | 4.62% | 81.15% |
| 31 Mar, 07 | 2.39% | 38.77% |
| 31 Dec, 06 | 2.48% | 54.26% |
| 30 Sep, 06 | 2.14% | 86.86% |
| 30 Jun, 06 | 1.57% | 26.93% |
| 31 Mar, 06 | 2.41% | 35.51% |
| 31 Dec, 05 | 2.61% | 75.95% |
| 30 Sep, 05 | 1.85% | 251.68% |
| 30 Jun, 05 | 0.86% | 32.05% |
| 31 Mar, 05 | 1.64% | 125.95% |
| 31 Dec, 04 | 1.14% | 70.18% |
| 30 Sep, 04 | 1.27% | 71.89% |
| 30 Jun, 04 | 1.33% | 103.01% |
| 31 Mar, 04 | 1.14% | 236.44% |
| 31 Dec, 03 | 0.69% | 126.02% |
| 30 Sep, 03 | 0.74% | 380.90% |
| 30 Jun, 03 | 0.44% | 85.37% |
| 31 Mar, 03 | 0.72% | 235.88% |
| 31 Dec, 02 | 0.55% | 378.15% |
| 30 Sep, 02 | 0.38% | 1242.30% |
| 30 Jun, 02 | 0.18% | 35596.85% |
| 31 Mar, 02 | 0.02% | - |
As of 30 Jun 24, Southside Bancshares is held by 52.12% institutional shareholders, representing a 1.74% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 65 | -17.72% |
| 31 Mar, 24 | 79 | 38.60% |
| 31 Dec, 23 | 57 | -3.39% |
| 30 Sep, 23 | 59 | -19.18% |
| 30 Jun, 23 | 73 | 7.35% |
| 31 Mar, 23 | 68 | 3.03% |
| 31 Dec, 22 | 66 | -12.00% |
| 30 Sep, 22 | 75 | 31.58% |
| 30 Jun, 22 | 57 | 5.56% |
| 31 Mar, 22 | 54 | -16.92% |
| 31 Dec, 21 | 65 | 30.00% |
| 30 Sep, 21 | 50 | -12.28% |
| 30 Jun, 21 | 57 | 1.79% |
| 31 Mar, 21 | 56 | 1.82% |
| 31 Dec, 20 | 55 | 17.02% |
| 30 Sep, 20 | 47 | -12.96% |
| 30 Jun, 20 | 54 | 17.39% |
| 31 Mar, 20 | 46 | -22.03% |
| 31 Dec, 19 | 59 | - |
| 30 Sep, 19 | 59 | 5.36% |
| 30 Jun, 19 | 56 | 43.59% |
| 31 Mar, 19 | 39 | -26.42% |
| 31 Dec, 18 | 53 | -19.70% |
| 30 Sep, 18 | 66 | -2.94% |
| 30 Jun, 18 | 68 | 1.49% |
| 31 Mar, 18 | 67 | 24.07% |
| 31 Dec, 17 | 54 | -18.18% |
| 30 Sep, 17 | 66 | -24.14% |
| 30 Jun, 17 | 87 | 35.94% |
| 31 Mar, 17 | 64 | -31.18% |
| 31 Dec, 16 | 93 | 72.22% |
| 30 Sep, 16 | 54 | -45.45% |
| 30 Jun, 16 | 99 | 73.68% |
| 31 Mar, 16 | 57 | -10.94% |
| 31 Dec, 15 | 64 | 14.29% |
| 30 Sep, 15 | 56 | -30.00% |
| 30 Jun, 15 | 80 | 23.08% |
| 31 Mar, 15 | 65 | 1.56% |
| 31 Dec, 14 | 64 | 36.17% |
| 30 Sep, 14 | 47 | -44.05% |
| 30 Jun, 14 | 84 | 110.00% |
| 31 Mar, 14 | 40 | 8.11% |
| 31 Dec, 13 | 37 | 5.71% |
| 30 Sep, 13 | 35 | -56.79% |
| 30 Jun, 13 | 81 | 350.00% |
| 31 Mar, 13 | 18 | 28.57% |
| 31 Dec, 12 | 14 | -17.65% |
| 30 Sep, 12 | 17 | -48.48% |
| 30 Jun, 12 | 33 | 57.14% |
| 31 Mar, 12 | 21 | - |
| 31 Dec, 11 | 21 | 16.67% |
| 30 Sep, 11 | 18 | -25.00% |
| 30 Jun, 11 | 24 | 71.43% |
| 31 Mar, 11 | 14 | 55.56% |
| 31 Dec, 10 | 9 | - |
| 30 Sep, 10 | 9 | -60.87% |
| 30 Jun, 10 | 23 | 43.75% |
| 31 Mar, 10 | 16 | 60.00% |
| 31 Dec, 09 | 10 | -41.18% |
| 30 Sep, 09 | 17 | -32.00% |
| 30 Jun, 09 | 25 | 150.00% |
| 31 Mar, 09 | 10 | -37.50% |
| 31 Dec, 08 | 16 | -5.88% |
| 30 Sep, 08 | 17 | -10.53% |
| 30 Jun, 08 | 19 | 46.15% |
| 31 Mar, 08 | 13 | 160.00% |
| 31 Dec, 07 | 5 | 25.00% |
| 30 Sep, 07 | 4 | -55.56% |
| 30 Jun, 07 | 9 | 200.00% |
| 31 Mar, 07 | 3 | -25.00% |
| 31 Dec, 06 | 4 | -20.00% |
| 30 Sep, 06 | 5 | -16.67% |
| 30 Jun, 06 | 6 | -25.00% |
| 31 Mar, 06 | 8 | 100.00% |
| 31 Dec, 05 | 4 | -20.00% |
| 30 Sep, 05 | 5 | 25.00% |
| 30 Jun, 05 | 4 | -55.56% |
| 31 Mar, 05 | 9 | 80.00% |
| 31 Dec, 04 | 5 | -28.57% |
| 30 Sep, 04 | 7 | - |
| 30 Jun, 04 | 7 | 75.00% |
| 31 Mar, 04 | 4 | 33.33% |
| 31 Dec, 03 | 3 | -50.00% |
| 30 Sep, 03 | 6 | 50.00% |
| 30 Jun, 03 | 4 | 33.33% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | 3 | 50.00% |
| 30 Sep, 02 | 2 | 100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | - |
65 institutional shareholders have increased their position in SBSI stock as of 30 Jun 24 compared to 79 in the previous quarter (a -17.72% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | -20.41% |
| 31 Mar, 24 | 49 | -25.76% |
| 31 Dec, 23 | 66 | -4.35% |
| 30 Sep, 23 | 69 | 25.45% |
| 30 Jun, 23 | 55 | 7.84% |
| 31 Mar, 23 | 51 | 15.91% |
| 31 Dec, 22 | 44 | -4.35% |
| 30 Sep, 22 | 46 | -20.69% |
| 30 Jun, 22 | 58 | 31.82% |
| 31 Mar, 22 | 44 | -2.22% |
| 31 Dec, 21 | 45 | -6.25% |
| 30 Sep, 21 | 48 | -7.69% |
| 30 Jun, 21 | 52 | 23.81% |
| 31 Mar, 21 | 42 | -2.33% |
| 31 Dec, 20 | 43 | 13.16% |
| 30 Sep, 20 | 38 | -24.00% |
| 30 Jun, 20 | 50 | 6.38% |
| 31 Mar, 20 | 47 | 20.51% |
| 31 Dec, 19 | 39 | 39.29% |
| 30 Sep, 19 | 28 | -9.68% |
| 30 Jun, 19 | 31 | -39.22% |
| 31 Mar, 19 | 51 | 24.39% |
| 31 Dec, 18 | 41 | 24.24% |
| 30 Sep, 18 | 33 | 3.13% |
| 30 Jun, 18 | 32 | -15.79% |
| 31 Mar, 18 | 38 | 8.57% |
| 31 Dec, 17 | 35 | 12.90% |
| 30 Sep, 17 | 31 | -8.82% |
| 30 Jun, 17 | 34 | -2.86% |
| 31 Mar, 17 | 35 | 52.17% |
| 31 Dec, 16 | 23 | -48.89% |
| 30 Sep, 16 | 45 | 136.84% |
| 30 Jun, 16 | 19 | -36.67% |
| 31 Mar, 16 | 30 | 25.00% |
| 31 Dec, 15 | 24 | -11.11% |
| 30 Sep, 15 | 27 | 12.50% |
| 30 Jun, 15 | 24 | 4.35% |
| 31 Mar, 15 | 23 | 15.00% |
| 31 Dec, 14 | 20 | -45.95% |
| 30 Sep, 14 | 37 | 60.87% |
| 30 Jun, 14 | 23 | -32.35% |
| 31 Mar, 14 | 34 | 13.33% |
| 31 Dec, 13 | 30 | -6.25% |
| 30 Sep, 13 | 32 | 540.00% |
| 30 Jun, 13 | 5 | - |
| 31 Mar, 13 | 5 | -50.00% |
| 31 Dec, 12 | 10 | 42.86% |
| 30 Sep, 12 | 7 | 40.00% |
| 30 Jun, 12 | 5 | -50.00% |
| 31 Mar, 12 | 10 | 25.00% |
| 31 Dec, 11 | 8 | - |
| 30 Sep, 11 | 8 | 14.29% |
| 30 Jun, 11 | 7 | -30.00% |
| 31 Mar, 11 | 10 | 25.00% |
| 31 Dec, 10 | 8 | -42.86% |
| 30 Sep, 10 | 14 | 133.33% |
| 30 Jun, 10 | 6 | -14.29% |
| 31 Mar, 10 | 7 | 40.00% |
| 31 Dec, 09 | 5 | -44.44% |
| 30 Sep, 09 | 9 | 50.00% |
| 30 Jun, 09 | 6 | -33.33% |
| 31 Mar, 09 | 9 | 12.50% |
| 31 Dec, 08 | 8 | -20.00% |
| 30 Sep, 08 | 10 | 150.00% |
| 30 Jun, 08 | 4 | 300.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | -75.00% |
| 30 Sep, 07 | 4 | 300.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 3 | 200.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 1 | -50.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 2 | 100.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 1 | - |
| 30 Sep, 03 | 1 | - |
| 30 Jun, 03 | 1 | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | - |
39 institutional shareholders have reduced their position in SBSI stock as of 30 Jun 24 compared to 49 in the previous quarter (a -20.41% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 126 | -20.25% | 15,771,177 | -4.69% | 52.12% | 1.74% | 65 | -17.72% | 39 | -20.41% |
| 31 Mar, 24 | 158 | 5.33% | 16,546,644 | -1.63% | 54.68% | 1.82% | 79 | 38.60% | 49 | -25.76% |
| 31 Dec, 23 | 150 | -4.46% | 16,820,425 | -1.46% | 54.78% | 1.75% | 57 | -3.39% | 66 | -4.35% |
| 30 Sep, 23 | 157 | 1.95% | 17,070,015 | -2.57% | 55.96% | 1.72% | 59 | -19.18% | 69 | 25.45% |
| 30 Jun, 23 | 154 | 6.21% | 17,520,050 | 4.52% | 57.03% | 2.00% | 73 | 7.35% | 55 | 7.84% |
| 31 Mar, 23 | 145 | 4.32% | 16,761,886 | -2.94% | 53.43% | 1.82% | 68 | 3.03% | 51 | 15.91% |
| 31 Dec, 22 | 139 | -7.33% | 17,270,376 | 1.26% | 54.15% | 1.92% | 66 | -12.00% | 44 | -4.35% |
| 30 Sep, 22 | 150 | 7.14% | 17,055,556 | 1.61% | 53.11% | 1.94% | 75 | 31.58% | 46 | -20.69% |
| 30 Jun, 22 | 140 | 2.94% | 16,785,774 | 1.50% | 52.26% | 2.00% | 57 | 5.56% | 58 | 31.82% |
| 31 Mar, 22 | 136 | -4.23% | 16,538,247 | -0.31% | 51.11% | 1.97% | 54 | -16.92% | 44 | -2.22% |
| 31 Dec, 21 | 142 | 14.52% | 16,589,233 | 1.19% | 50.95% | 2.00% | 65 | 30.00% | 45 | -6.25% |
| 30 Sep, 21 | 124 | -6.06% | 16,394,339 | -1.11% | 50.50% | 1.96% | 50 | -12.28% | 48 | -7.69% |
| 30 Jun, 21 | 132 | 9.09% | 16,578,584 | 0.09% | 50.80% | 2.00% | 57 | 1.79% | 52 | 23.81% |
| 31 Mar, 21 | 121 | -0.82% | 16,564,318 | 1.98% | 50.46% | 2.09% | 56 | 1.82% | 42 | -2.33% |
| 31 Dec, 20 | 122 | 7.02% | 16,243,213 | 2.26% | 49.14% | 2.13% | 55 | 17.02% | 43 | 13.16% |
| 30 Sep, 20 | 114 | -8.80% | 15,883,643 | -3.85% | 48.06% | 1.92% | 47 | -12.96% | 38 | -24.00% |
| 30 Jun, 20 | 125 | 9.65% | 16,519,050 | -7.48% | 50.03% | 1.78% | 54 | 17.39% | 50 | 6.38% |
| 31 Mar, 20 | 114 | -5.79% | 17,854,705 | -2.65% | 53.00% | 1.79% | 46 | -22.03% | 47 | 20.51% |
| 31 Dec, 19 | 121 | 3.42% | 18,341,146 | 2.53% | 54.35% | 1.94% | 59 | - | 39 | 39.29% |
| 30 Sep, 19 | 117 | -0.85% | 17,888,991 | 0.34% | 52.97% | 1.90% | 59 | 5.36% | 28 | -9.68% |
| 30 Jun, 19 | 118 | -1.67% | 17,828,802 | -0.90% | 52.86% | 1.85% | 56 | 43.59% | 31 | -39.22% |
| 31 Mar, 19 | 120 | 1.69% | 17,990,448 | 1.30% | 53.39% | 2.07% | 39 | -26.42% | 51 | 24.39% |
| 31 Dec, 18 | 118 | -7.81% | 17,758,762 | -1.26% | 50.81% | 1.94% | 53 | -19.70% | 41 | 24.24% |
| 30 Sep, 18 | 128 | 4.07% | 17,985,760 | 8.83% | 51.22% | 2.31% | 66 | -2.94% | 33 | 3.13% |
| 30 Jun, 18 | 123 | -5.38% | 16,526,161 | 1.47% | 47.13% | 2.18% | 68 | 1.49% | 32 | -15.79% |
| 31 Mar, 18 | 130 | 9.24% | 16,286,248 | 6.79% | 46.50% | 2.45% | 67 | 24.07% | 38 | 8.57% |
| 31 Dec, 17 | 119 | -0.83% | 15,250,139 | 0.96% | 43.54% | 1.65% | 54 | -18.18% | 35 | 12.90% |
| 30 Sep, 17 | 120 | -3.23% | 15,105,778 | 0.06% | 51.43% | 1.94% | 66 | -24.14% | 31 | -8.82% |
| 30 Jun, 17 | 124 | - | 15,096,051 | 1.59% | 51.49% | 2.00% | 87 | 35.94% | 34 | -2.86% |
| 31 Mar, 17 | 124 | -8.15% | 14,860,251 | 6.29% | 50.74% | 2.23% | 64 | -31.18% | 35 | 52.17% |
| 31 Dec, 16 | 135 | 16.38% | 13,981,000 | 18.82% | 47.74% | 2.50% | 93 | 72.22% | 23 | -48.89% |
| 30 Sep, 16 | 116 | -1.69% | 11,766,919 | 3.33% | 43.71% | 2.44% | 54 | -45.45% | 45 | 136.84% |
| 30 Jun, 16 | 118 | 4.42% | 11,387,655 | 3.82% | 42.35% | 2.59% | 99 | 73.68% | 19 | -36.67% |
| 31 Mar, 16 | 113 | -0.88% | 10,968,762 | -6.23% | 40.46% | 2.20% | 57 | -10.94% | 30 | 25.00% |
| 31 Dec, 15 | 114 | 6.54% | 11,697,770 | -0.03% | 42.86% | 2.33% | 64 | 14.29% | 24 | -11.11% |
| 30 Sep, 15 | 107 | -0.93% | 11,700,962 | 6.44% | 42.86% | 2.64% | 56 | -30.00% | 27 | 12.50% |
| 30 Jun, 15 | 108 | -1.82% | 10,993,143 | 4.62% | 40.31% | 2.71% | 80 | 23.08% | 24 | 4.35% |
| 31 Mar, 15 | 110 | -1.79% | 10,507,579 | 12.19% | 38.56% | 3.60% | 65 | 1.56% | 23 | 15.00% |
| 31 Dec, 14 | 112 | - | 9,365,669 | 18.80% | 32.73% | 2.39% | 64 | 36.17% | 20 | -45.95% |
| 30 Sep, 14 | 112 | 0.90% | 7,883,496 | -1.69% | 36.98% | 2.61% | 47 | -44.05% | 37 | 60.87% |
| 30 Jun, 14 | 111 | 18.09% | 8,018,996 | 35.43% | 37.68% | 5.36% | 84 | 110.00% | 23 | -32.35% |
| 31 Mar, 14 | 94 | 5.62% | 5,921,188 | -1.61% | 26.52% | 3.29% | 40 | 8.11% | 34 | 13.33% |
| 31 Dec, 13 | 89 | 2.30% | 6,018,138 | -0.85% | 28.37% | 3.47% | 37 | 5.71% | 30 | -6.25% |
| 30 Sep, 13 | 87 | - | 6,069,535 | -6.45% | 28.61% | 3.05% | 35 | -56.79% | 32 | 540.00% |
| 30 Jun, 13 | 87 | 210.71% | 6,487,881 | 209.62% | 30.63% | 31.32% | 81 | 350.00% | 5 | - |
| 31 Mar, 13 | 28 | 3.70% | 2,095,447 | 4.72% | 9.89% | 11.51% | 18 | 28.57% | 5 | -50.00% |
| 31 Dec, 12 | 27 | -12.90% | 2,001,080 | -4.17% | 9.27% | 9.95% | 14 | -17.65% | 10 | 42.86% |
| 30 Sep, 12 | 31 | -20.51% | 2,088,114 | -36.80% | 9.65% | 4.13% | 17 | -48.48% | 7 | 40.00% |
| 30 Jun, 12 | 39 | 5.41% | 3,303,903 | 47.20% | 15.29% | 14.14% | 33 | 57.14% | 5 | -50.00% |
| 31 Mar, 12 | 37 | 8.82% | 2,244,459 | -12.60% | 10.40% | 7.33% | 21 | - | 10 | 25.00% |
| 31 Dec, 11 | 34 | 6.25% | 2,567,913 | -0.47% | 11.91% | 8.29% | 21 | 16.67% | 8 | - |
| 30 Sep, 11 | 32 | 3.23% | 2,579,993 | -25.84% | 11.98% | 4.58% | 18 | -25.00% | 8 | 14.29% |
| 30 Jun, 11 | 31 | 3.33% | 3,479,113 | 15.72% | 16.18% | 8.26% | 24 | 71.43% | 7 | -30.00% |
| 31 Mar, 11 | 30 | 25.00% | 3,006,617 | 33.11% | 13.99% | 12.63% | 14 | 55.56% | 10 | 25.00% |
| 31 Dec, 10 | 24 | -4.00% | 2,258,722 | -3.36% | 10.52% | 9.02% | 9 | - | 8 | -42.86% |
| 30 Sep, 10 | 25 | -13.79% | 2,337,268 | -11.78% | 10.80% | 7.26% | 9 | -60.87% | 14 | 133.33% |
| 30 Jun, 10 | 29 | -6.45% | 2,649,395 | 18.97% | 12.20% | 12.70% | 23 | 43.75% | 6 | -14.29% |
| 31 Mar, 10 | 31 | 19.23% | 2,226,996 | 6.99% | 9.80% | 11.67% | 16 | 60.00% | 7 | 40.00% |
| 31 Dec, 09 | 26 | -18.75% | 2,081,511 | 0.57% | 9.16% | 9.90% | 10 | -41.18% | 5 | -44.44% |
| 30 Sep, 09 | 32 | 3.23% | 2,069,739 | 10.68% | 9.62% | 12.65% | 17 | -32.00% | 9 | 50.00% |
| 30 Jun, 09 | 31 | 40.91% | 1,870,070 | 36.02% | 8.72% | 23.03% | 25 | 150.00% | 6 | -33.33% |
| 31 Mar, 09 | 22 | -21.43% | 1,374,834 | -35.66% | 6.15% | 6.06% | 10 | -37.50% | 9 | 12.50% |
| 31 Dec, 08 | 28 | -3.45% | 2,136,799 | 18.08% | 10.08% | 13.69% | 16 | -5.88% | 8 | -20.00% |
| 30 Sep, 08 | 29 | 26.09% | 1,809,546 | 5.84% | 8.58% | 12.90% | 17 | -10.53% | 10 | 150.00% |
| 30 Jun, 08 | 23 | 35.29% | 1,709,682 | 88.48% | 8.15% | 43.32% | 19 | 46.15% | 4 | 300.00% |
| 31 Mar, 08 | 17 | 54.55% | 907,080 | 22.13% | 4.34% | 33.79% | 13 | 160.00% | 1 | - |
| 31 Dec, 07 | 11 | - | 742,705 | -15.33% | 3.58% | 19.79% | 5 | 25.00% | 1 | -75.00% |
| 30 Sep, 07 | 11 | 10.00% | 877,209 | -8.91% | 4.26% | 19.93% | 4 | -55.56% | 4 | 300.00% |
| 30 Jun, 07 | 10 | 66.67% | 963,048 | 92.70% | 4.62% | 81.15% | 9 | 200.00% | 1 | - |
| 31 Mar, 07 | 6 | -40.00% | 499,754 | -2.05% | 2.39% | 38.77% | 3 | -25.00% | - | -100.00% |
| 31 Dec, 06 | 10 | 11.11% | 510,205 | 14.80% | 2.48% | 54.26% | 4 | -20.00% | 3 | 200.00% |
| 30 Sep, 06 | 9 | 28.57% | 444,431 | 40.78% | 2.14% | 86.86% | 5 | -16.67% | 1 | - |
| 30 Jun, 06 | 7 | -22.22% | 315,696 | -36.91% | 1.57% | 26.93% | 6 | -25.00% | - | -100.00% |
| 31 Mar, 06 | 9 | - | 500,370 | -4.69% | 2.41% | 35.51% | 8 | 100.00% | 1 | -50.00% |
| 31 Dec, 05 | 9 | 28.57% | 524,966 | 41.68% | 2.61% | 75.95% | 4 | -20.00% | 2 | - |
| 30 Sep, 05 | 7 | -12.50% | 370,532 | 116.89% | 1.85% | 251.68% | 5 | 25.00% | - | -100.00% |
| 30 Jun, 05 | 8 | -20.00% | 170,837 | -49.27% | 0.86% | 32.05% | 4 | -55.56% | 2 | 100.00% |
| 31 Mar, 05 | 10 | 42.86% | 336,737 | 46.57% | 1.64% | 125.95% | 9 | 80.00% | 1 | - |
| 31 Dec, 04 | 7 | - | 229,751 | -9.76% | 1.14% | 70.18% | 5 | -28.57% | 1 | - |
| 30 Sep, 04 | 7 | -22.22% | 254,597 | -0.96% | 1.27% | 71.89% | 7 | - | - | - |
| 30 Jun, 04 | 9 | - | 257,059 | 11.91% | 1.33% | 103.01% | 7 | 75.00% | - | - |
| 31 Mar, 04 | 9 | 28.57% | 229,703 | 63.95% | 1.14% | 236.44% | 4 | 33.33% | - | -100.00% |
| 31 Dec, 03 | 7 | - | 140,106 | 6.61% | 0.69% | 126.02% | 3 | -50.00% | 1 | - |
| 30 Sep, 03 | 7 | 40.00% | 131,425 | 75.57% | 0.74% | 380.90% | 6 | 50.00% | 1 | - |
| 30 Jun, 03 | 5 | 25.00% | 74,857 | -38.87% | 0.44% | 85.37% | 4 | 33.33% | 1 | - |
| 31 Mar, 03 | 4 | 33.33% | 122,453 | 32.05% | 0.72% | 235.88% | 3 | - | - | - |
| 31 Dec, 02 | 3 | 50.00% | 92,731 | 44.29% | 0.55% | 378.15% | 3 | 50.00% | - | - |
| 30 Sep, 02 | 2 | 100.00% | 64,268 | 116.39% | 0.38% | 1242.30% | 2 | 100.00% | - | - |
| 30 Jun, 02 | 1 | - | 29,700 | 702.70% | 0.18% | 35596.85% | 1 | - | - | - |
| 31 Mar, 02 | 1 | - | 3,700 | - | 0.02% | - | 1 | - | - | - |
Southside Bancshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Southside Bancshares's stock was made by Arnold T L Jr on Aug 09 2024, selling 3,999 shares at $31.63 per share (valued at $126.49K).
Southside Bancshares Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 7 | 42.86% |
| Q2 2024 | 39 | 8 | 487.50% |
| Q1 2024 | 26 | 17 | 152.94% |
| Q4 2023 | 22 | 16 | 137.50% |
| Q3 2023 | 18 | 6 | 300.00% |
| Q2 2023 | 30 | 9 | 333.33% |
| Q1 2023 | 27 | 8 | 337.50% |
| Q4 2022 | 30 | 21 | 142.86% |
| Q3 2022 | 21 | 3 | 700.00% |
| Q2 2022 | 27 | 18 | 150.00% |
| Q1 2022 | 27 | 3 | 900.00% |
| Q4 2021 | 28 | 36 | 77.78% |
| Q3 2021 | 19 | 3 | 633.33% |
| Q2 2021 | 37 | 15 | 246.67% |
| Q1 2021 | 28 | 20 | 140.00% |
| Q4 2020 | 23 | 27 | 85.19% |
| Q3 2020 | 21 | 5 | 420.00% |
| Q2 2020 | 28 | 10 | 280.00% |
| Q1 2020 | 18 | 3 | 600.00% |
| Q4 2019 | 32 | 18 | 177.78% |
3 total buy trades, and 7 total sell trades (buy/sell ratio of 0.43%) were made by Southside Bancshares's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | 1 | 1 | 100.00% |
| Q4 2023 | 2 | 1 | 200.00% |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 4 | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | 4 | 1 | 400.00% |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 2 | 5 | 40.00% |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 1 | - |
| Q1 2021 | 1 | 9 | 11.11% |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | 2 | 2 | 100.00% |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 7 | - | - |
| Q4 2019 | 1 | 3 | 33.33% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Southside Bancshares's stocks.
Southside Bancshares Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| GSBC | Great Southern Bancorp, Inc. |
| FNWD | Finward Bancorp |
| OVLY | Oak Valley Bancorp |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
SBSI Ownership FAQ
Who Owns Southside Bancshares?
Southside Bancshares is owned by institutional shareholders (52.12%), insiders (5.52%), and public (42.36%). The largest institutional shareholder of Southside Bancshares is BLACKROCK INC. (14.37% of total shares) and the top mutual fund owner is COPLEY FUND INC /NV/ (0.59% of total shares).
Who are the major institutional shareholders of Southside Bancshares?
Southside Bancshares's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 31.29% of the company's share outstanding.
How many Southside Bancshares shareholders are there?
As of Jun 2024, there are 126 institutional shareholders of Southside Bancshares.
What percentage of Southside Bancshares is owned by BLACKROCK INC?
BLACKROCK INC owns 4.35M shares of Southside Bancshares, representing 14.37% of the company's total shares outstanding, valued at $120.09M (as of Jun 2024).
What percentage of Southside Bancshares is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2M shares of Southside Bancshares (SBSI), compromising 6.61% of the company, valued at $55.24M.
What percentage of Southside Bancshares is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Southside Bancshares. The company owns 1.28M of the company's shares outstanding (worth $35.41B).