SmartFinancial (SMBK) Institutional Ownership

$34.83 +0.04 (+0.12%)

As of 01:30 PM Eastern

Current Institutional Ownership Percentage: 58.78%
Number of Institutional Buyers (last 12 months): 62
Total Institutional Inflows (last 12 months): $43.43M

Number of Institutional Sellers (last 12 months): 30
Total Institutional Outflows (last 12 months): $20.63M

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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2025	Virtus Investment Advisers Inc.	4,000	$124K	0.1%	N/A	0.024%
2/17/2025	Squarepoint Ops LLC	8,948	$277K	0.0%	N/A	0.053%
2/17/2025	Two Sigma Advisers LP	20,400	$632K	0.0%	+22.2%	0.120%
2/17/2025	Two Sigma Investments LP	30,938	$958K	0.0%	+91.8%	0.183%
2/17/2025	Private Capital Management LLC	522,676	$16.19M	1.7%	-6.3%	3.087%
2/17/2025	Millennium Management LLC	60,255	$1.87M	0.0%	+281.7%	0.356%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,091	$282K	0.0%	+4.4%	0.054%
2/17/2025	Deprince Race & Zollo Inc.	185,137	$5.74M	0.1%	-7.3%	1.094%
2/17/2025	Cubist Systematic Strategies LLC	13,515	$419K	0.0%	N/A	0.080%
2/17/2025	Bridgeway Capital Management LLC	127,177	$3.94M	0.1%	+2.7%	0.751%
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2/17/2025	Captrust Financial Advisors	31,023	$961K	0.0%	-2.9%	0.183%
2/17/2025	Bank of America Corp DE	17,824	$552K	0.0%	+41.3%	0.105%
2/17/2025	BNP Paribas Financial Markets	1,868	$58K	0.0%	-46.6%	0.011%
2/17/2025	Aptus Capital Advisors LLC	7,506	$233K	0.0%	-48.2%	0.044%
2/14/2025	Jane Street Group LLC	11,670	$362K	0.0%	-21.8%	0.069%
2/14/2025	Northern Trust Corp	128,581	$3.98M	0.0%	-1.3%	0.760%
2/14/2025	Aquatic Capital Management LLC	3,353	$104K	0.0%	N/A	0.020%
2/14/2025	Boothbay Fund Management LLC	88,206	$2.73M	0.1%	+4.3%	0.521%
2/14/2025	Stifel Financial Corp	55,343	$1.72M	0.0%	-9.3%	0.327%
2/14/2025	Tower Research Capital LLC TRC	1,538	$48K	0.0%	+269.7%	0.009%
2/14/2025	Dimensional Fund Advisors LP	758,069	$23.49M	0.0%	+4.5%	4.478%
2/14/2025	Banc Funds Co. LLC	362,433	$11.23M	1.2%	-29.6%	2.141%
2/13/2025	Cravens & Co Advisors LLC	448,357	$13.89M	10.6%	-0.7%	2.648%
2/13/2025	EAM Investors LLC	18,694	$579K	0.1%	N/A	0.110%
2/13/2025	Barclays PLC	26,095	$808K	0.0%	+14.2%	0.154%
2/13/2025	Raymond James Financial Inc.	18,716	$580K	0.0%	N/A	0.111%
2/13/2025	Martingale Asset Management L P	53,238	$1.65M	0.0%	+81.2%	0.314%
2/13/2025	Invesco Ltd.	27,796	$861K	0.0%	+16.7%	0.164%
2/13/2025	Russell Investments Group Ltd.	130,194	$4.03M	0.0%	-15.7%	0.769%
2/13/2025	Wells Fargo & Company MN	9,331	$289K	0.0%	+27.8%	0.055%
2/12/2025	Foundry Partners LLC	184,260	$5.71M	0.3%	-0.2%	1.088%
2/12/2025	ExodusPoint Capital Management LP	12,000	$372K	0.0%	N/A	0.071%
2/12/2025	Trexquant Investment LP	30,026	$930K	0.0%	+1.8%	0.177%
2/12/2025	Geode Capital Management LLC	333,418	$10.33M	0.0%	-0.6%	1.969%
2/12/2025	Franklin Resources Inc.	9,900	$307K	0.0%	N/A	0.058%
2/12/2025	Alliancebernstein L.P.	208,193	$6.45M	0.0%	+0.6%	1.230%
2/12/2025	Wellington Management Group LLP	437,793	$13.56M	0.0%	+28.6%	2.586%
2/12/2025	Brandywine Global Investment Management LLC	27,668	$857K	0.0%	-3.5%	0.163%
2/12/2025	Arrowstreet Capital Limited Partnership	40,285	$1.25M	0.0%	+173.3%	0.238%
2/12/2025	JPMorgan Chase & Co.	75,527	$2.34M	0.0%	+130.6%	0.446%
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2/11/2025	Corebridge Financial Inc.	7,905	$245K	0.0%	-7.0%	0.047%
2/11/2025	Vanguard Group Inc.	818,072	$25.34M	0.0%	-4.5%	4.832%
2/11/2025	Hillsdale Investment Management Inc.	120,029	$3.72M	0.2%	N/A	0.709%
2/11/2025	American Century Companies Inc.	274,947	$8.52M	0.0%	+17.1%	1.624%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	60,048	$1.86M	0.0%	+423.4%	0.355%
2/6/2025	Raymond James Financial Inc.	18,716	$580K	0.0%	N/A	0.111%
2/6/2025	Proficio Capital Partners LLC	29,586	$917K	0.0%	N/A	0.175%
2/6/2025	Victory Capital Management Inc.	34,200	$1.06M	0.0%	+7.4%	0.202%
2/6/2025	Charles Schwab Investment Management Inc.	44,448	$1.38M	0.0%	+1.3%	0.263%
2/5/2025	Private Capital Management LLC	557,745	$16.25M	3.2%	-2.6%	3.294%
2/5/2025	Proficio Capital Partners LLC	29,586	$917K	0.0%	N/A	0.175%
2/4/2025	Bank of New York Mellon Corp	77,745	$2.41M	0.0%	-7.5%	0.459%
2/3/2025	Pinnacle Financial Partners Inc	21,763	$674K	0.0%	-40.8%	0.129%
1/30/2025	Stieven Capital Advisors L.P.	150,234	$4.65M	0.8%	-2.5%	0.887%
1/29/2025	Equitable Trust Co.	14,700	$455K	0.0%	-11.0%	0.087%
1/28/2025	Empowered Funds LLC	70,677	$2.19M	0.0%	+5.0%	0.417%
1/27/2025	Welch Group LLC	6,499	$202K	0.0%	N/A	0.038%
1/23/2025	Ridgepath Capital Management LLC	6,526	$202K	0.1%	N/A	0.039%
1/22/2025	Stonegate Investment Group LLC	11,342	$351K	0.0%	N/A	0.067%
1/21/2025	Geneos Wealth Management Inc.	6,210	$192K	0.0%	N/A	0.037%
1/21/2025	RFG Advisory LLC	10,000	$310K	0.0%	N/A	0.059%
1/17/2025	Inspire Investing LLC	12,871	$399K	0.0%	-9.7%	0.076%
1/17/2025	SG Americas Securities LLC	7,292	$226K	0.0%	+32.1%	0.043%
12/26/2024	JPMorgan Chase & Co.	32,756	$955K	0.0%	-9.4%	0.194%
11/19/2024	Barclays PLC	22,848	$666K	0.0%	+78.6%	0.135%
11/16/2024	Geode Capital Management LLC	335,501	$9.78M	0.0%	+0.4%	1.982%
11/15/2024	Barclays PLC	22,848	$666K	0.0%	+78.6%	0.135%
11/15/2024	XTX Topco Ltd	9,333	$272K	0.0%	N/A	0.055%
11/15/2024	Jane Street Group LLC	14,925	$435K	0.0%	+6.9%	0.088%
11/15/2024	Wellington Management Group LLP	340,418	$9.92M	0.0%	+69.0%	2.011%
11/15/2024	State Street Corp	336,147	$9.80M	0.0%	+3.3%	1.986%
11/15/2024	Jacobs Levy Equity Management Inc.	7,770	$226K	0.0%	N/A	0.046%
11/15/2024	Banc Funds Co. LLC	514,713	$15.00M	1.6%	-8.2%	3.040%
11/14/2024	Captrust Financial Advisors	31,939	$931K	0.0%	-2.4%	0.189%
11/14/2024	Martingale Asset Management L P	29,386	$856K	0.0%	-14.4%	0.174%
11/14/2024	Cravens & Co Advisors LLC	451,492	$13.16M	10.2%	-30.1%	2.668%
11/13/2024	BNP Paribas Financial Markets	3,499	$102K	0.0%	-83.1%	0.021%
11/9/2024	Foundry Partners LLC	184,555	$5.38M	0.3%	+23.9%	1.091%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	11,472	$334K	0.0%	N/A	0.068%
11/7/2024	CAP Partners LLC	7,910	$230K	0.2%	N/A	0.047%
11/7/2024	Stieven Capital Advisors L.P.	154,134	$4.49M	0.8%	N/A	0.911%
11/6/2024	Empowered Funds LLC	67,287	$1.96M	0.0%	+5.2%	0.398%
11/6/2024	Curi RMB Capital LLC	26,469	$771K	0.0%	-60.5%	0.156%
11/6/2024	Huntington National Bank	1,396	$41K	0.0%	+5,269.2%	0.008%
11/5/2024	Victory Capital Management Inc.	31,849	$928K	0.0%	+4.4%	0.188%
11/1/2024	Rather & Kittrell Inc.	22,028	$642K	0.2%	N/A	0.130%
10/11/2024	Creative Planning	13,519	$394K	0.0%	N/A	0.080%
10/10/2024	Inspire Investing LLC	14,252	$415K	0.0%	N/A	0.084%
10/3/2024	SG Americas Securities LLC	5,521	$161K	0.0%	N/A	0.032%
8/30/2024	Mendon Capital Advisors Corp	66,990	$1.59M	1.3%	+5,760.9%	0.393%
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8/15/2024	Deprince Race & Zollo Inc.	200,565	$4.75M	0.1%	+2.2%	1.175%
8/15/2024	Elizabeth Park Capital Advisors Ltd.	127,649	$3.02M	2.6%	-13.5%	0.748%
8/9/2024	Renaissance Technologies LLC	140,274	$3.32M	0.0%	+1.1%	0.822%
8/9/2024	Dimensional Fund Advisors LP	699,794	$16.56M	0.0%	+5.3%	4.101%
8/8/2024	American Century Companies Inc.	183,751	$4.35M	0.0%	+16.9%	1.077%
8/6/2024	Acadian Asset Management LLC	54,574	$1.29M	0.0%	+320.7%	0.320%
8/5/2024	Foundry Partners LLC	148,990	$3.53M	0.2%	-1.2%	0.873%
8/5/2024	Victory Capital Management Inc.	30,500	$722K	0.0%	+22.0%	0.179%
8/1/2024	Rhumbline Advisers	24,147	$572K	0.0%	+1.5%	0.142%
8/1/2024	Cravens & Co Advisors LLC	645,965	$15.29M	11.3%	-0.3%	3.786%

(Data available from 1/1/2016 forward)

SMBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBK shares?: During the previous two years, 94 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($25.34M), Dimensional Fund Advisors LP ($23.49M), Private Capital Management LLC ($16.19M), Cravens & Co Advisors LLC ($13.89M), Wellington Management Group LLP ($13.56M), Banc Funds Co. LLC ($11.23M), and Geode Capital Management LLC ($10.33M).Learn more on SMBK's institutional investors.
What percentage of SmartFinancial stock is owned by institutional investors?: 58.78% of SmartFinancial stock is owned by institutional investors. Learn more on SMBK's institutional investor holdings.
Which institutional investors have been buying SmartFinancial stock?: Of the 77 institutional investors that purchased SmartFinancial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cravens & Co Advisors LLC ($726.77K), Wellington Management Group LLP ($236.38K), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Hillsdale Investment Management Inc. ($120.03K), Foundry Partners LLC ($112.94K), and Dimensional Fund Advisors LP ($67.47K).

How much institutional buying is happening at SmartFinancial?: Institutional investors have bought a total of 2,609,563 shares in the last 24 months. This purchase volume represents approximately $71.83M in transactions.
Which SmartFinancial major shareholders have been selling company stock?: Of the 41 institutional investors that sold SmartFinancial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cravens & Co Advisors LLC ($278.41K), Banc Funds Co. LLC ($198.47K), Forest Hill Capital LLC ($135.21K), Private Capital Management LLC ($72.00K), Foundry Partners LLC ($68.63K), BHZ Capital Management LP ($47.58K), and Curi RMB Capital LLC ($40.52K).
How much institutional selling is happening at SmartFinancial?: Institutional investors have sold a total of 1,095,244 shares in the last 24 months. This volume of shares sold represents approximately $29.86M in transactions.

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This page (NASDAQ:SMBK) was last updated on 2/24/2025 by MarketBeat.com Staff

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SmartFinancial (SMBK) Institutional Ownership

SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

SMBK Institutional Ownership - Frequently Asked Questions

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SmartFinancial (SMBK) Institutional Ownership

Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

SMBK Institutional Ownership - Frequently Asked Questions

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