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SmartFinancial (SMBK) Institutional Ownership

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$36.50 +0.45 (+1.25%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

Current
Institutional Ownership
Percentage
58.78%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$24.86M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$15.84M
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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC22,848$666K0.0%+78.6%0.135%
11/16/2024 Geode Capital Management LLC335,501$9.78M0.0%+0.4%1.982%
11/15/2024 Barclays PLC22,848$666K0.0%+78.6%0.135%
11/15/2024 XTX Topco Ltd9,333$272K0.0%N/A0.055%
11/15/2024 Jane Street Group LLC14,925$435K0.0%+6.9%0.088%
11/15/2024 Wellington Management Group LLP340,418$9.92M0.0%+69.0%2.011%
11/15/2024 State Street Corp336,147$9.80M0.0%+3.3%1.986%
11/15/2024 Jacobs Levy Equity Management Inc.7,770$226K0.0%N/A0.046%
11/15/2024 Banc Funds Co. LLC514,713$15.00M1.6%-8.2%3.040%
11/14/2024 Captrust Financial Advisors31,939$931K0.0%-2.4%0.189%
11/14/2024 Martingale Asset Management L P29,386$856K0.0%-14.4%0.174%
11/14/2024 Cravens & Co Advisors LLC451,492$13.16M10.2%-30.1%2.668%
11/13/2024 BNP Paribas Financial Markets3,499$102K0.0%-83.1%0.021%
11/9/2024 Foundry Partners LLC184,555$5.38M0.3%+23.9%1.091%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.11,472$334K0.0%N/A0.068%
11/7/2024 CAP Partners LLC7,910$230K0.2%N/A0.047%
11/7/2024 Stieven Capital Advisors L.P.154,134$4.49M0.8%N/A0.911%
11/6/2024 Empowered Funds LLC67,287$1.96M0.0%+5.2%0.398%
11/6/2024 Curi RMB Capital LLC26,469$771K0.0%-60.5%0.156%
11/6/2024 Huntington National Bank1,396$41K0.0%+5,269.2%0.008%
11/5/2024 Victory Capital Management Inc.31,849$928K0.0%+4.4%0.188%
11/1/2024 Rather & Kittrell Inc.22,028$642K0.2%N/A0.130%
10/11/2024 Creative Planning13,519$394K0.0%N/A0.080%
10/10/2024 Inspire Investing LLC14,252$415K0.0%N/A0.084%
10/3/2024 SG Americas Securities LLC5,521$161K0.0%N/A0.032%
8/30/2024 Mendon Capital Advisors Corp66,990$1.59M1.3%+5,760.9%0.393%
8/15/2024 Deprince Race & Zollo Inc.200,565$4.75M0.1%+2.2%1.175%
8/15/2024 Elizabeth Park Capital Advisors Ltd.127,649$3.02M2.6%-13.5%0.748%
8/9/2024 Renaissance Technologies LLC140,274$3.32M0.0%+1.1%0.822%
8/9/2024 Dimensional Fund Advisors LP699,794$16.56M0.0%+5.3%4.101%
8/8/2024 American Century Companies Inc.183,751$4.35M0.0%+16.9%1.077%
8/6/2024 Acadian Asset Management LLC54,574$1.29M0.0%+320.7%0.320%
8/5/2024 Foundry Partners LLC148,990$3.53M0.2%-1.2%0.873%
8/5/2024 Victory Capital Management Inc.30,500$722K0.0%+22.0%0.179%
8/1/2024 Rhumbline Advisers24,147$572K0.0%+1.5%0.142%
8/1/2024 Cravens & Co Advisors LLC645,965$15.29M11.3%-0.3%3.786%
7/26/2024 SlateStone Wealth LLC33,427$791K0.1%-1.5%0.196%
7/26/2024 Bank of New York Mellon Corp96,021$2.27M0.0%+4.1%0.563%
7/23/2024 Crescent Grove Advisors LLC35,073$830K0.1%-17.6%0.206%
7/18/2024 Private Capital Management LLC578,245$12.18M2.2%-0.8%3.389%
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5/16/2024 California State Teachers Retirement System14,505$306K0.0%-5.8%0.085%
5/16/2024 Janus Henderson Group PLC9,798$206K0.0%-38.3%0.057%
5/10/2024 Acadian Asset Management LLC12,972$271K0.0%N/A0.076%
5/10/2024 Vanguard Group Inc.789,233$16.63M0.0%+2.5%4.627%
5/9/2024 Foundry Partners LLC150,870$3.18M0.2%+41.7%0.885%
5/8/2024 Russell Investments Group Ltd.130,361$2.75M0.0%+23.7%0.764%
5/7/2024 SG Americas Securities LLC5,845$123K0.0%-34.4%0.034%
5/7/2024 Empowered Funds LLC59,437$1.25M0.0%+7.9%0.348%
5/1/2024 BNP Paribas Financial Markets23,688$499K0.0%+429.0%0.139%
4/27/2024 Salzhauer Michael243,467$5.13M4.0%+5.5%1.427%
4/26/2024 SlateStone Wealth LLC33,927$715K0.1%+1.5%0.199%
4/11/2024 Private Capital Management LLC583,200$14.28M2.9%-1.7%3.419%
2/23/2024 Mendon Capital Advisors Corp76,454$1.87M0.8%N/A0.450%
2/16/2024 Public Employees Retirement System of Ohio2,973$73K0.0%-21.2%0.017%
2/15/2024 Forest Hill Capital LLC96,707$2.37M1.2%-58.3%0.569%
2/12/2024 1492 Capital Management LLC9,871$242K0.1%N/A0.058%
2/9/2024 Cravens & Co Advisors LLC647,584$15.86M13.7%-9.3%3.809%
2/6/2024 Swiss National Bank28,547$699K0.0%-10.1%0.168%
2/5/2024 Victory Capital Management Inc.23,300$571K0.0%+11.2%0.137%
2/5/2024 Russell Investments Group Ltd.105,382$2.58M0.0%+48.6%0.620%
2/1/2024 SlateStone Wealth LLC33,427$819K0.1%+54.2%0.197%
2/1/2024 Foundry Partners LLC106,463$2.61M0.2%+44.9%0.626%
1/30/2024 Crescent Grove Advisors LLC42,573$1.04M0.1%-26.1%0.250%
1/29/2024 Tennessee Valley Asset Management Partners12,297$301K0.1%-3.9%0.072%
1/25/2024Equitable Trust Co.16,525$405K0.0%+7.1%0.097%
1/16/2024Raymond James Financial Services Advisors Inc.14,250$349K0.0%-41.2%0.084%
1/12/2024 SG Americas Securities LLC8,916$218K0.0%+19.8%0.052%
11/20/2023 Silver Oak Securities Incorporated16,400$350K0.1%-3.9%0.096%
11/13/2023 Brandywine Global Investment Management LLC33,876$724K0.0%-1.5%0.199%
11/8/2023 Swiss National Bank31,747$678K0.0%+2.6%0.187%
11/7/2023 New York State Common Retirement Fund7,430$159K0.0%+68.0%0.044%
11/7/2023 Barclays PLC16,895$361K0.0%-15.1%0.099%
10/31/2023 Panagora Asset Management Inc.35,489$758K0.0%N/A0.209%
10/26/2023 Strs Ohio21,700$463K0.0%-5.7%0.128%
10/24/2023 Bailard Inc.13,653$292K0.0%N/A0.080%
10/24/2023 Bank of New York Mellon Corp69,961$1.50M0.0%-1.2%0.412%
10/24/2023Raymond James Financial Services Advisors Inc.24,239$518K0.0%-21.2%0.143%
10/13/2023 SG Americas Securities LLC7,442$159K0.0%N/A0.044%
10/13/2023 Tennessee Valley Asset Management Partners12,791$273K0.1%N/A0.075%
10/12/2023 SlateStone Wealth LLC21,677$463K0.1%N/A0.128%
8/15/2023 Private Capital Management LLC606,805$13.05M1.6%-1.1%3.569%
8/11/2023BHZ Capital Management LP80,933$1.74M1.2%-37.0%0.476%
8/9/2023Equitable Trust Co.15,425$332K0.0%-25.8%0.091%
8/8/2023 Salzhauer Michael233,022$5.01M5.2%+0.9%1.371%
8/2/2023 Silver Oak Securities Incorporated17,066$367K0.1%-14.9%0.100%
7/31/2023 Strs Ohio23,000$494K0.0%+8.5%0.135%
7/28/2023 Cravens & Co Advisors LLC714,257$15.36M14.1%-0.9%4.202%
7/27/2023EA Series Trust46,050$991K0.0%N/A0.271%
7/25/2023Raymond James Financial Services Advisors Inc.30,759$662K0.0%+154.0%0.181%
7/13/2023 Cambridge Investment Research Advisors Inc.14,587$314K0.0%-6.2%0.086%
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One company holds a near-total monopoly on it.
7/12/2023 Foundry Partners LLC73,600$1.58M0.1%-47.2%0.433%
5/26/2023 Cravens & Co Advisors LLC720,726$16.68M15.6%-0.8%4.240%
5/25/2023 Brandywine Global Investment Management LLC34,130$790K0.0%+6.0%0.201%
5/12/2023 Brandywine Global Investment Management LLC34,130$790K0.0%+6.0%0.201%
5/12/2023 Martingale Asset Management L P30,008$694K0.0%-18.5%0.176%
5/8/2023Equitable Trust Co.20,776$481K0.0%+15.6%0.122%
5/5/2023 Silver Oak Securities Incorporated20,048$464K0.1%+17.5%0.118%
5/5/2023 Salzhauer Michael230,922$5.34M4.7%+2.5%1.358%
5/4/2023 Barclays PLC21,351$494K0.0%+17.8%0.126%
5/3/2023 Foundry Partners LLC139,440$3.23M0.2%-0.4%0.820%
(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, 62 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($16.63M), Dimensional Fund Advisors LP ($16.56M), Banc Funds Co. LLC ($15.00M), Cravens & Co Advisors LLC ($13.16M), Private Capital Management LLC ($12.18M), Wellington Management Group LLP ($9.92M), and State Street Corp ($9.80M).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 51 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), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Wellington Management Group LLP ($139.01K), Foundry Partners LLC ($112.94K), Dimensional Fund Advisors LP ($61.94K), and Russell Investments Group Ltd. ($59.47K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 2,109,927 shares in the last 24 months. This purchase volume represents approximately $55.44M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 29 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 ($275.27K), Forest Hill Capital LLC ($135.21K), Banc Funds Co. LLC ($125.72K), Foundry Partners LLC ($96.88K), BHZ Capital Management LP ($62.00K), Curi RMB Capital LLC ($40.52K), and Crescent Grove Advisors LLC ($22.50K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 915,378 shares in the last 24 months. This volume of shares sold represents approximately $23.77M in transactions.


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This page (NASDAQ:SMBK) was last updated on 11/23/2024 by MarketBeat.com Staff
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