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SmartFinancial (SMBK) Institutional Ownership

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$35.66 +0.65 (+1.84%)
As of 01:28 PM Eastern
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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)
37
Total
Institutional Inflows
(last 12 months)
$25.93M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$15.73M
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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
1/23/2025Ridgepath Capital Management LLC6,526$202K0.1%N/A0.039%
1/22/2025 Stonegate Investment Group LLC11,342$351K0.0%N/A0.067%
1/21/2025 Geneos Wealth Management Inc.6,210$192K0.0%N/A0.037%
1/21/2025 RFG Advisory LLC10,000$310K0.0%N/A0.059%
1/17/2025 Inspire Investing LLC12,871$399K0.0%-9.7%0.076%
1/17/2025 SG Americas Securities LLC7,292$226K0.0%+32.1%0.043%
12/26/2024JPMorgan Chase & Co.32,756$955K0.0%-9.4%0.194%
11/19/2024Barclays PLC22,848$666K0.0%+78.6%0.135%
11/16/2024Geode Capital Management LLC335,501$9.78M0.0%+0.4%1.982%
11/15/2024Barclays PLC22,848$666K0.0%+78.6%0.135%
11/15/2024XTX Topco Ltd9,333$272K0.0%N/A0.055%
11/15/2024Jane Street Group LLC14,925$435K0.0%+6.9%0.088%
11/15/2024Wellington Management Group LLP340,418$9.92M0.0%+69.0%2.011%
11/15/2024State Street Corp336,147$9.80M0.0%+3.3%1.986%
11/15/2024Jacobs Levy Equity Management Inc.7,770$226K0.0%N/A0.046%
11/15/2024Banc Funds Co. LLC514,713$15.00M1.6%-8.2%3.040%
11/14/2024Captrust Financial Advisors31,939$931K0.0%-2.4%0.189%
11/14/2024Martingale Asset Management L P29,386$856K0.0%-14.4%0.174%
11/14/2024Cravens & Co Advisors LLC451,492$13.16M10.2%-30.1%2.668%
11/13/2024BNP Paribas Financial Markets3,499$102K0.0%-83.1%0.021%
11/9/2024Foundry Partners LLC184,555$5.38M0.3%+23.9%1.091%
11/8/2024Connor Clark & Lunn Investment Management Ltd.11,472$334K0.0%N/A0.068%
11/7/2024CAP Partners LLC7,910$230K0.2%N/A0.047%
11/7/2024Stieven Capital Advisors L.P.154,134$4.49M0.8%N/A0.911%
11/6/2024Empowered Funds LLC67,287$1.96M0.0%+5.2%0.398%
11/6/2024Curi RMB Capital LLC26,469$771K0.0%-60.5%0.156%
11/6/2024Huntington National Bank1,396$41K0.0%+5,269.2%0.008%
11/5/2024Victory Capital Management Inc.31,849$928K0.0%+4.4%0.188%
11/1/2024Rather & Kittrell Inc.22,028$642K0.2%N/A0.130%
10/11/2024Creative 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%
8/30/2024Mendon Capital Advisors Corp66,990$1.59M1.3%+5,760.9%0.393%
8/15/2024Deprince Race & Zollo Inc.200,565$4.75M0.1%+2.2%1.175%
8/15/2024Elizabeth Park Capital Advisors Ltd.127,649$3.02M2.6%-13.5%0.748%
8/9/2024Renaissance Technologies LLC140,274$3.32M0.0%+1.1%0.822%
8/9/2024Dimensional Fund Advisors LP699,794$16.56M0.0%+5.3%4.101%
8/8/2024American Century Companies Inc.183,751$4.35M0.0%+16.9%1.077%
8/6/2024Acadian Asset Management LLC54,574$1.29M0.0%+320.7%0.320%
8/5/2024Foundry Partners LLC148,990$3.53M0.2%-1.2%0.873%
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8/5/2024Victory Capital Management Inc.30,500$722K0.0%+22.0%0.179%
8/1/2024Rhumbline Advisers24,147$572K0.0%+1.5%0.142%
8/1/2024Cravens & Co Advisors LLC645,965$15.29M11.3%-0.3%3.786%
7/26/2024SlateStone Wealth LLC33,427$791K0.1%-1.5%0.196%
7/26/2024Bank 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%
7/18/2024Private Capital Management LLC578,245$12.18M2.2%-0.8%3.389%
5/16/2024California State Teachers Retirement System14,505$306K0.0%-5.8%0.085%
5/16/2024Janus Henderson Group PLC9,798$206K0.0%-38.3%0.057%
5/10/2024Acadian Asset Management LLC12,972$271K0.0%N/A0.076%
5/10/2024Vanguard Group Inc.789,233$16.63M0.0%+2.5%4.627%
5/9/2024Foundry Partners LLC150,870$3.18M0.2%+41.7%0.885%
5/8/2024Russell 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%
5/7/2024Empowered Funds LLC59,437$1.25M0.0%+7.9%0.348%
5/1/2024BNP Paribas Financial Markets23,688$499K0.0%+429.0%0.139%
4/27/2024Salzhauer Michael243,467$5.13M4.0%+5.5%1.427%
4/26/2024SlateStone Wealth LLC33,927$715K0.1%+1.5%0.199%
4/11/2024Private Capital Management LLC583,200$14.28M2.9%-1.7%3.419%
2/23/2024Mendon Capital Advisors Corp76,454$1.87M0.8%N/A0.450%
2/16/2024Public Employees Retirement System of Ohio2,973$73K0.0%-21.2%0.017%
2/15/2024Forest Hill Capital LLC96,707$2.37M1.2%-58.3%0.569%
2/12/20241492 Capital Management LLC9,871$242K0.1%N/A0.058%
2/9/2024Cravens & Co Advisors LLC647,584$15.86M13.7%-9.3%3.809%
2/6/2024Swiss National Bank28,547$699K0.0%-10.1%0.168%
2/5/2024Victory Capital Management Inc.23,300$571K0.0%+11.2%0.137%
2/5/2024Russell Investments Group Ltd.105,382$2.58M0.0%+48.6%0.620%
2/1/2024SlateStone Wealth LLC33,427$819K0.1%+54.2%0.197%
2/1/2024Foundry 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%
11/20/2023Silver Oak Securities Incorporated16,400$350K0.1%-3.9%0.096%
11/13/2023Brandywine Global Investment Management LLC33,876$724K0.0%-1.5%0.199%
11/8/2023Swiss National Bank31,747$678K0.0%+2.6%0.187%
11/7/2023New York State Common Retirement Fund7,430$159K0.0%+68.0%0.044%
11/7/2023Barclays PLC16,895$361K0.0%-15.1%0.099%
10/31/2023Panagora Asset Management Inc.35,489$758K0.0%N/A0.209%
10/26/2023Strs Ohio21,700$463K0.0%-5.7%0.128%
10/24/2023Bailard Inc.13,653$292K0.0%N/A0.080%
10/24/2023Bank 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%
10/12/2023SlateStone Wealth LLC21,677$463K0.1%N/A0.128%
8/15/2023Private 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%
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8/8/2023Salzhauer Michael233,022$5.01M5.2%+0.9%1.371%
8/2/2023Silver Oak Securities Incorporated17,066$367K0.1%-14.9%0.100%
7/31/2023Strs Ohio23,000$494K0.0%+8.5%0.135%
7/28/2023Cravens & 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%
7/13/2023Cambridge Investment Research Advisors Inc.14,587$314K0.0%-6.2%0.086%
7/12/2023Foundry Partners LLC73,600$1.58M0.1%-47.2%0.433%
5/26/2023Cravens & Co Advisors LLC720,726$16.68M15.6%-0.8%4.240%
5/25/2023Brandywine Global Investment Management LLC34,130$790K0.0%+6.0%0.201%
(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, 66 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 54 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 2,106,870 shares in the last 24 months. This purchase volume represents approximately $55.57M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 31 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 920,152 shares in the last 24 months. This volume of shares sold represents approximately $23.91M in transactions.


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This page (NASDAQ:SMBK) was last updated on 1/24/2025 by MarketBeat.com Staff
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