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Smith-Midland (SMID) Institutional Ownership

Smith-Midland logo
$34.99 -0.15 (-0.43%)
As of 03/25/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Smith-Midland (NASDAQ:SMID)

Current
Institutional Ownership
Percentage
49.94%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$22.51M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.84M
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SMID Institutional Buying and Selling by Quarter

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Smith-Midland Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Needham Investment Management LLC211,000$9.38M0.7%+0.5%3.981%
2/17/2025 Lazard Asset Management LLC10,849$482K0.0%+16,337.9%0.205%
2/17/2025 Deutsche Bank AG4,863$216K0.0%+3,790.4%0.092%
2/17/2025 Bank of America Corp DE14,412$641K0.0%+9.3%0.272%
2/17/2025 BNP Paribas Financial Markets1,618$72K0.0%N/A0.031%
2/14/2025 Northern Trust Corp45,103$2.01M0.0%+14.6%0.851%
2/14/2025 RBF Capital LLC74,200$3.30M0.2%-0.5%1.400%
2/14/2025 Dimensional Fund Advisors LP31,864$1.42M0.0%+7.6%0.601%
2/13/2025 Marshall Wace LLP6,738$300K0.0%N/A0.127%
2/13/2025 Wells Fargo & Company MN2,235$99K0.0%+61.5%0.042%
2/12/2025 JPMorgan Chase & Co.19,749$878K0.0%+569.2%0.373%
2/12/2025 WINTON GROUP Ltd9,744$433K0.0%N/A0.184%
2/10/2025 Corient Private Wealth LLC51,750$2.30M0.0%-15.5%0.976%
2/6/2025 Bard Associates Inc.85,671$3.81M1.3%-0.8%1.616%
2/6/2025 Charles Schwab Investment Management Inc.13,101$582K0.0%+5.9%0.247%
2/4/2025 Bank of New York Mellon Corp11,144$495K0.0%+16.2%0.210%
2/3/2025 Thompson Davis & CO. Inc.1,784,921$79.36M51.0%+1.9%33.646%
1/31/2025 Rice Hall James & Associates LLC51,177$2.28M0.1%-1.1%0.966%
1/30/2025 Rhumbline Advisers3,893$173K0.0%-14.3%0.073%
1/24/2025 DAVENPORT & Co LLC6,300$280K0.0%-12.2%0.119%
1/21/2025 Sound Income Strategies LLC1,080$48K0.0%N/A0.020%
11/19/2024 Barclays PLC6,984$233K0.0%+236.3%0.132%
11/16/2024 Geode Capital Management LLC101,193$3.38M0.0%+1.9%1.891%
11/15/2024 Barclays PLC6,984$233K0.0%+236.3%0.131%
11/15/2024 State Street Corp54,543$1.82M0.0%+8.2%1.019%
11/15/2024 Needham Investment Management LLC210,000$7.01M0.5%+13.5%3.925%
11/14/2024 PDT Partners LLC7,599$254K0.0%N/A0.142%
11/14/2024 Rockefeller Capital Management L.P.11,048$369K0.0%-75.5%0.207%
11/14/2024 MetLife Investment Management LLC2,866$96K0.0%+129.1%0.054%
11/8/2024 Thompson Davis & CO. Inc.1,750,964$58.47M43.2%+5.0%32.728%
11/6/2024 Bard Associates Inc.86,371$2.88M1.0%-0.5%1.616%
10/28/2024 Rice Hall James & Associates LLC51,731$1.73M0.1%+22.7%0.967%
10/22/2024 International Assets Investment Management LLC6,678$223K0.0%+3,239.0%0.126%
8/14/2024 Marshall Wace LLP9,265$257K0.0%+21.7%0.175%
8/9/2024 Renaissance Technologies LLC10,700$296K0.0%-16.7%0.202%
8/9/2024 Dimensional Fund Advisors LP29,952$829K0.0%+13.6%0.565%
8/8/2024 Rice Hall James & Associates LLC42,153$1.17M0.1%+3.8%0.795%
8/1/2024 Rhumbline Advisers4,528$125K0.0%N/A0.085%
7/26/2024 Bank of New York Mellon Corp11,731$325K0.0%N/A0.221%
7/23/2024 Thompson Davis & CO. Inc.1,667,429$46.17M40.1%+7.3%31.461%
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5/10/2024 Vanguard Group Inc.202,086$9.49M0.0%+0.6%3.844%
5/2/2024 Thompson Davis & CO. Inc.1,554,116$73.01M49.5%+14.6%29.546%
4/29/2024 Heritage Investors Management Corp38,400$1.80M0.1%-3.8%0.730%
2/13/2024 Bard Associates Inc.203,505$8.04M3.1%-9.3%3.869%
2/7/2024 Buckingham Capital Management Inc.10,000$395K0.1%N/A0.190%
2/7/2024 Heritage Investors Management Corp39,913$1.58M0.1%-9.8%0.759%
2/5/2024 Victory Capital Management Inc.3,744$148K0.0%N/A0.071%
2/5/2024 Thompson Davis & CO. Inc.1,356,453$53.58M45.6%+10.2%25.788%
11/9/2023 Heritage Investors Management Corp44,268$839K0.0%+6.9%0.842%
11/2/2023 Rice Hall James & Associates LLC43,283$823K0.1%-1.6%0.823%
11/2/2023 Diamond Hill Capital Management Inc.15,500$294K0.0%-18.4%0.295%
8/8/2023 Diamond Hill Capital Management Inc.19,000$451K0.0%-9.6%0.361%
8/7/2023 Acadian Asset Management LLC1,270$30K0.0%-36.1%0.024%
8/1/2023 Heritage Investors Management Corp41,398$983K0.0%-2.4%0.787%
7/24/2023 Rice Hall James & Associates LLC43,974$1.03M0.1%+3.9%0.836%
7/13/2023 Thompson Davis & CO. Inc.1,120,236$26.35M29.8%+4.8%21.297%
5/10/2023 Thompson Davis & CO. Inc.1,068,990$20.05M26.2%-0.1%20.323%
2/7/2023 Diamond Hill Capital Management Inc.21,007$431K0.0%-23.5%0.402%
2/6/2023 Thompson Davis & CO. Inc.1,070,474$21.95M31.2%+5.0%20.468%
1/27/2023 Rice Hall James & Associates LLC42,170$864K0.0%+3.9%0.806%
1/10/2023 FNY Investment Advisers LLC5,000$102K0.1%N/A0.096%
11/9/2022 Thompson Davis & CO. Inc.1,019,572$27.27M37.0%-4.2%19.491%
11/8/2022 Diamond Hill Capital Management Inc.27,454$734K0.0%-15.1%0.525%
11/1/2022 Rice Hall James & Associates LLC40,597$1.09M0.1%-2.2%0.776%
10/27/2022 Heritage Investors Management Corp42,402$1.13M0.1%-2.4%0.811%
8/16/2022 Intrust Bank NA12,100$169K0.0%N/A0.231%
8/11/2022 Bard Associates Inc.223,220$3.13M1.3%+5.6%4.268%
8/8/2022 Rice Hall James & Associates LLC41,523$581K0.0%+3.1%0.794%
8/4/2022 Thompson Davis & CO. Inc.1,064,144$14.90M14.1%+2.4%20.347%
8/2/2022 Thompson Davis & CO. Inc.1,330,656$18.63M14.3%+28.1%25.443%
8/1/2022 James Investment Research Inc.3,813$53K0.0%+190.4%0.073%
8/1/2022 Heritage Investors Management Corp43,432$608K0.0%+4.9%0.830%
7/22/2022 Truist Financial Corp22,502$315K0.0%-25.7%0.430%
5/5/2022Inverness Counsel LLC NY61,250$1.09M0.0%+7.0%1.171%
4/22/2022 Truist Financial Corp30,300$538K0.0%N/A0.579%
2/15/2022 King Luther Capital Management Corp23,961$1.13M0.0%N/A0.460%
2/15/2022 MFA Wealth Advisors LLC6,691$314K0.1%-93.3%0.128%
2/14/2022 Rice Hall James & Associates LLC36,059$1.70M0.1%N/A0.692%
2/14/2022 Needham Investment Management LLC146,100$6.87M0.9%-8.7%2.804%
2/11/2022 O Shaughnessy Asset Management LLC15,036$707K0.0%-31.2%0.289%
2/10/2022 Acadian Asset Management LLC19,904$935K0.0%+4.9%0.382%
1/28/2022 Heritage Investors Management Corp41,402$1.95M0.1%-5.4%0.795%
1/27/2022 Baker Ellis Asset Management LLC7,950$374K0.1%-42.2%0.153%
1/27/2022 Dorsey Wright & Associates1,208$57K0.0%N/A0.023%
1/20/2022 Kestra Advisory Services LLC4,620$217K0.0%N/A0.089%
1/18/2022 Ritholtz Wealth Management8,318$391K0.0%N/A0.160%
11/16/2021 MFA Wealth Advisors LLC99,495$100K0.0%N/A1.909%
11/10/2021 O Shaughnessy Asset Management LLC21,861$303K0.0%+27.2%0.420%
11/2/2021Inverness Counsel LLC NY57,250$794K0.0%+47.7%1.101%
10/15/2021 Baker Ellis Asset Management LLC13,750$233K0.0%-8.6%0.264%
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9/10/2021 Punch & Associates Investment Management Inc.139,150$3.28M0.2%-37.7%2.675%
8/16/2021 State Street Corp10,200$241K0.0%N/A0.196%
8/16/2021 Punch & Associates Investment Management Inc.139,150$3.28M0.2%-37.7%2.675%
8/13/2021 Geode Capital Management LLC16,471$388K0.0%N/A0.317%
8/13/2021 Vanguard Group Inc.114,430$2.70M0.0%+95.6%2.200%
8/13/2021 EAM Investors LLC72,513$1.71M0.3%N/A1.394%
8/12/2021 Bard Associates Inc.71,850$1.70M0.6%+441.0%1.381%
8/10/2021Inverness Counsel LLC NY38,750$915K0.0%+19.2%0.745%
8/10/2021 Baker Ellis Asset Management LLC15,050$355K0.1%-7.4%0.289%
8/9/2021 O Shaughnessy Asset Management LLC17,186$406K0.0%+162.9%0.330%
(Data available from 1/1/2016 forward)

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SMID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMID shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Smith-Midland. The most heavily invested institutionals were Thompson Davis & CO. Inc. ($79.36M), Vanguard Group Inc. ($9.49M), Needham Investment Management LLC ($9.38M), Bard Associates Inc. ($3.81M), Geode Capital Management LLC ($3.38M), RBF Capital LLC ($3.30M), and Corient Private Wealth LLC ($2.30M).Learn more on SMID's institutional investors.

What percentage of Smith-Midland stock is owned by institutional investors?

49.94% of Smith-Midland stock is owned by institutional investors. Learn more on SMID's institutional investor holdings.

Which institutional investors have been buying Smith-Midland stock?

Of the 27 institutional investors that purchased Smith-Midland stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thompson Davis & CO. Inc. ($605.59K), Needham Investment Management LLC ($26K), JPMorgan Chase & Co. ($16.80K), Bank of New York Mellon Corp ($13.28K), Rice Hall James & Associates LLC ($12.77K), Lazard Asset Management LLC ($10.78K), and Buckingham Capital Management Inc. ($10K).

How much institutional buying is happening at Smith-Midland?

Institutional investors have bought a total of 779,110 shares in the last 24 months. This purchase volume represents approximately $29.32M in transactions.

Which Smith-Midland major shareholders have been selling company stock?

Of the 12 institutional investors that sold Smith-Midland stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($33.97K), Bard Associates Inc. ($22.11K), Corient Private Wealth LLC ($9.50K), Heritage Investors Management Corp ($6.87K), Diamond Hill Capital Management Inc. ($5.51K), Renaissance Technologies LLC ($2.15K), and Thompson Davis & CO. Inc. ($1.48K).

How much institutional selling is happening at Smith-Midland?

Institutional investors have sold a total of 85,481 shares in the last 24 months. This volume of shares sold represents approximately $3.04M in transactions.


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This page (NASDAQ:SMID) was last updated on 3/26/2025 by MarketBeat.com Staff
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