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SmartFinancial (SMBK) Institutional Ownership

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(As of 05/17/2024 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)
22
Total
Institutional Inflows
(last 12 months)
$10.64M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.47M
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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
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%
1/25/2024 Equitable Trust Co.16,525$405K0.0%+7.1%0.097%
1/16/2024 Raymond 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%
10/24/2023 Raymond 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%
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8/15/2023 Private Capital Management LLC606,805$13.05M1.6%-1.1%3.569%
8/11/2023 BHZ Capital Management LP80,933$1.74M1.2%-37.0%0.476%
8/9/2023 Equitable 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%
7/25/2023 Raymond 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%
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%
5/8/2023 Equitable 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%
5/2/2023 HHM Wealth Advisors LLC5,529$128K0.0%+15.9%0.033%
5/2/2023 Victory Capital Management Inc.20,800$481K0.0%-5.6%0.122%
4/28/2023 SG Americas Securities LLC5,828$135K0.0%-12.0%0.034%
4/14/2023 Raymond James Financial Services Advisors Inc.12,112$280K0.0%N/A0.071%
4/12/2023 Ellsworth Advisors LLC15,053$348K0.1%+3.3%0.089%
2/27/2023 Cravens & Co Advisors LLC726,766$19.99M18.5%N/A4.303%
2/15/2023 Forest Hill Capital LLC265,649$7.31M3.1%+1.5%1.573%
2/13/2023 BHZ Capital Management LP129,661$3.57M1.6%-10.0%0.768%
2/13/2023 Martingale Asset Management L P36,827$1.01M0.0%+1.0%0.218%
2/13/2023 Banc Funds Co. LLC599,648$16.49M1.5%-11.7%3.550%
2/10/2023 Brandywine Global Investment Management LLC32,202$886K0.0%N/A0.191%
2/9/2023 Victory Capital Management Inc.22,039$606K0.0%-41.2%0.130%
2/9/2023 Dimensional Fund Advisors LP517,302$14.23M0.0%+5.5%3.063%
2/8/2023 Swiss National Bank34,647$953K0.0%N/A0.205%
2/8/2023 Russell Investments Group Ltd.70,370$1.94M0.0%-19.7%0.417%
2/8/2023 Salzhauer Michael225,254$6.19M3.6%+1.7%1.334%
2/3/2023 Pinnacle Financial Partners Inc.36,763$1.01M0.0%N/A0.218%
2/2/2023 SG Americas Securities LLC6,625$182K0.0%+37.2%0.039%
2/2/2023 Silver Oak Securities Incorporated17,066$469K0.1%N/A0.101%
2/2/2023 Ascent Wealth Partners LLC35,280$970K0.2%N/A0.209%
1/30/2023 New York State Common Retirement Fund12,737$350K0.0%+26.8%0.075%
1/30/2023 Foundry Partners LLC140,055$3.85M0.2%-16.9%0.829%
1/26/2023 Strs Ohio21,200$583K0.0%-14.5%0.126%
1/19/2023 HHM Wealth Advisors LLC4,769$131K0.0%+359.0%0.028%
12/9/2022 Penn Capital Management Company LLC47,712$1.18M0.1%+280.6%0.282%
11/8/2022 Crescent Grove Advisors LLC57,573$1.42M0.2%-11.5%0.341%
11/4/2022 Prudential Financial Inc.9,374$231K0.0%+8.1%0.055%
11/4/2022 Russell Investments Group Ltd.87,636$2.16M0.0%+78.5%0.519%
11/3/2022 Equitable Trust Co.17,976$444K0.0%-8.1%0.106%
11/3/2022Spectrum Management Group LLC11,382$281K0.1%N/A0.067%
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11/3/2022 Barclays PLC35,645$880K0.0%+2.6%0.211%
11/3/2022 Salzhauer Michael221,389$5.47M3.3%+29.6%1.310%
11/2/2022 Victory Capital Management Inc.37,500$927K0.0%-9.2%0.222%
11/1/2022Spectrum Management Group LLC11,382$281K0.1%N/A0.067%
10/31/2022 SG Americas Securities LLC4,827$119K0.0%-20.9%0.029%
10/21/2022 Foundry Partners LLC168,600$4.17M0.3%+1.4%0.998%
10/20/2022 Ellsworth Advisors LLC14,601$361K0.2%-4.7%0.086%
10/13/2022 Tennessee Valley Asset Management Partners8,512$210K0.1%-32.8%0.050%
8/16/2022 RMB Capital Management LLC30,000$725K0.0%N/A0.178%
8/16/2022 Penn Capital Management Company LLC12,536$303K0.0%N/A0.074%
(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, 48 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($16.63M), Banc Funds Co. LLC ($16.49M), Cravens & Co Advisors LLC ($15.86M), Private Capital Management LLC ($14.28M), Dimensional Fund Advisors LP ($14.23M), Salzhauer Michael ($5.13M), and Foundry Partners LLC ($3.18M).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 38 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), Russell Investments Group Ltd. ($102.52K), Salzhauer Michael ($102.20K), Foundry Partners LLC ($79.72K), Mendon Capital Advisors Corp ($76.45K), Penn Capital Management Company LLC ($47.71K), and EA Series Trust ($46.05K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 1,676,048 shares in the last 24 months. This purchase volume represents approximately $42.82M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 26 institutional investors that sold SmartFinancial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Forest Hill Capital LLC ($135.21K), Foundry Partners LLC ($95K), Banc Funds Co. LLC ($79.54K), Cravens & Co Advisors LLC ($79.18K), BHZ Capital Management LP ($62.00K), Crescent Grove Advisors LLC ($30K), and Victory Capital Management Inc. ($29.50K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 627,664 shares in the last 24 months. This volume of shares sold represents approximately $15.34M in transactions.


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This page (NASDAQ:SMBK) was last updated on 5/18/2024 by MarketBeat.com Staff

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