Southern Missouri Bancorp (SMBC) Institutional Ownership

$52.50

-0.02 (-0.04%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 49.49%
Number of Institutional Buyers (last 12 months): 23
Total Institutional Inflows (last 12 months): $9.74M

Number of Institutional Sellers (last 12 months): 22
Total Institutional Outflows (last 12 months): $7.70M

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SMBC Institutional Buying and Selling by Quarter

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Southern Missouri Bancorp 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
7/26/2024	Bailard Inc.	6,512	$293K	0.0%	N/A	0.057%
7/26/2024	Bank of New York Mellon Corp	52,423	$2.36M	0.0%	+6.7%	0.462%
7/19/2024	BTC Capital Management Inc.	14,645	$659K	0.1%	-20.1%	0.129%
7/18/2024	Assenagon Asset Management S.A.	18,133	$816K	0.0%	-13.7%	0.160%
5/16/2024	California State Teachers Retirement System	9,612	$420K	0.0%	-5.1%	0.085%
5/15/2024	Epoch Investment Partners Inc.	245,131	$10.72M	0.0%	-10.0%	2.156%
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5/14/2024	EntryPoint Capital LLC	572	$25K	0.0%	N/A	0.005%
5/10/2024	Vanguard Group Inc.	578,818	$25.30M	0.0%	+0.7%	5.091%
5/8/2024	Russell Investments Group Ltd.	31,039	$1.36M	0.0%	-31.5%	0.273%
5/7/2024	SG Americas Securities LLC	3,468	$152K	0.0%	-38.2%	0.031%
5/7/2024	Empowered Funds LLC	17,701	$774K	0.0%	+7.4%	0.156%
5/6/2024	LSV Asset Management	700	$31K	0.0%	-46.2%	0.006%
5/6/2024	ACR Alpine Capital Research LLC	48,735	$2.13M	0.1%	+36.1%	0.429%
5/1/2024	BNP Paribas Financial Markets	4,747	$207K	0.0%	+86.8%	0.042%
4/24/2024	Assenagon Asset Management S.A.	21,017	$919K	0.0%	+73.5%	0.185%
4/19/2024	FORVIS Wealth Advisors LLC	19,709	$861K	0.0%	N/A	0.173%
4/11/2024	BTC Capital Management Inc.	18,335	$801K	0.1%	N/A	0.161%
4/5/2024	Los Angeles Capital Management LLC	6,400	$280K	0.0%	-10.2%	0.056%
2/14/2024	First Financial Bankshares Inc	15,387	$822K	0.0%	N/A	0.135%
2/13/2024	Epoch Investment Partners Inc.	272,500	$14.55M	0.1%	+4.8%	2.403%
2/13/2024	The Manufacturers Life Insurance Company	292,084	$15.59M	0.0%	-3.7%	2.576%
2/6/2024	Welch & Forbes LLC	7,665	$409K	0.0%	-7.5%	0.068%
2/6/2024	ACR Alpine Capital Research LLC	35,810	$1.91M	0.1%	+3.5%	0.316%
2/6/2024	Los Angeles Capital Management LLC	7,123	$380K	0.0%	+18.9%	0.063%
2/6/2024	Swiss National Bank	18,953	$1.01M	0.0%	-9.5%	0.167%
2/6/2024	New York Life Investment Management LLC	9,231	$493K	0.0%	-2.9%	0.081%
2/5/2024	Victory Capital Management Inc.	17,000	$908K	0.0%	-11.8%	0.150%
2/5/2024	Russell Investments Group Ltd.	45,300	$2.42M	0.0%	+10.4%	0.399%
1/19/2024	Denali Advisors LLC	2,600	$139K	0.0%	N/A	0.023%
1/17/2024	Assenagon Asset Management S.A.	12,111	$647K	0.0%	N/A	0.107%
1/12/2024	SG Americas Securities LLC	5,611	$300K	0.0%	+37.8%	0.049%
12/18/2023	Vanguard Group Inc.	552,438	$21.37M	0.0%	+2.0%	4.873%
11/15/2023	Mercer Global Advisors Inc. ADV	92,279	$3.57M	0.0%	+0.5%	0.814%
11/13/2023	Epoch Investment Partners Inc.	260,125	$10.06M	0.1%	+1.5%	2.294%
11/13/2023	FMR LLC	807,087	$31.23M	0.0%	+2.0%	7.117%
11/8/2023	ACR Alpine Capital Research LLC	34,583	$1.34M	0.1%	-15.1%	0.305%
11/8/2023	New York Life Investment Management LLC	9,502	$368K	0.0%	-13.8%	0.084%
11/6/2023	Los Angeles Capital Management LLC	5,993	$232K	0.0%	-19.9%	0.053%
11/6/2023	Victory Capital Management Inc.	19,280	$746K	0.0%	-12.8%	0.170%
11/6/2023	ACR Alpine Capital Research LLC	34,583	$1.34M	0.2%	-15.1%	0.305%
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11/3/2023	Welch & Forbes LLC	8,290	$321K	0.0%	-6.8%	0.073%
10/27/2023	River Oaks Capital LLC	10,769	$417K	0.6%	-6.4%	0.095%
10/24/2023	Bank of New York Mellon Corp	51,200	$1.98M	0.0%	+0.8%	0.451%
10/24/2023	Independent Advisor Alliance	11,855	$459K	0.0%	-33.6%	0.105%
10/23/2023	Balboa Wealth Partners	15,930	$616K	0.2%	N/A	0.140%
10/18/2023	UMB Bank n.a.	9,747	$377K	0.0%	-7.1%	0.086%
10/17/2023	BTC Capital Management Inc.	25,715	$995K	0.1%	-8.7%	0.227%
10/13/2023	SG Americas Securities LLC	4,073	$158K	0.0%	N/A	0.036%
8/15/2023	Raffles Associates LP	232,292	$8.93M	12.0%	-1.2%	2.050%
8/11/2023	Epoch Investment Partners Inc.	256,382	$9.86M	0.1%	-4.1%	2.263%
8/11/2023	FJ Capital Management LLC	738,371	$28.39M	3.6%	-5.6%	6.516%
8/11/2023	Hotchkis & Wiley Capital Management LLC	66,780	$2.57M	0.0%	+24.5%	0.589%
8/11/2023	Smith Moore & CO.	15,537	$597K	0.1%	-1.6%	0.137%
8/11/2023	The Manufacturers Life Insurance Company	313,823	$12.07M	0.0%	-2.2%	2.770%
8/11/2023	Franklin Resources Inc.	70,078	$2.69M	0.0%	-9.1%	0.619%
8/10/2023	Russell Investments Group Ltd.	43,823	$1.69M	0.0%	+45.9%	0.387%
8/7/2023	Acadian Asset Management LLC	18,640	$715K	0.0%	-32.0%	0.165%
8/7/2023	New York Life Investment Management LLC	11,024	$424K	0.0%	-11.3%	0.097%
8/4/2023	American International Group Inc.	4,129	$159K	0.0%	+11.1%	0.036%
8/3/2023	Los Angeles Capital Management LLC	7,483	$288K	0.0%	-11.8%	0.066%
8/3/2023	Bank of New York Mellon Corp	50,770	$1.95M	0.0%	+2.3%	0.448%
7/28/2023	Welch & Forbes LLC	8,892	$342K	0.0%	-11.0%	0.078%
7/27/2023	Victory Capital Management Inc.	22,100	$850K	0.0%	-16.6%	0.195%
7/27/2023	EA Series Trust	14,026	$539K	0.0%	N/A	0.124%
7/26/2023	Janney Montgomery Scott LLC	7,379	$284K	0.0%	+9.8%	0.065%
7/25/2023	UMB Bank n.a.	10,494	$403K	0.0%	+16.6%	0.093%
7/24/2023	ACR Alpine Capital Research LLC	40,724	$1.57M	0.1%	+92.0%	0.359%
7/11/2023	BTC Capital Management Inc.	28,175	$1.08M	0.1%	N/A	0.249%
5/15/2023	Missouri Trust & Investment Co	217,733	$8.15M	5.3%	+0.5%	1.922%
5/12/2023	Epoch Investment Partners Inc.	267,375	$10.00M	0.1%	+0.1%	2.364%
5/12/2023	Martingale Asset Management L P	12,877	$482K	0.0%	+22.9%	0.114%
5/11/2023	Acadian Asset Management LLC	27,421	$1.03M	0.0%	-22.5%	0.242%
5/11/2023	Cornercap Investment Counsel Inc.	11,704	$438K	0.1%	N/A	0.103%
5/8/2023	New York Life Investment Management LLC	12,432	$465K	0.0%	N/A	0.110%
5/8/2023	Federated Hermes Inc.	3,195	$120K	0.0%	+45.0%	0.028%
5/4/2023	Summit Global Investments	8,600	$322K	0.0%	-38.1%	0.076%
5/4/2023	Barclays PLC	12,782	$479K	0.0%	+12.6%	0.113%
5/2/2023	Victory Capital Management Inc.	26,500	$991K	0.0%	+12.8%	0.234%
4/28/2023	ACR Alpine Capital Research LLC	21,213	$794K	0.0%	+41.0%	0.188%
4/28/2023	Janney Montgomery Scott LLC	6,718	$251K	0.0%	+18.0%	0.059%
4/14/2023	Welch & Forbes LLC	9,991	$374K	0.0%	N/A	0.088%
3/23/2023	MetLife Investment Management LLC	4,332	$199K	0.0%	-9.8%	0.038%
2/13/2023	Epoch Investment Partners Inc.	266,996	$12.24M	0.1%	-4.6%	2.893%
2/13/2023	The Manufacturers Life Insurance Company	328,004	$15.03M	0.0%	-3.3%	3.554%
2/13/2023	Martingale Asset Management L P	10,477	$480K	0.0%	-54.0%	0.114%
2/13/2023	Quadrant Capital Group LLC	636	$29K	0.0%	+140.9%	0.007%
2/9/2023	First Trust Advisors LP	26,370	$1.21M	0.0%	+11.4%	0.286%
2/9/2023	Victory Capital Management Inc.	23,500	$1.08M	0.0%	+9.5%	0.255%
2/9/2023	Dimensional Fund Advisors LP	276,802	$12.69M	0.0%	+2.0%	2.999%
2/9/2023	FJ Capital Management LLC	425,310	$19.49M	2.3%	+22.9%	4.608%
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2/9/2023	Mercer Global Advisors Inc. ADV	90,938	$4.17M	0.0%	+0.4%	0.985%
2/8/2023	UBS Group AG	3,003	$138K	0.0%	N/A	0.033%
2/8/2023	Swiss National Bank	18,953	$869K	0.0%	N/A	0.205%
2/8/2023	Russell Investments Group Ltd.	30,033	$1.38M	0.0%	+74.3%	0.325%
2/6/2023	Los Angeles Capital Management LLC	8,648	$396K	0.0%	-2.4%	0.094%
2/3/2023	River Oaks Capital LLC	19,767	$906K	1.0%	-9.3%	0.214%
2/2/2023	SG Americas Securities LLC	2,859	$131K	0.0%	+22.2%	0.031%
2/1/2023	Janney Montgomery Scott LLC	5,691	$261K	0.0%	+7.0%	0.062%
1/31/2023	Summit Global Investments	13,900	$637K	0.1%	+26.4%	0.151%
11/15/2022	Mercer Global Advisors Inc. ADV	90,588	$4.62M	0.0%	N/A	0.982%

(Data available from 1/1/2016 forward)

SMBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBC shares?: During the previous two years, 55 institutional investors and hedge funds held shares of Southern Missouri Bancorp. The most heavily invested institutionals were FMR LLC ($31.23M), FJ Capital Management LLC ($28.39M), Vanguard Group Inc. ($25.30M), The Manufacturers Life Insurance Company ($15.59M), Dimensional Fund Advisors LP ($12.69M), Epoch Investment Partners Inc. ($10.72M), and Raffles Associates LP ($8.93M).Learn more on SMBC's institutional investors.
What percentage of Southern Missouri Bancorp stock is owned by institutional investors?: 49.49% of Southern Missouri Bancorp stock is owned by institutional investors. Learn more on SMBC's institutional investor holdings.
Which institutional investors have been buying Southern Missouri Bancorp stock?: Of the 44 institutional investors that purchased Southern Missouri Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($91.37K), FJ Capital Management LLC ($79.31K), Royce & Associates LP ($49.27K), BTC Capital Management Inc. ($46.51K), ACR Alpine Capital Research LLC ($41.29K), Russell Investments Group Ltd. ($30.87K), and Siena Capital Partners GP LLC ($28.62K).

How much institutional buying is happening at Southern Missouri Bancorp?: Institutional investors have bought a total of 668,739 shares in the last 24 months. This purchase volume represents approximately $29.89M in transactions.
Which Southern Missouri Bancorp major shareholders have been selling company stock?: Of the 26 institutional investors that sold Southern Missouri Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Epoch Investment Partners Inc. ($55.29K), The Manufacturers Life Insurance Company ($44.14K), FJ Capital Management LLC ($44.03K), Renaissance Technologies LLC ($33.40K), Russell Investments Group Ltd. ($33.40K), Assenagon Asset Management S.A. ($23.90K), and Los Angeles Capital Management LLC ($19.55K).
How much institutional selling is happening at Southern Missouri Bancorp?: Institutional investors have sold a total of 351,643 shares in the last 24 months. This volume of shares sold represents approximately $15.58M in transactions.