SmartFinancial (SMBK) Institutional Ownership

$29.39

+0.65 (+2.26%)

(As of 09/13/2024 ET)

Current Institutional Ownership Percentage: 58.78%
Number of Institutional Buyers (last 12 months): 24
Total Institutional Inflows (last 12 months): $13.49M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $7.25M

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SMBK Institutional Buying and Selling by Quarter

Ad Porter & Company

War on Elon Escalates…

Elon Musk just built a supercomputer in Memphis, Tennessee. It took him only 122 days. Dubbed “Colossus,” this supercomputer aims to become the most powerful AI training system in the world. Housed in a 785,000 sq. ft facility in Memphis, Colossus will soon require 150 megawatts of electricity per day. That’s about equal to the amount of energy needed to power 100,000 homes per year.

Click here and take notes.

SmartFinancial 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
8/30/2024	Mendon Capital Advisors Corp	66,990	$1.59M	1.3%	+5,760.9%	0.393%
8/15/2024	Deprince Race & Zollo Inc.	200,565	$4.75M	0.1%	+2.2%	1.175%
8/15/2024	Elizabeth Park Capital Advisors Ltd.	127,649	$3.02M	2.6%	-13.5%	0.748%
8/9/2024	Renaissance Technologies LLC	140,274	$3.32M	0.0%	+1.1%	0.822%
8/9/2024	Dimensional Fund Advisors LP	699,794	$16.56M	0.0%	+5.3%	4.101%
8/8/2024	American Century Companies Inc.	183,751	$4.35M	0.0%	+16.9%	1.077%
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8/6/2024	Acadian Asset Management LLC	54,574	$1.29M	0.0%	+320.7%	0.320%
8/5/2024	Foundry Partners LLC	148,990	$3.53M	0.2%	-1.2%	0.873%
8/5/2024	Victory Capital Management Inc.	30,500	$722K	0.0%	+22.0%	0.179%
8/1/2024	Rhumbline Advisers	24,147	$572K	0.0%	+1.5%	0.142%
8/1/2024	Cravens & Co Advisors LLC	645,965	$15.29M	11.3%	-0.3%	3.786%
7/26/2024	SlateStone Wealth LLC	33,427	$791K	0.1%	-1.5%	0.196%
7/26/2024	Bank of New York Mellon Corp	96,021	$2.27M	0.0%	+4.1%	0.563%
7/23/2024	Crescent Grove Advisors LLC	35,073	$830K	0.1%	-17.6%	0.206%
7/18/2024	Private Capital Management LLC	578,245	$12.18M	2.2%	-0.8%	3.389%
5/16/2024	California State Teachers Retirement System	14,505	$306K	0.0%	-5.8%	0.085%
5/16/2024	Janus Henderson Group PLC	9,798	$206K	0.0%	-38.3%	0.057%
5/10/2024	Acadian Asset Management LLC	12,972	$271K	0.0%	N/A	0.076%
5/10/2024	Vanguard Group Inc.	789,233	$16.63M	0.0%	+2.5%	4.627%
5/9/2024	Foundry Partners LLC	150,870	$3.18M	0.2%	+41.7%	0.885%
5/8/2024	Russell Investments Group Ltd.	130,361	$2.75M	0.0%	+23.7%	0.764%
5/7/2024	SG Americas Securities LLC	5,845	$123K	0.0%	-34.4%	0.034%
5/7/2024	Empowered Funds LLC	59,437	$1.25M	0.0%	+7.9%	0.348%
5/1/2024	BNP Paribas Financial Markets	23,688	$499K	0.0%	+429.0%	0.139%
4/27/2024	Salzhauer Michael	243,467	$5.13M	4.0%	+5.5%	1.427%
4/26/2024	SlateStone Wealth LLC	33,927	$715K	0.1%	+1.5%	0.199%
4/11/2024	Private Capital Management LLC	583,200	$14.28M	2.9%	-1.7%	3.419%
2/23/2024	Mendon Capital Advisors Corp	76,454	$1.87M	0.8%	N/A	0.450%
2/16/2024	Public Employees Retirement System of Ohio	2,973	$73K	0.0%	-21.2%	0.017%
2/15/2024	Forest Hill Capital LLC	96,707	$2.37M	1.2%	-58.3%	0.569%
2/12/2024	1492 Capital Management LLC	9,871	$242K	0.1%	N/A	0.058%
2/9/2024	Cravens & Co Advisors LLC	647,584	$15.86M	13.7%	-9.3%	3.809%
2/6/2024	Swiss National Bank	28,547	$699K	0.0%	-10.1%	0.168%
2/5/2024	Victory Capital Management Inc.	23,300	$571K	0.0%	+11.2%	0.137%
2/5/2024	Russell Investments Group Ltd.	105,382	$2.58M	0.0%	+48.6%	0.620%
2/1/2024	SlateStone Wealth LLC	33,427	$819K	0.1%	+54.2%	0.197%
2/1/2024	Foundry Partners LLC	106,463	$2.61M	0.2%	+44.9%	0.626%
1/30/2024	Crescent Grove Advisors LLC	42,573	$1.04M	0.1%	-26.1%	0.250%
1/29/2024	Tennessee Valley Asset Management Partners	12,297	$301K	0.1%	-3.9%	0.072%
1/25/2024	Equitable Trust Co.	16,525	$405K	0.0%	+7.1%	0.097%
War on Elon Escalates… (Ad) Elon Musk just built a supercomputer in Memphis, Tennessee. It took him only 122 days. Dubbed “Colossus,” this supercomputer aims to become the most powerful AI training system in the world. Housed in a 785,000 sq. ft facility in Memphis, Colossus will soon require 150 megawatts of electricity per day. That’s about equal to the amount of energy needed to power 100,000 homes per year. Click here and take notes.
1/16/2024	Raymond James Financial Services Advisors Inc.	14,250	$349K	0.0%	-41.2%	0.084%
1/12/2024	SG Americas Securities LLC	8,916	$218K	0.0%	+19.8%	0.052%
11/20/2023	Silver Oak Securities Incorporated	16,400	$350K	0.1%	-3.9%	0.096%
11/13/2023	Brandywine Global Investment Management LLC	33,876	$724K	0.0%	-1.5%	0.199%
11/8/2023	Swiss National Bank	31,747	$678K	0.0%	+2.6%	0.187%
11/7/2023	New York State Common Retirement Fund	7,430	$159K	0.0%	+68.0%	0.044%
11/7/2023	Barclays PLC	16,895	$361K	0.0%	-15.1%	0.099%
10/31/2023	Panagora Asset Management Inc.	35,489	$758K	0.0%	N/A	0.209%
10/26/2023	Strs Ohio	21,700	$463K	0.0%	-5.7%	0.128%
10/24/2023	Bailard Inc.	13,653	$292K	0.0%	N/A	0.080%
10/24/2023	Bank of New York Mellon Corp	69,961	$1.50M	0.0%	-1.2%	0.412%
10/24/2023	Raymond James Financial Services Advisors Inc.	24,239	$518K	0.0%	-21.2%	0.143%
10/13/2023	SG Americas Securities LLC	7,442	$159K	0.0%	N/A	0.044%
10/13/2023	Tennessee Valley Asset Management Partners	12,791	$273K	0.1%	N/A	0.075%
10/12/2023	SlateStone Wealth LLC	21,677	$463K	0.1%	N/A	0.128%
8/15/2023	Private Capital Management LLC	606,805	$13.05M	1.6%	-1.1%	3.569%
8/11/2023	BHZ Capital Management LP	80,933	$1.74M	1.2%	-37.0%	0.476%
8/9/2023	Equitable Trust Co.	15,425	$332K	0.0%	-25.8%	0.091%
8/8/2023	Salzhauer Michael	233,022	$5.01M	5.2%	+0.9%	1.371%
8/2/2023	Silver Oak Securities Incorporated	17,066	$367K	0.1%	-14.9%	0.100%
7/31/2023	Strs Ohio	23,000	$494K	0.0%	+8.5%	0.135%
7/28/2023	Cravens & Co Advisors LLC	714,257	$15.36M	14.1%	-0.9%	4.202%
7/27/2023	EA Series Trust	46,050	$991K	0.0%	N/A	0.271%
7/25/2023	Raymond James Financial Services Advisors Inc.	30,759	$662K	0.0%	+154.0%	0.181%
7/13/2023	Cambridge Investment Research Advisors Inc.	14,587	$314K	0.0%	-6.2%	0.086%
7/12/2023	Foundry Partners LLC	73,600	$1.58M	0.1%	-47.2%	0.433%
5/26/2023	Cravens & Co Advisors LLC	720,726	$16.68M	15.6%	-0.8%	4.240%
5/25/2023	Brandywine Global Investment Management LLC	34,130	$790K	0.0%	+6.0%	0.201%
5/12/2023	Brandywine Global Investment Management LLC	34,130	$790K	0.0%	+6.0%	0.201%
5/12/2023	Martingale Asset Management L P	30,008	$694K	0.0%	-18.5%	0.176%
5/8/2023	Equitable Trust Co.	20,776	$481K	0.0%	+15.6%	0.122%
5/5/2023	Silver Oak Securities Incorporated	20,048	$464K	0.1%	+17.5%	0.118%
5/5/2023	Salzhauer Michael	230,922	$5.34M	4.7%	+2.5%	1.358%
5/4/2023	Barclays PLC	21,351	$494K	0.0%	+17.8%	0.126%
5/3/2023	Foundry Partners LLC	139,440	$3.23M	0.2%	-0.4%	0.820%
5/2/2023	HHM Wealth Advisors LLC	5,529	$128K	0.0%	+15.9%	0.033%
5/2/2023	Victory Capital Management Inc.	20,800	$481K	0.0%	-5.6%	0.122%
4/28/2023	SG Americas Securities LLC	5,828	$135K	0.0%	-12.0%	0.034%
4/14/2023	Raymond James Financial Services Advisors Inc.	12,112	$280K	0.0%	N/A	0.071%
4/12/2023	Ellsworth Advisors LLC	15,053	$348K	0.1%	+3.3%	0.089%
2/27/2023	Cravens & Co Advisors LLC	726,766	$19.99M	18.5%	N/A	4.303%
2/15/2023	Forest Hill Capital LLC	265,649	$7.31M	3.1%	+1.5%	1.573%
2/13/2023	BHZ Capital Management LP	129,661	$3.57M	1.6%	-10.0%	0.768%
2/13/2023	Martingale Asset Management L P	36,827	$1.01M	0.0%	+1.0%	0.218%
2/13/2023	Banc Funds Co. LLC	599,648	$16.49M	1.5%	-11.7%	3.550%
2/10/2023	Brandywine Global Investment Management LLC	32,202	$886K	0.0%	N/A	0.191%
2/9/2023	Victory Capital Management Inc.	22,039	$606K	0.0%	-41.2%	0.130%
2/9/2023	Dimensional Fund Advisors LP	517,302	$14.23M	0.0%	+5.5%	3.063%
2/8/2023	Swiss National Bank	34,647	$953K	0.0%	N/A	0.205%
2/8/2023	Russell Investments Group Ltd.	70,370	$1.94M	0.0%	-19.7%	0.417%
War on Elon Escalates… (Ad) Elon Musk just built a supercomputer in Memphis, Tennessee. It took him only 122 days. Dubbed “Colossus,” this supercomputer aims to become the most powerful AI training system in the world. Housed in a 785,000 sq. ft facility in Memphis, Colossus will soon require 150 megawatts of electricity per day. That’s about equal to the amount of energy needed to power 100,000 homes per year. Click here and take notes.
2/8/2023	Salzhauer Michael	225,254	$6.19M	3.6%	+1.7%	1.334%
2/3/2023	Pinnacle Financial Partners Inc.	36,763	$1.01M	0.0%	N/A	0.218%
2/2/2023	SG Americas Securities LLC	6,625	$182K	0.0%	+37.2%	0.039%
2/2/2023	Silver Oak Securities Incorporated	17,066	$469K	0.1%	N/A	0.101%
2/2/2023	Ascent Wealth Partners LLC	35,280	$970K	0.2%	N/A	0.209%
1/30/2023	New York State Common Retirement Fund	12,737	$350K	0.0%	+26.8%	0.075%
1/30/2023	Foundry Partners LLC	140,055	$3.85M	0.2%	-16.9%	0.829%
1/26/2023	Strs Ohio	21,200	$583K	0.0%	-14.5%	0.126%
1/19/2023	HHM Wealth Advisors LLC	4,769	$131K	0.0%	+359.0%	0.028%
12/9/2022	Penn Capital Management Company LLC	47,712	$1.18M	0.1%	+280.6%	0.282%

(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, 49 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 ($16.49M), Cravens & Co Advisors LLC ($15.29M), Private Capital Management LLC ($12.18M), Salzhauer Michael ($5.13M), and Deprince Race & Zollo Inc. ($4.75M).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 40 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), Mendon Capital Advisors Corp ($142.30K), Russell Investments Group Ltd. ($98.00K), Foundry Partners LLC ($79.72K), Salzhauer Michael ($74.86K), Dimensional Fund Advisors LP ($61.94K), and Acadian Asset Management LLC ($54.57K).

How much institutional buying is happening at SmartFinancial?: Institutional investors have bought a total of 1,766,096 shares in the last 24 months. This purchase volume represents approximately $44.90M in transactions.
Which SmartFinancial major shareholders have been selling company stock?: Of the 27 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 ($96.88K), Cravens & Co Advisors LLC ($80.80K), Banc Funds Co. LLC ($79.54K), BHZ Capital Management LP ($62.00K), Crescent Grove Advisors LLC ($30K), and Private Capital Management LLC ($22.01K).
How much institutional selling is happening at SmartFinancial?: Institutional investors have sold a total of 630,333 shares in the last 24 months. This volume of shares sold represents approximately $15.38M in transactions.