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SmartFinancial (SMBK) Institutional Ownership

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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)
21
Total
Institutional Inflows
(last 12 months)
$8.13M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.48M
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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
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%
2/9/2024 Cravens & 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%
1/30/2024Crescent 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%
1/16/2024 Raymond James Financial Services Advisors Inc.14,250$349K0.0%-41.2%0.084%
1/12/2024SG 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%
10/24/2023 Raymond James Financial Services Advisors Inc.24,239$518K0.0%-21.2%0.143%
10/13/2023SG 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%
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%
7/28/2023 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%
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7/12/2023Foundry 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%
5/25/2023Brandywine Global Investment Management LLC34,130$790K0.0%+6.0%0.201%
5/12/2023Brandywine Global Investment Management LLC34,130$790K0.0%+6.0%0.201%
5/12/2023Martingale Asset Management L P30,008$694K0.0%-18.5%0.176%
5/8/2023Equitable Trust Co.20,776$481K0.0%+15.6%0.122%
5/5/2023Silver Oak Securities Incorporated20,048$464K0.1%+17.5%0.118%
5/5/2023Salzhauer Michael230,922$5.34M4.7%+2.5%1.358%
5/4/2023Barclays PLC21,351$494K0.0%+17.8%0.126%
5/3/2023Foundry Partners LLC139,440$3.23M0.2%-0.4%0.820%
5/2/2023HHM Wealth Advisors LLC5,529$128K0.0%+15.9%0.033%
5/2/2023Victory Capital Management Inc.20,800$481K0.0%-5.6%0.122%
4/28/2023SG 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%
2/15/2023Forest Hill Capital LLC265,649$7.31M3.1%+1.5%1.573%
2/13/2023BHZ Capital Management LP129,661$3.57M1.6%-10.0%0.768%
2/13/2023Martingale Asset Management L P36,827$1.01M0.0%+1.0%0.218%
2/13/2023Banc Funds Co. LLC599,648$16.49M1.5%-11.7%3.550%
2/10/2023Brandywine Global Investment Management LLC32,202$886K0.0%N/A0.191%
2/9/2023Victory Capital Management Inc.22,039$606K0.0%-41.2%0.130%
2/9/2023Dimensional Fund Advisors LP517,302$14.23M0.0%+5.5%3.063%
2/8/2023Swiss National Bank34,647$953K0.0%N/A0.205%
2/8/2023Russell Investments Group Ltd.70,370$1.94M0.0%-19.7%0.417%
2/8/2023Salzhauer Michael225,254$6.19M3.6%+1.7%1.334%
2/3/2023Pinnacle Financial Partners Inc.36,763$1.01M0.0%N/A0.218%
2/2/2023SG Americas Securities LLC6,625$182K0.0%+37.2%0.039%
2/2/2023Silver Oak Securities Incorporated17,066$469K0.1%N/A0.101%
2/2/2023Ascent Wealth Partners LLC35,280$970K0.2%N/A0.209%
1/30/2023New York State Common Retirement Fund12,737$350K0.0%+26.8%0.075%
1/30/2023Foundry Partners LLC140,055$3.85M0.2%-16.9%0.829%
1/26/2023Strs Ohio21,200$583K0.0%-14.5%0.126%
1/19/2023HHM Wealth Advisors LLC4,769$131K0.0%+359.0%0.028%
12/9/2022Penn Capital Management Company LLC47,712$1.18M0.1%+280.6%0.282%
11/8/2022Crescent Grove Advisors LLC57,573$1.42M0.2%-11.5%0.341%
11/4/2022Prudential Financial Inc.9,374$231K0.0%+8.1%0.055%
11/4/2022Russell Investments Group Ltd.87,636$2.16M0.0%+78.5%0.519%
11/3/2022Equitable Trust Co.17,976$444K0.0%-8.1%0.106%
11/3/2022Spectrum Management Group LLC11,382$281K0.1%N/A0.067%
11/3/2022Barclays PLC35,645$880K0.0%+2.6%0.211%
11/3/2022Salzhauer Michael221,389$5.47M3.3%+29.6%1.310%
11/2/2022Victory Capital Management Inc.37,500$927K0.0%-9.2%0.222%
11/1/2022Spectrum Management Group LLC11,382$281K0.1%N/A0.067%
10/31/2022SG Americas Securities LLC4,827$119K0.0%-20.9%0.029%
10/21/2022Foundry 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%
8/16/2022RMB Capital Management LLC30,000$725K0.0%N/A0.178%
8/16/2022Penn Capital Management Company LLC12,536$303K0.0%N/A0.074%
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8/11/2022Martingale Asset Management L P36,452$881K0.0%-15.7%0.216%
8/10/2022Kennedy Capital Management Inc.39,812$962K0.0%+45.5%0.236%
8/5/2022Salzhauer Michael170,867$4.13M2.5%+19.0%1.011%
8/1/2022Victory Capital Management Inc.41,300$998K0.0%-17.9%0.244%
7/29/2022SG Americas Securities LLC6,105$147K0.0%N/A0.036%
7/29/2022Russell Investments Group Ltd.49,104$1.19M0.0%+10.1%0.291%
7/26/2022 Tennessee Valley Asset Management Partners12,675$306K0.1%-16.4%0.075%
7/25/2022 Allspring Global Investments Holdings LLC1,581$38K0.0%-75.9%0.009%
7/25/2022Strs Ohio24,800$599K0.0%-8.1%0.147%
7/20/2022Crescent Grove Advisors LLC65,073$1.57M0.2%-10.3%0.385%
(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, 46 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were 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 ($5.01M), Elizabeth Park Capital Advisors Ltd. ($3.79M), and Foundry Partners LLC ($2.61M).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 39 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), Salzhauer Michael ($94.41K), Russell Investments Group Ltd. ($78.24K), Mendon Capital Advisors Corp ($76.45K), Penn Capital Management Company LLC ($47.71K), EA Series Trust ($46.05K), and Pinnacle Financial Partners Inc. ($36.76K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 1,618,162 shares in the last 24 months. This purchase volume represents approximately $41.96M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 24 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), Victory Capital Management Inc. ($33.43K), and Crescent Grove Advisors LLC ($30K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 621,544 shares in the last 24 months. This volume of shares sold represents approximately $15.23M in transactions.


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This page (NASDAQ:SMBK) was last updated on 4/26/2024 by MarketBeat.com Staff

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