S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Closing prices for crude oil, gold and other commodities
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
How major US stock indexes fared Friday, 4/12/2024
MarketBeat Week in Review – 4/8 - 4/12
Faced with possibly paying for news, Google removes links to California news sites for some users
5 Trends You Need to Know This Quarter
The US and UK restrict the trade of Russian-origin metals
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Closing prices for crude oil, gold and other commodities
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
How major US stock indexes fared Friday, 4/12/2024
MarketBeat Week in Review – 4/8 - 4/12
Faced with possibly paying for news, Google removes links to California news sites for some users
5 Trends You Need to Know This Quarter
The US and UK restrict the trade of Russian-origin metals
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Closing prices for crude oil, gold and other commodities
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
How major US stock indexes fared Friday, 4/12/2024
MarketBeat Week in Review – 4/8 - 4/12
Faced with possibly paying for news, Google removes links to California news sites for some users
5 Trends You Need to Know This Quarter
The US and UK restrict the trade of Russian-origin metals
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Closing prices for crude oil, gold and other commodities
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
How major US stock indexes fared Friday, 4/12/2024
MarketBeat Week in Review – 4/8 - 4/12
Faced with possibly paying for news, Google removes links to California news sites for some users
5 Trends You Need to Know This Quarter
The US and UK restrict the trade of Russian-origin metals

Smith-Midland (SMID) Institutional Ownership

$39.80
-0.99 (-2.43%)
(As of 04/12/2024 ET)

Institutional Ownership Changes (13F Filings) for Smith-Midland (NASDAQ:SMID)

Current
Institutional Ownership
Percentage
49.94%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.23M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.27M
Get SMID Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smith-Midland stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMID Institutional Buying and Selling by Quarter

Smith-Midland Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/11/2024Vanguard Group Inc.200,809$7.93M0.0%+1.2%3.818%
2/15/2024Barclays PLC3,840$152K0.0%N/A0.073%
2/15/2024Vanguard Group Inc.200,809$7.93M0.0%+1.2%3.818%
2/15/2024Needham Investment Management LLC180,000$7.11M0.9%+12.5%3.422%
2/14/2024Kestra Advisory Services LLC6,966$275K0.0%N/A0.132%
2/14/2024Balyasny Asset Management L.P.8,472$335K0.0%N/A0.161%
2/13/2024Northern Trust Corp13,225$522K0.0%N/A0.251%
2/13/2024Bard Associates Inc.203,505$8.04M3.1%-9.3%3.869%
2/7/2024Dimensional Fund Advisors LP19,702$778K0.0%+21.0%0.375%
2/7/2024 Buckingham Capital Management Inc.10,000$395K0.1%N/A0.190%
2/7/2024Heritage Investors Management Corp39,913$1.58M0.1%-9.8%0.759%
2/5/2024Victory Capital Management Inc.3,744$148K0.0%N/A0.071%
2/5/2024Thompson Davis & CO. Inc.1,356,453$53.58M45.6%+10.2%25.788%
11/9/2023Heritage Investors Management Corp44,268$839K0.0%+6.9%0.842%
11/2/2023Rice Hall James & Associates LLC43,283$823K0.1%-1.6%0.823%
11/2/2023Diamond Hill Capital Management Inc.15,500$294K0.0%-18.4%0.295%
8/11/2023BlackRock Inc.20,485$482K0.0%+5.0%0.389%
8/8/2023Diamond Hill Capital Management Inc.19,000$451K0.0%-9.6%0.361%
8/7/2023Acadian Asset Management LLC1,270$30K0.0%-36.1%0.024%
8/1/2023Heritage Investors Management Corp41,398$983K0.0%-2.4%0.787%
7/24/2023Rice Hall James & Associates LLC43,974$1.03M0.1%+3.9%0.836%
7/13/2023Thompson Davis & CO. Inc.1,120,236$26.35M29.8%+4.8%21.297%
5/12/2023Dimensional Fund Advisors LP16,053$301K0.0%-8.7%0.305%
5/11/2023Acadian Asset Management LLC1,986$37K0.0%-55.5%0.038%
5/10/2023Thompson Davis & CO. Inc.1,068,990$20.05M26.2%-0.1%20.323%
2/15/2023CI Private Wealth LLC61,250$1.26M0.0%N/A1.171%
2/13/2023Geode Capital Management LLC38,171$782K0.0%+2.9%0.730%
2/9/2023Dimensional Fund Advisors LP17,585$360K0.0%+6.5%0.336%
2/7/2023Diamond Hill Capital Management Inc.21,007$431K0.0%-23.5%0.402%
2/6/2023Thompson Davis & CO. Inc.1,070,474$21.95M31.2%+5.0%20.468%
1/27/2023Rice Hall James & Associates LLC42,170$864K0.0%+3.9%0.806%
1/10/2023FNY Investment Advisers LLC5,000$102K0.1%N/A0.096%
11/15/2022Citadel Advisors LLC9,451$253K0.0%N/A0.181%
11/14/2022Guggenheim Capital LLC11,320$303K0.0%-59.7%0.216%
11/14/2022Renaissance Technologies LLC9,700$259K0.0%-50.5%0.185%
11/10/2022Dimensional Fund Advisors LP16,519$442K0.0%+7.0%0.316%
11/9/2022Thompson Davis & CO. Inc.1,019,572$27.27M37.0%-4.2%19.491%
11/8/2022Diamond Hill Capital Management Inc.27,454$734K0.0%-15.1%0.525%
11/1/2022Rice Hall James & Associates LLC40,597$1.09M0.1%-2.2%0.776%
10/27/2022Heritage Investors Management Corp42,402$1.13M0.1%-2.4%0.811%
Gold Hits New All-Time Highs (Ad)

Due to both domestic and global issues, the trajectory of this precious metal could skyrocket in the coming months… Which is why billionaires and Central Banks alike are scooping up gold at record rates!

Read Colonial Metals' new Precious Metals Investment Guide.
8/16/2022Intrust Bank NA12,100$169K0.0%N/A0.231%
8/13/2022Renaissance Technologies LLC19,599$274K0.0%-17.3%0.375%
8/11/2022Bard Associates Inc.223,220$3.13M1.3%+5.6%4.268%
8/8/2022Rice Hall James & Associates LLC41,523$581K0.0%+3.1%0.794%
8/4/2022Thompson Davis & CO. Inc.1,064,144$14.90M14.1%+2.4%20.347%
8/2/2022Thompson Davis & CO. Inc.1,330,656$18.63M14.3%+28.1%25.443%
8/1/2022James Investment Research Inc.3,813$53K0.0%+190.4%0.073%
8/1/2022Heritage Investors Management Corp43,432$608K0.0%+4.9%0.830%
7/22/2022Truist Financial Corp22,502$315K0.0%-25.7%0.430%
6/7/2022Bank of America Corp DE12,471$222K0.0%+16.4%0.238%
5/17/2022Guggenheim Capital LLC28,063$498K0.0%N/A0.537%
5/16/2022State Street Corp13,107$233K0.0%+9.2%0.251%
5/13/2022Renaissance Technologies LLC23,700$421K0.0%+415.2%0.453%
5/13/2022Vanguard Group Inc.188,961$3.35M0.0%+30.4%3.613%
5/13/2022Dimensional Fund Advisors LP14,240$253K0.0%+76.5%0.272%
5/12/2022Acadian Asset Management LLC18,814$332K0.0%-5.5%0.360%
5/11/2022Bank of New York Mellon Corp14,650$259K0.0%+190.6%0.280%
5/5/2022Rice Hall James & Associates LLC40,264$715K0.0%+11.7%0.770%
5/5/2022Inverness Counsel LLC NY61,250$1.09M0.0%+7.0%1.171%
4/22/2022Truist Financial Corp30,300$538K0.0%N/A0.579%
2/15/2022King Luther Capital Management Corp23,961$1.13M0.0%N/A0.460%
2/15/2022MFA Wealth Advisors LLC6,691$314K0.1%-93.3%0.128%
2/14/2022Rice Hall James & Associates LLC36,059$1.70M0.1%N/A0.692%
2/14/2022Needham Investment Management LLC146,100$6.87M0.9%-8.7%2.804%
2/11/2022O Shaughnessy Asset Management LLC15,036$707K0.0%-31.2%0.289%
2/10/2022Acadian Asset Management LLC19,904$935K0.0%+4.9%0.382%
1/28/2022Heritage Investors Management Corp41,402$1.95M0.1%-5.4%0.795%
1/27/2022Baker Ellis Asset Management LLC7,950$374K0.1%-42.2%0.153%
1/27/2022Dorsey Wright & Associates1,208$57K0.0%N/A0.023%
1/20/2022Kestra Advisory Services LLC4,620$217K0.0%N/A0.089%
1/18/2022Ritholtz Wealth Management8,318$391K0.0%N/A0.160%
11/16/2021MFA Wealth Advisors LLC99,495$100K0.0%N/A1.909%
11/10/2021O Shaughnessy Asset Management LLC21,861$303K0.0%+27.2%0.420%
11/2/2021Inverness Counsel LLC NY57,250$794K0.0%+47.7%1.101%
10/15/2021Baker Ellis Asset Management LLC13,750$233K0.0%-8.6%0.264%
9/10/2021Punch & Associates Investment Management Inc.139,150$3.28M0.2%-37.7%2.675%
8/16/2021State Street Corp10,200$241K0.0%N/A0.196%
8/16/2021Punch & Associates Investment Management Inc.139,150$3.28M0.2%-37.7%2.675%
8/13/2021Geode Capital Management LLC16,471$388K0.0%N/A0.317%
8/13/2021Vanguard Group Inc.114,430$2.70M0.0%+95.6%2.200%
8/13/2021EAM Investors LLC72,513$1.71M0.3%N/A1.394%
8/12/2021Bard Associates Inc.71,850$1.70M0.6%+441.0%1.381%
8/10/2021Inverness Counsel LLC NY38,750$915K0.0%+19.2%0.745%
8/10/2021Baker Ellis Asset Management LLC15,050$355K0.1%-7.4%0.289%
8/9/2021O Shaughnessy Asset Management LLC17,186$406K0.0%+162.9%0.330%
8/3/2021Diamond Hill Capital Management Inc.20,277$479K0.0%N/A0.390%
7/31/2021Heritage Investors Management Corp43,752$1.03M0.0%-11.8%0.841%
5/18/2021Punch & Associates Investment Management Inc.223,500$2.67M0.2%-3.2%4.296%
5/14/2021O Shaughnessy Asset Management LLC6,538$78K0.0%N/A0.126%
5/4/2021Inverness Counsel LLC NY32,500$390K0.0%N/A0.625%
Bitcoin Rockets To Record High But Buy THIS Instead (Ad)

Recently, Bitcoin smashed through its previous record high to hit $72,720. It’s made many, many people very rich. But one cryptocurrency expert and investing millionaire is declaring…

>>Click here to find out what it is.
4/28/2021Baker Ellis Asset Management LLC16,250$194K0.0%N/A0.312%
4/23/2021Heritage Investors Management Corp49,602$594K0.0%-2.4%0.954%
3/2/2021RBF Capital LLC76,649$724K0.1%N/A1.479%
2/16/2021Punch & Associates Investment Management Inc.231,000$2.18M0.2%N/A4.456%
2/16/2021Needham Investment Management LLC137,500$1.26M0.2%N/A2.652%
2/11/2021RBF Capital LLC76,649$724K0.1%N/A1.479%
(Data available from 1/1/2016 forward)

SMID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMID shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Smith-Midland. The most heavily invested institutionals were Thompson Davis & CO. Inc. ($53.58M), Bard Associates Inc. ($8.04M), Vanguard Group Inc. ($7.93M), Needham Investment Management LLC ($7.11M), Heritage Investors Management Corp ($1.58M), CI Private Wealth LLC ($1.26M), and Inverness Counsel LLC NY ($1.09M).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. ($545.23K), CI Private Wealth LLC ($61.25K), Vanguard Group Inc. ($48.77K), Truist Financial Corp ($30.30K), Guggenheim Capital LLC ($28.06K), Needham Investment Management LLC ($20K), and Renaissance Technologies LLC ($19.10K).

How much institutional buying is happening at Smith-Midland?

Institutional investors have bought a total of 883,661 shares in the last 24 months. This purchase volume represents approximately $19.48M in transactions.

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

Of the 10 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: Thompson Davis & CO. Inc. ($46.06K), Bard Associates Inc. ($20.96K), Diamond Hill Capital Management Inc. ($16.85K), Guggenheim Capital LLC ($16.74K), Renaissance Technologies LLC ($14K), Truist Financial Corp ($7.80K), and Heritage Investors Management Corp ($6.39K).

How much institutional selling is happening at Smith-Midland?

Institutional investors have sold a total of 136,232 shares in the last 24 months. This volume of shares sold represents approximately $3.68M in transactions.


This page (NASDAQ:SMID) was last updated on 4/13/2024 by MarketBeat.com Staff

From Our Partners