Recent Quarter Total Invested
$214.40 M
Recent Quarter Institutional Ownership Percentage
53.76%
Total Invested of Last Quarter
$187.26 M
Ownership Percentage of Last Quarter
52.16%
SmartFinancial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.37 M | $32.32 M | -0.54% | 8.10% |
| VANGUARD GROUP INC | 08/13/2024 | 804,968 | $19.05 M | 1.99% | 4.78% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 699,794 | $16.56 M | 5.27% | 4.15% |
| CRAVENS & CO ADVISORS, LLC | 08/01/2024 | 645,965 | $15.29 M | -0.25% | 3.83% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 08/14/2024 | 572,670 | $13.56 M | -0.96% | 3.40% |
| BANC FUNDS CO LLC | 08/14/2024 | 560,898 | $13.28 M | 3.65% | 3.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 334,194 | $7.91 M | 3.91% | 1.98% |
| STATE STREET CORP | 08/14/2024 | 325,524 | $7.71 M | -2.02% | 1.93% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 250,813 | $5.94 M | 0.19% | 1.49% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 244,373 | $5.78 M | 100.00% | 1.45% |
| SALZHAUER MICHAEL | 08/09/2024 | 243,789 | $5.77 M | 0.13% | 1.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 201,409 | $4.77 M | 115.24% | 1.20% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2024 | 200,565 | $4.75 M | 2.25% | 1.19% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 183,751 | $4.35 M | 16.91% | 1.09% |
| FOUNDRY PARTNERS, LLC | 08/05/2024 | 148,990 | $3.53 M | -1.25% | 0.88% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 140,274 | $3.32 M | 1.08% | 0.83% |
| NORTHERN TRUST CORP | 08/14/2024 | 129,522 | $3.07 M | -11.04% | 0.77% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/14/2024 | 127,649 | $3.02 M | -13.55% | 0.76% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 124,222 | $2.94 M | -4.71% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 120,437 | $2.85 M | -32.88% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 96,021 | $2.27 M | 4.13% | 0.57% |
| MENDON CAPITAL ADVISORS CORP | 08/30/2024 | 66,990 | $1.59 M | 5,760.89% | 0.40% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 66,990 | $1.59 M | -32.69% | 0.40% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 63,937 | $1.51 M | 7.57% | 0.38% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 61,000 | $1.44 M | 0.00% | 0.36% |
| MORGAN STANLEY | 08/14/2024 | 60,054 | $1.42 M | -10.75% | 0.36% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 57,308 | $1.36 M | 7.53% | 0.34% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 55,489 | $1.31 M | 26.26% | 0.33% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 54,574 | $1.29 M | 320.71% | 0.32% |
| REGIONS FINANCIAL CORP | 07/31/2024 | 46,139 | $1.09 M | 0.00% | 0.27% |
| LBMC INVESTMENT ADVISORS, LLC | 07/11/2024 | 44,298 | $1.05 M | 0.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 43,895 | $1.04 M | 3.37% | 0.26% |
| INVESCO LTD. | 08/13/2024 | 39,536 | $935,816 | -4.08% | 0.23% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 37,273 | $882,252 | 100.00% | 0.22% |
| PINNACLE FINANCIAL PARTNERS INC | 08/06/2024 | 36,763 | $870,180 | 0.00% | 0.22% |
| JPMORGAN CHASE & CO | 08/12/2024 | 36,149 | $855,646 | -45.84% | 0.21% |
| CRESCENT GROVE ADVISORS, LLC | 07/22/2024 | 35,073 | $830,178 | -17.62% | 0.21% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 07/15/2024 | 34,938 | $826,983 | 0.00% | 0.21% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 34,338 | $812,782 | 17.68% | 0.20% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 33,666 | $796,874 | 0.00% | 0.20% |
| SLATESTONE WEALTH, LLC | 07/25/2024 | 33,427 | $791,000 | -1.47% | 0.20% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 32,735 | $774,837 | 0.60% | 0.19% |
| FOREST HILL CAPITAL, LLC | 08/14/2024 | 30,632 | $725,059 | 0.00% | 0.18% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 30,500 | $721,935 | 22.00% | 0.18% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 29,376 | $695,330 | -4.03% | 0.17% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 28,431 | $672,962 | 0.00% | 0.17% |
| RHUMBLINE ADVISERS | 08/01/2024 | 24,147 | $571,550 | 1.52% | 0.14% |
| STRS OHIO | 08/05/2024 | 22,700 | $537,309 | 11.27% | 0.13% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 21,800 | $516,006 | -18.05% | 0.13% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 20,660 | $489,022 | -12.78% | 0.12% |
SmartFinancial, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SMBK shares?
During the previous two years, 126 institutional investors and hedge funds held shares of SmartFinancial, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 1.37 M
VANGUARD GROUP INC: 804,968
DIMENSIONAL FUND ADVISORS LP: 699,794
Cravens & Co Advisors, LLC: 645,965
Private Capital Management, LLC: 572,670
BANC FUNDS CO LLC: 560,898
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What percentage of SmartFinancial, Inc. stock is owned by institutional investors?
53.76% of SmartFinancial, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SMBK ?
Institutional investors have bought a total of 9.20 M shares in the last 24 months. This purchase volume represents approximately $263.44 M in transactions.