Southern Missouri Bancorp Ownership 2024 | Who Owns Southern Missouri Bancorp Now?
Institutional Ownership
48.67%
Insider Ownership
14.94%
Retail Ownership
36.39%
Institutional Holders
94.00
Southern Missouri Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 7.56% | 0.00% | 854,663 | 21,758 | 2.61% | 38,468,388 | Jun 30, 2024 |
| BLACKROCK INC. | 6.24% | 0.00% | 705,018 | 25,714 | 3.79% | 31,732,863 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.27% | 0.00% | 595,298 | 16,480 | 2.85% | 26,794,363 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 4.39% | 2.34% | 496,351 | -108,642 | -17.96% | 22,340,759 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.13% | 0.00% | 354,318 | 16,085 | 4.76% | 15,946,805 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.35% | 0.01% | 265,100 | -9,893 | -3.60% | 11,932,151 | Jun 30, 2024 |
| RAFFLES ASSOCIATES LP | 2.14% | 12.28% | 242,292 | 3,000 | 1.25% | 10,905,563 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.91% | 0.00% | 215,640 | 2,122 | 0.99% | 9,708,623 | Jun 30, 2024 |
| MISSOURI TRUST & INVESTMENT CO | 1.75% | 3.36% | 197,933 | -19,709 | -9.06% | 8,908,964 | Jun 30, 2024 |
| STATE STREET CORP | 1.70% | 0.00% | 192,066 | 8,323 | 4.53% | 8,644,891,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.29% | 0.00% | 145,412 | 27,388 | 23.21% | 6,544,994 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.95% | 0.01% | 107,734 | 8,200 | 8.24% | 4,849,107 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.83% | 0.00% | 94,266 | -6,342 | -6.30% | 4,242,912,000 | Jun 30, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 0.70% | 1.18% | 79,314 | - | - | 3,569,923 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.62% | 0.00% | 70,273 | 84 | 0.12% | 3,162,988 | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | 0.54% | 0.08% | 60,860 | 12,125 | 24.88% | 2,739,309 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.46% | 0.00% | 52,423 | 3,282 | 6.68% | 2,359,541 | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.38% | 0.01% | 43,335 | -201,796 | -82.32% | 1,950,508 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 0.00% | 36,287 | 10,998 | 43.49% | 1,633,278 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.28% | 0.00% | 31,267 | 18,648 | 147.78% | 1,407,328 | Jun 30, 2024 |
Southern Missouri Bancorp's largest institutional shareholder is FMR LLC, holding 7.56% of the company's total share outstanding, currently valued at $38.47M. The top 10 institutional shareholders own together 36.44% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RAFFLES ASSOCIATES LP | 2.14% | 12.28% | 242,292 | 3,000 | 1.25% | 10,905,563 | Jun 30, 2024 |
| MISSOURI TRUST & INVESTMENT CO | 1.75% | 3.36% | 197,933 | -19,709 | -9.06% | 8,908,964 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 4.39% | 2.34% | 496,351 | -108,642 | -17.96% | 22,340,759 | Jun 30, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 0.70% | 1.18% | 79,314 | - | - | 3,569,923 | Jun 30, 2024 |
| BALBOA WEALTH PARTNERS | 0.14% | 0.19% | 16,241 | 66 | 0.41% | 731,014 | Jun 30, 2024 |
| ENTERPRISE FINANCIAL SERVICES CORP | 0.05% | 0.15% | 5,298 | - | - | 238,462 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.10% | 1,474 | 902 | 157.69% | 66,345 | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | 0.54% | 0.08% | 60,860 | 12,125 | 24.88% | 2,739,309 | Jun 30, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | 0.13% | 0.06% | 14,645 | -3,690 | -20.13% | 659,172 | Jun 30, 2024 |
| SMITH, MOORE & CO. | 0.06% | 0.03% | 7,177 | -4,646 | -39.30% | 323,037 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.03% | 10,076 | 10,076 | 100.00% | 454,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.27% | 0.03% | 29,961 | 1,260 | 4.39% | 1,348,545 | Jun 30, 2024 |
| ARETE WEALTH ADVISORS, LLC | 0.06% | 0.02% | 6,750 | 6,750 | 100.00% | 293,000 | Jun 30, 2024 |
| SIMMONS BANK | 0.05% | 0.02% | 5,540 | - | - | 249,355 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.10% | 0.02% | 11,855 | - | - | 533,594 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.04% | 0.02% | 4,656 | 4,656 | 100.00% | 209,567 | Jun 30, 2024 |
| FIRST FINANCIAL BANKSHARES INC | 0.14% | 0.02% | 15,387 | - | - | 692,569 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.17% | 0.01% | 18,961 | 1,260 | 7.12% | 853,435 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.35% | 0.01% | 265,100 | -9,893 | -3.60% | 11,932,151 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.25% | 0.01% | 28,646 | -1,316 | -4.39% | 1,289,356 | Jun 30, 2024 |
The largest Southern Missouri Bancorp shareholder by % of total assets is RAFFLES ASSOCIATES LP. The company owns 242.29K shares of Southern Missouri Bancorp (SMBC), representing 12.28% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 1.29% | 0.00% | 145,412 | 27,388 | 23.21% | 6,544,994 | Jun 30, 2024 |
| BLACKROCK INC. | 6.24% | 0.00% | 705,018 | 25,714 | 3.79% | 31,732,863 | Jun 30, 2024 |
| FMR LLC | 7.56% | 0.00% | 854,663 | 21,758 | 2.61% | 38,468,388 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.28% | 0.00% | 31,267 | 18,648 | 147.78% | 1,407,328 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.27% | 0.00% | 595,298 | 16,480 | 2.85% | 26,794,363 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.13% | 0.00% | 354,318 | 16,085 | 4.76% | 15,946,805 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.12% | 0.00% | 13,487 | 13,487 | 100.00% | 607,050 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.17% | 0.00% | 18,667 | 12,182 | 187.85% | 840,202 | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | 0.54% | 0.08% | 60,860 | 12,125 | 24.88% | 2,739,309 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 0.00% | 36,287 | 10,998 | 43.49% | 1,633,278 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.03% | 10,076 | 10,076 | 100.00% | 454,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 9,861 | 9,861 | 100.00% | 443,844 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.24% | 0.00% | 27,302 | 8,662 | 46.47% | 1,227,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.70% | 0.00% | 192,066 | 8,323 | 4.53% | 8,644,891,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.95% | 0.01% | 107,734 | 8,200 | 8.24% | 4,849,107 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 8,028 | 8,028 | 100.00% | 361,340 | Jun 30, 2024 |
| ARETE WEALTH ADVISORS, LLC | 0.06% | 0.02% | 6,750 | 6,750 | 100.00% | 293,000 | Jun 30, 2024 |
| BAILARD, INC. | 0.06% | 0.01% | 6,512 | 6,512 | 100.00% | 293,105 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.12% | 0.00% | 13,111 | 6,381 | 94.81% | 590,126 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 5,112 | 5,112 | 100.00% | 230,091 | Jun 30, 2024 |
As of Jun 30 2024, Southern Missouri Bancorp's largest institutional buyer is AMERICAN CENTURY COMPANIES INC. The company purchased 27.39K stocks of SMBC, valued at $6.54M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EPOCH INVESTMENT PARTNERS, INC. | 0.38% | 0.01% | 43,335 | -201,796 | -82.32% | 1,950,508 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 4.39% | 2.34% | 496,351 | -108,642 | -17.96% | 22,340,759 | Jun 30, 2024 |
| MISSOURI TRUST & INVESTMENT CO | 1.75% | 3.36% | 197,933 | -19,709 | -9.06% | 8,908,964 | Jun 30, 2024 |
| FORVIS WEALTH ADVISORS, LLC | - | - | - | -19,709 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -12,559 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.35% | 0.01% | 265,100 | -9,893 | -3.60% | 11,932,151 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 7,185 | -9,625 | -57.26% | 323,397 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.83% | 0.00% | 94,266 | -6,342 | -6.30% | 4,242,912,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | 0.00% | 4,662 | -6,113 | -56.73% | 209,837 | Jun 30, 2024 |
| SENTINEL TRUST CO LBA | - | - | - | -5,808 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -4,760 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,678 | -100.00% | - | Jun 30, 2024 |
| SMITH, MOORE & CO. | 0.06% | 0.03% | 7,177 | -4,646 | -39.30% | 323,037 | Jun 30, 2024 |
| BARCLAYS PLC | 0.12% | 0.00% | 13,277 | -4,134 | -23.74% | 598,000 | Jun 30, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | 0.13% | 0.06% | 14,645 | -3,690 | -20.13% | 659,172 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,468 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.00% | - | 343 | -2,955 | -89.60% | 15,000 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.16% | 0.00% | 18,133 | -2,884 | -13.72% | 816,166 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | 0.00% | 1,951 | -2,796 | -58.90% | 87,815 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.27% | 0.00% | 30,778 | -1,822 | -5.59% | 1,385,317 | Jun 30, 2024 |
As of Jun 30 2024, Southern Missouri Bancorp's biggest institutional seller is EPOCH INVESTMENT PARTNERS, INC.. The company sold -0.20M shares of SMBC, valued at $1.95M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| D. E. SHAW & CO., INC. | 0.12% | 0.00% | 13,487 | 13,487 | 100.00% | 607,050 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.03% | 10,076 | 10,076 | 100.00% | 454,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 9,861 | 9,861 | 100.00% | 443,844 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 8,028 | 8,028 | 100.00% | 361,340 | Jun 30, 2024 |
| BAILARD, INC. | 0.06% | 0.01% | 6,512 | 6,512 | 100.00% | 293,105 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 5,112 | 5,112 | 100.00% | 230,091 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.04% | 0.00% | 5,051 | 5,051 | 100.00% | 226,790 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 219,694 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.04% | 0.02% | 4,656 | 4,656 | 100.00% | 209,567 | Jun 30, 2024 |
| STRS OHIO | 0.02% | 0.00% | 1,800 | 1,800 | 100.00% | 81,018,000 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 223 | 223 | 100.00% | 10,000 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 196 | 196 | 100.00% | 8,822 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 95 | 95 | 100.00% | 4,276 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 20 | 20 | 100.00% | 887 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | - | 7 | 7 | 100.00% | 339 | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | 4 | 4 | 100.00% | 180 | Jun 30, 2024 |
Southern Missouri Bancorp's largest new institutional shareholder by number of shares is D. E. SHAW & CO., INC., purchased 13.49K shares, valued at $607.05K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FORVIS WEALTH ADVISORS, LLC | - | - | - | -19,709 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -12,559 | -100.00% | - | Jun 30, 2024 |
| SENTINEL TRUST CO LBA | - | - | - | -5,808 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -4,760 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,678 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,468 | -100.00% | - | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -488 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -348 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Southern Missouri Bancorp's largest sold out institutional shareholder by shares sold is FORVIS WEALTH ADVISORS, LLC, sold -19.71K shares, valued at -, as of undefined.
Southern Missouri Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.36% | 150,761 | -9,369 | -5.85% | Jan 31, 2024 |
| ROYCE CAPITAL FUND | 0.10% | 38,384 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.08% | 5,882 | - | - | Sep 30, 2022 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.08% | 104,786 | - | - | Mar 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.02% | 69,811 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 7,423 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 391,224 | -522 | -0.13% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 11,000 | - | - | Mar 28, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 853 | - | - | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.00% | 8,749 | -543 | -5.84% | Jan 31, 2024 |
| Vericimetry Funds | 0.00% | 340 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.00% | 7,235 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 32,600 | 567 | 1.77% | Mar 31, 2024 |
| ROYCE FUND | 0.00% | 18,206 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 15,250 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,419 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 16,100 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 448,102 | -137,281 | -23.45% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 231 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 107,031 | 28,163 | 35.71% | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 43,905 | 30 | 0.07% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 25,954 | 1,698 | 7.00% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 1,700 | - | - | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,093 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 88,046 | 2,630 | 3.08% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 983 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 23,500 | -200 | -0.84% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 10,175 | -225 | -2.16% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 6,193 | 479 | 8.38% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 253,515 | 50,469 | 24.86% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,253 | 286 | 5.76% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 64,189 | 7,845 | 13.92% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 2,510 | -38 | -1.49% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 1,569 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 37,023 | 5,984 | 19.28% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 63 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 3,705 | -525 | -12.41% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 15,859 | -3,748 | -19.12% | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 391 | - | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 470 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 7,553 | 6 | 0.08% | Jan 31, 2024 |
| Global X Funds | 0.00% | 4,004 | 563 | 16.36% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 382 | - | - | Mar 28, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 97,000 | 8,300 | 9.36% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 411 | - | - | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 693 | 693 | - | Feb 29, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 6,482 | -62 | -0.95% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 15,287 | 1,392 | 10.02% | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,900 | - | - | Mar 28, 2024 |
| FLEXSHARES TRUST | 0.00% | 3,818 | -432 | -10.16% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,100 | 300 | 10.71% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 4,100 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 519 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 686 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 86 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 6,954 | 276 | 4.13% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 3,986 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 606 | 48 | 8.60% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,333 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,268 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 372,528 | -18,585 | -4.75% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 41,963 | 8,155 | 24.12% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 23,117 | -417 | -1.77% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 78 | - | - | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 1,611 | 1,611 | - | Mar 28, 2024 |
| Janus Detroit Street Trust | 0.00% | 2,086 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 3,643 | 338 | 10.23% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,460 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,100 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 39 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,188 | -8 | -0.67% | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 17,249 | -169 | -0.97% | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 45 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 800 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 74 | -6 | -7.50% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 199 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 401 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 18,472 | 1,709 | 10.20% | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 185 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 22,056 | -1,379 | -5.88% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,390 | 279 | 25.11% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,266 | 232 | 22.44% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 5 | - | - | Dec 31, 2023 |
| STONE RIDGE TRUST | 0.00% | 100 | - | - | Jan 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 4,600 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,139 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,558 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,031 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 327 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,075 | 99 | 10.14% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 160 | - | - | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 500 | - | - | Jan 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 10,500 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,518 | -235 | -4.94% | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 378 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 42 | - | - | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 616 | 616 | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 5,643 | 2,632 | 87.41% | Dec 31, 2023 |
Southern Missouri Bancorp's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 150.76K shares, compromising 0.36% of its total assets.
Southern Missouri Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 94 | 3.30% |
| 31 Mar, 24 | 91 | 8.33% |
| 31 Dec, 23 | 84 | 7.69% |
| 30 Sep, 23 | 78 | -4.88% |
| 30 Jun, 23 | 82 | -6.82% |
| 31 Mar, 23 | 88 | 11.39% |
| 31 Dec, 22 | 79 | -2.47% |
| 30 Sep, 22 | 81 | -1.22% |
| 30 Jun, 22 | 82 | -4.65% |
| 31 Mar, 22 | 86 | 3.61% |
| 31 Dec, 21 | 83 | 15.28% |
| 30 Sep, 21 | 72 | 10.77% |
| 30 Jun, 21 | 65 | - |
| 31 Mar, 21 | 65 | 8.33% |
| 31 Dec, 20 | 60 | 1.69% |
| 30 Sep, 20 | 59 | -9.23% |
| 30 Jun, 20 | 65 | 1.56% |
| 31 Mar, 20 | 64 | 1.59% |
| 31 Dec, 19 | 63 | - |
| 30 Sep, 19 | 63 | -3.08% |
| 30 Jun, 19 | 65 | - |
| 31 Mar, 19 | 65 | -1.52% |
| 31 Dec, 18 | 66 | -4.35% |
| 30 Sep, 18 | 69 | 1.47% |
| 30 Jun, 18 | 68 | 3.03% |
| 31 Mar, 18 | 66 | -5.71% |
| 31 Dec, 17 | 70 | 12.90% |
| 30 Sep, 17 | 62 | 5.08% |
| 30 Jun, 17 | 59 | -3.28% |
| 31 Mar, 17 | 61 | - |
| 31 Dec, 16 | 61 | 17.31% |
| 30 Sep, 16 | 52 | 6.12% |
| 30 Jun, 16 | 49 | 28.95% |
| 31 Mar, 16 | 38 | 46.15% |
| 31 Dec, 15 | 26 | 4.00% |
| 30 Sep, 15 | 25 | - |
| 30 Jun, 15 | 25 | -3.85% |
| 31 Mar, 15 | 26 | 4.00% |
| 31 Dec, 14 | 25 | - |
| 30 Sep, 14 | 25 | 13.64% |
| 30 Jun, 14 | 22 | 4.76% |
| 31 Mar, 14 | 21 | - |
| 31 Dec, 13 | 21 | 31.25% |
| 30 Sep, 13 | 16 | -5.88% |
| 30 Jun, 13 | 17 | 183.33% |
| 31 Mar, 13 | 6 | 20.00% |
| 31 Dec, 12 | 5 | -16.67% |
| 30 Sep, 12 | 6 | 20.00% |
| 30 Jun, 12 | 5 | 25.00% |
| 31 Mar, 12 | 4 | -33.33% |
| 31 Dec, 11 | 6 | 200.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 30 Sep, 08 | 3 | 50.00% |
| 30 Jun, 08 | 2 | - |
| 31 Mar, 08 | 2 | - |
| 31 Dec, 07 | 2 | 100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | 1 | - |
| 31 Mar, 02 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | 1 | - |
As of 30 Jun 24, 94 institutions are holding Southern Missouri Bancorp's shares, representing an increase of 3.30% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,500,133 | -2.69% |
| 31 Mar, 24 | 5,652,151 | 0.62% |
| 31 Dec, 23 | 5,617,367 | 0.85% |
| 30 Sep, 23 | 5,569,800 | -1.51% |
| 30 Jun, 23 | 5,654,972 | 5.15% |
| 31 Mar, 23 | 5,377,919 | 13.54% |
| 31 Dec, 22 | 4,736,677 | -0.46% |
| 30 Sep, 22 | 4,758,751 | 0.42% |
| 30 Jun, 22 | 4,738,657 | -0.70% |
| 31 Mar, 22 | 4,772,248 | 1.91% |
| 31 Dec, 21 | 4,682,720 | 6.50% |
| 30 Sep, 21 | 4,396,879 | -2.05% |
| 30 Jun, 21 | 4,489,033 | 0.38% |
| 31 Mar, 21 | 4,471,904 | 1.37% |
| 31 Dec, 20 | 4,411,519 | -2.07% |
| 30 Sep, 20 | 4,504,836 | -1.80% |
| 30 Jun, 20 | 4,587,511 | 0.28% |
| 31 Mar, 20 | 4,574,596 | -1.09% |
| 31 Dec, 19 | 4,625,172 | 0.81% |
| 30 Sep, 19 | 4,587,840 | 0.25% |
| 30 Jun, 19 | 4,576,404 | 1.42% |
| 31 Mar, 19 | 4,512,122 | 2.01% |
| 31 Dec, 18 | 4,423,244 | 0.72% |
| 30 Sep, 18 | 4,391,795 | 2.25% |
| 30 Jun, 18 | 4,295,057 | 1.31% |
| 31 Mar, 18 | 4,239,581 | -0.70% |
| 31 Dec, 17 | 4,269,608 | 2.81% |
| 30 Sep, 17 | 4,152,749 | 2.18% |
| 30 Jun, 17 | 4,064,329 | 25.03% |
| 31 Mar, 17 | 3,250,592 | 7.41% |
| 31 Dec, 16 | 3,026,394 | 6.72% |
| 30 Sep, 16 | 2,835,724 | 0.64% |
| 30 Jun, 16 | 2,817,734 | 9.44% |
| 31 Mar, 16 | 2,574,751 | 0.49% |
| 31 Dec, 15 | 2,562,289 | 0.05% |
| 30 Sep, 15 | 2,560,908 | 3.51% |
| 30 Jun, 15 | 2,473,983 | 0.80% |
| 31 Mar, 15 | 2,454,275 | 92.54% |
| 31 Dec, 14 | 1,274,654 | 2.10% |
| 30 Sep, 14 | 1,248,403 | -0.37% |
| 30 Jun, 14 | 1,253,019 | 0.77% |
| 31 Mar, 14 | 1,243,469 | 0.96% |
| 31 Dec, 13 | 1,231,684 | 3.07% |
| 30 Sep, 13 | 1,194,978 | -0.06% |
| 30 Jun, 13 | 1,195,672 | 46.82% |
| 31 Mar, 13 | 814,385 | 29.29% |
| 31 Dec, 12 | 629,905 | -1.32% |
| 30 Sep, 12 | 638,300 | 17.37% |
| 30 Jun, 12 | 543,846 | 14.66% |
| 31 Mar, 12 | 474,295 | -22.50% |
| 31 Dec, 11 | 612,000 | 6311.73% |
| 30 Sep, 11 | 9,545 | -92.24% |
| 30 Jun, 11 | 122,989 | 6.96% |
| 31 Mar, 11 | 114,989 | - |
| 31 Dec, 10 | 114,989 | - |
| 30 Jun, 09 | 8,995 | - |
| 30 Sep, 08 | 184,177 | 1.10% |
| 30 Jun, 08 | 182,177 | -14.14% |
| 31 Mar, 08 | 212,177 | 0.61% |
| 31 Dec, 07 | 210,887 | 2709.95% |
| 30 Sep, 07 | 7,505 | - |
| 30 Jun, 07 | 7,505 | - |
| 31 Mar, 07 | 7,505 | - |
| 31 Dec, 06 | 7,505 | - |
| 30 Sep, 06 | 7,505 | - |
| 31 Mar, 02 | 3,000 | - |
| 30 Sep, 99 | 800 | - |
| 30 Jun, 99 | 800 | - |
| 31 Mar, 99 | 800 | - |
Southern Missouri Bancorp (SMBC) has 5.50M shares outstanding as of 30 Jun 24, down -2.69% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 48.67% | 1.94% |
| 31 Mar, 24 | 50.08% | 2.02% |
| 31 Dec, 23 | 49.77% | 1.64% |
| 30 Sep, 23 | 55.01% | 2.02% |
| 30 Jun, 23 | 52.15% | 2.12% |
| 31 Mar, 23 | 49.59% | 1.87% |
| 31 Dec, 22 | 51.55% | 1.92% |
| 30 Sep, 22 | 51.79% | 1.87% |
| 30 Jun, 22 | 52.69% | 1.88% |
| 31 Mar, 22 | 52.90% | 1.89% |
| 31 Dec, 21 | 52.93% | 2.15% |
| 30 Sep, 21 | 49.59% | 2.00% |
| 30 Jun, 21 | 49.83% | 2.01% |
| 31 Mar, 21 | 49.84% | 2.10% |
| 31 Dec, 20 | 48.67% | 1.99% |
| 30 Sep, 20 | 49.50% | 1.96% |
| 30 Jun, 20 | 50.26% | 2.03% |
| 31 Mar, 20 | 49.74% | 1.97% |
| 31 Dec, 19 | 50.26% | 2.04% |
| 30 Sep, 19 | 49.70% | 2.01% |
| 30 Jun, 19 | 49.78% | 2.13% |
| 31 Mar, 19 | 48.40% | 2.07% |
| 31 Dec, 18 | 48.41% | 2.03% |
| 30 Sep, 18 | 48.82% | 2.14% |
| 30 Jun, 18 | 47.75% | 2.04% |
| 31 Mar, 18 | 48.39% | 1.96% |
| 31 Dec, 17 | 49.71% | 2.13% |
| 30 Sep, 17 | 48.34% | 1.69% |
| 30 Jun, 17 | 53.44% | 2.81% |
| 31 Mar, 17 | 43.63% | 2.64% |
| 31 Dec, 16 | 40.67% | 2.80% |
| 30 Sep, 16 | 38.13% | 2.66% |
| 30 Jun, 16 | 37.88% | 3.16% |
| 31 Mar, 16 | 34.63% | 2.91% |
| 31 Dec, 15 | 34.51% | 2.90% |
| 30 Sep, 15 | 34.50% | 3.03% |
| 30 Jun, 15 | 33.72% | 3.08% |
| 31 Mar, 15 | 33.11% | 2.79% |
| 31 Dec, 14 | 34.43% | 2.80% |
| 30 Sep, 14 | 35.10% | 2.48% |
| 30 Jun, 14 | 37.64% | 10.68% |
| 31 Mar, 14 | 18.77% | 1.35% |
| 31 Dec, 13 | 37.36% | 2.84% |
| 30 Sep, 13 | 36.27% | 2.75% |
| 30 Jun, 13 | 36.30% | 5.80% |
| 31 Mar, 13 | 25.03% | 6.66% |
| 31 Dec, 12 | 19.39% | 20.08% |
| 30 Sep, 12 | 9.83% | 3.50% |
| 30 Jun, 12 | 16.75% | 7.85% |
| 31 Mar, 12 | 14.61% | 2.63% |
| 31 Dec, 11 | 23.58% | 45484.98% |
| 30 Sep, 11 | 0.23% | 0.66% |
| 30 Jun, 11 | 5.87% | 19.44% |
| 31 Mar, 11 | 5.49% | 18.05% |
| 31 Dec, 10 | 5.52% | - |
| 30 Jun, 09 | 0.42% | - |
| 30 Sep, 08 | 8.35% | 12.25% |
| 30 Jun, 08 | 8.26% | 35.20% |
| 31 Mar, 08 | 4.84% | 5.19% |
| 31 Dec, 07 | 9.66% | 33158.58% |
| 30 Sep, 07 | 0.17% | 146.41% |
| 30 Jun, 07 | 0.34% | 306.26% |
| 31 Mar, 07 | 0.33% | 303.13% |
| 31 Dec, 06 | 0.33% | 296.09% |
| 30 Sep, 06 | 0.33% | - |
| 31 Mar, 02 | 0.06% | - |
| 30 Sep, 99 | 0.01% | 6335.06% |
| 30 Jun, 99 | 0.02% | 5523.95% |
| 31 Mar, 99 | 0.02% | - |
As of 30 Jun 24, Southern Missouri Bancorp is held by 48.67% institutional shareholders, representing a 1.94% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | 25.00% |
| 31 Mar, 24 | 44 | -8.33% |
| 31 Dec, 23 | 48 | 71.43% |
| 30 Sep, 23 | 28 | -36.36% |
| 30 Jun, 23 | 44 | -13.73% |
| 31 Mar, 23 | 51 | 30.77% |
| 31 Dec, 22 | 39 | 21.88% |
| 30 Sep, 22 | 32 | -15.79% |
| 30 Jun, 22 | 38 | -2.56% |
| 31 Mar, 22 | 39 | -7.14% |
| 31 Dec, 21 | 42 | 20.00% |
| 30 Sep, 21 | 35 | 52.17% |
| 30 Jun, 21 | 23 | -14.81% |
| 31 Mar, 21 | 27 | -12.90% |
| 31 Dec, 20 | 31 | 72.22% |
| 30 Sep, 20 | 18 | -30.77% |
| 30 Jun, 20 | 26 | -16.13% |
| 31 Mar, 20 | 31 | 6.90% |
| 31 Dec, 19 | 29 | -12.12% |
| 30 Sep, 19 | 33 | -15.38% |
| 30 Jun, 19 | 39 | 11.43% |
| 31 Mar, 19 | 35 | 16.67% |
| 31 Dec, 18 | 30 | 3.45% |
| 30 Sep, 18 | 29 | -9.38% |
| 30 Jun, 18 | 32 | 60.00% |
| 31 Mar, 18 | 20 | -50.00% |
| 31 Dec, 17 | 40 | 8.11% |
| 30 Sep, 17 | 37 | 19.35% |
| 30 Jun, 17 | 31 | 10.71% |
| 31 Mar, 17 | 28 | -12.50% |
| 31 Dec, 16 | 32 | 18.52% |
| 30 Sep, 16 | 27 | -18.18% |
| 30 Jun, 16 | 33 | 57.14% |
| 31 Mar, 16 | 21 | 200.00% |
| 31 Dec, 15 | 7 | - |
| 30 Sep, 15 | 7 | -22.22% |
| 30 Jun, 15 | 9 | -62.50% |
| 31 Mar, 15 | 24 | 140.00% |
| 31 Dec, 14 | 10 | - |
| 30 Sep, 14 | 10 | 66.67% |
| 30 Jun, 14 | 6 | -14.29% |
| 31 Mar, 14 | 7 | -12.50% |
| 31 Dec, 13 | 8 | 300.00% |
| 30 Sep, 13 | 2 | -83.33% |
| 30 Jun, 13 | 12 | 500.00% |
| 31 Mar, 13 | 2 | 100.00% |
| 31 Dec, 12 | 1 | -66.67% |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | 3 | 200.00% |
| 31 Mar, 12 | 1 | -80.00% |
| 31 Dec, 11 | 5 | 150.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | -100.00% |
| 30 Sep, 06 | 1 | - |
| 31 Mar, 02 | 1 | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 1 | - |
55 institutional shareholders have increased their position in SMBC stock as of 30 Jun 24 compared to 44 in the previous quarter (a 25.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 24 | -11.11% |
| 31 Mar, 24 | 27 | 42.11% |
| 31 Dec, 23 | 19 | -38.71% |
| 30 Sep, 23 | 31 | 6.90% |
| 30 Jun, 23 | 29 | 20.83% |
| 31 Mar, 23 | 24 | 4.35% |
| 31 Dec, 22 | 23 | -14.81% |
| 30 Sep, 22 | 27 | 3.85% |
| 30 Jun, 22 | 26 | 4.00% |
| 31 Mar, 22 | 25 | 25.00% |
| 31 Dec, 21 | 20 | - |
| 30 Sep, 21 | 20 | -31.03% |
| 30 Jun, 21 | 29 | 26.09% |
| 31 Mar, 21 | 23 | 35.29% |
| 31 Dec, 20 | 17 | -34.62% |
| 30 Sep, 20 | 26 | 8.33% |
| 30 Jun, 20 | 24 | 14.29% |
| 31 Mar, 20 | 21 | 31.25% |
| 31 Dec, 19 | 16 | 45.45% |
| 30 Sep, 19 | 11 | - |
| 30 Jun, 19 | 11 | -8.33% |
| 31 Mar, 19 | 12 | -45.45% |
| 31 Dec, 18 | 22 | 22.22% |
| 30 Sep, 18 | 18 | 5.88% |
| 30 Jun, 18 | 17 | -26.09% |
| 31 Mar, 18 | 23 | 43.75% |
| 31 Dec, 17 | 16 | 77.78% |
| 30 Sep, 17 | 9 | 28.57% |
| 30 Jun, 17 | 7 | -65.00% |
| 31 Mar, 17 | 20 | 33.33% |
| 31 Dec, 16 | 15 | 36.36% |
| 30 Sep, 16 | 11 | 83.33% |
| 30 Jun, 16 | 6 | -33.33% |
| 31 Mar, 16 | 9 | 50.00% |
| 31 Dec, 15 | 6 | 500.00% |
| 30 Sep, 15 | 1 | - |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | - | -100.00% |
| 31 Dec, 14 | 3 | 50.00% |
| 30 Sep, 14 | 2 | 100.00% |
| 30 Jun, 14 | 1 | -50.00% |
| 31 Mar, 14 | 2 | -33.33% |
| 31 Dec, 13 | 3 | - |
| 30 Sep, 13 | 3 | 200.00% |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | - | - |
| 31 Dec, 12 | - | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | -100.00% |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Jun, 09 | - | - |
| 30 Sep, 08 | - | -100.00% |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
| 30 Sep, 06 | - | - |
| 31 Mar, 02 | - | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
24 institutional shareholders have reduced their position in SMBC stock as of 30 Jun 24 compared to 27 in the previous quarter (a -11.11% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 94 | 3.30% | 5,500,133 | -2.69% | 48.67% | 1.94% | 55 | 25.00% | 24 | -11.11% |
| 31 Mar, 24 | 91 | 8.33% | 5,652,151 | 0.62% | 50.08% | 2.02% | 44 | -8.33% | 27 | 42.11% |
| 31 Dec, 23 | 84 | 7.69% | 5,617,367 | 0.85% | 49.77% | 1.64% | 48 | 71.43% | 19 | -38.71% |
| 30 Sep, 23 | 78 | -4.88% | 5,569,800 | -1.51% | 55.01% | 2.02% | 28 | -36.36% | 31 | 6.90% |
| 30 Jun, 23 | 82 | -6.82% | 5,654,972 | 5.15% | 52.15% | 2.12% | 44 | -13.73% | 29 | 20.83% |
| 31 Mar, 23 | 88 | 11.39% | 5,377,919 | 13.54% | 49.59% | 1.87% | 51 | 30.77% | 24 | 4.35% |
| 31 Dec, 22 | 79 | -2.47% | 4,736,677 | -0.46% | 51.55% | 1.92% | 39 | 21.88% | 23 | -14.81% |
| 30 Sep, 22 | 81 | -1.22% | 4,758,751 | 0.42% | 51.79% | 1.87% | 32 | -15.79% | 27 | 3.85% |
| 30 Jun, 22 | 82 | -4.65% | 4,738,657 | -0.70% | 52.69% | 1.88% | 38 | -2.56% | 26 | 4.00% |
| 31 Mar, 22 | 86 | 3.61% | 4,772,248 | 1.91% | 52.90% | 1.89% | 39 | -7.14% | 25 | 25.00% |
| 31 Dec, 21 | 83 | 15.28% | 4,682,720 | 6.50% | 52.93% | 2.15% | 42 | 20.00% | 20 | - |
| 30 Sep, 21 | 72 | 10.77% | 4,396,879 | -2.05% | 49.59% | 2.00% | 35 | 52.17% | 20 | -31.03% |
| 30 Jun, 21 | 65 | - | 4,489,033 | 0.38% | 49.83% | 2.01% | 23 | -14.81% | 29 | 26.09% |
| 31 Mar, 21 | 65 | 8.33% | 4,471,904 | 1.37% | 49.84% | 2.10% | 27 | -12.90% | 23 | 35.29% |
| 31 Dec, 20 | 60 | 1.69% | 4,411,519 | -2.07% | 48.67% | 1.99% | 31 | 72.22% | 17 | -34.62% |
| 30 Sep, 20 | 59 | -9.23% | 4,504,836 | -1.80% | 49.50% | 1.96% | 18 | -30.77% | 26 | 8.33% |
| 30 Jun, 20 | 65 | 1.56% | 4,587,511 | 0.28% | 50.26% | 2.03% | 26 | -16.13% | 24 | 14.29% |
| 31 Mar, 20 | 64 | 1.59% | 4,574,596 | -1.09% | 49.74% | 1.97% | 31 | 6.90% | 21 | 31.25% |
| 31 Dec, 19 | 63 | - | 4,625,172 | 0.81% | 50.26% | 2.04% | 29 | -12.12% | 16 | 45.45% |
| 30 Sep, 19 | 63 | -3.08% | 4,587,840 | 0.25% | 49.70% | 2.01% | 33 | -15.38% | 11 | - |
| 30 Jun, 19 | 65 | - | 4,576,404 | 1.42% | 49.78% | 2.13% | 39 | 11.43% | 11 | -8.33% |
| 31 Mar, 19 | 65 | -1.52% | 4,512,122 | 2.01% | 48.40% | 2.07% | 35 | 16.67% | 12 | -45.45% |
| 31 Dec, 18 | 66 | -4.35% | 4,423,244 | 0.72% | 48.41% | 2.03% | 30 | 3.45% | 22 | 22.22% |
| 30 Sep, 18 | 69 | 1.47% | 4,391,795 | 2.25% | 48.82% | 2.14% | 29 | -9.38% | 18 | 5.88% |
| 30 Jun, 18 | 68 | 3.03% | 4,295,057 | 1.31% | 47.75% | 2.04% | 32 | 60.00% | 17 | -26.09% |
| 31 Mar, 18 | 66 | -5.71% | 4,239,581 | -0.70% | 48.39% | 1.96% | 20 | -50.00% | 23 | 43.75% |
| 31 Dec, 17 | 70 | 12.90% | 4,269,608 | 2.81% | 49.71% | 2.13% | 40 | 8.11% | 16 | 77.78% |
| 30 Sep, 17 | 62 | 5.08% | 4,152,749 | 2.18% | 48.34% | 1.69% | 37 | 19.35% | 9 | 28.57% |
| 30 Jun, 17 | 59 | -3.28% | 4,064,329 | 25.03% | 53.44% | 2.81% | 31 | 10.71% | 7 | -65.00% |
| 31 Mar, 17 | 61 | - | 3,250,592 | 7.41% | 43.63% | 2.64% | 28 | -12.50% | 20 | 33.33% |
| 31 Dec, 16 | 61 | 17.31% | 3,026,394 | 6.72% | 40.67% | 2.80% | 32 | 18.52% | 15 | 36.36% |
| 30 Sep, 16 | 52 | 6.12% | 2,835,724 | 0.64% | 38.13% | 2.66% | 27 | -18.18% | 11 | 83.33% |
| 30 Jun, 16 | 49 | 28.95% | 2,817,734 | 9.44% | 37.88% | 3.16% | 33 | 57.14% | 6 | -33.33% |
| 31 Mar, 16 | 38 | 46.15% | 2,574,751 | 0.49% | 34.63% | 2.91% | 21 | 200.00% | 9 | 50.00% |
| 31 Dec, 15 | 26 | 4.00% | 2,562,289 | 0.05% | 34.51% | 2.90% | 7 | - | 6 | 500.00% |
| 30 Sep, 15 | 25 | - | 2,560,908 | 3.51% | 34.50% | 3.03% | 7 | -22.22% | 1 | - |
| 30 Jun, 15 | 25 | -3.85% | 2,473,983 | 0.80% | 33.72% | 3.08% | 9 | -62.50% | 1 | - |
| 31 Mar, 15 | 26 | 4.00% | 2,454,275 | 92.54% | 33.11% | 2.79% | 24 | 140.00% | - | -100.00% |
| 31 Dec, 14 | 25 | - | 1,274,654 | 2.10% | 34.43% | 2.80% | 10 | - | 3 | 50.00% |
| 30 Sep, 14 | 25 | 13.64% | 1,248,403 | -0.37% | 35.10% | 2.48% | 10 | 66.67% | 2 | 100.00% |
| 30 Jun, 14 | 22 | 4.76% | 1,253,019 | 0.77% | 37.64% | 10.68% | 6 | -14.29% | 1 | -50.00% |
| 31 Mar, 14 | 21 | - | 1,243,469 | 0.96% | 18.77% | 1.35% | 7 | -12.50% | 2 | -33.33% |
| 31 Dec, 13 | 21 | 31.25% | 1,231,684 | 3.07% | 37.36% | 2.84% | 8 | 300.00% | 3 | - |
| 30 Sep, 13 | 16 | -5.88% | 1,194,978 | -0.06% | 36.27% | 2.75% | 2 | -83.33% | 3 | 200.00% |
| 30 Jun, 13 | 17 | 183.33% | 1,195,672 | 46.82% | 36.30% | 5.80% | 12 | 500.00% | 1 | - |
| 31 Mar, 13 | 6 | 20.00% | 814,385 | 29.29% | 25.03% | 6.66% | 2 | 100.00% | - | - |
| 31 Dec, 12 | 5 | -16.67% | 629,905 | -1.32% | 19.39% | 20.08% | 1 | -66.67% | - | - |
| 30 Sep, 12 | 6 | 20.00% | 638,300 | 17.37% | 9.83% | 3.50% | 3 | - | - | - |
| 30 Jun, 12 | 5 | 25.00% | 543,846 | 14.66% | 16.75% | 7.85% | 3 | 200.00% | - | -100.00% |
| 31 Mar, 12 | 4 | -33.33% | 474,295 | -22.50% | 14.61% | 2.63% | 1 | -80.00% | 1 | - |
| 31 Dec, 11 | 6 | 200.00% | 612,000 | 6311.73% | 23.58% | 45484.98% | 5 | 150.00% | 1 | - |
| 30 Sep, 11 | 2 | 100.00% | 9,545 | -92.24% | 0.23% | 0.66% | 2 | 100.00% | - | - |
| 30 Jun, 11 | 1 | - | 122,989 | 6.96% | 5.87% | 19.44% | 1 | - | - | - |
| 31 Mar, 11 | 1 | - | 114,989 | - | 5.49% | 18.05% | - | -100.00% | - | - |
| 31 Dec, 10 | 1 | - | 114,989 | - | 5.52% | - | 1 | - | - | - |
| 30 Jun, 09 | 1 | - | 8,995 | - | 0.42% | - | 1 | - | - | - |
| 30 Sep, 08 | 3 | 50.00% | 184,177 | 1.10% | 8.35% | 12.25% | 1 | - | - | -100.00% |
| 30 Jun, 08 | 2 | - | 182,177 | -14.14% | 8.26% | 35.20% | - | -100.00% | 1 | - |
| 31 Mar, 08 | 2 | - | 212,177 | 0.61% | 4.84% | 5.19% | 1 | - | - | - |
| 31 Dec, 07 | 2 | 100.00% | 210,887 | 2709.95% | 9.66% | 33158.58% | 1 | - | - | - |
| 30 Sep, 07 | 1 | - | 7,505 | - | 0.17% | 146.41% | - | - | - | - |
| 30 Jun, 07 | 1 | - | 7,505 | - | 0.34% | 306.26% | - | - | - | - |
| 31 Mar, 07 | 1 | - | 7,505 | - | 0.33% | 303.13% | - | - | - | - |
| 31 Dec, 06 | 1 | - | 7,505 | - | 0.33% | 296.09% | - | -100.00% | - | - |
| 30 Sep, 06 | 1 | - | 7,505 | - | 0.33% | - | 1 | - | - | - |
| 31 Mar, 02 | 1 | - | 3,000 | - | 0.06% | - | 1 | - | - | - |
| 30 Sep, 99 | 1 | - | 800 | - | 0.01% | 6335.06% | - | - | - | - |
| 30 Jun, 99 | 1 | - | 800 | - | 0.02% | 5523.95% | - | -100.00% | - | - |
| 31 Mar, 99 | 1 | - | 800 | - | 0.02% | - | 1 | - | - | - |
Southern Missouri Bancorp Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Southern Missouri Bancorp's stock was made by Young William E on Aug 09 2024, selling 16,976 shares at $48.58 per share (valued at $824.68K).
Southern Missouri Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 10 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | 30 | 4 | 750.00% |
| Q3 2023 | 8 | 4 | 200.00% |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 43 | 1 | 4300.00% |
| Q4 2022 | 2 | 2 | 100.00% |
| Q3 2022 | 4 | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 20 | 1 | 2000.00% |
| Q4 2021 | - | 5 | - |
| Q1 2021 | 18 | - | - |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 24 | 1 | 2400.00% |
| Q4 2019 | 1 | 1 | 100.00% |
| Q2 2019 | - | 1 | - |
| Q1 2019 | 15 | 3 | 500.00% |
| Q3 2018 | 1 | - | - |
| Q2 2018 | 1 | 1 | 100.00% |
0 total buy trades, and 10 total sell trades (buy/sell ratio of 0.00%) were made by Southern Missouri Bancorp's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 10 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 1 | 3 | 33.33% |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 3 | 1 | 300.00% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 5 | - |
| Q1 2021 | - | - | - |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 2 | - | - |
| Q4 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Southern Missouri Bancorp's stocks.
Southern Missouri Bancorp Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| CBAN | Colony Bankcorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| ISTR | Investar Holding Corporation |
| OVLY | Oak Valley Bancorp |
| IROQ | IF Bancorp, Inc. |
| OPOF | Old Point Financial Corporation |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| TCFC | The Community Financial Corporation |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| WNEB | Western New England Bancorp, Inc. |
SMBC Ownership FAQ
Who Owns Southern Missouri Bancorp?
Southern Missouri Bancorp is owned by institutional shareholders (48.67%), insiders (14.94%), and public (36.39%). The largest institutional shareholder of Southern Missouri Bancorp is FMR LLC (7.56% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.36% of total shares).
Who are the major institutional shareholders of Southern Missouri Bancorp?
Southern Missouri Bancorp's major institutional shareholders are FMR LLC, BLACKROCK INC., VANGUARD GROUP INC, FJ CAPITAL MANAGEMENT LLC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 26.59% of the company's share outstanding.
How many Southern Missouri Bancorp shareholders are there?
As of Jun 2024, there are 94 institutional shareholders of Southern Missouri Bancorp.
What percentage of Southern Missouri Bancorp is owned by FMR LLC?
FMR LLC owns 854.66K shares of Southern Missouri Bancorp, representing 7.56% of the company's total shares outstanding, valued at $38.47M (as of Jun 2024).
What percentage of Southern Missouri Bancorp is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 705.02K shares of Southern Missouri Bancorp (SMBC), compromising 6.24% of the company, valued at $31.73M.
What percentage of Southern Missouri Bancorp is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Southern Missouri Bancorp. The company owns 595.3K of the company's shares outstanding (worth $26.79M).