SmartFinancial Ownership 2024 | Who Owns SmartFinancial Now?
Institutional Ownership
53.24%
Insider Ownership
16.97%
Retail Ownership
29.79%
Institutional Holders
98.00
SmartFinancial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.10% | 0.00% | 1,365,601 | -7,402 | -0.54% | 32,323,777 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.78% | 0.00% | 804,968 | 15,735 | 1.99% | 19,053,592 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.15% | 0.00% | 699,794 | 35,054 | 5.27% | 16,563,045 | Jun 30, 2024 |
| CRAVENS & CO ADVISORS, LLC | 3.83% | 11.35% | 645,965 | -1,619 | -0.25% | 15,289,994 | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT, LLC | 3.40% | 1.58% | 572,670 | -5,575 | -0.96% | 13,555,091 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.33% | 1.57% | 560,898 | 19,750 | 3.65% | 13,276,456 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.00% | 334,194 | 12,569 | 3.91% | 7,913,089 | Jun 30, 2024 |
| STATE STREET CORP | 1.93% | 0.00% | 325,524 | -6,717 | -2.02% | 7,705,153,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.49% | 0.00% | 250,813 | 478 | 0.19% | 5,936,744 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.45% | 0.12% | 244,373 | 244,373 | 100.00% | 5,784,309 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 1.45% | 4.49% | 243,789 | 322 | 0.13% | 5,770,489 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.20% | 0.00% | 201,409 | 107,835 | 115.24% | 4,767,351 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 1.19% | 0.11% | 200,565 | 4,412 | 2.25% | 4,747,374 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.09% | 0.00% | 183,751 | 26,583 | 16.91% | 4,349,386 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.88% | 0.19% | 148,990 | -1,880 | -1.25% | 3,526,593 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.83% | 0.01% | 140,274 | 1,500 | 1.08% | 3,320,286 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 129,522 | -16,077 | -11.04% | 3,065,786,000 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.76% | 2.62% | 127,649 | -20,000 | -13.55% | 3,021,452 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.74% | 0.00% | 124,222 | -6,139 | -4.71% | 2,940,333 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.07% | 120,437 | -59,000 | -32.88% | 2,850,744 | Jun 30, 2024 |
SmartFinancial's largest institutional shareholder is BLACKROCK INC., holding 8.10% of the company's total share outstanding, currently valued at $32.32M. The top 10 institutional shareholders own together 34.45% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRAVENS & CO ADVISORS, LLC | 3.83% | 11.35% | 645,965 | -1,619 | -0.25% | 15,289,994 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 1.45% | 4.49% | 243,789 | 322 | 0.13% | 5,770,489 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.76% | 2.62% | 127,649 | -20,000 | -13.55% | 3,021,452 | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT, LLC | 3.40% | 1.58% | 572,670 | -5,575 | -0.96% | 13,555,091 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.33% | 1.57% | 560,898 | 19,750 | 3.65% | 13,276,456 | Jun 30, 2024 |
| FOREST HILL CAPITAL, LLC | 0.18% | 0.60% | 30,632 | - | - | 725,059 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.17% | 0.33% | 28,431 | - | - | 672,962 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.27% | 7,830 | 7,830 | 100.00% | 185,336 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.88% | 0.19% | 148,990 | -1,880 | -1.25% | 3,526,593 | Jun 30, 2024 |
| BROOKS, MOORE & ASSOCIATES, INC. | 0.07% | 0.18% | 11,609 | - | - | 274,785 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.45% | 0.12% | 244,373 | 244,373 | 100.00% | 5,784,309 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 1.19% | 0.11% | 200,565 | 4,412 | 2.25% | 4,747,374 | Jun 30, 2024 |
| CRESCENT GROVE ADVISORS, LLC | 0.21% | 0.09% | 35,073 | -7,500 | -17.62% | 830,178 | Jun 30, 2024 |
| LBMC INVESTMENT ADVISORS, LLC | 0.26% | 0.09% | 44,298 | - | - | 1,048,534 | Jun 30, 2024 |
| SLATESTONE WEALTH, LLC | 0.20% | 0.09% | 33,427 | -500 | -1.47% | 791,000 | Jun 30, 2024 |
| EVERGREEN ADVISORS, LLC | 0.07% | 0.08% | 11,648 | 40 | 0.34% | 275,714 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.07% | 120,437 | -59,000 | -32.88% | 2,850,744 | Jun 30, 2024 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 0.21% | 0.06% | 34,938 | - | - | 826,983 | Jun 30, 2024 |
| SILVER OAK SECURITIES, INCORPORATED | 0.10% | 0.06% | 16,018 | - | - | 379,146 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.40% | 0.04% | 66,990 | -32,535 | -32.69% | 1,585,653 | Jun 30, 2024 |
The largest SmartFinancial shareholder by % of total assets is CRAVENS & CO ADVISORS, LLC. The company owns 645.97K shares of SmartFinancial (SMBK), representing 11.35% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 1.45% | 0.12% | 244,373 | 244,373 | 100.00% | 5,784,309 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.20% | 0.00% | 201,409 | 107,835 | 115.24% | 4,767,351 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.32% | 0.00% | 54,574 | 41,602 | 320.71% | 1,289,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.22% | 0.02% | 37,273 | 37,273 | 100.00% | 882,252 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.15% | 0.00% | 699,794 | 35,054 | 5.27% | 16,563,045 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.09% | 0.00% | 183,751 | 26,583 | 16.91% | 4,349,386 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.33% | 1.57% | 560,898 | 19,750 | 3.65% | 13,276,456 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.78% | 0.00% | 804,968 | 15,735 | 1.99% | 19,053,592 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.00% | 334,194 | 12,569 | 3.91% | 7,913,089 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.33% | 0.00% | 55,489 | 11,540 | 26.26% | 1,313,424 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.06% | 0.02% | 10,078 | 10,078 | 100.00% | 239,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,554 | 8,554 | 100.00% | 202,473 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 8,135 | 8,135 | 100.00% | 192,555 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.27% | 7,830 | 7,830 | 100.00% | 185,336 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.18% | 0.00% | 30,500 | 5,500 | 22.00% | 721,935 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.20% | 0.02% | 34,338 | 5,160 | 17.68% | 812,782 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.38% | 0.03% | 63,937 | 4,500 | 7.57% | 1,513,389 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 1.19% | 0.11% | 200,565 | 4,412 | 2.25% | 4,747,374 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.03% | 0.00% | 4,265 | 4,265 | 100.00% | 100,942 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.34% | 0.00% | 57,308 | 4,011 | 7.53% | 1,356,480 | Jun 30, 2024 |
As of Jun 30 2024, SmartFinancial's largest institutional buyer is KENNEDY CAPITAL MANAGEMENT LLC. The company purchased 244.37K stocks of SMBK, valued at $5.78M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.07% | 120,437 | -59,000 | -32.88% | 2,850,744 | Jun 30, 2024 |
| ASCENT WEALTH PARTNERS, LLC | - | - | - | -35,280 | -100.00% | - | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.40% | 0.04% | 66,990 | -32,535 | -32.69% | 1,585,653 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.21% | 0.00% | 36,149 | -30,600 | -45.84% | 855,646 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -28,547 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.76% | 2.62% | 127,649 | -20,000 | -13.55% | 3,021,452 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.08% | 0.00% | 13,911 | -16,681 | -54.53% | 329,273 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 129,522 | -16,077 | -11.04% | 3,065,786,000 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 1,152 | -13,353 | -92.06% | 27,268 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 7,938 | -12,644 | -61.43% | 187,892 | Jun 30, 2024 |
| BARCLAYS PLC | 0.08% | 0.00% | 12,793 | -12,497 | -49.41% | 303,000 | Jun 30, 2024 |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -12,296 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -9,798 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.00% | 15,353 | -9,421 | -38.03% | 363,406 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | - | 1,297 | -8,064 | -86.14% | 30,700 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,814 | -100.00% | - | Jun 30, 2024 |
| CRESCENT GROVE ADVISORS, LLC | 0.21% | 0.09% | 35,073 | -7,500 | -17.62% | 830,178 | Jun 30, 2024 |
| BLACKROCK INC. | 8.10% | 0.00% | 1,365,601 | -7,402 | -0.54% | 32,323,777 | Jun 30, 2024 |
| MORGAN STANLEY | 0.36% | 0.00% | 60,054 | -7,237 | -10.75% | 1,421,506 | Jun 30, 2024 |
| STATE STREET CORP | 1.93% | 0.00% | 325,524 | -6,717 | -2.02% | 7,705,153,000 | Jun 30, 2024 |
As of Jun 30 2024, SmartFinancial's biggest institutional seller is BRIDGEWAY CAPITAL MANAGEMENT, LLC. The company sold -59.00K shares of SMBK, valued at $2.85M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 1.45% | 0.12% | 244,373 | 244,373 | 100.00% | 5,784,309 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.22% | 0.02% | 37,273 | 37,273 | 100.00% | 882,252 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.06% | 0.02% | 10,078 | 10,078 | 100.00% | 239,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,554 | 8,554 | 100.00% | 202,473 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 8,135 | 8,135 | 100.00% | 192,555 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.27% | 7,830 | 7,830 | 100.00% | 185,336 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.03% | 0.00% | 4,265 | 4,265 | 100.00% | 100,942 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 192 | 192 | 100.00% | 4,545 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 190 | 190 | 100.00% | 4,498 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 134 | 134 | 100.00% | 3,172 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 131 | 131 | 100.00% | 3,101 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 34 | 34 | 100.00% | 805 | Jun 30, 2024 |
SmartFinancial's largest new institutional shareholder by number of shares is KENNEDY CAPITAL MANAGEMENT LLC, purchased 244.37K shares, valued at $5.78M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASCENT WEALTH PARTNERS, LLC | - | - | - | -35,280 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -28,547 | -100.00% | - | Jun 30, 2024 |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -12,296 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -9,798 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,814 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,845 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -1,261 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -887 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -588 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -457 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
SmartFinancial's largest sold out institutional shareholder by shares sold is ASCENT WEALTH PARTNERS, LLC, sold -35.28K shares, valued at -, as of undefined.
SmartFinancial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 0.51% | 2,190,000 | - | - | Jan 31, 2024 |
| RMB INVESTORS TRUST | 0.14% | 75,000 | - | - | Dec 31, 2023 |
| Zacks Trust | 0.07% | 6,100 | 6,100 | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 115,000 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 13,047 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.01% | 1,250,000 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.01% | 1,270 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 27,527 | -1,959 | -6.64% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,422 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 61,000 | - | - | Dec 31, 2023 |
| FundVantage Trust | 0.00% | 36,714 | - | - | Jan 31, 2024 |
| KP Funds | 0.00% | 101,353 | - | - | Sep 30, 2020 |
| VANGUARD INDEX FUNDS | 0.00% | 651,480 | -195,909 | -23.12% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 152,209 | 32,430 | 27.07% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 275 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 42,466 | -1,143 | -2.62% | Jan 31, 2024 |
| USCF ETF Trust | 0.00% | 152 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 126,255 | -5,611 | -4.26% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 5,817 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,564 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 39,290 | 5,302 | 15.60% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 470,398 | 51,540 | 12.30% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 14,150 | 1,375 | 10.76% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 4,069 | -3,231 | -44.26% | Mar 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,404 | -699 | -6.92% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 1,126 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 112,032 | 18,524 | 19.81% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 116 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,978 | -1,432 | -17.03% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,846 | -56 | -1.44% | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 57,844 | 16,775 | 40.85% | Jan 31, 2024 |
| Global X Funds | 0.00% | 7,421 | 986 | 15.32% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 811 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 865 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 15,720 | -12 | -0.08% | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 13,408 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 5,747 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 12,600 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 11,500 | - | - | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 3,061 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 457 | 450 | 6428.57% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 22,237 | -835 | -3.62% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 5,302 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 1,773 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 16,269 | 12,365 | 316.73% | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 10,434 | 1,336 | 14.68% | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 5,800 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 7,380 | -400 | -5.14% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 7,154 | 118 | 1.68% | Mar 28, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,373 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 4,929 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 982 | 95 | 10.71% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 116 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 8,764 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 11,652 | 423 | 3.77% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 654,626 | -37,100 | -5.36% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 69,826 | 7,745 | 12.48% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 144 | - | - | Dec 31, 2023 |
| THRIVENT MUTUAL FUNDS | 0.00% | 2,921 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 34,189 | -376 | -1.09% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 3,109 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 600 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 72 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 36,288 | -339 | -0.93% | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 16,559 | - | - | Feb 29, 2024 |
| JPMorgan Trust I | 0.00% | 20,330 | - | - | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 82 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 37,632 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 754 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 123 | -10 | -7.52% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 320 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 2,324 | 281 | 13.75% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,912 | 342 | 21.78% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 9 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 655 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 15,370 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 5,462 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 40,044 | -2,943 | -6.85% | Feb 29, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 21,306 | -1,346 | -5.94% | Jan 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 4,418 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,382 | - | - | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 295 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,796 | -8 | -0.44% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 294 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 7,316 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 70 | - | - | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 996 | 996 | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 11,584 | -318 | -2.67% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 28 | -275 | -90.76% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 7,646 | 1,459 | 23.58% | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 200 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 6,964 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 3,524 | 1 | 0.03% | Mar 28, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,121 | - | - | Dec 31, 2023 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 3,849 | -2,314 | -37.55% | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 2,250 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust I | 0.00% | 4,426 | - | - | Mar 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 21,224 | -390 | -1.80% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 51 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,999 | - | - | Mar 31, 2024 |
SmartFinancial's largest mutual fund holder by % of total assets is "Angel Oak Financial Strategies Income Term Trust", owning 2.19M shares, compromising 0.51% of its total assets.
SmartFinancial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 98 | -2.97% |
| 31 Mar, 24 | 101 | -2.88% |
| 31 Dec, 23 | 104 | 10.64% |
| 30 Sep, 23 | 94 | -1.05% |
| 30 Jun, 23 | 95 | -1.04% |
| 31 Mar, 23 | 96 | 2.13% |
| 31 Dec, 22 | 94 | - |
| 30 Sep, 22 | 94 | -2.08% |
| 30 Jun, 22 | 96 | - |
| 31 Mar, 22 | 96 | - |
| 31 Dec, 21 | 96 | 3.23% |
| 30 Sep, 21 | 93 | 4.49% |
| 30 Jun, 21 | 89 | 4.71% |
| 31 Mar, 21 | 85 | 3.66% |
| 31 Dec, 20 | 82 | 9.33% |
| 30 Sep, 20 | 75 | -8.54% |
| 30 Jun, 20 | 82 | 3.80% |
| 31 Mar, 20 | 79 | -4.82% |
| 31 Dec, 19 | 83 | 12.16% |
| 30 Sep, 19 | 74 | 7.25% |
| 30 Jun, 19 | 69 | - |
| 31 Mar, 19 | 69 | 2.99% |
| 31 Dec, 18 | 67 | - |
| 30 Sep, 18 | 67 | -2.90% |
| 30 Jun, 18 | 69 | 13.11% |
| 31 Mar, 18 | 61 | 12.96% |
| 31 Dec, 17 | 54 | 10.20% |
| 30 Sep, 17 | 49 | 4.26% |
| 30 Jun, 17 | 47 | 38.24% |
| 31 Mar, 17 | 34 | 70.00% |
| 31 Dec, 16 | 20 | 25.00% |
| 30 Sep, 16 | 16 | - |
| 30 Jun, 16 | 16 | 23.08% |
| 31 Mar, 16 | 13 | 30.00% |
| 31 Dec, 15 | 10 | 900.00% |
| 30 Sep, 15 | 1 | - |
As of 30 Jun 24, 98 institutions are holding SmartFinancial's shares, representing a decrease of -2.97% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 8,970,064 | 2.06% |
| 31 Mar, 24 | 8,788,798 | 0.47% |
| 31 Dec, 23 | 8,747,999 | 3.65% |
| 30 Sep, 23 | 8,439,989 | 0.66% |
| 30 Jun, 23 | 8,384,975 | -0.77% |
| 31 Mar, 23 | 8,449,876 | 0.08% |
| 31 Dec, 22 | 8,443,542 | 11.44% |
| 30 Sep, 22 | 7,576,667 | 1.94% |
| 30 Jun, 22 | 7,432,144 | 1.07% |
| 31 Mar, 22 | 7,353,682 | 0.67% |
| 31 Dec, 21 | 7,304,807 | 5.28% |
| 30 Sep, 21 | 6,938,378 | 3.88% |
| 30 Jun, 21 | 6,679,034 | -0.15% |
| 31 Mar, 21 | 6,689,275 | 4.70% |
| 31 Dec, 20 | 6,388,972 | 3.21% |
| 30 Sep, 20 | 6,190,539 | -2.56% |
| 30 Jun, 20 | 6,352,881 | 2.63% |
| 31 Mar, 20 | 6,190,232 | -0.19% |
| 31 Dec, 19 | 6,201,889 | 9.14% |
| 30 Sep, 19 | 5,682,370 | 0.69% |
| 30 Jun, 19 | 5,643,675 | 4.21% |
| 31 Mar, 19 | 5,415,837 | 8.78% |
| 31 Dec, 18 | 4,978,922 | 3.97% |
| 30 Sep, 18 | 4,788,647 | 2.99% |
| 30 Jun, 18 | 4,649,519 | 14.79% |
| 31 Mar, 18 | 4,050,509 | 14.89% |
| 31 Dec, 17 | 3,525,557 | 6.38% |
| 30 Sep, 17 | 3,314,200 | 1.13% |
| 30 Jun, 17 | 3,277,085 | 24.30% |
| 31 Mar, 17 | 2,636,340 | 187.84% |
| 31 Dec, 16 | 915,917 | 6.24% |
| 30 Sep, 16 | 862,100 | 8.79% |
| 30 Jun, 16 | 792,408 | 10.37% |
| 31 Mar, 16 | 717,970 | 24.76% |
| 31 Dec, 15 | 575,488 | 31871.56% |
| 30 Sep, 15 | 1,800 | - |
SmartFinancial (SMBK) has 8.97M shares outstanding as of 30 Jun 24, up 2.06% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 53.24% | 1.96% |
| 31 Mar, 24 | 52.16% | 1.93% |
| 31 Dec, 23 | 52.03% | 2.06% |
| 30 Sep, 23 | 50.22% | 2.02% |
| 30 Jun, 23 | 49.89% | 1.97% |
| 31 Mar, 23 | 50.32% | 1.98% |
| 31 Dec, 22 | 50.44% | 2.46% |
| 30 Sep, 22 | 45.24% | 2.29% |
| 30 Jun, 22 | 44.41% | 2.30% |
| 31 Mar, 22 | 43.99% | 2.30% |
| 31 Dec, 21 | 43.74% | 2.20% |
| 30 Sep, 21 | 44.60% | 2.25% |
| 30 Jun, 21 | 44.52% | 2.24% |
| 31 Mar, 21 | 44.56% | 2.44% |
| 31 Dec, 20 | 42.72% | 2.56% |
| 30 Sep, 20 | 40.83% | 2.32% |
| 30 Jun, 20 | 41.93% | 2.27% |
| 31 Mar, 20 | 43.00% | 2.18% |
| 31 Dec, 19 | 44.41% | 2.68% |
| 30 Sep, 19 | 40.72% | 2.49% |
| 30 Jun, 19 | 40.45% | 2.68% |
| 31 Mar, 19 | 38.85% | 2.42% |
| 31 Dec, 18 | 40.10% | 2.83% |
| 30 Sep, 18 | 37.65% | 2.59% |
| 30 Jun, 18 | 38.11% | 2.92% |
| 31 Mar, 18 | 36.13% | 3.24% |
| 31 Dec, 17 | 33.41% | 2.06% |
| 30 Sep, 17 | 40.25% | 2.53% |
| 30 Jun, 17 | 39.88% | 3.25% |
| 31 Mar, 17 | 35.03% | 14.52% |
| 31 Dec, 16 | 15.53% | 7.14% |
| 30 Sep, 16 | 14.75% | 7.97% |
| 30 Jun, 16 | 13.61% | 8.94% |
| 31 Mar, 16 | 12.34% | 12.56% |
| 31 Dec, 15 | 9.91% | 1005167.52% |
| 30 Sep, 15 | 0.03% | - |
As of 30 Jun 24, SmartFinancial is held by 53.24% institutional shareholders, representing a 1.96% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 48 | 17.07% |
| 31 Mar, 24 | 41 | -14.58% |
| 31 Dec, 23 | 48 | 54.84% |
| 30 Sep, 23 | 31 | -22.50% |
| 30 Jun, 23 | 40 | -16.67% |
| 31 Mar, 23 | 48 | -2.04% |
| 31 Dec, 22 | 49 | 25.64% |
| 30 Sep, 22 | 39 | -7.14% |
| 30 Jun, 22 | 42 | 27.27% |
| 31 Mar, 22 | 33 | -23.26% |
| 31 Dec, 21 | 43 | 10.26% |
| 30 Sep, 21 | 39 | - |
| 30 Jun, 21 | 39 | 11.43% |
| 31 Mar, 21 | 35 | -18.60% |
| 31 Dec, 20 | 43 | 43.33% |
| 30 Sep, 20 | 30 | -26.83% |
| 30 Jun, 20 | 41 | 20.59% |
| 31 Mar, 20 | 34 | -27.66% |
| 31 Dec, 19 | 47 | 38.24% |
| 30 Sep, 19 | 34 | -2.86% |
| 30 Jun, 19 | 35 | - |
| 31 Mar, 19 | 35 | 12.90% |
| 31 Dec, 18 | 31 | 10.71% |
| 30 Sep, 18 | 28 | -36.36% |
| 30 Jun, 18 | 44 | 29.41% |
| 31 Mar, 18 | 34 | 17.24% |
| 31 Dec, 17 | 29 | 38.10% |
| 30 Sep, 17 | 21 | -30.00% |
| 30 Jun, 17 | 30 | 15.38% |
| 31 Mar, 17 | 26 | 116.67% |
| 31 Dec, 16 | 12 | 33.33% |
| 30 Sep, 16 | 9 | - |
| 30 Jun, 16 | 9 | - |
| 31 Mar, 16 | 9 | - |
| 31 Dec, 15 | 9 | 800.00% |
| 30 Sep, 15 | 1 | - |
48 institutional shareholders have increased their position in SMBK stock as of 30 Jun 24 compared to 41 in the previous quarter (a 17.07% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 28 | -3.45% |
| 31 Mar, 24 | 29 | -3.33% |
| 31 Dec, 23 | 30 | - |
| 30 Sep, 23 | 30 | 11.11% |
| 30 Jun, 23 | 27 | 12.50% |
| 31 Mar, 23 | 24 | - |
| 31 Dec, 22 | 24 | - |
| 30 Sep, 22 | 24 | -14.29% |
| 30 Jun, 22 | 28 | -15.15% |
| 31 Mar, 22 | 33 | 13.79% |
| 31 Dec, 21 | 29 | -6.45% |
| 30 Sep, 21 | 31 | 14.81% |
| 30 Jun, 21 | 27 | -3.57% |
| 31 Mar, 21 | 28 | 33.33% |
| 31 Dec, 20 | 21 | -22.22% |
| 30 Sep, 20 | 27 | 50.00% |
| 30 Jun, 20 | 18 | -5.26% |
| 31 Mar, 20 | 19 | 72.73% |
| 31 Dec, 19 | 11 | -31.25% |
| 30 Sep, 19 | 16 | -5.88% |
| 30 Jun, 19 | 17 | 21.43% |
| 31 Mar, 19 | 14 | -12.50% |
| 31 Dec, 18 | 16 | - |
| 30 Sep, 18 | 16 | 100.00% |
| 30 Jun, 18 | 8 | -20.00% |
| 31 Mar, 18 | 10 | - |
| 31 Dec, 17 | 10 | 11.11% |
| 30 Sep, 17 | 9 | 80.00% |
| 30 Jun, 17 | 5 | - |
| 31 Mar, 17 | - | -100.00% |
| 31 Dec, 16 | 1 | -75.00% |
| 30 Sep, 16 | 4 | 33.33% |
| 30 Jun, 16 | 3 | 200.00% |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
28 institutional shareholders have reduced their position in SMBK stock as of 30 Jun 24 compared to 29 in the previous quarter (a -3.45% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 98 | -2.97% | 8,970,064 | 2.06% | 53.24% | 1.96% | 48 | 17.07% | 28 | -3.45% |
| 31 Mar, 24 | 101 | -2.88% | 8,788,798 | 0.47% | 52.16% | 1.93% | 41 | -14.58% | 29 | -3.33% |
| 31 Dec, 23 | 104 | 10.64% | 8,747,999 | 3.65% | 52.03% | 2.06% | 48 | 54.84% | 30 | - |
| 30 Sep, 23 | 94 | -1.05% | 8,439,989 | 0.66% | 50.22% | 2.02% | 31 | -22.50% | 30 | 11.11% |
| 30 Jun, 23 | 95 | -1.04% | 8,384,975 | -0.77% | 49.89% | 1.97% | 40 | -16.67% | 27 | 12.50% |
| 31 Mar, 23 | 96 | 2.13% | 8,449,876 | 0.08% | 50.32% | 1.98% | 48 | -2.04% | 24 | - |
| 31 Dec, 22 | 94 | - | 8,443,542 | 11.44% | 50.44% | 2.46% | 49 | 25.64% | 24 | - |
| 30 Sep, 22 | 94 | -2.08% | 7,576,667 | 1.94% | 45.24% | 2.29% | 39 | -7.14% | 24 | -14.29% |
| 30 Jun, 22 | 96 | - | 7,432,144 | 1.07% | 44.41% | 2.30% | 42 | 27.27% | 28 | -15.15% |
| 31 Mar, 22 | 96 | - | 7,353,682 | 0.67% | 43.99% | 2.30% | 33 | -23.26% | 33 | 13.79% |
| 31 Dec, 21 | 96 | 3.23% | 7,304,807 | 5.28% | 43.74% | 2.20% | 43 | 10.26% | 29 | -6.45% |
| 30 Sep, 21 | 93 | 4.49% | 6,938,378 | 3.88% | 44.60% | 2.25% | 39 | - | 31 | 14.81% |
| 30 Jun, 21 | 89 | 4.71% | 6,679,034 | -0.15% | 44.52% | 2.24% | 39 | 11.43% | 27 | -3.57% |
| 31 Mar, 21 | 85 | 3.66% | 6,689,275 | 4.70% | 44.56% | 2.44% | 35 | -18.60% | 28 | 33.33% |
| 31 Dec, 20 | 82 | 9.33% | 6,388,972 | 3.21% | 42.72% | 2.56% | 43 | 43.33% | 21 | -22.22% |
| 30 Sep, 20 | 75 | -8.54% | 6,190,539 | -2.56% | 40.83% | 2.32% | 30 | -26.83% | 27 | 50.00% |
| 30 Jun, 20 | 82 | 3.80% | 6,352,881 | 2.63% | 41.93% | 2.27% | 41 | 20.59% | 18 | -5.26% |
| 31 Mar, 20 | 79 | -4.82% | 6,190,232 | -0.19% | 43.00% | 2.18% | 34 | -27.66% | 19 | 72.73% |
| 31 Dec, 19 | 83 | 12.16% | 6,201,889 | 9.14% | 44.41% | 2.68% | 47 | 38.24% | 11 | -31.25% |
| 30 Sep, 19 | 74 | 7.25% | 5,682,370 | 0.69% | 40.72% | 2.49% | 34 | -2.86% | 16 | -5.88% |
| 30 Jun, 19 | 69 | - | 5,643,675 | 4.21% | 40.45% | 2.68% | 35 | - | 17 | 21.43% |
| 31 Mar, 19 | 69 | 2.99% | 5,415,837 | 8.78% | 38.85% | 2.42% | 35 | 12.90% | 14 | -12.50% |
| 31 Dec, 18 | 67 | - | 4,978,922 | 3.97% | 40.10% | 2.83% | 31 | 10.71% | 16 | - |
| 30 Sep, 18 | 67 | -2.90% | 4,788,647 | 2.99% | 37.65% | 2.59% | 28 | -36.36% | 16 | 100.00% |
| 30 Jun, 18 | 69 | 13.11% | 4,649,519 | 14.79% | 38.11% | 2.92% | 44 | 29.41% | 8 | -20.00% |
| 31 Mar, 18 | 61 | 12.96% | 4,050,509 | 14.89% | 36.13% | 3.24% | 34 | 17.24% | 10 | - |
| 31 Dec, 17 | 54 | 10.20% | 3,525,557 | 6.38% | 33.41% | 2.06% | 29 | 38.10% | 10 | 11.11% |
| 30 Sep, 17 | 49 | 4.26% | 3,314,200 | 1.13% | 40.25% | 2.53% | 21 | -30.00% | 9 | 80.00% |
| 30 Jun, 17 | 47 | 38.24% | 3,277,085 | 24.30% | 39.88% | 3.25% | 30 | 15.38% | 5 | - |
| 31 Mar, 17 | 34 | 70.00% | 2,636,340 | 187.84% | 35.03% | 14.52% | 26 | 116.67% | - | -100.00% |
| 31 Dec, 16 | 20 | 25.00% | 915,917 | 6.24% | 15.53% | 7.14% | 12 | 33.33% | 1 | -75.00% |
| 30 Sep, 16 | 16 | - | 862,100 | 8.79% | 14.75% | 7.97% | 9 | - | 4 | 33.33% |
| 30 Jun, 16 | 16 | 23.08% | 792,408 | 10.37% | 13.61% | 8.94% | 9 | - | 3 | 200.00% |
| 31 Mar, 16 | 13 | 30.00% | 717,970 | 24.76% | 12.34% | 12.56% | 9 | - | 1 | - |
| 31 Dec, 15 | 10 | 900.00% | 575,488 | 31871.56% | 9.91% | 1005167.52% | 9 | 800.00% | - | - |
| 30 Sep, 15 | 1 | - | 1,800 | - | 0.03% | - | 1 | - | - | - |
SmartFinancial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of SmartFinancial's stock was made by Jordan Rhett D. on Aug 14 2024, selling 200 shares at $26.90 per share (valued at $5.38K). The last insider buy of SMBK was made by Welborn Wesley Miller on Feb 07 2024, buying 1,000 shares at $21.67 per share (worth $21.67K).
SmartFinancial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | 19 | 10 | 190.00% |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | 10 | 1 | 1000.00% |
| Q1 2023 | 17 | 1 | 1700.00% |
| Q4 2022 | 2 | 3 | 66.67% |
| Q3 2022 | - | 6 | - |
| Q2 2022 | 2 | 5 | 40.00% |
| Q1 2022 | 24 | 7 | 342.86% |
| Q4 2021 | 1 | 3 | 33.33% |
| Q3 2021 | 3 | 2 | 150.00% |
| Q2 2021 | 1 | - | - |
| Q1 2021 | 15 | 1 | 1500.00% |
| Q4 2020 | 1 | - | - |
| Q2 2020 | 3 | 1 | 300.00% |
| Q1 2020 | 25 | 4 | 625.00% |
| Q4 2019 | - | 2 | - |
| Q2 2019 | 4 | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by SmartFinancial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | 1 | 1 | 100.00% |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 10 | 1 | 1000.00% |
| Q1 2023 | 2 | - | - |
| Q4 2022 | 2 | 3 | 66.67% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q2 2020 | 1 | 1 | 100.00% |
| Q1 2020 | 7 | 1 | 700.00% |
| Q4 2019 | - | 2 | - |
| Q2 2019 | 4 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SmartFinancial's stocks.
SmartFinancial Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| ISTR | Investar Holding Corporation |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| PBHC | Pathfinder Bancorp, Inc. |
| CVLY | Codorus Valley Bancorp, Inc. |
| FNWB | First Northwest Bancorp |
| MGYR | Magyar Bancorp, Inc. |
SMBK Ownership FAQ
Who Owns SmartFinancial?
SmartFinancial is owned by institutional shareholders (53.24%), insiders (16.97%), and public (29.79%). The largest institutional shareholder of SmartFinancial is BLACKROCK INC. (8.10% of total shares) and the top mutual fund owner is Angel Oak Financial Strategies Income Term Trust (0.51% of total shares).
Who are the major institutional shareholders of SmartFinancial?
SmartFinancial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, CRAVENS & CO ADVISORS, LLC, and PRIVATE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 24.27% of the company's share outstanding.
How many SmartFinancial shareholders are there?
As of Jun 2024, there are 98 institutional shareholders of SmartFinancial.
What percentage of SmartFinancial is owned by BLACKROCK INC?
BLACKROCK INC owns 1.37M shares of SmartFinancial, representing 8.10% of the company's total shares outstanding, valued at $32.32M (as of Jun 2024).
What percentage of SmartFinancial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 804.97K shares of SmartFinancial (SMBK), compromising 4.78% of the company, valued at $19.05M.
What percentage of SmartFinancial is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of SmartFinancial. The company owns 699.79K of the company's shares outstanding (worth $16.56M).