Smart for Life Ownership 2024 | Who Owns Smart for Life Now?

Institutional Ownership

1.27%

Institutional Holders

6.00

Smart for Life Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-86,710	-100.00%	-	Jun 30, 2023
SABBY MANAGEMENT, LLC	-	-	-	-294,819	-100.00%	-	Jun 30, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC	-	-	-	-30,000	-100.00%	-	Jun 30, 2023
CERITY PARTNERS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
UBS GROUP AG	-	-	-	-58,046	-100.00%	-	Jun 30, 2023

Smart for Life's largest institutional shareholder is JANNEY MONTGOMERY SCOTT LLC, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-86,710	-100.00%	-	Jun 30, 2023
SABBY MANAGEMENT, LLC	-	-	-	-294,819	-100.00%	-	Jun 30, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC	-	-	-	-30,000	-100.00%	-	Jun 30, 2023
CERITY PARTNERS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
UBS GROUP AG	-	-	-	-58,046	-100.00%	-	Jun 30, 2023

The largest Smart for Life shareholder by % of total assets is JANNEY MONTGOMERY SCOTT LLC. The company owns 0.00 shares of Smart for Life (SMFL), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CERITY PARTNERS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC	-	-	-	-30,000	-100.00%	-	Jun 30, 2023
UBS GROUP AG	-	-	-	-58,046	-100.00%	-	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-86,710	-100.00%	-	Jun 30, 2023
SABBY MANAGEMENT, LLC	-	-	-	-294,819	-100.00%	-	Jun 30, 2023

As of Jun 30 2023, Smart for Life's largest institutional buyer is CERITY PARTNERS LLC. The company purchased -10.00K stocks of SMFL, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SABBY MANAGEMENT, LLC	-	-	-	-294,819	-100.00%	-	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-86,710	-100.00%	-	Jun 30, 2023
UBS GROUP AG	-	-	-	-58,046	-100.00%	-	Jun 30, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC	-	-	-	-30,000	-100.00%	-	Jun 30, 2023
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2023
CERITY PARTNERS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023

As of Jun 30 2023, Smart for Life's biggest institutional seller is SABBY MANAGEMENT, LLC. The company sold -0.29M shares of SMFL, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SABBY MANAGEMENT, LLC	-	-	-	-294,819	-100.00%	-	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-86,710	-100.00%	-	Jun 30, 2023
UBS GROUP AG	-	-	-	-58,046	-100.00%	-	Jun 30, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC	-	-	-	-30,000	-100.00%	-	Jun 30, 2023
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2023
CERITY PARTNERS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023

Smart for Life's largest sold out institutional shareholder by shares sold is SABBY MANAGEMENT, LLC, sold -0.29M shares, valued at -, as of undefined.

Smart for Life Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	2,012	-	-	Feb 29, 2024

Smart for Life's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 2.01K shares, compromising 0.00% of its total assets.

Smart for Life Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	6	-45.45%
31 Dec, 22	11	83.33%
30 Sep, 22	6	-25.00%
30 Jun, 22	8	-
31 Mar, 22	8	-

As of 31 Mar 23, 6 institutions are holding Smart for Life's shares, representing a decrease of -45.45% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	499,575	-71.36%
31 Dec, 22	1,744,094	1462.63%
30 Sep, 22	111,613	-57.08%
30 Jun, 22	260,032	-44.38%
31 Mar, 22	467,489	-

Smart for Life (SMFL) has 499.57K shares outstanding as of 31 Mar 23, down -71.36% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	1.27%	6.47%
31 Dec, 22	4.43%	5517.76%
30 Sep, 22	0.28%	65.05%
30 Jun, 22	0.66%	46.89%
31 Mar, 22	1.19%	-

As of 31 Mar 23, Smart for Life is held by 1.27% institutional shareholders, representing a 6.47% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	1	-87.50%
31 Dec, 22	8	166.67%
30 Sep, 22	3	-40.00%
30 Jun, 22	5	-37.50%
31 Mar, 22	8	-

1 institutional shareholders have increased their position in SMFL stock as of 31 Mar 23 compared to 8 in the previous quarter (a -87.50% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	2	-
30 Jun, 22	2	-
31 Mar, 22	-	-

2 institutional shareholders have reduced their position in SMFL stock as of 31 Mar 23 compared to 2 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	6	-45.45%	499,575	-71.36%	1.27%	6.47%	1	-87.50%	2	-
31 Dec, 22	11	83.33%	1,744,094	1462.63%	4.43%	5517.76%	8	166.67%	2	-
30 Sep, 22	6	-25.00%	111,613	-57.08%	0.28%	65.05%	3	-40.00%	2	-
30 Jun, 22	8	-	260,032	-44.38%	0.66%	46.89%	5	-37.50%	2	-
31 Mar, 22	8	-	467,489	-	1.19%	-	8	-	-	-

Smart for Life Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 12, 2023	Minton Darren C.	director, officer	Chief Executive Officer	P-Purchase	Buy	1,574	-	-	1,574
Jun 12, 2023	Cervantes Alfonso J. JR	director, officer	Executive Chairman	P-Purchase	Buy	3,711	-	-	3,711
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	673	-	-	1,794
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	1,076	-	-	1,121
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	45	-	-	45
Jun 12, 2023	REYNOLDS ARTHUR S	director	-	P-Purchase	Buy	45	-	-	45

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 12, 2023	Minton Darren C.	director, officer	Chief Executive Officer	P-Purchase	Buy	1,574	-	-	1,574
Jun 12, 2023	Cervantes Alfonso J. JR	director, officer	Executive Chairman	P-Purchase	Buy	3,711	-	-	3,711
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	673	-	-	1,794
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	1,076	-	-	1,121
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	45	-	-	45
Jun 12, 2023	REYNOLDS ARTHUR S	director	-	P-Purchase	Buy	45	-	-	45

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 29, 2024	Granato Heather	director			Buy	-	-	-	-
Mar 18, 2024	Brown Loren	director			Buy	-	-	-	-
Sep 07, 2023	Wood Roger Conley	director	-	A-Award	Buy	15,000	$1.11	$16.65K	15,000
Sep 07, 2023	Wood Roger Conley	director	-	A-Award	Buy	15,000	$0.99	$14.85K	15,000
Sep 07, 2023	REYNOLDS ARTHUR S	director	-	A-Award	Buy	15,000	$1.11	$16.65K	15,000
Sep 07, 2023	REYNOLDS ARTHUR S	director	-	A-Award	Buy	15,000	$0.99	$14.85K	15,000
Sep 07, 2023	Rein Robert S.	director	-	A-Award	Buy	55,000	$1.11	$61.05K	55,000
Sep 07, 2023	Rein Robert S.	director	-	A-Award	Buy	55,000	$0.99	$54.46K	55,000
Sep 07, 2023	Minton Darren C.	director, officer	Chief Executive Officer	A-Award	Buy	50,000	$1.11	$55.50K	50,000
Sep 07, 2023	Minton Darren C.	director, officer	Chief Executive Officer	A-Award	Buy	50,000	$0.99	$49.51K	50,000
Sep 07, 2023	Cervantes Alfonso J. JR	director, officer	Executive Chairman	A-Award	Buy	270,000	$1.11	$299.70K	270,000
Sep 07, 2023	Cervantes Alfonso J. JR	director, officer	Executive Chairman	A-Award	Buy	270,000	$0.99	$267.33K	270,000
Sep 07, 2023	Bergman Alan B.	officer	Chief Financial Officer	A-Award	Buy	20,000	$1.11	$22.20K	20,000
Sep 07, 2023	Bergman Alan B.	officer	Chief Financial Officer	A-Award	Buy	20,000	$0.99	$19.80K	20,000
Jun 12, 2023	Minton Darren C.	director, officer	Chief Executive Officer	P-Purchase	Buy	1,574	-	-	1,574
Jun 12, 2023	Cervantes Alfonso J. JR	director, officer	Executive Chairman	P-Purchase	Buy	3,711	-	-	3,711
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	673	-	-	1,794
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	1,076	-	-	1,121
Jun 12, 2023	Rein Robert S.	director	-	P-Purchase	Buy	45	-	-	45
Jun 12, 2023	REYNOLDS ARTHUR S	director	-	P-Purchase	Buy	45	-	-	45

The last insider buy of SMFL was made by Minton Darren C. on Jun 12 2023, buying 1,574 shares at - per share (worth -).

Smart for Life Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	12	-	-
Q2 2023	7	-	-
Q4 2022	-	5	-
Q3 2022	3	-	-
Q2 2022	2	3	66.67%
Q1 2022	11	7	157.14%
Q2 2021	-	1	-
Q3 2020	-	3	-

12 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Smart for Life's insiders, as of Q3 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	-	-	-
Q2 2023	7	-	-
Q4 2022	-	2	-
Q3 2022	-	-	-
Q2 2022	-	2	-
Q1 2022	-	-	-
Q2 2021	-	-	-
Q3 2020	-	-	-

As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Smart for Life's stocks.

Smart for Life Peer Ownership

Ticker	Company
KHC	The Kraft Heinz Company
YGF	YanGuFang International Group Co., Ltd.
BSFC	Blue Star Foods Corp.
BTOG	Bit Origin Limited
BYND	Beyond Meat, Inc.
PAVS	Paranovus Entertainment Technology Ltd.
RKDA	Arcadia Biosciences, Inc.
HRL	Hormel Foods Corporation
FREE	Whole Earth Brands, Inc.
FAMI	Farmmi, Inc.
SNAX	Stryve Foods, Inc.

SMFL Ownership FAQ

Who Owns Smart for Life?

Smart for Life is owned by institutional shareholders (1.27%), insiders (0.00%), and public (98.73%). The largest institutional shareholder of Smart for Life is JANNEY MONTGOMERY SCOTT LLC (0% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Smart for Life?

Smart for Life's major institutional shareholders are JANNEY MONTGOMERY SCOTT LLC, HRT FINANCIAL LP, SABBY MANAGEMENT, LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, and CERITY PARTNERS LLC. The top five shareholders own together 0% of the company's share outstanding.

How many Smart for Life shareholders are there?

As of Mar 2023, there are 6 institutional shareholders of Smart for Life.

What percentage of Smart for Life is owned by JANNEY MONTGOMERY SCOTT LLC?

JANNEY MONTGOMERY SCOTT LLC owns 0 shares of Smart for Life, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2023).

What percentage of Smart for Life is owned by HRT FINANCIAL LP?

As of Jun 2023, HRT FINANCIAL LP holds 0 shares of Smart for Life (SMFL), compromising 0% of the company, valued at $0.

What percentage of Smart for Life is owned by SABBY MANAGEMENT, LLC?

SABBY MANAGEMENT, LLC is the third largest holder of Smart for Life. The company owns 0 of the company's shares outstanding (worth $0).