Smith-Midland Ownership | Who Owns Smith-Midland?
Smith-Midland Ownership Summary
Smith-Midland is owned by 59.82% institutional investors, 15.36% insiders, and 24.82% retail investors. Thompson davis is the largest institutional shareholder, holding 33.65% of SMID shares. Needham Aggressive Growth Retail is the top mutual fund, with 3.98% of its assets in Smith-Midland shares.
SMID Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smith-Midland | 59.82% | 15.36% | 24.82% |
| Sector | Basic Materials Stocks | 43.71% | 11.17% | 45.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thompson davis | 1.78M | 33.65% | $79.36M |
| Blackrock funding, inc. /de | 250.85K | 4.73% | $11.15M |
| Vanguard group | 234.74K | 4.43% | $10.44M |
| Blackrock | 220.71K | 4.16% | $6.11M |
| Needham investment management | 211.00K | 3.98% | $9.38M |
| Geode capital management | 101.03K | 1.90% | $4.49M |
| Bard associates | 85.67K | 1.62% | $3.81M |
| Rbf capital | 74.20K | 1.40% | $3.30M |
| Ci private wealth | 51.75K | 0.98% | $2.30M |
| Rice hall james & associates | 51.18K | 0.96% | $2.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thompson davis | 1.78M | 51.04% | $79.36M |
| Bard associates | 85.67K | 1.29% | $3.81M |
| Needham investment management | 211.00K | 0.72% | $9.38M |
| Rbf capital | 74.20K | 0.17% | $3.30M |
| Rice hall james & associates | 51.18K | 0.13% | $2.28M |
| Caldwell sutter capital | 3.27K | 0.07% | $145.47K |
| Heritage investors management | 38.27K | 0.05% | $1.70M |
| Intrust bank na | 12.10K | 0.05% | $537.88K |
| Buckingham capital management | 10.00K | 0.05% | $444.60K |
| Pdt partners | 7.60K | 0.03% | $337.85K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 220.71K | 0.00% | 201.37K |
| Thompson davis | 1.78M | 51.04% | 33.96K |
| State street | 50.41K | 0.00% | 33.60K |
| Jpmorgan chase | 19.75K | 0.00% | 16.80K |
| Lazard asset management | 10.85K | 0.00% | 10.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | - | - | -81.06K |
| Jane street group | - | - | -26.08K |
| Susquehanna group, llp | - | - | -25.52K |
| Eam investors | - | - | -19.91K |
| Qube research | - | - | -16.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Winton group | 9.74K | 0.03% | 9.74K | $433.22M |
| Kestra advisory services | 5.80K | 0.00% | 5.80K | $258.00K |
| Bnp paribas arbitrage, snc | 1.62K | - | 1.62K | $71.94K |
| Sound income strategies | 1.08K | 0.00% | 1.08K | $48.02K |
| Td waterhouse canada | 100.00 | - | 100.00 | $4.40K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -2.00 |
| First command advisory services | -20.00 |
| Macquarie group | -89.00 |
| Harbour investments | -134.00 |
| Steward partners investment advisory | -1.13K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 57 | 1.79% | 3,172,721 | 0.32% | 59 | 1.68% | 28 | -9.68% | 15 | 7.14% |
| Sep 30, 2024 | 56 | 14.29% | 3,162,707 | 5.43% | 59 | 1.87% | 31 | -3.13% | 14 | 40.00% |
| Jun 30, 2024 | 49 | 11.36% | 2,999,945 | 8.29% | 56 | 2.03% | 32 | 23.08% | 10 | 25.00% |
| Mar 31, 2024 | 44 | 18.92% | 2,770,214 | 12.99% | 52 | 2.42% | 26 | -3.70% | 8 | 33.33% |
| Dec 31, 2023 | 37 | 32.14% | 2,451,626 | 11.04% | 46 | 2.64% | 27 | 170.00% | 6 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 211.00K | 3.98% | 1.00K |
| Vanguard Total Stock Mkt Idx Inv | 132.41K | 2.50% | - |
| Vanguard US Total Market Shares ETF | 132.41K | 2.50% | - |
| iShares Russell 2000 ETF | 112.85K | 2.13% | -990.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 62.70K | 1.18% | 269.00 |
| Fidelity Small Cap Index | 44.87K | 0.85% | -840.00 |
| iShares Russell 2000 Growth ETF | 41.17K | 0.78% | -196.00 |
| Fidelity Extended Market Index | 24.47K | 0.46% | -156.00 |
| Vanguard Russell 2000 ETF | 20.78K | 0.39% | 508.00 |
| State St Russell Sm Cap® Indx SL Cl I | 13.90K | 0.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 14, 2024 | Gerhardt Richard | - | Sell | $48.69K |
| Jun 08, 2023 | TAYLOR WESLEY A | - | Sell | $65.00K |
| Jun 07, 2023 | TAYLOR WESLEY A | - | Sell | $22.67K |
| Sep 08, 2021 | SMITH ASHLEY B | - | Buy | $19.52K |
| Aug 30, 2021 | SMITH RODNEY I | - | Sell | $5.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q2 | - | 1 |
| 2023 Q4 | - | - |
| 2023 Q2 | - | 2 |
| 2023 Q1 | - | - |
SMID Ownership FAQ
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