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Get Institutions for : 
SmartFinancial Inc (SMBK)  
$22.33 0.26 (1.18%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 104    5
Total shares held : 
8,671,545  
% of shares held : 
56.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
231,021  
% of shares held change : 
  1.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.34  
Last Quarter's Ending Price : 
$21.07  
Last Quarter's Average Price
$22.10  
Change from last quarter's     
avg. price to the last closing  : 
0.23 (1.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 48,859
 0.56%
 
Increased Positions :
38
 475,909
 5.49%
 
Unchanged Positions :
29
 1,248,175
 14.39%
 
Decreased Positions :
30
-279,150
-3.22%
 
Closed Positions :
2
-14,597
-0.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Cravens & Co Advisors LLC 1 - 2024-03-31 647,584 $13,645,000 0
   ALLIANCEBERNSTEIN L.P. 1429 - 2024-03-31 250,335 $5,275,000 0
   STIFEL FINANCIAL CORP 2026 - 2024-03-31 61,000 $1,285,000 0
   REGIONS FINANCIAL CORP 495 - 2024-03-31 46,139 $972,000 0
   LBMC INVESTMENT ADVISORS, LLC 68 - 2024-03-31 44,298 $933,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2690 - 2024-03-31 43,949 $926,000 0
   Crescent Grove Advisors LLC 120 - 2024-03-31 42,573 $897,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2827 - 2024-03-31 42,466 $895,000 0
   PINNACLE FINANCIAL PARTNERS INC 288 - 2024-03-31 36,763 $775,000 0
   Ascent Wealth Partners LLC 114 - 2024-03-31 35,280 $743,000 0
   Patriot Investment Management Inc. 129 - 2024-03-31 34,938 $736,000 0
   Swiss National Bank 2411 - 2024-03-31 28,547 $601,000 0
   CALDWELL SUTTER CAPITAL INC. 96 - 2024-03-31 28,431 $599,000 0
   EQUITABLE TRUST CO 352 - 2024-03-31 16,525 $348,000 0
   SILVER OAK SECURITIES Inc 281 - 2024-03-31 16,018 $337,000 0
   Rockefeller Capital Management L.P. 1554 - 2024-03-31 15,941 $336,000 0
   Aptus Capital Advisors LLC 612 - 2024-03-31 14,450 $304,000 0
   BAILARD BIEHL & KAISER INC 571 - 2024-03-31 13,653 $288,000 0
   CREDIT SUISSE/ 2777 - 2024-03-31 11,802 $249,000 0
   DEUTSCHE BANK AG 2728 - 2024-03-31 9,542 $201,000 0
   LEGAL & GENERAL GROUP PLC 2677 - 2024-03-31 9,361 $197,000 0
   MetLife Investment Advisors LLC 2248 - 2024-03-31 8,657 $182,000 0
   SUMMIT INVESTMENT ADVISORS INC 2351 - 2024-03-31 1,564 $33,000 0
   PROFFITT & GOODSON INC 174 - 2024-03-31 1,429 $30,000 0
   NISA INVESTMENT ADVISORS L L C 1823 - 2024-03-31 1,200 $25,000 0
   EverSource Wealth Advisors LLC 1161 - 2024-03-31 1,000 $24,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1897 - 2024-03-31 887 $19,000 0
   FinTrust Capital Advisors LLC 766 - 2024-03-31 659 $14,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 2126 - 2024-03-31 588 $12,000 0
   Naples Money Management LLC 198 - 2024-03-31 470 $10,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1829 - 2024-03-31 250 $5,000 0
   PROEQUITIES INC. 5132 - 2024-03-31 0 $0 0

  32 Records found
  1    
  Page 1 of 1
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