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Get Institutions for : 
SmartFinancial Inc (SMBK)  
$22.89 0.08 (0.35%) as of 4:30 Thu 5/16


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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
$21.12  
Last Quarter's Ending Price : 
$24.49  
Last Quarter's Average Price
$22.13  
Change from last quarter's     
avg. price to the last closing  : 
0.76 (3.43%)  




 
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: 
3-31-2022 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 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
   Context BH Capital Management LP 61 *Closed 2023-12-31 0 $0 -14,589
   Private Wealth Management Group LLC 1515 *Closed 2024-03-31 0 $0 -65
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3355 *Closed 2024-03-31 0 $0 -14,250
   Efficient Wealth Management LLC 1197 *Closed 2024-03-31 0 $0 -24
   LEAVELL T & ASSOCIATES INC 480 *Closed 2024-03-31 0 $0 -10,500

  5 Records found
  1    
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