Institutional Ownership Southern Missouri Bancorp, Inc. (SMBC)
This table provides information about the institutional ownership of Southern Missouri Bancorp, Inc. (SMBC). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 5 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$9,893
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
164
shares
|
$9,325
0.0% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
118
shares
|
$6,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
95
shares
|
$5,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
83
shares
|
$4,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
72
shares
|
$4,093
0.0% of portfolio
|
Q1 2025
Reduced 86.47%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
32
shares
|
$1,819
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
29
shares
|
$1,648
0.0% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15
shares
|
$852
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11
shares
|
$625
0.0% of portfolio
|
Q1 2025
Added 175.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7
shares
|
$398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|