Latest Institutional Transactions on Smartfinancial Inc. (SMBK)
This table provides information on the latest institutional transactions involving Smartfinancial Inc. (SMBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216- 8.94% |
$6.11K - $7.96K
|
2.2K
$80.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 4.26% |
$170 - $221
|
147
$5.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.7KNew |
$530K - $690K
|
18.7K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
2.35K+ 7.38% |
$66.5K - $86.7K
|
34.2K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
550+ 1.25% |
$15.6K - $20.3K
|
44.4K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.6KNew |
$837K - $1.09M
|
29.6K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.22% |
$736 - $958
|
11.7K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$1.61K - $2.1K
|
57
$2.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
121+ 198.36% |
$3.42K - $4.46K
|
182
$6.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 16.07% |
$2.55K - $3.32K
|
650
$23.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$28.3 - $36.9
|
1
$36.5
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15K- 40.8% |
$425K - $553K
|
21.8K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37+ 0.19% |
$1.05K - $1.36K
|
19.2K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
77+ 148.08% |
$2.18K - $2.84K
|
129
$4.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-3.9K- 2.53% |
$110K - $144K
|
150K
$5.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
110+ 0.46% |
$3.11K - $4.05K
|
24.1K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.83K- 11.04% |
$51.6K - $67.3K
|
14.7K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.39K+ 5.04% |
$95.9K - $125K
|
70.7K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-241- 4.77% |
$6.82K - $8.88K
|
4.82K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.5KNew |
$184K - $240K
|
6.5K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.53KNew |
$185K - $241K
|
6.53K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
155New |
$4.39K - $5.71K
|
155
$5.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$321K - $418K
|
11.3K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$283K - $369K
|
10K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.21KNew |
$176K - $229K
|
6.21K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.77K+ 32.08% |
$50.1K - $65.3K
|
7.29K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.38K- 9.69% |
$39.1K - $50.9K
|
12.9K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 21.79% |
$481 - $627
|
95
$3.47K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.47% |
$84.9 - $111
|
201
$7.34K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11New |
$311 - $405
|
11
$402
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
674New |
$19.1K - $24.8K
|
674
$24.6K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.39K- 9.39% |
$78.5K - $102K
|
32.8K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.1K+ 78.6% |
$233K - $303K
|
22.8K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
47.3K+ 126.79% |
$1.09M - $1.43M
|
84.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.73K- 80.61% |
$40K - $52.2K
|
416
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
775+ 5.05% |
$17.9K - $23.4K
|
16.1K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.33KNew |
$216K - $282K
|
9.33K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
180+ 13.88% |
$4.17K - $5.43K
|
1.48K
$53.9K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.6K+ 3.26% |
$246K - $321K
|
336K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.35K+ 2.78% |
$77.5K - $101K
|
124K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.8% |
$267K - $348K
|
43.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 0.82% |
$3.03K - $3.95K
|
15.9K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-46.2K- 8.23% |
$1.07M - $1.39M
|
515K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.95K- 14.42% |
$115K - $149K
|
29.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.07K+ 26.04% |
$47.8K - $62.4K
|
10K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$295K - $385K
|
12.8K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-839- 0.42% |
$19.4K - $25.3K
|
200K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.1K- 23.39% |
$118K - $154K
|
16.7K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-43.9K- 17.48% |
$1.01M - $1.32M
|
207K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
139K+ 69.02% |
$3.22M - $4.2M
|
340K
$12.4M
|
|