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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.7K+ 263.2% |
$903K - $1.13M
|
42.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.51K+ 0.55% |
$44.4K - $55.6K
|
276K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
17.3KNew |
$508K - $636K
|
17.3K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 19.42% |
$1.76K - $2.21K
|
369
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
62New |
$1.82K - $2.28K
|
62
$1.96K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
212+ 2.27% |
$6.23K - $7.81K
|
9.54K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.01K- 3.65% |
$29.7K - $37.2K
|
26.7K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.29% |
$676 - $847
|
1.03K
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
28.4K+ 3.75% |
$836K - $1.05M
|
787K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-1.43K- 9.61% |
$42.1K - $52.8K
|
13.5K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-30.6K- 23.47% |
$898K - $1.12M
|
99.6K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.89K+ 2.07% |
$202K - $254K
|
340K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10KNew |
$295K - $369K
|
10K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
19.4KNew |
$569K - $713K
|
19.4K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-918- 0.71% |
$27K - $33.8K
|
128K
$4.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 11.9% |
$36.7K - $46K
|
9.24K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 0.28% |
$617 - $773
|
7.53K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.79K- 41.62% |
$229K - $287K
|
10.9K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
421KNew |
$12.4M - $15.5M
|
421K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-236- 46.27% |
$6.94K - $8.69K
|
274
$8.66K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.12K- 8.54% |
$32.9K - $41.2K
|
12K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
27.6K+ 45.94% |
$811K - $1.02M
|
87.6K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.5K+ 19.24% |
$427K - $535K
|
90.1K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.71K- 9.75% |
$79.6K - $99.8K
|
25.1K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
70.7KNew |
$2.08M - $2.6M
|
70.7K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4K+ 3.33% |
$118K - $147K
|
124K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2- -0.0% |
$58.8 - $73.6
|
44.4K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-23.2K- 2.84% |
$682K - $854K
|
795K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 10.58% |
$365K - $457K
|
105K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-396- 17.99% |
$11.6K - $14.6K
|
1.81K
$57K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.17KNew |
$240K - $301K
|
8.17K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$441 - $552
|
15
$474
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4K- 11.97% |
$118K - $147K
|
29.4K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.22% |
$764 - $957
|
11.7K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.42K- 23.23% |
$100K - $126K
|
11.3K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
20.8KNew |
$611K - $765K
|
20.8K
$656K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 4.08% |
$176 - $221
|
141
$4.45K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-1.1K- 0.6% |
$32.3K - $40.5K
|
183K
$5.79M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-750- 2.19% |
$22K - $27.6K
|
33.5K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
12.4KNew |
$365K - $457K
|
12.4K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.54% |
$29.4 - $36.8
|
186
$5.88K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 282.92% |
$54K - $67.7K
|
2.49K
$78.6K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-2.6K- 1.73% |
$76.4K - $95.7K
|
148K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-113- 87.6% |
$3.32K - $4.16K
|
16
$505
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
37+ 0.19% |
$1.09K - $1.36K
|
19.2K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
350+ 0.15% |
$10.3K - $12.9K
|
239K
$7.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
348+ 3.07% |
$10.2K - $12.8K
|
11.7K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.06% |
$235 - $295
|
13.6K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$294 - $368
|
10
$316
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
804+ 11.03% |
$23.6K - $29.6K
|
8.1K
$256K
|