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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 1.36% |
$57.8K - $72K
|
159K
$5.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
178KNew |
$4.81M - $6M
|
178K
$6.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
67+ 418.75% |
$1.82K - $2.26K
|
83
$2.96K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$678 - $845
|
25
$890
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
57+ 20.8% |
$1.55K - $1.93K
|
331
$11.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41+ 157.69% |
$1.11K - $1.38K
|
67
$2.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
29+ 0.25% |
$786 - $980
|
11.8K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$190 - $236
|
1.21K
$43K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.75KNew |
$237K - $295K
|
8.75K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
254+ 1.86% |
$6.89K - $8.58K
|
13.9K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
481New |
$13K - $16.2K
|
481
$17.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
175+ 0.38% |
$4.74K - $5.91K
|
46.3K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 31.03% |
$84.3K - $105K
|
6.91K
$246K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
1.51K+ 13.34% |
$40.8K - $50.8K
|
12.8K
$456K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 2200.0% |
$596 - $743
|
23
$819
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7New |
$190 - $236
|
7
$249
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
76+ 0.4% |
$2.06K - $2.57K
|
19.3K
$688K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 11.83% |
$596 - $743
|
164
$5.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 101.45% |
$1.9K - $2.36K
|
139
$4.95K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.63K+ 3.81% |
$48K - $60.1K
|
44.4K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.16KNew |
$122K - $153K
|
4.16K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.95KNew |
$204K - $256K
|
6.95K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-127- 1.06% |
$3.73K - $4.68K
|
11.9K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-150- 13.1% |
$4.41K - $5.52K
|
995
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-211- 2.21% |
$6.2K - $7.77K
|
9.33K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 19.42% |
$1.76K - $2.21K
|
369
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
62New |
$1.82K - $2.28K
|
62
$2.21K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.5K+ 19.24% |
$427K - $535K
|
90.1K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4K+ 3.33% |
$118K - $147K
|
124K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4K- 11.97% |
$118K - $147K
|
29.4K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$441 - $552
|
15
$534
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.17KNew |
$240K - $301K
|
8.17K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 4.08% |
$176 - $221
|
141
$5.02K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-1.1K- 0.6% |
$32.3K - $40.5K
|
183K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-2.6K- 1.73% |
$76.4K - $95.7K
|
148K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
348+ 3.07% |
$10.2K - $12.8K
|
11.7K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$294 - $368
|
10
$356
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-433- 0.98% |
$12.7K - $15.9K
|
43.9K
$1.56M
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.2K+ 6.98% |
$34K - $44.2K
|
18.4K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4KNew |
$113K - $147K
|
4K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-258- 2.22% |
$7.3K - $9.51K
|
11.4K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
18.7KNew |
$529K - $689K
|
18.7K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
210+ 2.25% |
$5.94K - $7.74K
|
9.54K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.66K- 9.27% |
$160K - $209K
|
55.3K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.9KNew |
$280K - $365K
|
9.9K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.58KNew |
$101K - $132K
|
3.58K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8New |
$226 - $295
|
8
$285
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
121+ 198.36% |
$3.42K - $4.46K
|
182
$6.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.6KNew |
$837K - $1.09M
|
29.6K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15K- 40.8% |
$425K - $553K
|
21.8K
$775K
|
|