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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.77KNew |
$180K - $234K
|
7.77K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$295K - $385K
|
12.8K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 0.82% |
$3.03K - $3.95K
|
15.9K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.8% |
$267K - $348K
|
43.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
180+ 13.88% |
$4.17K - $5.43K
|
1.48K
$45.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-40.5K- 60.49% |
$938K - $1.22M
|
26.5K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-52K- 21.29% |
$1.2M - $1.57M
|
192K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11+ 0.26% |
$255 - $332
|
4.28K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 0.71% |
$23.1K - $30.2K
|
139K
$4.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Salzhauer Michael
|
SELL
|
- |
-5K- 2.05% |
$116K - $151K
|
239K
$7.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.91KNew |
$183K - $239K
|
7.91K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40.5K- 60.49% |
$938K - $1.22M
|
26.5K
$821K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
22KNew |
$510K - $665K
|
22K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3K- 13.22% |
$69.4K - $90.5K
|
19.7K
$611K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
106New |
$2.45K - $3.2K
|
106
$3.29K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-900- 12.11% |
$20.8K - $27.2K
|
6.53K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$116 - $151
|
5
$155
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$11.6K - $15.1K
|
500
$15.5K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.1KNew |
$192K - $239K
|
10.1K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-541- 5.16% |
$10.3K - $12.8K
|
9.94K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-13.4K- 92.06% |
$255K - $316K
|
1.15K
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-20K- 13.55% |
$382K - $473K
|
128K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
887+ 10.25% |
$16.9K - $21K
|
9.54K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$149K - $185K
|
7.83K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.4K- 0.54% |
$141K - $175K
|
1.37M
$42.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 300.0% |
$229 - $284
|
16
$496
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192New |
$3.67K - $4.54K
|
192
$5.95K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
34New |
$649 - $805
|
34
$1.05K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-500- 1.47% |
$9.55K - $11.8K
|
33.4K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.5K- 17.62% |
$143K - $178K
|
35.1K
$1.09M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-66.1K- 68.32% |
$1.33M - $1.64M
|
30.6K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.08K- 38.3% |
$122K - $151K
|
9.8K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.26KNew |
$25.4K - $31.2K
|
1.26K
$39.1K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67- 0.85% |
$1.35K - $1.66K
|
7.81K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
457New |
$9.2K - $11.3K
|
457
$14.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$40.3 - $49.6
|
2
$62
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-848- 60.92% |
$17.1K - $21K
|
544
$16.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1- 0.01% |
$20.1 - $24.8
|
12.3K
$381K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 20.83% |
$29K - $37.1K
|
8.41K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 11.5% |
$24K - $30.7K
|
9.24K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.31K- 10.02% |
$26.3K - $33.7K
|
11.8K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 44.31% |
$283K - $363K
|
46.1K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.2K- 10.08% |
$64K - $82K
|
28.5K
$885K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-382- 2.33% |
$7.64K - $9.78K
|
16K
$497K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$14.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$744
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.99K- 41.21% |
$200K - $256K
|
14.3K
$442K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-66.3K- 81.97% |
$1.4M - $1.68M
|
14.6K
$452K
|
|