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 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
466+ 42.44% |
$9.83K - $11.8K
|
1.56K
$48.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
13.7KNew |
$288K - $345K
|
13.7K
$423K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.46KNew |
$29.1K - $34.7K
|
1.46K
$45.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-115- 1.19% |
$2.29K - $2.74K
|
9.54K
$296K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
46.1KNew |
$918K - $1.1M
|
46.1K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155+ 111.51% |
$3.09K - $3.69K
|
294
$9.12K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
242New |
$5.31K - $6.82K
|
242
$7.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$6.58K - $8.45K
|
300
$9.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
484+ 3.32% |
$10.6K - $13.6K
|
15.1K
$467K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
87.1KNew |
$2.13M - $2.65M
|
87.1K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.7KNew |
$212K - $264K
|
8.7K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 7.41% |
$293 - $365
|
150
$4.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
588New |
$14.4K - $17.9K
|
588
$18.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28.4KNew |
$694K - $864K
|
28.4K
$882K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.8KNew |
$337K - $419K
|
13.8K
$427K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
35.3KNew |
$862K - $1.07M
|
35.3K
$1.09M
|
|
| Q3 2022 | |||||||
|
Dec 09, 2022
Q3 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
47.7KNew |
$1.1M - $1.31M
|
47.7K
$1.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
700+ 8.07% |
$16.1K - $19.2K
|
9.37K
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
11.4KNew |
$262K - $312K
|
11.4K
$353K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
9.51KNew |
$222K - $247K
|
9.51K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
153+ 0.22% |
$3.58K - $3.97K
|
68.2K
$2.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-32K- 33.38% |
$749K - $831K
|
63.9K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-410Closed |
$9.59K - $10.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2Closed |
$46.8 - $51.9
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-11.3KClosed |
$265K - $294K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48.1KClosed |
$1.13M - $1.25M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-722- 80.67% |
$16.9K - $18.8K
|
173
$5.36K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.77KClosed |
$223K - $248K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.6KClosed |
$346K - $385K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-2KClosed |
$50.8K - $56.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.2KClosed |
$30.5K - $33.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
28.4K+ 178.13% |
$725K - $789K
|
44.3K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-8.53KClosed |
$218K - $237K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-16.3KClosed |
$416K - $453K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
829+ 138.17% |
$21.2K - $23K
|
1.43K
$44.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 4.55% |
$12.8K - $13.9K
|
10.5K
$326K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-10.6KClosed |
$250K - $277K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.23K+ 38.57% |
$76.1K - $84.5K
|
11.6K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$2.36K - $2.62K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.32KClosed |
$54.6K - $60.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$590K - $654K
|
25K
$775K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24KClosed |
$509K - $602K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-17.8KClosed |
$378K - $447K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-29KClosed |
$616K - $728K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-84.4KClosed |
$1.79M - $2.12M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13.7KClosed |
$246K - $324K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-282Closed |
$5.06K - $6.68K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-19KClosed |
$341K - $449K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.97K- 5.33% |
$26.4K - $38.1K
|
34.9K
$1.08M
|
|
|
Jan 25, 2021
Q4 2020
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$16.1K - $23.3K
|
1.2K
$37.2K
|
|