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, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.26KNew |
$25.4K - $31.2K
|
1.26K
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67- 0.85% |
$1.35K - $1.66K
|
7.81K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
457New |
$9.2K - $11.3K
|
457
$14.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$40.3 - $49.6
|
2
$63.2
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-848- 60.92% |
$17.1K - $21K
|
544
$17.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1- 0.01% |
$20.1 - $24.8
|
12.3K
$388K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.88K+ 533.78% |
$158K - $202K
|
9.36K
$296K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 20.83% |
$29K - $37.1K
|
8.41K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 11.5% |
$24K - $30.7K
|
9.24K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.31K- 10.02% |
$26.3K - $33.7K
|
11.8K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 44.31% |
$283K - $363K
|
46.1K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.2K- 10.08% |
$64K - $82K
|
28.5K
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-382- 2.33% |
$7.64K - $9.78K
|
16K
$506K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$14.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$758
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.99K- 41.21% |
$200K - $256K
|
14.3K
$450K
|
|
| 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
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
466+ 42.44% |
$9.83K - $11.8K
|
1.56K
$49.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.46KNew |
$29.1K - $34.7K
|
1.46K
$46K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-115- 1.19% |
$2.29K - $2.74K
|
9.54K
$301K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
46.1KNew |
$918K - $1.1M
|
46.1K
$1.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155+ 111.51% |
$3.09K - $3.69K
|
294
$9.29K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
242New |
$5.31K - $6.82K
|
242
$7.64K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$6.58K - $8.45K
|
300
$9.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
484+ 3.32% |
$10.6K - $13.6K
|
15.1K
$476K
|
|
| 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
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.7KNew |
$212K - $264K
|
8.7K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 7.41% |
$293 - $365
|
150
$4.74K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28.4KNew |
$694K - $864K
|
28.4K
$898K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
588New |
$14.4K - $17.9K
|
588
$18.6K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.8KNew |
$337K - $419K
|
13.8K
$435K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
35.3KNew |
$862K - $1.07M
|
35.3K
$1.11M
|
|
| Q3 2022 | |||||||
|
Dec 09, 2022
Q3 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
47.7KNew |
$1.1M - $1.31M
|
47.7K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
11.4KNew |
$262K - $312K
|
11.4K
$360K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
153+ 0.22% |
$3.58K - $3.97K
|
68.2K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
9.51KNew |
$222K - $247K
|
9.51K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-32K- 33.38% |
$749K - $831K
|
63.9K
$2.02M
|
|
|
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
$5.47K
|
|
| 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 | |||||||
|
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
|
|