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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.5KNew |
$184K - $240K
|
6.5K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
155New |
$4.39K - $5.71K
|
155
$5.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 21.79% |
$481 - $627
|
95
$3.38K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
674New |
$19.1K - $24.8K
|
674
$24K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$295K - $385K
|
12.8K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 0.82% |
$3.03K - $3.95K
|
15.9K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.8% |
$267K - $348K
|
43.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-40.5K- 60.49% |
$938K - $1.22M
|
26.5K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.77KNew |
$180K - $234K
|
7.77K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.91KNew |
$183K - $239K
|
7.91K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40.5K- 60.49% |
$938K - $1.22M
|
26.5K
$943K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
106New |
$2.45K - $3.2K
|
106
$3.78K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$11.6K - $15.1K
|
500
$17.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.4K- 0.54% |
$141K - $175K
|
1.37M
$48.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$149K - $185K
|
7.83K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192New |
$3.67K - $4.54K
|
192
$6.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
34New |
$649 - $805
|
34
$1.21K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.5K- 17.62% |
$143K - $178K
|
35.1K
$1.25M
|
|
| 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
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.08K- 38.3% |
$122K - $151K
|
9.8K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.26KNew |
$25.4K - $31.2K
|
1.26K
$44.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67- 0.85% |
$1.35K - $1.66K
|
7.81K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
457New |
$9.2K - $11.3K
|
457
$16.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$40.3 - $49.6
|
2
$71.2
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-848- 60.92% |
$17.1K - $21K
|
544
$19.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 11.5% |
$24K - $30.7K
|
9.24K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.31K- 10.02% |
$26.3K - $33.7K
|
11.8K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.2K- 10.08% |
$64K - $82K
|
28.5K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-382- 2.33% |
$7.64K - $9.78K
|
16K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$16.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$855
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.99K- 41.21% |
$200K - $256K
|
14.3K
$508K
|
|
| 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
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
466+ 42.44% |
$9.83K - $11.8K
|
1.56K
$55.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-115- 1.19% |
$2.29K - $2.74K
|
9.54K
$340K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
46.1KNew |
$918K - $1.1M
|
46.1K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155+ 111.51% |
$3.09K - $3.69K
|
294
$10.5K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
242New |
$5.31K - $6.82K
|
242
$8.62K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$6.58K - $8.45K
|
300
$10.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
484+ 3.32% |
$10.6K - $13.6K
|
15.1K
$536K
|
|
| 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
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.7KNew |
$212K - $264K
|
8.7K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
588New |
$14.4K - $17.9K
|
588
$20.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28.4KNew |
$694K - $864K
|
28.4K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.8KNew |
$337K - $419K
|
13.8K
$491K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
35.3KNew |
$862K - $1.07M
|
35.3K
$1.26M
|
|
| Q3 2022 | |||||||
|
Dec 09, 2022
Q3 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
47.7KNew |
$1.1M - $1.31M
|
47.7K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
11.4KNew |
$262K - $312K
|
11.4K
$405K
|
|