Latest Institutional Purchases of Smartfinancial Inc. (SMBK)
This list provides information on the latest institutional transactions involving Smartfinancial Inc. (SMBK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 19.42% |
$1.76K - $2.21K
|
369
$13.3K
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.22% |
$764 - $957
|
11.7K
$423K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.29% |
$676 - $847
|
1.03K
$37K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.22% |
$647 - $810
|
10K
$361K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 0.28% |
$617 - $773
|
7.53K
$271K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$441 - $552
|
15
$541
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$294 - $368
|
10
$361
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.06% |
$235 - $295
|
13.6K
$492K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 100.0% |
$147 - $184
|
10
$361
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.6KNew |
$837K - $1.09M
|
29.6K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
18.7KNew |
$529K - $689K
|
18.7K
$674K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.9KNew |
$280K - $365K
|
9.9K
$357K
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.53KNew |
$185K - $241K
|
6.53K
$235K
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.5KNew |
$184K - $240K
|
6.5K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4KNew |
$113K - $147K
|
4K
$144K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.58KNew |
$101K - $132K
|
3.58K
$129K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.2K+ 6.98% |
$34K - $44.2K
|
18.4K
$663K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.04K+ 4.51% |
$29.4K - $38.3K
|
24.1K
$867K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
674New |
$19.1K - $24.8K
|
674
$24.3K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
210+ 2.25% |
$5.94K - $7.74K
|
9.54K
$344K
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
178New |
$5.04K - $6.56K
|
178
$6.42K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
155New |
$4.39K - $5.71K
|
155
$5.59K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
121+ 198.36% |
$3.42K - $4.46K
|
182
$6.56K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$1.61K - $2.1K
|
57
$2.05K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 21.79% |
$481 - $627
|
95
$3.42K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8New |
$226 - $295
|
8
$288
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$28.3 - $36.9
|
1
$36.1
|
|
Q3 2024 | |||||||
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
22KNew |
$510K - $665K
|
22K
$794K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$295K - $385K
|
12.8K
$460K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.91KNew |
$183K - $239K
|
7.91K
$285K
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.77KNew |
$180K - $234K
|
7.77K
$280K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$11.6K - $15.1K
|
500
$18K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
106New |
$2.45K - $3.2K
|
106
$3.82K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11+ 0.26% |
$255 - $332
|
4.28K
$154K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$149K - $185K
|
7.83K
$282K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192New |
$3.67K - $4.54K
|
192
$6.92K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
34New |
$649 - $805
|
34
$1.23K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 300.0% |
$229 - $284
|
16
$577
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.26KNew |
$25.4K - $31.2K
|
1.26K
$45.5K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
457New |
$9.2K - $11.3K
|
457
$16.5K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$40.3 - $49.6
|
2
$72.1
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 44.31% |
$283K - $363K
|
46.1K
$1.66M
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$356K
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.88K+ 533.78% |
$158K - $202K
|
9.36K
$337K
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 20.83% |
$29K - $37.1K
|
8.41K
$303K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$16.9K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.34K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$865
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
466+ 42.44% |
$9.83K - $11.8K
|
1.56K
$56.4K
|