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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$926 - $1.21K
|
14.5K
$456K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 77.27% |
$787 - $1.03K
|
78
$2.45K
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
32+ 0.27% |
$740 - $966
|
11.7K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 11.05% |
$486 - $634
|
211
$6.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11+ 0.26% |
$255 - $332
|
4.28K
$134K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 5.22% |
$162 - $211
|
141
$4.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$116 - $151
|
5
$157
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$69.4 - $90.5
|
43.9K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.1KNew |
$192K - $239K
|
10.1K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$149K - $185K
|
7.83K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
887+ 10.25% |
$16.9K - $21K
|
9.54K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192New |
$3.67K - $4.54K
|
192
$6.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
131New |
$2.5K - $3.1K
|
131
$4.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
34New |
$649 - $805
|
34
$1.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 300.0% |
$229 - $284
|
16
$503
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.26KNew |
$25.4K - $31.2K
|
1.26K
$39.6K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
457New |
$9.2K - $11.3K
|
457
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
165+ 1.44% |
$3.32K - $4.09K
|
11.6K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$40.3 - $49.6
|
2
$62.9
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 44.31% |
$283K - $363K
|
46.1K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$310K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
1.1K+ 7.13% |
$22K - $28.2K
|
16.5K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$755
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
13.7KNew |
$288K - $345K
|
13.7K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
466+ 42.44% |
$9.83K - $11.8K
|
1.56K
$49.2K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
46.1KNew |
$918K - $1.1M
|
46.1K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.46KNew |
$29.1K - $34.7K
|
1.46K
$45.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$5.98K - $7.14K
|
300
$9.43K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155+ 111.51% |
$3.09K - $3.69K
|
294
$9.24K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8New |
$160 - $190
|
8
$252
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
484+ 3.32% |
$10.6K - $13.6K
|
15.1K
$473K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$6.58K - $8.45K
|
300
$9.43K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
242New |
$5.31K - $6.82K
|
242
$7.61K
|
|
| 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
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
45.5KNew |
$1.11M - $1.38M
|
45.5K
$1.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.8KNew |
$898K - $1.12M
|
36.8K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
35.3KNew |
$862K - $1.07M
|
35.3K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28.4KNew |
$694K - $864K
|
28.4K
$894K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.8KNew |
$337K - $419K
|
13.8K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.7KNew |
$212K - $264K
|
8.7K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
588New |
$14.4K - $17.9K
|
588
$18.5K
|
|
| Q3 2022 | |||||||
|
Dec 09, 2022
Q3 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
47.7KNew |
$1.1M - $1.31M
|
47.7K
$1.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
11.4KNew |
$262K - $312K
|
11.4K
$358K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
700+ 8.07% |
$16.1K - $19.2K
|
9.37K
$295K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
9.51KNew |
$222K - $247K
|
9.51K
$299K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$11.7K - $13K
|
500
$15.7K
|
|