Purchases and Sales Made in Q4 2023 in Smartfinancial Inc. (SMBK)
This table provides information about the institutional ownership of Smartfinancial Inc. (SMBK) during Q4 2023. The information is specifically focused on institutions that hold shares of SMARTFINANCIAL INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
122KNew |
$2.43M - $3.12M
|
122K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
110KNew |
$2.2M - $2.82M
|
110K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
88.7K+ 6.7% |
$1.77M - $2.27M
|
1.41M
$49.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
75.6K+ 66.12% |
$1.51M - $1.94M
|
190K
$6.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
46.5K+ 154.85% |
$929K - $1.19M
|
76.5K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34.5K+ 48.65% |
$690K - $883K
|
105K
$3.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33.4KNew |
$669K - $856K
|
33.4K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.3K+ 102.36% |
$665K - $852K
|
65.8K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
BUY
|
- |
33K+ 44.86% |
$659K - $844K
|
106K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8KNew |
$575K - $736K
|
28.8K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
27.7K+ 4.64% |
$554K - $710K
|
625K
$22M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 73.75% |
$483K - $619K
|
56.9K
$2.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.2K+ 113.56% |
$384K - $491K
|
36.1K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.9KNew |
$319K - $408K
|
15.9K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 36.93% |
$307K - $393K
|
56.9K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 44.31% |
$283K - $363K
|
46.1K
$1.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$229K - $293K
|
11.4K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.87KNew |
$197K - $253K
|
9.87K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85KNew |
$197K - $252K
|
9.85K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
9.48K+ 69.88% |
$190K - $243K
|
23K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.41KNew |
$168K - $215K
|
8.41K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.63K+ 2.72% |
$133K - $170K
|
250K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 15.59% |
$119K - $152K
|
43.9K
$1.55M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.7K+ 9.48% |
$114K - $146K
|
65.8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.45K+ 40.47% |
$109K - $140K
|
18.9K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.9K+ 2.88% |
$98.1K - $126K
|
175K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.62K+ 2.51% |
$72.3K - $92.6K
|
147K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.03KNew |
$60.7K - $77.7K
|
3.03K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.98K+ 0.93% |
$59.7K - $76.4K
|
325K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.36K+ 1561.59% |
$47.2K - $60.4K
|
2.51K
$88.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.35K+ 11.22% |
$47K - $60.2K
|
23.3K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.14K+ 15.09% |
$42.8K - $54.9K
|
16.3K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.47K+ 19.81% |
$29.5K - $37.7K
|
8.92K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.2K+ 0.16% |
$23.9K - $30.6K
|
770K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.16K+ 7.91% |
$23.3K - $29.8K
|
15.9K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.12K+ 4.48% |
$22.4K - $28.6K
|
26.1K
$920K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
1.1K+ 7.13% |
$22K - $28.2K
|
16.5K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
962+ 24.58% |
$19.2K - $24.6K
|
4.88K
$172K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
470New |
$9.4K - $12K
|
470
$16.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
186+ 45.59% |
$3.72K - $4.76K
|
594
$20.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136+ 1.48% |
$2.72K - $3.48K
|
9.3K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
135New |
$2.7K - $3.46K
|
135
$4.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$1.3K - $1.66K
|
65
$2.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.3% |
$1.24K - $1.59K
|
20.5K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
43+ 0.37% |
$860 - $1.1K
|
11.6K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30+ 0.07% |
$600 - $768
|
42.5K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$480 - $615
|
24
$846
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
8+ 0.11% |
$160 - $205
|
7.44K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 22.58% |
$140 - $179
|
24
$846
|