Institutional Ownership Simply Good Foods CO (SMPL)
This table provides information about the institutional ownership of Simply Good Foods CO (SMPL). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 85.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
443
shares
|
$16,262
0.0% of portfolio
|
Q3 2024
Reduced 74.92%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
400
shares
|
$14,684
0.0% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
378
shares
|
$13,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
333
shares
|
$12,224
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
309
shares
|
$11,343
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
285
shares
|
$10,462
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
283
shares
|
$10,388
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
243
shares
|
$8,920
0.0% of portfolio
|
Q3 2024
Reduced 33.06%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
237
shares
|
$8,700
0.0% of portfolio
|
Q3 2024
Added 36.21%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
219
shares
|
$8,039
0.0% of portfolio
|
Q1 2022
Reduced 23.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
150
shares
|
$5,506
0.0% of portfolio
|
Q4 2023
Added 120.59%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
117
shares
|
$4,295
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
116
shares
|
$4,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
116
shares
|
$4,258
0.0% of portfolio
|
Q3 2024
Reduced 53.23%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
106
shares
|
$3,891
0.0% of portfolio
|
Q1 2024
Reduced 39.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
93
shares
|
$3,414
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
89
shares
|
$3,267
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
87
shares
|
$3,193
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
83
shares
|
$3,046
0.0% of portfolio
|
Q1 2022
Reduced 38.06%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
68
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
Added 65.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$2,496
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
62
shares
|
$2,276
0.0% of portfolio
|
Q3 2023
Added 3.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
58
shares
|
$2,129
0.0% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
55
shares
|
$2,019
0.0% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
51
shares
|
$1,872
0.0% of portfolio
|
Q3 2023
New holding
|