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 323 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$3,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
95
shares
|
$3,072
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
89
shares
|
$2,878
0.0% of portfolio
|
Q1 2025
Added 43.55%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
87
shares
|
$2,813
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
83
shares
|
$2,684
0.0% of portfolio
|
Q1 2022
Reduced 38.06%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
83
shares
|
$2,684
0.0% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
82
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
81
shares
|
$2,619
0.0% of portfolio
|
Q1 2025
Reduced 84.8%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
72
shares
|
$2,328
0.0% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$2,199
0.0% of portfolio
|
Q2 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
57
shares
|
$1,843
0.0% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
53
shares
|
$1,714
0.0% of portfolio
|
Q1 2025
Added 430.0%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
51
shares
|
$1,649
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$1,617
0.0% of portfolio
|
Q2 2022
Reduced 52.38%
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
44
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
34
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
30
shares
|
$970
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
27
shares
|
$873
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26
shares
|
$840
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25
shares
|
$808
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
22
shares
|
$711
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
22
shares
|
$711
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$646
0.0% of portfolio
|
Q1 2025
New holding
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$646
0.0% of portfolio
|
Q2 2022
Reduced 99.85%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19
shares
|
$614
0.0% of portfolio
|
Q2 2025
Reduced 90.59%
|