Purchases and Sales Made in Q1 2025 in Simply Good Foods CO (SMPL)
This table provides information about the institutional ownership of Simply Good Foods CO (SMPL) during Q1 2025. The information is specifically focused on institutions that hold shares of Simply Good Foods Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15New |
$495 - $593
|
15
$485
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14New |
$462 - $553
|
14
$453
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13New |
$429 - $514
|
13
$420
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$363 - $435
|
11
$356
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$231 - $277
|
12
$388
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 46.15% |
$198 - $237
|
19
$614
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 1.43% |
$132 - $158
|
283
$9.15K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$98.9 - $119
|
3
$97
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$66 - $79
|
2
$64.7
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.15% |
$66 - $79
|
95
$3.07K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 50.0% |
$33 - $39.5
|
3
$97
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 8.06% |
$165 - $198
|
57
$1.84K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 7.78% |
$231 - $277
|
83
$2.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 30.77% |
$264 - $316
|
18
$582
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 0.2% |
$363 - $435
|
5.56K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-14- 0.21% |
$462 - $553
|
6.63K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 3.7% |
$462 - $553
|
364
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20- 1.89% |
$660 - $790
|
1.04K
$33.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 37.04% |
$660 - $790
|
34
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-42- 13.59% |
$1.39K - $1.66K
|
267
$8.63K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-53- 5.9% |
$1.75K - $2.09K
|
845
$27.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-60- 1.08% |
$1.98K - $2.37K
|
5.51K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-62- 1.17% |
$2.04K - $2.45K
|
5.25K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-63- 0.99% |
$2.08K - $2.49K
|
6.32K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-64- 28.07% |
$2.11K - $2.53K
|
164
$5.3K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-73- 0.26% |
$2.41K - $2.88K
|
27.5K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-83- 0.32% |
$2.74K - $3.28K
|
26.1K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-143- 2.11% |
$4.72K - $5.65K
|
6.63K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-171- 1.6% |
$5.64K - $6.75K
|
10.5K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-186- 4.14% |
$6.13K - $7.35K
|
4.31K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-190- 3.45% |
$6.27K - $7.51K
|
5.32K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-198- 11.58% |
$6.53K - $7.82K
|
1.51K
$48.9K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-210- 1.11% |
$6.93K - $8.3K
|
18.7K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 5.54% |
$10K - $12K
|
5.19K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-400- 0.39% |
$13.2K - $15.8K
|
103K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 1.86% |
$13.2K - $15.8K
|
21.1K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-408- 4.35% |
$13.5K - $16.1K
|
8.96K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-452- 84.8% |
$14.9K - $17.9K
|
81
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-456- 2.98% |
$15K - $18K
|
14.8K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-505- 2.27% |
$16.7K - $19.9K
|
21.8K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-541- 2.02% |
$17.8K - $21.4K
|
26.2K
$848K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-630- 8.94% |
$20.8K - $24.9K
|
6.42K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-690- 14.17% |
$22.8K - $27.3K
|
4.18K
$135K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-697- 2.02% |
$23K - $27.5K
|
33.8K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-702- 24.54% |
$23.2K - $27.7K
|
2.16K
$69.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-797- 2.4% |
$26.3K - $31.5K
|
32.4K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.81% |
$26.4K - $31.6K
|
43.3K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-825- 0.65% |
$27.2K - $32.6K
|
127K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-880- 3.83% |
$29K - $34.8K
|
22.1K
$714K
|