Institutional Ownership Smith & Wesson Brands, Inc. (SWBI)
This table provides information about the institutional ownership of Smith & Wesson Brands, Inc. (SWBI). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$1,299
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$1,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
83
shares
|
$1,078
0.0% of portfolio
|
Q1 2024
Added 245.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
80
shares
|
$1,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
80
shares
|
$1,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
73
shares
|
$948
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
62
shares
|
$805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
62
shares
|
$805
0.0% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
50
shares
|
$649
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$454
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
35
shares
|
$454
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
29
shares
|
$376
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
25
shares
|
$324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
24
shares
|
$311
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
23
shares
|
$298
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$259
0.0% of portfolio
|
Q3 2024
Reduced 79.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
15
shares
|
$194
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$129
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10
shares
|
$129
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9
shares
|
$116
0.0% of portfolio
|
Q3 2020
Reduced 87.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9
shares
|
$116
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2
shares
|
$25
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1
shares
|
$12
0.0% of portfolio
|
Q4 2023
New holding
|