Smartfinancial Inc.
SMBK- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001038773
In the last 90 days, Smartfinancial Inc. insiders filed 0 open-market purchases and 2 sales; 184 institutions reported holding it in 13F filings for Q2 2026, worth $520.8M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Smartfinancial Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 104 | 102 | −2 |
| Shares | 8.75M | 8.79M | +40.8K (+0.5%) |
| Value | $214.0M | $187.3M | −$26.8M (−12.5%) |
New holders (7)
Institutions that held Smartfinancial Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Millennium Management LLC | 30,592 | $644.6K | 0.00% |
| Trexquant Investment LP | 20,254 | $426.8K | 0.01% |
| Acadian Asset Management LLC | 12,972 | $271.0K | 0.00% |
| Meeder Asset Management Inc | 457 | $9.63K | 0.00% |
| Massmutual Trust Co FSB | 13 | $274 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $42 | 0.00% |
| Macquarie Group Ltd | 1,261 | $27 | 0.00% |
Sold out (9)
Institutions that held Smartfinancial Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Warren Averett Asset Management, LLC | 16,167 | $395.9K |
| Raymond James Financial Services Advisors, Inc. | 14,250 | $349.0K |
| Leavell Investment Management, Inc. | 10,500 | $257.0K |
| 1492 Capital Management LLC | 9,871 | $241.7K |
| Ameriprise Financial Inc | 9,236 | $226.2K |
| Jacobs Levy Equity Management, Inc | 8,420 | $206.2K |
| Voya Investment Management LLC | 8,410 | $206.0K |
| Private Wealth Management Group, LLC | 65 | $1.59K |
| Avion Wealth | 24 | $1.00K |