Latest Institutional Purchases of Smartfinancial Inc. (SMBK)
This list provides information on the latest institutional transactions involving Smartfinancial Inc. (SMBK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
182New |
$6K - $6.89K
|
182
$6.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175+ 7.8% |
$5.76K - $6.62K
|
2.42K
$87.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
140New |
$4.61K - $5.3K
|
140
$5.04K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
107+ 1.97% |
$3.52K - $4.05K
|
5.54K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
100+ 0.52% |
$3.29K - $3.78K
|
19.5K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
79+ 75.96% |
$2.6K - $2.99K
|
183
$6.59K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
37+ 0.19% |
$1.22K - $1.4K
|
19.3K
$696K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 26.98% |
$560 - $643
|
80
$2.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.21% |
$527 - $605
|
7.56K
$272K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 47.83% |
$362 - $416
|
34
$1.22K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8+ 53.33% |
$264 - $303
|
23
$828
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6New |
$198 - $227
|
6
$216
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$165 - $189
|
5
$180
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4+ 0.04% |
$132 - $151
|
10.1K
$365K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 6.9% |
$65.9 - $75.7
|
31
$1.12K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 1.2% |
$32.9 - $37.8
|
84
$3.02K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.11% |
$32.9 - $37.8
|
908
$32.7K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3K+ 28.77% |
$307K - $383K
|
50.7K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.8K+ 106.12% |
$294K - $366K
|
21K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.44K+ 37.29% |
$175K - $218K
|
23.7K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.26KNew |
$170K - $211K
|
6.26K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6KNew |
$163K - $203K
|
6K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.93KNew |
$161K - $200K
|
5.93K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
4.64K+ 11.06% |
$126K - $157K
|
46.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.79KNew |
$103K - $128K
|
3.79K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
266+ 5.52% |
$7.21K - $8.99K
|
5.08K
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 101.45% |
$1.9K - $2.36K
|
139
$5.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
29+ 0.25% |
$786 - $980
|
11.8K
$424K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$678 - $845
|
25
$900
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$190 - $236
|
1.21K
$43.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7New |
$190 - $236
|
7
$252
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.17KNew |
$240K - $301K
|
8.17K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.95KNew |
$204K - $256K
|
6.95K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
348+ 3.07% |
$10.2K - $12.8K
|
11.7K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
62New |
$1.82K - $2.28K
|
62
$2.23K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$441 - $552
|
15
$540
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$294 - $368
|
10
$360
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.6KNew |
$837K - $1.09M
|
29.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
18.7KNew |
$529K - $689K
|
18.7K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.9KNew |
$280K - $365K
|
9.9K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.5KNew |
$184K - $240K
|
6.5K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4KNew |
$113K - $147K
|
4K
$144K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
674New |
$19.1K - $24.8K
|
674
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
210+ 2.25% |
$5.94K - $7.74K
|
9.54K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 21.79% |
$481 - $627
|
95
$3.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8New |
$226 - $295
|
8
$288
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$295K - $385K
|
12.8K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.91KNew |
$183K - $239K
|
7.91K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.77KNew |
$180K - $234K
|
7.77K
$280K
|
|