Latest Institutional Transactions on Simply Good Foods CO (SMPL)
This table provides information on the latest institutional transactions involving Simply Good Foods CO (SMPL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.8K+ 40.0% |
$96.9K - $112K
|
9.8K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
257New |
$8.89K - $10.2K
|
257
$9.64K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-299K- 14.3% |
$10.3M - $11.9M
|
1.79M
$67.1M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$450 - $518
|
13
$488
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.81K- 20.45% |
$166K - $192K
|
18.7K
$701K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.56% |
$34.6 - $39.9
|
17
$638
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.25KClosed |
$43K - $49.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
265KNew |
$9.15M - $10.5M
|
265K
$9.94M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
19.2KNew |
$662K - $763K
|
19.2K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
436+ 235.68% |
$15K - $17.3K
|
621
$23.3K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.77KNew |
$234K - $269K
|
6.77K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.73K - $1.99K
|
50
$1.88K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
79New |
$2.73K - $3.14K
|
79
$2.96K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 3.23% |
$34.5 - $39.8
|
30
$1.13K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.1KNew |
$176K - $203K
|
5.1K
$191K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.75% |
$34.5 - $39.8
|
135
$5.06K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$69 - $79.5
|
2
$75
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 24.24% |
$276 - $318
|
41
$1.54K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
17.7KNew |
$611K - $704K
|
17.7K
$664K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 16.67% |
$104 - $119
|
21
$788
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$196K - $226K
|
5.68K
$213K
|
|
| Q4 2022 | |||||||
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.5K- 26.32% |
$113K - $140K
|
9.8K
$368K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-587- 4.13% |
$18.9K - $23.5K
|
13.6K
$512K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3New |
$96.5 - $120
|
3
$113
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.29K+ 9214.29% |
$41.5K - $51.7K
|
1.3K
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
15+ 29.41% |
$483 - $601
|
66
$2.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 5.61% |
$44.7K - $55.6K
|
26.2K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
984KNew |
$31.7M - $39.4M
|
984K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-14.1K- 70.43% |
$453K - $564K
|
5.91K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.74KNew |
$281K - $350K
|
8.74K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
784New |
$25.2K - $31.4K
|
784
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-256K- 79.69% |
$8.23M - $10.2M
|
65.2K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.36KNew |
$172K - $215K
|
5.36K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.2KNew |
$328K - $409K
|
10.2K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
36+ 100.0% |
$1.16K - $1.44K
|
72
$2.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
34KNew |
$1.09M - $1.36M
|
34K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
181New |
$5.82K - $7.25K
|
181
$6.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-26.9K- 43.69% |
$864K - $1.08M
|
34.6K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
21New |
$676 - $841
|
21
$788
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14- 17.5% |
$450 - $561
|
66
$2.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$804 - $1K
|
25
$938
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-30.3K- 54.5% |
$976K - $1.21M
|
25.3K
$950K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.13K- 4.96% |
$36.4K - $45.3K
|
21.7K
$814K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
75New |
$2.41K - $3K
|
75
$2.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$740 - $921
|
23
$863
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-48- 1.26% |
$1.41K - $1.86K
|
3.77K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
11KNew |
$323K - $427K
|
11K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.1KNew |
$238K - $314K
|
8.1K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.1K- 6.43% |
$32.3K - $42.7K
|
16K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
SELL
|
- |
-125K- 60.98% |
$3.68M - $4.85M
|
80K
$3M
|
|