Institutional Ownership Simply Good Foods CO (SMPL)
This table provides information about the institutional ownership of Simply Good Foods CO (SMPL). We have compiled data on the 304 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
83
shares
|
$2,855
0.0% of portfolio
|
Q1 2022
Reduced 38.06%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
73
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
72
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$2,339
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
62
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
Added 82.35%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
62
shares
|
$2,132
0.0% of portfolio
|
Q3 2023
Added 3.33%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
59
shares
|
$2,029
0.0% of portfolio
|
Q4 2024
Added 156.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
54
shares
|
$1,857
0.0% of portfolio
|
Q4 2024
Added 45.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
51
shares
|
$1,754
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$1,720
0.0% of portfolio
|
Q2 2022
Reduced 52.38%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
33
shares
|
$1,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
30
shares
|
$1,032
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25
shares
|
$860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$688
0.0% of portfolio
|
Q2 2022
Reduced 99.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
18
shares
|
$619
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
13
shares
|
$447
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
13
shares
|
$447
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
12
shares
|
$412
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$344
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
7
shares
|
$240
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|