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 338 institutions that hold shares in the stock, with a total of 86.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$1,343
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
57
shares
|
$1,125
0.0% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
52
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
52
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
51
shares
|
$1,007
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$987
0.0% of portfolio
|
Q2 2022
Reduced 52.38%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
42
shares
|
$829
0.0% of portfolio
|
Q2 2025
Reduced 60.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
39
shares
|
$770
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
30
shares
|
$592
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$553
0.0% of portfolio
|
Q3 2025
Reduced 67.82%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
26
shares
|
$513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
23
shares
|
$454
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
22
shares
|
$434
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$395
0.0% of portfolio
|
Q2 2022
Reduced 99.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
19
shares
|
$375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12
shares
|
$237
0.0% of portfolio
|
Q3 2025
Reduced 97.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$237
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12
shares
|
$237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$237
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
9
shares
|
$177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
7
shares
|
$138
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$79
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$59
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|