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 303 institutions that hold shares in the stock, with a total of 81.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
15,728
shares
|
$525,315
0.16% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
15,285
shares
|
$510,519
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
15,248
shares
|
$509,283
0.08% of portfolio
|
Q4 2024
Reduced 63.06%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
15,175
shares
|
$506,845
0.02% of portfolio
|
Q1 2024
Added 69.27%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
13,639
shares
|
$455,542
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,539
shares
|
$452,202
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
12,854
shares
|
$429,323
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,656
shares
|
$422,710
0.03% of portfolio
|
Q4 2024
Added 44.72%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
12,324
shares
|
$411,621
0.03% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
11,970
shares
|
$399,798
0.0% of portfolio
|
Q4 2024
Reduced 78.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,951
shares
|
$399,163
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,753
shares
|
$392,550
0.05% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11,611
shares
|
$387,807
0.04% of portfolio
|
Q2 2024
Reduced 57.01%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
11,338
shares
|
$378,689
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
11,275
shares
|
$376,585
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
11,272
shares
|
$376,484
0.0% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,217
shares
|
$374,647
0.0% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
10,682
shares
|
$356,778
0.03% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,617
shares
|
$354,607
0.0% of portfolio
|
Q4 2024
Reduced 73.52%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
10,412
shares
|
$347,760
0.02% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
10,201
shares
|
$340,713
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
10,042
shares
|
$335,402
0.29% of portfolio
|
Q4 2024
Added 36.64%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$334,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,890
shares
|
$330,326
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
9,549
shares
|
$318,936
0.01% of portfolio
|
Q4 2024
Added 5.29%
|