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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
9,439
shares
|
$315,262
0.01% of portfolio
|
Q2 2023
Added 9.21%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,370
shares
|
$312,958
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
8,842
shares
|
$295,322
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
8,823
shares
|
$294,688
0.0% of portfolio
|
Q4 2024
Reduced 86.9%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
8,542
shares
|
$285,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$280,660
0.01% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,307
shares
|
$277,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,993
shares
|
$266,966
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,623
shares
|
$254,608
0.0% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,384
shares
|
$246,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,371
shares
|
$246,191
0.18% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
7,232
shares
|
$241,548
0.04% of portfolio
|
Q4 2024
Reduced 32.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,189
shares
|
$240,112
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,067
shares
|
$236,037
0.0% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
7,050
shares
|
$235,470
0.03% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,989
shares
|
$233,432
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
6,923
shares
|
$231,228
0.0% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
6,771
shares
|
$226,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
6,700
shares
|
$223,780
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
6,643
shares
|
$221,876
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,586
shares
|
$219,972
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,429
shares
|
$214,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,401
shares
|
$213,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
6,379
shares
|
$213,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,299
shares
|
$210,386
0.0% of portfolio
|
Q4 2024
Added 5.87%
|