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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,227
shares
|
$207,981
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,141
shares
|
$205,109
0.02% of portfolio
|
Q4 2023
Added 14.59%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,121
shares
|
$204,441
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
6,000
shares
|
$200,400
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
5,891
shares
|
$196,759
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
5,869
shares
|
$196,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,792
shares
|
$193,452
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,569
shares
|
$186,004
0.0% of portfolio
|
Q4 2024
Added 256.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,569
shares
|
$186,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,568
shares
|
$185,971
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,512
shares
|
$184,100
0.01% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,490
shares
|
$183,366
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
5,430
shares
|
$181,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
5,327
shares
|
$177,921
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,315
shares
|
$177,521
0.0% of portfolio
|
Q4 2024
Reduced 37.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
5,273
shares
|
$176,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
5,252
shares
|
$175,416
0.02% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,869
shares
|
$162,624
0.12% of portfolio
|
Q4 2024
Added 45.17%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
4,493
shares
|
$150,066
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
4,042
shares
|
$135,002
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
3,844
shares
|
$128,389
0.0% of portfolio
|
Q4 2024
Added 24.64%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,770
shares
|
$125,918
0.02% of portfolio
|
Q3 2022
Reduced 1.26%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,697
shares
|
$123,479
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,558
shares
|
$118,837
0.0% of portfolio
|
Q2 2020
Added 30.59%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
3,450
shares
|
$115,230
0.0% of portfolio
|
Q4 2024
Added 39.45%
|