Southern Missouri Bancorp (SMBC) Institutional Ownership

$41.31
+0.81 (+2.00%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for Southern Missouri Bancorp (NASDAQ:SMBC)

Current
Institutional Ownership
Percentage
49.49%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$11.63M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.93M
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SMBC Institutional Buying and Selling by Quarter

Southern Missouri Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 BNP Paribas Financial Markets4,747$207K0.0%+86.8%0.042%
4/24/2024 Assenagon Asset Management S.A.21,017$919K0.0%+73.5%0.185%
4/19/2024 FORVIS Wealth Advisors LLC19,709$861K0.0%N/A0.173%
4/11/2024 BTC Capital Management Inc.18,335$801K0.1%N/A0.161%
4/5/2024 Los Angeles Capital Management LLC6,400$280K0.0%-10.2%0.056%
2/14/2024First Financial Bankshares Inc15,387$822K0.0%N/A0.135%
2/13/2024Epoch Investment Partners Inc.272,500$14.55M0.1%+4.8%2.403%
2/13/2024The Manufacturers Life Insurance Company 292,084$15.59M0.0%-3.7%2.576%
2/6/2024Welch & Forbes LLC7,665$409K0.0%-7.5%0.068%
2/6/2024ACR Alpine Capital Research LLC35,810$1.91M0.1%+3.5%0.316%
2/6/2024 Los Angeles Capital Management LLC7,123$380K0.0%+18.9%0.063%
2/6/2024Swiss National Bank18,953$1.01M0.0%-9.5%0.167%
2/6/2024New York Life Investment Management LLC9,231$493K0.0%-2.9%0.081%
2/5/2024Victory Capital Management Inc.17,000$908K0.0%-11.8%0.150%
2/5/2024Russell Investments Group Ltd.45,300$2.42M0.0%+10.4%0.399%
1/19/2024 Denali Advisors LLC2,600$139K0.0%N/A0.023%
1/17/2024 Assenagon Asset Management S.A.12,111$647K0.0%N/A0.107%
1/12/2024SG Americas Securities LLC5,611$300K0.0%+37.8%0.049%
12/18/2023Vanguard Group Inc.552,438$21.37M0.0%+2.0%4.873%
11/15/2023Mercer Global Advisors Inc. ADV92,279$3.57M0.0%+0.5%0.814%
11/13/2023Epoch Investment Partners Inc.260,125$10.06M0.1%+1.5%2.294%
11/13/2023FMR LLC807,087$31.23M0.0%+2.0%7.117%
11/8/2023ACR Alpine Capital Research LLC34,583$1.34M0.1%-15.1%0.305%
11/8/2023New York Life Investment Management LLC9,502$368K0.0%-13.8%0.084%
11/6/2023 Los Angeles Capital Management LLC5,993$232K0.0%-19.9%0.053%
11/6/2023Victory Capital Management Inc.19,280$746K0.0%-12.8%0.170%
11/6/2023ACR Alpine Capital Research LLC34,583$1.34M0.2%-15.1%0.305%
11/3/2023Welch & Forbes LLC8,290$321K0.0%-6.8%0.073%
10/27/2023River Oaks Capital LLC10,769$417K0.6%-6.4%0.095%
10/24/2023 Bank of New York Mellon Corp51,200$1.98M0.0%+0.8%0.451%
10/24/2023Independent Advisor Alliance11,855$459K0.0%-33.6%0.105%
10/23/2023Balboa Wealth Partners15,930$616K0.2%N/A0.140%
10/18/2023 UMB Bank n.a.9,747$377K0.0%-7.1%0.086%
10/17/2023 BTC Capital Management Inc.25,715$995K0.1%-8.7%0.227%
10/13/2023SG Americas Securities LLC4,073$158K0.0%N/A0.036%
8/15/2023Raffles Associates LP232,292$8.93M12.0%-1.2%2.050%
8/11/2023Epoch Investment Partners Inc.256,382$9.86M0.1%-4.1%2.263%
8/11/2023FJ Capital Management LLC738,371$28.39M3.6%-5.6%6.516%
8/11/2023Hotchkis & Wiley Capital Management LLC66,780$2.57M0.0%+24.5%0.589%
8/11/2023Smith Moore & CO.15,537$597K0.1%-1.6%0.137%
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8/11/2023The Manufacturers Life Insurance Company313,823$12.07M0.0%-2.2%2.770%
8/11/2023Franklin Resources Inc.70,078$2.69M0.0%-9.1%0.619%
8/10/2023Russell Investments Group Ltd.43,823$1.69M0.0%+45.9%0.387%
8/7/2023Acadian Asset Management LLC18,640$715K0.0%-32.0%0.165%
8/7/2023New York Life Investment Management LLC11,024$424K0.0%-11.3%0.097%
8/4/2023American International Group Inc.4,129$159K0.0%+11.1%0.036%
8/3/2023 Los Angeles Capital Management LLC7,483$288K0.0%-11.8%0.066%
8/3/2023 Bank of New York Mellon Corp50,770$1.95M0.0%+2.3%0.448%
7/28/2023Welch & Forbes LLC8,892$342K0.0%-11.0%0.078%
7/27/2023Victory Capital Management Inc.22,100$850K0.0%-16.6%0.195%
7/27/2023EA Series Trust14,026$539K0.0%N/A0.124%
7/26/2023 Janney Montgomery Scott LLC7,379$284K0.0%+9.8%0.065%
7/25/2023 UMB Bank n.a.10,494$403K0.0%+16.6%0.093%
7/24/2023ACR Alpine Capital Research LLC40,724$1.57M0.1%+92.0%0.359%
7/11/2023 BTC Capital Management Inc.28,175$1.08M0.1%N/A0.249%
5/15/2023Missouri Trust & Investment Co217,733$8.15M5.3%+0.5%1.922%
5/12/2023Epoch Investment Partners Inc.267,375$10.00M0.1%+0.1%2.364%
5/12/2023Martingale Asset Management L P12,877$482K0.0%+22.9%0.114%
5/11/2023Acadian Asset Management LLC27,421$1.03M0.0%-22.5%0.242%
5/11/2023Cornercap Investment Counsel Inc.11,704$438K0.1%N/A0.103%
5/8/2023New York Life Investment Management LLC12,432$465K0.0%N/A0.110%
5/8/2023Federated Hermes Inc.3,195$120K0.0%+45.0%0.028%
5/4/2023 Summit Global Investments8,600$322K0.0%-38.1%0.076%
5/4/2023Barclays PLC12,782$479K0.0%+12.6%0.113%
5/2/2023Victory Capital Management Inc.26,500$991K0.0%+12.8%0.234%
4/28/2023ACR Alpine Capital Research LLC21,213$794K0.0%+41.0%0.188%
4/28/2023 Janney Montgomery Scott LLC6,718$251K0.0%+18.0%0.059%
4/14/2023Welch & Forbes LLC9,991$374K0.0%N/A0.088%
3/23/2023MetLife Investment Management LLC4,332$199K0.0%-9.8%0.038%
2/13/2023Epoch Investment Partners Inc.266,996$12.24M0.1%-4.6%2.893%
2/13/2023The Manufacturers Life Insurance Company328,004$15.03M0.0%-3.3%3.554%
2/13/2023Martingale Asset Management L P10,477$480K0.0%-54.0%0.114%
2/13/2023Quadrant Capital Group LLC636$29K0.0%+140.9%0.007%
2/9/2023First Trust Advisors LP26,370$1.21M0.0%+11.4%0.286%
2/9/2023Victory Capital Management Inc.23,500$1.08M0.0%+9.5%0.255%
2/9/2023Dimensional Fund Advisors LP276,802$12.69M0.0%+2.0%2.999%
2/9/2023FJ Capital Management LLC425,310$19.49M2.3%+22.9%4.608%
2/9/2023Mercer Global Advisors Inc. ADV90,938$4.17M0.0%+0.4%0.985%
2/8/2023UBS Group AG3,003$138K0.0%N/A0.033%
2/8/2023Swiss National Bank18,953$869K0.0%N/A0.205%
2/8/2023Russell Investments Group Ltd.30,033$1.38M0.0%+74.3%0.325%
2/6/2023 Los Angeles Capital Management LLC8,648$396K0.0%-2.4%0.094%
2/3/2023River Oaks Capital LLC19,767$906K1.0%-9.3%0.214%
2/2/2023SG Americas Securities LLC2,859$131K0.0%+22.2%0.031%
2/1/2023 Janney Montgomery Scott LLC5,691$261K0.0%+7.0%0.062%
1/31/2023 Summit Global Investments13,900$637K0.1%+26.4%0.151%
11/15/2022Mercer Global Advisors Inc. ADV90,588$4.62M0.0%N/A0.982%
11/15/2022Quadrature Capital Ltd5,881$300K0.0%N/A0.064%
11/15/2022Martingale Asset Management L P22,769$1.16M0.0%-9.0%0.247%
11/15/2022Epoch Investment Partners Inc.279,745$14.28M0.1%-1.5%3.031%
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11/14/2022Renaissance Technologies LLC95,134$4.86M0.0%-26.0%1.031%
11/14/2022Hsbc Holdings PLC6,260$323K0.0%+6.1%0.068%
11/4/2022River Oaks Capital LLC21,800$1.11M1.2%-1.4%0.236%
11/4/2022Russell Investments Group Ltd.17,233$879K0.0%-39.8%0.187%
11/3/2022The Manufacturers Life Insurance Company339,180$17.31M0.0%-4.1%3.675%
11/2/2022 Los Angeles Capital Management LLC8,858$452K0.0%-64.5%0.096%
11/2/2022Victory Capital Management Inc.21,457$1.10M0.0%+7.3%0.232%
10/31/2022SG Americas Securities LLC2,339$119K0.0%-37.3%0.025%
10/27/2022US Bancorp DE5,071$259K0.0%+26.8%0.055%
10/25/2022 Janney Montgomery Scott LLC5,317$271K0.0%N/A0.058%
(Data available from 1/1/2016 forward)

SMBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBC shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Southern Missouri Bancorp. The most heavily invested institutionals were FMR LLC ($31.23M), FJ Capital Management LLC ($28.39M), Vanguard Group Inc. ($21.37M), The Manufacturers Life Insurance Company ($15.59M), Epoch Investment Partners Inc. ($14.55M), Dimensional Fund Advisors LP ($12.69M), and Raffles Associates LP ($8.93M).Learn more on SMBC's institutional investors.

What percentage of Southern Missouri Bancorp stock is owned by institutional investors?

49.49% of Southern Missouri Bancorp stock is owned by institutional investors. Learn more on SMBC's institutional investor holdings.

Which institutional investors have been buying Southern Missouri Bancorp stock?

Of the 45 institutional investors that purchased Southern Missouri Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($91.37K), FJ Capital Management LLC ($79.61K), Royce & Associates LP ($49.27K), BTC Capital Management Inc. ($46.51K), Russell Investments Group Ltd. ($30.87K), Siena Capital Partners GP LLC ($28.62K), and ACR Alpine Capital Research LLC ($28.37K).

How much institutional buying is happening at Southern Missouri Bancorp?

Institutional investors have bought a total of 672,833 shares in the last 24 months. This purchase volume represents approximately $30.26M in transactions.

Which Southern Missouri Bancorp major shareholders have been selling company stock?

Of the 27 institutional investors that sold Southern Missouri Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($51.04K), The Manufacturers Life Insurance Company ($44.14K), FJ Capital Management LLC ($44.03K), Jacobs Asset Management LLC ($38.72K), Renaissance Technologies LLC ($33.40K), Epoch Investment Partners Inc. ($27.92K), and Assenagon Asset Management S.A. ($21.02K).

How much institutional selling is happening at Southern Missouri Bancorp?

Institutional investors have sold a total of 398,452 shares in the last 24 months. This volume of shares sold represents approximately $18.20M in transactions.


This page (NASDAQ:SMBC) was last updated on 5/2/2024 by MarketBeat.com Staff

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