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SMBC - Southern Missouri Bancorp Inc Stock Price, Fair Value and News
40.50
USD
+0.40
(+1.00%)
Market Closed
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SMBC
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Funds-Owners-Holders
Which funds bought or sold SMBC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
1.00
2024-04-26
UMB Bank, n.a.
UNCHANGED
Premium
Premium
Premium
Premium
9,747
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
49,141
2024-04-24
Assenagon Asset Management S.A.
ADDED
Premium
Premium
Premium
Premium
21,017
2024-04-23
Gradient Investments LLC
UNCHANGED
Premium
Premium
Premium
Premium
600
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
263
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
4,698
2024-04-19
DENALI ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
FORVIS Wealth Advisors, LLC
NEW
Premium
Premium
Premium
Premium
19,709
2024-04-11
BTC Capital Management, Inc.
NEW
Premium
Premium
Premium
Premium
18,335
2024-04-05
LOS ANGELES CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
6,400
2024-04-05
CWM, LLC
NEW
Premium
Premium
Premium
Premium
89.00
2024-04-05
GAMMA Investing LLC
UNCHANGED
Premium
Premium
Premium
Premium
61.00
2024-03-22
PNC FINANCIAL SERVICES GROUP, INC.
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2024-03-11
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
574,997
2024-03-01
GOLDMAN SACHS GROUP INC
ADDED
Premium
Premium
Premium
Premium
35,136
2024-02-28
AMERICAN INTERNATIONAL GROUP, INC.
ADDED
Premium
Premium
Premium
Premium
4,718
2024-02-15
BARCLAYS PLC
ADDED
Premium
Premium
Premium
Premium
23,807
2024-02-15
Legal & General Group Plc
ADDED
Premium
Premium
Premium
Premium
8,185
2024-02-15
MERCER GLOBAL ADVISORS INC /ADV
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
ALLIANCEBERNSTEIN L.P.
REDUCED
Premium
Premium
Premium
Premium
7,090
2024-02-14
JANUS HENDERSON GROUP PLC
REDUCED
Premium
Premium
Premium
Premium
5,715
2024-02-14
CITADEL ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
10,376
2024-02-14
Royal Bank of Canada
ADDED
Premium
Premium
Premium
Premium
9,756
2024-02-14
Ameritas Investment Partners, Inc.
ADDED
Premium
Premium
Premium
Premium
983
Rows per page:
10
25
50
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1–25 of 102
Which funds are the top buyers of SMBC?
Fund Name
# Shares
$ Value
% Port.
FMR LLC
810,171
43,255,000
-
BlackRock Inc.
706,660
37,728,600
-
FJ Capital Management LLC
608,264
32,475,200
3.26%
VANGUARD GROUP INC
574,997
30,699,100
-
DIMENSIONAL FUND ADVISORS LP
318,784
17,020,300
-
MANUFACTURERS LIFE INSURANCE COMPANY, THE
292,084
15,594,400
0.01%
Epoch Investment Partners, Inc.
272,500
14,548,800
0.07%
RAFFLES ASSOCIATES LP
232,292
12,402,100
15.68%
Missouri Trust & Investment Co
217,742
11,625,200
4.70%
GEODE CAPITAL MANAGEMENT, LLC
209,506
11,186,700
-
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10
1–10 of 98
Which funds have put a big percent of portfolio in SMBC?
Fund Name
$ Value
% Port.
RAFFLES ASSOCIATES LP
12,402,100
15.68%
Missouri Trust & Investment Co
11,625,200
4.70%
FJ Capital Management LLC
32,475,200
3.26%
HYA Advisors, Inc
4,084,000
1.60%
Siena Capital Partners GP, LLC
4,234,570
1.33%
River Oaks Capital LLC
416,653
0.61%
Balboa Wealth Partners
850,503
0.28%
ENTERPRISE FINANCIAL SERVICES CORP
282,860
0.17%
SMITH, MOORE & CO.
763,065
0.09%
Epoch Investment Partners, Inc.
14,548,800
0.07%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold SMBC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Brandywine Global Investment Management, LLC
1,610,620
FORVIS Wealth Advisors, LLC
861,480
First Financial Bankshares Inc
821,512
BTC Capital Management, Inc.
801,424
CITADEL ADVISORS LLC
553,975
EA Series Trust
539,300
TWO SIGMA INVESTMENTS, LP
478,001
Williams Jones Wealth Management, LLC.
232,247
Additions
Fund Name
% Increased
CITIGROUP INC
1,475
MORGAN STANLEY
112
GOLDMAN SACHS GROUP INC
106
BARCLAYS PLC
96.22
GREAT WEST LIFE ASSURANCE CO /CAN/
91.41
UBS Group AG
82.77
Assenagon Asset Management S.A.
73.54
JPMORGAN CHASE & CO
65.75
Reductions
Fund Name
% Reduced
Covestor Ltd
-66.67
AMALGAMATED BANK
-63.11
Siena Capital Partners GP, LLC
-50.00
ACR Alpine Capital Research, LLC
-48.23
STIFEL FINANCIAL CORP
-40.81
Tower Research Capital LLC (TRC)
-39.76
BNP PARIBAS FINANCIAL MARKETS
-32.55
FJ Capital Management LLC
-17.62
Sold off
Fund Name
$ Sold
MERCER GLOBAL ADVISORS INC /ADV
-3,570,000
MILLENNIUM MANAGEMENT LLC
-349,951
DENALI ADVISORS LLC
-138,814
Qube Research & Technologies Ltd
-48,711
West Tower Group, LLC
-33,854
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-