SMCAY Institutional Ownership
SMC Corporation
1W: +7.0%
1M: +13.0%
3M: +0.6%
YTD: +35.6%
1Y: +50.9%
3Y: +7.2%
5Y: -29.4%
$23.58
+0.78 (+3.42%)
Weekly Expected Move ±6.2%
$21
$22
$24
$25
$26
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Institutional Ownership — SMCAY
13
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$2M
Total Invested
3
New Positions
5
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 52,705 | $1M | +5,002 | +10.5% | 8Q | SEC ↗ |
| 2 | RHUMBLINE ADVISERS | 23,926 | $564K | +2,646 | +12.4% | 13Q | SEC ↗ |
| 3 | ALTA CAPITAL MANAGEMENT LLC | 15,349 | $362K | +2,327 | +17.9% | 2Q | SEC ↗ |
| 4 | Fulton Bank, N.A. NEW | 10,350 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 5 | GAMMA Investing LLC | 5,089 | $120K | +343 | +7.2% | 11Q | SEC ↗ |
| 6 | HANTZ FINANCIAL SERVICES, INC. | 2,257 | $53K | -88,372 | -97.5% | 4Q | SEC ↗ |
| 7 | Salomon & Ludwin, LLC | 714 | $17K | -450 | -38.7% | 5Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 588 | $14K | +4 | +0.7% | 15Q | SEC ↗ |
| 9 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 165 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 10 | HORIZON FINANCIAL SERVICES, LLC NEW | 88 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 11 | NBC SECURITIES, INC. | 0 | $0K | -20,123 | -100.0% | 3Q | SEC ↗ |
| 12 | Ascentis Independent Advisors | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
| 13 | YOUSIF CAPITAL MANAGEMENT, LLC | 0 | $0K | -12,010 | -100.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Fulton Bank, N.A. | 10,350 | $244K |
| COMPASS FINANCIAL MANAGEMENT LLC | 165 | $4K |
| HORIZON FINANCIAL SERVICES, LLC | 88 | $2K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 20,123 | $475K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12,010 | $283K |
| Ascentis Independent Advisors | 100 | $2K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sterling Capital Management LLC | +5,002 | +10.5% | 52,705 |
| RHUMBLINE ADVISERS | +2,646 | +12.4% | 23,926 |
| ALTA CAPITAL MANAGEMENT LLC | +2,327 | +17.9% | 15,349 |
| GAMMA Investing LLC | +343 | +7.2% | 5,089 |
| PNC Financial Services Group, Inc. | +4 | +0.7% | 588 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | -88,372 | -97.5% | 2,257 |
| Salomon & Ludwin, LLC | -450 | -38.7% | 714 |