SMID NASDAQ
Smith-Midland Corporation
1W: -4.4%
1M: -12.2%
3M: -10.8%
YTD: -15.6%
1Y: -3.3%
3Y: +48.3%
5Y: +150.2%
$29.45
-0.05 (-0.17%)
Weekly Expected Move ±6.9%
$26
$29
$31
$33
$35
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SMID
63
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$91M
Total Invested
6
New Positions
14
Increased
29
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | THOMPSON DAVIS & CO., INC. | 1,841,775 | $$54M | +7,448 | +0.4% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 360,626 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 3 | NEEDHAM INVESTMENT MANAGEMENT LLC | 225,000 | $$7M | +2,000 | +0.9% | 12Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 224,841 | $$7M | +496 | +0.2% | 12Q | SEC ↗ |
| 5 | BlackRock, Inc. | 161,107 | $$5M | -4,924 | -3.0% | 7Q | SEC ↗ |
| 6 | RBF Capital, LLC | 148,400 | $$4M | — | +0.0% | 13Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 82,900 | $$2M | -2,065 | -2.4% | 13Q | SEC ↗ |
| 8 | BARD ASSOCIATES INC | 80,333 | $$2M | -198 | -0.2% | 13Q | SEC ↗ |
| 9 | RICE HALL JAMES & ASSOCIATES, LLC | 51,346 | $$2M | +756 | +1.5% | 13Q | SEC ↗ |
| 10 | STATE STREET CORP | 46,233 | $$1M | -200 | -0.4% | 13Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 44,729 | $$1M | +4,384 | +10.9% | 13Q | SEC ↗ |
| 12 | HERITAGE INVESTORS MANAGEMENT CORP | 38,268 | $$1M | — | +0.0% | 13Q | SEC ↗ |
| 13 | Corient Private Wealth LLC | 34,750 | $$1M | -34,750 | -50.0% | 13Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 28,074 | $$827K | -308 | -1.1% | 10Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO NEW | 27,976 | $$824K | — | +0.0% | 1Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 16,423 | $$484K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY | 14,280 | $$421K | +2,367 | +19.9% | 12Q | SEC ↗ |
| 18 | INTRUST BANK NA | 12,098 | $$356K | — | +0.0% | 13Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 10,747 | $$316K | -620 | -5.5% | 8Q | SEC ↗ |
| 20 | Waverly Advisors, LLC | 10,004 | $$295K | +1 | +0.0% | 3Q | SEC ↗ |
| 21 | LAZARD ASSET MANAGEMENT LLC | 9,004 | $$265K | +274 | +3.1% | 8Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 7,445 | $$219K | -1,130 | -13.2% | 8Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 7,144 | $$210K | -8,246 | -53.6% | 3Q | SEC ↗ |
| 24 | UBS Group AG | 7,108 | $$209K | +143 | +2.1% | 9Q | SEC ↗ |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7,085 | $$209K | -2,618 | -27.0% | 4Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 6,518 | $$192K | -12 | -0.2% | 3Q | SEC ↗ |
| 27 | RHUMBLINE ADVISERS | 3,800 | $$112K | -174 | -4.4% | 8Q | SEC ↗ |
| 28 | CALDWELL SUTTER CAPITAL, INC. | 3,272 | $$96K | — | +0.0% | 13Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 3,039 | $$89K | +1,307 | +75.5% | 12Q | SEC ↗ |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND | 2,161 | $$64K | — | +0.0% | 8Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 2,108 | $$62K | -796 | -27.4% | 13Q | SEC ↗ |
| 32 | Vanguard Global Advisers, LLC NEW | 1,995 | $$59K | — | +0.0% | 1Q | SEC ↗ |
| 33 | DEUTSCHE BANK AG | 1,953 | $$58K | +1,916 | +5178.4% | 8Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 1,481 | $$44K | +8 | +0.5% | 6Q | SEC ↗ |
| 35 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,345 | $$40K | +34 | +2.6% | 7Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 1,220 | $$36K | +290 | +31.2% | 13Q | SEC ↗ |
| 37 | CWM, LLC | 1,064 | $$31K | +3 | +0.3% | 7Q | SEC ↗ |
| 38 | Police & Firemen's Retirement System o | 1,040 | $$31K | — | +0.0% | 6Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 944 | $$28K | +444 | +88.8% | 8Q | SEC ↗ |
| 40 | Tower Research Capital LLC (TRC) | 682 | $$20K | +386 | +130.4% | 7Q | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 510 | $$15K | -34 | -6.2% | 7Q | SEC ↗ |
| 42 | BARCLAYS PLC | 473 | $$14K | -3,751 | -88.8% | 8Q | SEC ↗ |
| 43 | ADIRONDACK TRUST CO | 330 | $$10K | — | +0.0% | 13Q | SEC ↗ |
| 44 | GAMMA Investing LLC | 282 | $$8K | -38 | -11.9% | 6Q | SEC ↗ |
| 45 | Legal & General Group Plc | 250 | $$7K | -55 | -18.0% | 8Q | SEC ↗ |
| 46 | Ameritas Investment Partners, Inc. | 228 | $$7K | — | +0.0% | 8Q | SEC ↗ |
| 47 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 200 | $$6K | — | +0.0% | 2Q | SEC ↗ |
| 48 | FMR LLC | 185 | $$5K | +97 | +110.2% | 9Q | SEC ↗ |
| 49 | CALIFORNIA STATE TEACHERS RETIREMENT S | 148 | $$4K | -19 | -11.4% | 8Q | SEC ↗ |
| 50 | CITIGROUP INC | 63 | $$2K | -107 | -62.9% | 9Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 360,626 | $$11M |
| VANGUARD FIDUCIARY TRUST CO | 27,976 | $$824K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,423 | $$484K |
| Vanguard Global Advisers, LLC | 1,995 | $$59K |
| MAI Capital Management | 1 | $$0K |
| Allworth Financial LP | 1 | $$0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 16,608 | $$489K |
| MILLENNIUM MANAGEMENT LLC | 11,905 | $$351K |
| Y-Intercept (Hong Kong) Ltd | 7,083 | $$209K |
| DAVENPORT & Co LLC | 6,300 | $$186K |
| HRT FINANCIAL LP | 5,946 | $$175K |
| Berman McAleer LLC | 5,803 | $$171K |
| BANK OF AMERICA CORP /DE | 3,132 | $$92K |
| SUMMIT WEALTH GROUP LLC / CO | 2,493 | $$73K |
| Sound Income Strategies, LLC | 1,080 | $$32K |
| RAYMOND JAMES FINANCIAL INC | 350 | $$10K |
| Merited Wealth, LLC | 313 | $$9K |
| AMALGAMATED BANK | 86 | $$3K |
| SouthState Corp | 33 | $$1K |
| Arax Advisory Partners | 8 | $$0K |
| PNC Financial Services Group, Inc. | 2 | $$0K |
| IFP Advisors, Inc | 0 | $$0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| THOMPSON DAVIS & CO., INC. | +7,448 | +0.4% | 1,841,775 |
| DIMENSIONAL FUND ADVISORS LP | +4,384 | +10.9% | 44,729 |
| MORGAN STANLEY | +2,367 | +19.9% | 14,280 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | +2,000 | +0.9% | 225,000 |
| DEUTSCHE BANK AG | +1,916 | +5178.4% | 1,953 |
| WELLS FARGO & COMPANY/MN | +1,307 | +75.5% | 3,039 |
| RICE HALL JAMES & ASSOCIATES, LLC | +756 | +1.5% | 51,346 |
| VANGUARD GROUP INC | +496 | +0.2% | 224,841 |
| OSAIC HOLDINGS, INC. | +444 | +88.8% | 944 |
| Tower Research Capital LLC (TRC) | +386 | +130.4% | 682 |
| ROYAL BANK OF CANADA | +290 | +31.2% | 1,220 |
| LAZARD ASSET MANAGEMENT LLC | +274 | +3.1% | 9,004 |
| UBS Group AG | +143 | +2.1% | 7,108 |
| FMR LLC | +97 | +110.2% | 185 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +34 | +2.6% | 1,345 |
| BNP PARIBAS FINANCIAL MARKETS | +8 | +0.5% | 1,481 |
| CWM, LLC | +3 | +0.3% | 1,064 |
| Waverly Advisors, LLC | +1 | +0.0% | 10,004 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LLC | -34,750 | -50.0% | 34,750 |
| GOLDMAN SACHS GROUP INC | -8,246 | -53.6% | 7,144 |
| BlackRock, Inc. | -4,924 | -3.0% | 161,107 |
| BARCLAYS PLC | -3,751 | -88.8% | 473 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -2,618 | -27.0% | 7,085 |
| GEODE CAPITAL MANAGEMENT, LLC | -2,065 | -2.4% | 82,900 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,130 | -13.2% | 7,445 |
| JPMORGAN CHASE & CO | -796 | -27.4% | 2,108 |
| Bank of New York Mellon Corp | -620 | -5.5% | 10,747 |
| NORTHERN TRUST CORP | -308 | -1.1% | 28,074 |
| STATE STREET CORP | -200 | -0.4% | 46,233 |
| BARD ASSOCIATES INC | -198 | -0.2% | 80,333 |
| RHUMBLINE ADVISERS | -174 | -4.4% | 3,800 |
| CITIGROUP INC | -107 | -62.9% | 63 |
| Legal & General Group Plc | -55 | -18.0% | 250 |
| GAMMA Investing LLC | -38 | -11.9% | 282 |
| Russell Investments Group, Ltd. | -34 | -6.2% | 510 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -19 | -11.4% | 148 |
| JANE STREET GROUP, LLC | -12 | -0.2% | 6,518 |