SMID Institutional Ownership
Smith-Midland Corporation
1W: -8.6%
1M: -14.9%
3M: -24.9%
YTD: -36.5%
1Y: -45.6%
3Y: +12.4%
5Y: +18.7%
$22.19
-0.57 (-2.50%)
Weekly Expected Move ±3.7%
$21
$21
$22
$23
$24
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Institutional Ownership — SMID
64
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$88M
Total Invested
8
New Positions
16
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | THOMPSON DAVIS & CO., INC. | 1,824,119 | $$40M | -17,656 | -1.0% | 19Q | SEC ↗ |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | 225,000 | $$5M | — | +0.0% | 23Q | SEC ↗ |
| 3 | BlackRock, Inc. | 196,437 | $$4M | +35,330 | +21.9% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 137,332 | $$3M | -42,981 | -23.8% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 89,742 | $$2M | +6,842 | +8.3% | 21Q | SEC ↗ |
| 6 | BARD ASSOCIATES INC | 79,875 | $$2M | -458 | -0.6% | 22Q | SEC ↗ |
| 7 | RBF Capital, LLC | 74,200 | $$2M | — | +0.0% | 23Q | SEC ↗ |
| 8 | RICE HALL JAMES & ASSOCIATES, LLC | 53,979 | $$1M | +2,633 | +5.1% | 19Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 50,555 | $$1M | +5,826 | +13.0% | 19Q | SEC ↗ |
| 10 | STATE STREET CORP | 45,713 | $$1M | -520 | -1.1% | 21Q | SEC ↗ |
| 11 | HERITAGE INVESTORS MANAGEMENT CORP | 38,268 | $$849K | — | +0.0% | 23Q | SEC ↗ |
| 12 | VANGUARD FIDUCIARY TRUST CO | 30,044 | $$667K | +2,068 | +7.4% | 2Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 25,844 | $$573K | -2,230 | -7.9% | 11Q | SEC ↗ |
| 14 | MORGAN STANLEY | 22,883 | $$508K | +9,940 | +76.8% | 21Q | SEC ↗ |
| 15 | Topline Capital Management, LLC NEW | 20,012 | $$444K | — | +0.0% | 1Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19,373 | $$430K | +2,950 | +18.0% | 2Q | SEC ↗ |
| 17 | INTRUST BANK NA | 12,098 | $$268K | — | +0.0% | 17Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 11,222 | $$249K | +475 | +4.4% | 9Q | SEC ↗ |
| 19 | Waverly Advisors, LLC | 10,004 | $$222K | — | +0.0% | 4Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 8,902 | $$198K | +1,758 | +24.6% | 4Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 8,726 | $$194K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 8,726 | $$194K | +1,281 | +17.2% | 9Q | SEC ↗ |
| 23 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7,085 | $$157K | — | +0.0% | 5Q | SEC ↗ |
| 24 | UBS Group AG | 6,582 | $$146K | -526 | -7.4% | 10Q | SEC ↗ |
| 25 | CALDWELL SUTTER CAPITAL, INC. | 3,272 | $$73K | — | +0.0% | 15Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 2,615 | $$58K | +1,568 | +149.8% | 17Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 2,162 | $$48K | +54 | +2.6% | 21Q | SEC ↗ |
| 28 | NEW YORK STATE COMMON RETIREMENT FUND | 2,161 | $$48K | — | +0.0% | 9Q | SEC ↗ |
| 29 | DEUTSCHE BANK AG | 2,011 | $$45K | +58 | +3.0% | 9Q | SEC ↗ |
| 30 | Vanguard Global Advisers, LLC | 1,995 | $$44K | — | +0.0% | 2Q | SEC ↗ |
| 31 | RHUMBLINE ADVISERS | 1,943 | $$43K | -1,857 | -48.9% | 9Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,758 | $$39K | +538 | +44.1% | 14Q | SEC ↗ |
| 33 | BNP PARIBAS FINANCIAL MARKETS | 1,377 | $$31K | -104 | -7.0% | 7Q | SEC ↗ |
| 34 | CITIGROUP INC | 1,315 | $$29K | +1,204 | +1084.7% | 11Q | SEC ↗ |
| 35 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,291 | $$29K | -54 | -4.0% | 8Q | SEC ↗ |
| 36 | CWM, LLC | 1,064 | $$24K | +3 | +0.3% | 7Q | SEC ↗ |
| 37 | Police & Firemen's Retirement System o | 1,040 | $$23K | — | +0.0% | 7Q | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 933 | $$21K | +423 | +82.9% | 8Q | SEC ↗ |
| 39 | Tower Research Capital LLC (TRC) | 557 | $$12K | -125 | -18.3% | 8Q | SEC ↗ |
| 40 | BARCLAYS PLC | 406 | $$9K | -67 | -14.2% | 9Q | SEC ↗ |
| 41 | ADIRONDACK TRUST CO | 330 | $$7K | — | +0.0% | 19Q | SEC ↗ |
| 42 | Legal & General Group Plc | 250 | $$6K | — | +0.0% | 9Q | SEC ↗ |
| 43 | GAMMA Investing LLC | 230 | $$5K | -52 | -18.4% | 7Q | SEC ↗ |
| 44 | Ameritas Investment Partners, Inc. | 228 | $$5K | — | +0.0% | 9Q | SEC ↗ |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 200 | $$4K | — | +0.0% | 3Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 108 | $$2K | -836 | -88.6% | 9Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 66 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 48 | FMR LLC | 50 | $$1K | -135 | -73.0% | 10Q | SEC ↗ |
| 49 | CALIFORNIA STATE TEACHERS RETIREMENT S | 39 | $$1K | -109 | -73.6% | 9Q | SEC ↗ |
| 50 | Optiver Holding B.V. | 30 | $$1K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Topline Capital Management, LLC | 20,012 | $$444K |
| Sixth Street Partners Management Co | 8,726 | $$194K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 66 | $$1K |
| MERCER GLOBAL ADVISORS INC /ADV | 25 | $$1K |
| Arax Advisory Partners | 10 | $$0K |
| ROTHSCHILD INVESTMENT LLC | 1 | $$0K |
| Integrated Wealth Concepts LLC | 1 | $$0K |
| Farther Finance Advisors, LLC | 1 | $$0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 34,750 | $$771K |
| STIFEL FINANCIAL CORP | 16,608 | $$369K |
| LAZARD ASSET MANAGEMENT LLC | 9,004 | $$200K |
| JANE STREET GROUP, LLC | 6,518 | $$145K |
| CITADEL ADVISORS LLC | 6,369 | $$141K |
| HRT FINANCIAL LP | 5,946 | $$132K |
| BANK OF AMERICA CORP /DE | 3,132 | $$69K |
| Merited Wealth, LLC | 313 | $$7K |
| AMALGAMATED BANK | 86 | $$2K |
| NISA INVESTMENT ADVISORS, LLC | 18 | $$0K |
| PNC Financial Services Group, Inc. | 2 | $$0K |
| MAI Capital Management | 1 | $$0K |
| True Wealth Design, LLC | 1 | $$0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +35,330 | +21.9% | 196,437 |
| MORGAN STANLEY | +9,940 | +76.8% | 22,883 |
| GEODE CAPITAL MANAGEMENT, LLC | +6,842 | +8.3% | 89,742 |
| DIMENSIONAL FUND ADVISORS LP | +5,826 | +13.0% | 50,555 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +2,950 | +18.0% | 19,373 |
| RICE HALL JAMES & ASSOCIATES, LLC | +2,633 | +5.1% | 53,979 |
| VANGUARD FIDUCIARY TRUST CO | +2,068 | +7.4% | 30,044 |
| GOLDMAN SACHS GROUP INC | +1,758 | +24.6% | 8,902 |
| WELLS FARGO & COMPANY/MN | +1,568 | +149.8% | 2,615 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,281 | +17.2% | 8,726 |
| CITIGROUP INC | +1,204 | +1084.7% | 1,315 |
| ROYAL BANK OF CANADA | +538 | +44.1% | 1,758 |
| Bank of New York Mellon Corp | +475 | +4.4% | 11,222 |
| Russell Investments Group, Ltd. | +423 | +82.9% | 933 |
| DEUTSCHE BANK AG | +58 | +3.0% | 2,011 |
| JPMORGAN CHASE & CO | +54 | +2.6% | 2,162 |
| CWM, LLC | +3 | +0.3% | 1,064 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -42,981 | -23.8% | 137,332 |
| THOMPSON DAVIS & CO., INC. | -17,656 | -1.0% | 1,824,119 |
| NORTHERN TRUST CORP | -2,230 | -7.9% | 25,844 |
| RHUMBLINE ADVISERS | -1,857 | -48.9% | 1,943 |
| OSAIC HOLDINGS, INC. | -836 | -88.6% | 108 |
| UBS Group AG | -526 | -7.4% | 6,582 |
| STATE STREET CORP | -520 | -1.1% | 45,713 |
| BARD ASSOCIATES INC | -458 | -0.6% | 79,875 |
| FMR LLC | -135 | -73.0% | 50 |
| Tower Research Capital LLC (TRC) | -125 | -18.3% | 557 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -109 | -73.6% | 39 |
| BNP PARIBAS FINANCIAL MARKETS | -104 | -7.0% | 1,377 |
| BARCLAYS PLC | -67 | -14.2% | 406 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -54 | -4.0% | 1,291 |
| GAMMA Investing LLC | -52 | -18.4% | 230 |
| Sterling Capital Management LLC | -8 | -44.4% | 10 |
| Essential Partners LLC | -1 | -50.0% | 1 |