Vault-13

SANARA MEDTECH INC SMTI

COM · Common Stock · CUSIP 79957L100

29 institutional holders
334,864334.9k shares reported held*
4.0% of all shares outstanding*
$9.9mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 8.3m as of 2022-11-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.68.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: TALL PINES CAPITAL, LLC (0.0%, 2026-07-31), BAIRD TRUST Co (0.0%, 2026-04-14)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 2 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 2 sellingQ3 22: 0 buyingQ3 22: 2 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—2$101.3k—
Q1 20220—0——
Q2 20220—2$37.2k—
Q3 20220—2$65.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2022-09-22 Bowman Shawn M. Pres. - Strategic Partnerships Sold 1,000 $27.89 $27.9k1.0k shares -5%
2022-07-06 Fleming Zachary B. Chief Executive Officer Sold 1,415 $22.53 $31.9k1.4k shares -4%
2022-07-05 Fleming Zachary B. Chief Executive Officer Sold 265 $21.45 $5.7k265 shares -1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 92,29892.3k $2.7m $2.7m 0.00% —
2 Informed Momentum Co LLC 0.35% of their portfolio SOLANA BEACH, CA 54,86054.9k $1.6m $1.6m 0.35% —
3 Diametric Capital, LP 0.44% of their portfolio BOSTON, MA 29,69529.7k $882.0k $882.0k 0.44% —
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 26,40526.4k $783.0k $783.0k 0.00% —
5 NORTH RUN CAPITAL, LP 1.45% of their portfolio BOSTON, MA 24,00024.0k $713.0k $713.0k 1.45% —
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,83214.8k $440.0k $440.0k 0.00% —
7 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,76814.8k $438.0k $438.0k 0.00% —
8 Laurion Capital Management LP 0.01% of their portfolio NEW YORK, NY 11,80511.8k $350.0k $350.0k 0.01% —
9 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 11,27611.3k $335.0k $335.0k 0.02% —
10 SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio WINSTON-SALEM, NC 11,21011.2k $333.0k $333.0k 0.02% —
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 8,0138.0k $238.0k $238.0k 0.00% —
12 BlackRock Inc. 0.00% of their portfolio New York, NY 7,5397.5k $224.0k $224.0k 0.00% —
13 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 6,8876.9k $204.0k $204.0k 0.01% —
14 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,7475.7k $171.0k $171.0k 0.00% —
15 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,5005.5k $163.0k $163.0k 0.00% —
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2353.2k $96.0k $96.0k 0.00% —
17 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 1,7001.7k $47.0k $47.0k 0.00% —
18 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 946946 $28.0k $28.0k 0.00% —
19 BAMCO INC /NY/ 0.00% of their portfolio NEW YORK, NY 864864 $26.0k $26.0k 0.00% —
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 758758 $23.0k $23.0k 0.00% —
21 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 748748 $22.0k $22.0k 0.00% —
22 ADIRONDACK RETIREMENT SPECIALISTS, INC. 0.02% of their portfolio QUEENSBURY, NY 567567 $17.0k $17.0k 0.02% —
23 Lee Financial Co 0.00% of their portfolio Dallas, TX 500500 $15.0k $15.0k 0.00% —
24 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 354354 $11.0k $11.0k 0.00% —
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 200200 $6.0k $6.0k 0.00% —
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 123123 $4.0k $4.0k 0.00% —
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2020 $1.0k $1.0k 0.00% —
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1414 $0 $0 0.00% —
29 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —