Vault-13

SANARA MEDTECH INC SMTI

COM · Common Stock · CUSIP 79957L100

35 institutional holders +4 vs Q4 2022
457,117457.1k shares reported held*
5.5% of all shares outstanding*
$18.9mreported value*
7 new 16 added 4 reduced 2 sold out net bought ≈ $4.3m (+104.8k shares)

* 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: 8.4m as of 2023-03-17, 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 ≈ $41.26.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 29Q4 22: 31Q1 23: 3535Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202229
Q4 202231
Q1 202335

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 17 bought or addedQ4 22: 9 cut or sold outQ4 22Q1 23: 23 bought or addedQ1 23: 6 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022179
Q1 2023236

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +30,357+30.4k
JANE STREET GROUP, LLC New +17,594+17.6k
VANGUARD GROUP INC Added +11,128+11.1k
HRT FINANCIAL LP New +10,992+11.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +10,068+10.1k
GOLDMAN SACHS GROUP INC New +9,214+9.2k
STEPHENS INC /AR/ New +6,685+6.7k
Qube Research & Technologies Ltd New +6,469+6.5k
Quadrature Capital Ltd Added +6,077+6.1k
CITADEL ADVISORS LLC Added +5,578+5.6k

Biggest sellers

Informed Momentum Co LLC Reduced -16,792-16.8k
PRICE T ROWE ASSOCIATES INC /MD/ Sold out -5,900-5.9k
Diametric Capital, LP Reduced -4,994-5.0k
683 Capital Management, LLC Sold out -4,966-5.0k
PRELUDE CAPITAL MANAGEMENT, LLC Reduced -2,324-2.3k
Tower Research Capital LLC (TRC) Reduced -38-38

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 Q1 2023

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
202Q2 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 22Q4 22: 0 buyingQ4 22: 1 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—2$101.3k—
Q1 20220—0——
Q2 20220—2$37.2k—
Q3 20220—2$65.5k—
Q4 20220—1$33.0k—
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 107,187107.2k $4.4m $4.4m 0.00% Added +11.1k +11,128
2 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 38,36138.4k $1.6m $1.6m 0.00% Added +30.4k +30,357
3 Informed Momentum Co LLC 0.31% of their portfolio SOLANA BEACH, CA 37,97038.0k $1.6m $1.6m 0.31% Reduced -16.8k -16,792
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 29,36229.4k $1.2m $1.2m 0.00% Added +1.3k +1,252
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,29525.3k $1.0m $1.0m 0.00% Added +10.1k +10,068
6 Diametric Capital, LP 0.39% of their portfolio BOSTON, MA 19,89119.9k $820.5k $820.5k 0.39% Reduced -5.0k -4,994
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,14818.1k $748.6k $748.6k 0.00% Added +5.6k +5,578
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,73217.7k $731.4k $731.4k 0.00% Added +3.9k +3,886
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,59417.6k $725.8k $725.8k 0.00% New
10 BAMCO INC /NY/ 0.00% of their portfolio NEW YORK, NY 14,43514.4k $595.4k $595.4k 0.00% Added +3.7k +3,730
11 SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio WINSTON-SALEM, NC 13,21013.2k $544.9k $544.9k 0.02% Added +2.0k +2,000
12 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 10,99211.0k $453.0k $453.0k 0.01% New
13 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 10,67010.7k $439.7k $439.7k 0.01% Added +6.1k +6,077
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 10,41310.4k $429.5k $429.5k 0.00% Added +600 +600
15 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,11810.1k $417.4k $417.4k 0.00% Added +859 +859
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,04210.0k $414.2k $414.2k 0.00% Added +4.9k +4,907
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,2149.2k $380.1k $380.1k 0.00% New
18 BlackRock Inc. 0.00% of their portfolio New York, NY 8,6188.6k $355.5k $355.5k 0.00% Added +493 +493
19 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,6856.7k $275.8k $275.8k 0.01% New
20 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 6,5256.5k $269.2k $269.2k 0.02% Reduced -2.3k -2,324
21 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6,4696.5k $266.8k $266.8k 0.00% New
22 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,7475.7k $237.1k $237.1k 0.00% Unchanged
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 5,4675.5k $225.5k $225.5k 0.00% Added +322 +322
24 Smart Money Group LLC 0.11% of their portfolio EASTLAND, TX 5,0005.0k $209.8k $209.8k 0.11% Unchanged
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,7104.7k $194.3k $194.3k 0.00% Added +4.0k +3,952
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,1733.2k $131.0k $131.0k 0.00% New
27 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 1,7001.7k $70.1k $70.1k 0.00% Unchanged
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 609609 $25.1k $25.1k 0.00% Added +354 +354
29 ADIRONDACK RETIREMENT SPECIALISTS, INC. 0.02% of their portfolio QUEENSBURY, NY 567567 $24.8k $24.8k 0.02% Unchanged
30 Lee Financial Co 0.00% of their portfolio Dallas, TX 500500 $20.6k $20.6k 0.00% Unchanged
31 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 469469 $19.0k $19.0k 0.00% Reduced -38 -38
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 123123 $5.1k $5.1k 0.00% Unchanged
33 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 100100 $4.1k $4.1k 0.00% New
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2121 $866 $866 0.00% Unchanged
35 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged