Vault-13

SANARA MEDTECH INC SMTI

COM · Common Stock · CUSIP 79957L100

48 institutional holders +4 vs Q3 2023
698,274698.3k shares reported held*
8.2% of all shares outstanding*
$28.7mreported value*
4 new 21 added 13 reduced 0 sold out net bought ≈ $2.6m (+64.5k 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: 8.5m as of 2023-11-13, 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 ≈ $41.10.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 29Q4 22: 31Q1 23: 35Q2 23: 48Q3 23: 44Q4 23: 4848Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202229
Q4 202231
Q1 202335
Q2 202348
Q3 202344
Q4 202348

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 23Q2 23: 31 bought or addedQ2 23: 15 cut or sold outQ2 23Q3 23: 16 bought or addedQ3 23: 24 cut or sold outQ3 23Q4 23: 25 bought or addedQ4 23: 13 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022179
Q1 2023236
Q2 20233115
Q3 20231624
Q4 20232513

Biggest buyers

BlackRock Inc. Added +23,842+23.8k
MORGAN STANLEY Added +15,794+15.8k
PRICE T ROWE ASSOCIATES INC /MD/ New +5,483+5.5k
Nuveen Asset Management, LLC New +5,089+5.1k
BARCLAYS PLC Added +4,653+4.7k
Janney Montgomery Scott LLC Added +4,520+4.5k
VANGUARD GROUP INC Added +4,403+4.4k
GEODE CAPITAL MANAGEMENT, LLC Added +3,939+3.9k
Bank of New York Mellon Corp Added +3,741+3.7k
JPMORGAN CHASE & CO Added +3,079+3.1k

Biggest sellers

Quadrature Capital Ltd Reduced -8,775-8.8k
Strategic Investment Solutions, Inc. /IL Reduced -6,200-6.2k
Diametric Capital, LP Reduced -3,240-3.2k
AMERIPRISE FINANCIAL INC Reduced -2,437-2.4k
SALEM INVESTMENT COUNSELORS INC Reduced -2,000-2.0k
Tower Research Capital LLC (TRC) Reduced -533-533
FMR LLC Reduced -267-267
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Reduced -203-203
RHUMBLINE ADVISERS Reduced -105-105
Russell Investments Group, Ltd. Reduced -61-61

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 Q4 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
202Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 2 sellingQ2 22Q3 22: 0 buyingQ3 22: 2 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20220—0——
Q2 20220—2$37.2k—
Q3 20220—2$65.5k—
Q4 20220—1$33.0k—
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——

None reported in Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 204,745204.7k $8.4m $8.4m 0.00% Added +23.8k +23,842
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 140,046140.0k $5.8m $5.8m 0.00% Added +4.4k +4,403
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 74,68274.7k $3.1m $3.1m 0.00% Added +3.9k +3,939
4 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 53,39953.4k $2.2m $2.2m 0.00% Added +1.8k +1,789
5 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 30,90630.9k $1.3m $1.3m 0.00% Added +162 +162
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 20,77820.8k $854.0k $854.0k 0.00% Added +15.8k +15,794
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 16,03016.0k $658.8k $658.8k 0.00% Reduced -2.4k -2,437
8 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,36915.4k $632.0k $632.0k 0.00% Added +4.5k +4,520
9 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,17014.2k $582.4k $582.4k 0.00% Added +3.7k +3,741
10 Diametric Capital, LP 0.34% of their portfolio BOSTON, MA 13,60713.6k $559.2k $559.2k 0.34% Reduced -3.2k -3,240
11 SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio WINSTON-SALEM, NC 11,21011.2k $460.7k $460.7k 0.02% Reduced -2.0k -2,000
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,61210.6k $436.2k $436.2k 0.00% Added +943 +943
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,33210.3k $424.6k $424.6k 0.00% Unchanged
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $411.0k $411.0k 0.00% Added +1.2k +1,200
15 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 9,1219.1k $374.9k $374.9k 0.01% Unchanged
16 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 6,8526.9k $280.7k $280.7k 0.01% Reduced -8.8k -8,775
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,5405.5k $227.7k $227.7k 0.00% Added +3.1k +3,079
18 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 5,4835.5k $226.0k $226.0k 0.00% New
19 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,3365.3k $219.3k $219.3k 0.00% Added +4.7k +4,653
20 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 5,0895.1k $209.2k $209.2k 0.00% New
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,3914.4k $180.5k $180.5k 0.00% Added +2.1k +2,124
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,7643.8k $154.7k $154.7k 0.00% Added +1.3k +1,340
23 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 3,0213.0k $124.2k $124.2k 0.00% Reduced -105 -105
24 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 2,9032.9k $119.3k $119.3k 0.00% Added +2.7k +2,654
25 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 2,6162.6k $107.0k $107.0k 0.00% Added +105 +105
26 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,4322.4k $100.0k $100.0k 0.00% Reduced -7 -7
27 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,1472.1k $88.2k $88.2k 0.00% Unchanged
28 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 1,9171.9k $78.8k $78.8k 0.00% Added +22 +22
29 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 1,7001.7k $69.9k $69.9k 0.00% Unchanged
30 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 1,7001.7k $69.0k $69.0k 0.00% Unchanged
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,5071.5k $62.0k $62.0k 0.00% Added +976 +976
32 Gladius Capital Management LP 0.03% of their portfolio PARK CITY, UT 1,1041.1k $45.4k $45.4k 0.03% New
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 994994 $40.9k $40.9k 0.00% Added +240 +240
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 723723 $29.7k $29.7k 0.00% Added +477 +477
35 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 635635 $26.1k $26.1k 0.00% Reduced -203 -203
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 572572 $23.5k $23.5k 0.00% Added +569 +569
37 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 537537 $22.0k $22.0k 0.00% Reduced -38 -38
38 Lee Financial Co 0.00% of their portfolio Dallas, TX 500500 $20.6k $20.6k 0.00% Unchanged
39 Legal & General Group Plc 0.00% of their portfolio London, X0 459459 $18.9k $18.9k 0.00% Unchanged
40 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 313313 $12.9k $12.9k 0.00% Unchanged
41 FMR LLC 0.00% of their portfolio BOSTON, MA 286286 $11.8k $11.8k 0.00% Reduced -267 -267
42 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 264264 $10.8k $10.8k 0.00% Reduced -533 -533
43 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 222222 $9.1k $9.1k 0.00% Unchanged
44 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 100100 $4.1k $4.1k 0.00% Reduced -6.2k -6,200
45 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 8585 $3.5k $3.5k 0.00% Reduced -61 -61
46 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 7373 $3.0k $3.0k 0.00% New
47 Covestor Ltd 0.00% of their portfolio LONDON, X0 22 $0 $0 0.00% Reduced -1 -1
48 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged