SANARA MEDTECH INC SMTI
COM · Common Stock · CUSIP 79957L100
- SectorHealth care
- IndustryOrthopedic, Prosthetic & Surgical Appliances & Supplies
- HeadquartersFort Worth, TX
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 29 |
| Q4 2022 | 31 |
| Q1 2023 | 35 |
| Q2 2023 | 48 |
| Q3 2023 | 44 |
| Q4 2023 | 48 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 17 | 9 |
| Q1 2023 | 23 | 6 |
| Q2 2023 | 31 | 15 |
| Q3 2023 | 16 | 24 |
| Q4 2023 | 25 | 13 |
Biggest buyers
| BlackRock Inc. | Added | +23.8k |
| MORGAN STANLEY | Added | +15.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +5.5k |
| Nuveen Asset Management, LLC | New | +5.1k |
| BARCLAYS PLC | Added | +4.7k |
| Janney Montgomery Scott LLC | Added | +4.5k |
| VANGUARD GROUP INC | Added | +4.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +3.9k |
| Bank of New York Mellon Corp | Added | +3.7k |
| JPMORGAN CHASE & CO | Added | +3.1k |
Biggest sellers
| Quadrature Capital Ltd | Reduced | -8.8k |
| Strategic Investment Solutions, Inc. /IL | Reduced | -6.2k |
| Diametric Capital, LP | Reduced | -3.2k |
| AMERIPRISE FINANCIAL INC | Reduced | -2.4k |
| SALEM INVESTMENT COUNSELORS INC | Reduced | -2.0k |
| Tower Research Capital LLC (TRC) | Reduced | -533 |
| FMR LLC | Reduced | -267 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | -203 |
| RHUMBLINE ADVISERS | Reduced | -105 |
| Russell Investments Group, Ltd. | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 2 | $37.2k | — |
| Q3 2022 | 0 | — | 2 | $65.5k | — |
| Q4 2022 | 0 | — | 1 | $33.0k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 204.7k $8.4m | Added +23.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 140.0k $5.8m | Added +4.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 74.7k $3.1m | Added +3.9k |
| STATE STREET CORP 0.00% of their portfolio | 53.4k $2.2m | Added +1.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 30.9k $1.3m | Added +162 |
| MORGAN STANLEY 0.00% of their portfolio | 20.8k $854.0k | Added +15.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 16.0k $658.8k | Reduced -2.4k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 15.4k $632.0k | Added +4.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 14.2k $582.4k | Added +3.7k |
| Diametric Capital, LP 0.34% of their portfolio | 13.6k $559.2k | Reduced -3.2k |
| SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio | 11.2k $460.7k | Reduced -2.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.6k $436.2k | Added +943 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 10.3k $424.6k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 10.0k $411.0k | Added +1.2k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 9.1k $374.9k | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 6.9k $280.7k | Reduced -8.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.5k $227.7k | Added +3.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 5.5k $226.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 5.3k $219.3k | Added +4.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 5.1k $209.2k | New |
| UBS Group AG 0.00% of their portfolio | 4.4k $180.5k | Added +2.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8k $154.7k | Added +1.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 3.0k $124.2k | Reduced -105 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 2.9k $119.3k | Added +2.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.6k $107.0k | Added +105 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.4k $100.0k | Reduced -7 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.1k $88.2k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 1.9k $78.8k | Added +22 |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 1.7k $69.9k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 1.7k $69.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.5k $62.0k | Added +976 |
| Gladius Capital Management LP 0.03% of their portfolio | 1.1k $45.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 994 $40.9k | Added +240 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 723 $29.7k | Added +477 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 635 $26.1k | Reduced -203 |
| CITIGROUP INC 0.00% of their portfolio | 572 $23.5k | Added +569 |
| AMALGAMATED BANK 0.00% of their portfolio | 537 $22.0k | Reduced -38 |
| Lee Financial Co 0.00% of their portfolio | 500 $20.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 459 $18.9k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 313 $12.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 286 $11.8k | Reduced -267 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 264 $10.8k | Reduced -533 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 222 $9.1k | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 100 $4.1k | Reduced -6.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 85 $3.5k | Reduced -61 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 73 $3.0k | New |
| Covestor Ltd 0.00% of their portfolio | 2 $0 | Reduced -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |