Who owns Summit Financial?

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Analyze quarterly positions in Summit Financial with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Summit Financial stock

Who bought or sold Summit Financial this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 766k $17M -6% Sep 2023
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Dimensional Fund Advisors 663k $20M 77% Dec 2023
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Vanguard Group 569k $18M 1% Dec 2023
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Geode Capital Management 239k $5.4M 6% Sep 2023
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Fourthstone 235k $7.2M 952% Dec 2023
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Summit Financial 210k $6.4M -14% Dec 2023
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State Street Corporation 209k $4.7M 1% Sep 2023
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Renaissance Technologies 170k $3.8M 0% Sep 2023
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Royce & Associates 144k $4.4M 33% Dec 2023
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EJF Capital 124k $2.8M 100% Sep 2023
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Northern Trust 115k $2.6M 1% Sep 2023
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Bridgeway Capital Management 113k $2.5M 3% Sep 2023
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Pinnacle Holdings 87k $2.7M 0% Dec 2023
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Verdence Capital Advisors 86k $2.6M 0% Dec 2023
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American Century Companies 72k $1.6M 4% Sep 2023
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Bank of New York Mellon 72k $2.2M 54% Dec 2023
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Acadian Asset Management 65k $1.5M -16% Sep 2023
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Russell Investments 62k $1.9M 0% Dec 2023
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Boothbay Fund Management 61k $1.4M 100% Sep 2023
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Axxcess Wealth Management 53k $1.6M 4% Dec 2023
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Empowered Funds 47k $1.1M 9% Sep 2023
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Fifth Third Bancorp 45k $1.4M 0% Dec 2023
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Alliancebernstein 42k $1.3M 2% Dec 2023
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CSS 41k $1.3M 100% Dec 2023
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LSV Asset Management 33k $1.0M 0% Dec 2023
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Charles Schwab Investment Management 32k $978k 0% Dec 2023
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Barclays 32k $978k 100% Dec 2023
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Raymond James Financial Services Advisors 28k $870k 100% Dec 2023
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Morgan Stanley 28k $636k -13% Sep 2023
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River Oaks Capital 26k $595k -80% Sep 2023
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Emerald Mutual Fund Advisers, Trust 26k $796k 0% Dec 2023
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Nuveen Asset Management 21k $462k 0% Sep 2023
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Goldman Sachs Group 20k $605k -1% Dec 2023
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Philadelphia Trust Company 20k $600k 0% Dec 2023
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Bank of America Corporation 18k $537k 12% Dec 2023
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Rhumbline Advisers 17k $517k -1% Dec 2023
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LPL Financial 16k $367k -59% Sep 2023
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Invesco 15k $338k 1% Sep 2023
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Martingale Asset Management 14k $430k -11% Dec 2023
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Thomas Stevens, CFA" 14k $425k 0% Dec 2023
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Bnp Paribas Arbitrage, Snc 13k $407k 133% Dec 2023
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UBS Group 13k $393k 91% Dec 2023
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Hsbc Holdings 13k $398k 18% Dec 2023
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Virtu Financial 13k $384k 100% Dec 2023
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TCTC Holdings 13k $384k 0% Dec 2023
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Royal Bank of Canada 12k $378k 7% Dec 2023
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Folger Nolan Fleming Douglas 12k $358k -1% Dec 2023
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Jpmorgan Chase & Co 11k $337k 45% Dec 2023
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Jentner 11k $330k 1% Dec 2023
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Prudential Financial 10k $232k -30% Sep 2023
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Buckingham Asset Management 10k $313k 0% Dec 2023
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Burney Co/ 9.6k $293k 0% Dec 2023
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Baird Financial 9.5k $292k 0% Dec 2023
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Stifel Financial 9.4k $289k -35% Dec 2023
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Henderson Group 9.0k $277k 100% Dec 2023
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Trexquant Investment 8.6k $264k 100% Dec 2023
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Wells Fargo & Company 8.4k $258k 9% Dec 2023
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NTV Asset Management 8.3k $256k 100% Dec 2023
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HPM Partners 7.8k $238k 100% Dec 2023
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Cito Capital Group 7.0k $215k 0% Dec 2023
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MetLife Investment Advisors 6.6k $203k 0% Dec 2023
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Hillsdale Investment Management 6.1k $187k 100% Dec 2023
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SG Americas Securities 6.1k $187k 24% Dec 2023
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American International 5.6k $171k 0% Dec 2023
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New York State Common Retirement Fund 5.1k $157k 0% Dec 2023
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Pinnacle Financial Partners 4.5k $137k -50% Dec 2023
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Deutsche Bank Aktiengesellschaft 3.9k $118k 0% Dec 2023
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Pnc Financial Services 3.0k $93k 0% Dec 2023
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Tower Research Capital 2.5k $57k 430% Sep 2023
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California State Teachers Retirement System 2.5k $56k -34% Sep 2023
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First United Bank & Trust 2.3k $70k 100% Dec 2023
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Lazard Asset Management 1.8k $56k -9% Dec 2023
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Citigroup 1.8k $56k 1458% Dec 2023
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HHM Wealth Advisors 1.1k $25k 0% Sep 2023
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Amalgamated Bank 994.00 $31k -11% Dec 2023
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FMR 990.00 $22k -1% Sep 2023
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Summit Investment Advisors 955.00 $29k 0% Dec 2023
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Legal & General Group 888.00 $27k 0% Dec 2023
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Metropolitan Life Insurance Company 820.00 $25k 1% Dec 2023
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City Holding 600.00 $18k 0% Dec 2023
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Qube Research & Technologies 249.00 $5.6k 100% Sep 2023
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Proequities 101.00 $3.1M 0% Dec 2023
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Covestor 47.00 $1.0k -54% Dec 2023
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NISA Investment Advisors 25.00 $767.000000 0% Dec 2023
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Who sold out of Summit Financial?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2023 11k $234k
Marshall Wace Sep 2023 9.1k $206k