Who owns Summit Financial?
- Ticker: SMMF
- CUSIP Number: 86606G101
Tip: Access positions for across all investors
Analyze quarterly positions in Summit Financial with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Summit Financial this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |