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
Summit Financial 219k $6.0M 5% Mar 2024
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EJF Capital 122k $3.3M 100% Mar 2024
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Skandinaviska Enskilda Banken AB 113k $3.1M 100% Mar 2024
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Northern Trust 113k $3.1M 100% Mar 2024
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Pinnacle Holdings 86k $2.3M -1% Mar 2024
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Boothbay Fund Management 75k $2.0M 100% Mar 2024
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Yakira Capital Management 36k $983k 100% Mar 2024
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Quadrature Capital 16k $427k 100% Mar 2024
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UBS Group 12k $325k -7% Mar 2024
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Baird Financial 9.5k $258k 0% Mar 2024
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Pinnacle Financial Partners 4.5k $122k 0% Jun 2024
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FMR 999.00 $27k 100% Mar 2024
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Legal & General Group 888.00 $24k 0% Mar 2024
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Who sold out of Summit Financial?

Fund or Company Name Date Sold Shares Held Valued At
BlackRock Mar 2024 839k $23M
Dimensional Fund Advisors Mar 2024 695k $19M
Vanguard Group Mar 2024 577k $16M
Geode Capital Management Mar 2024 255k $6.9M
State Street Corporation Mar 2024 238k $6.5M
Fourthstone Mar 2024 215k $5.8M
Royce & Associates Mar 2024 171k $4.6M
Renaissance Technologies Mar 2024 167k $4.5M
American Century Companies Mar 2024 139k $3.8M
Bridgeway Capital Management Mar 2024 121k $3.3M
Verdence Capital Advisors Mar 2024 86k $2.3M
CSS Mar 2024 79k $2.2M
Bank of New York Mellon Mar 2024 69k $1.9M
AA Financial Advisors Mar 2024 62k $1.7M
Russell Investments Mar 2024 62k $1.7M
OMERS Administration Corporation Mar 2024 57k $1.5M
Empowered Funds Mar 2024 56k $1.5M
Axxcess Wealth Management Mar 2024 53k $1.4M
Fifth Third Bancorp Mar 2024 45k $1.2M
Invesco Mar 2024 44k $1.2M
LSV Asset Management Mar 2024 33k $888k
Morgan Stanley Mar 2024 32k $876k
Charles Schwab Investment Management Mar 2024 32k $866k
Alliancebernstein Mar 2024 30k $806k
Nuveen Asset Management Mar 2024 27k $733k
Emerald Mutual Fund Advisers, Trust Mar 2024 26k $704k
Barclays Mar 2024 24k $660k
Philadelphia Trust Company Mar 2024 20k $531k
Jpmorgan Chase & Co Mar 2024 19k $518k
Rhumbline Advisers Mar 2024 18k $477k
Raymond James Financial Services Advisors Mar 2024 18k $476k
Goldman Sachs Group Mar 2024 17k $463k
LPL Financial Mar 2024 16k $424k
Polar Securities Mar 2024 15k $411k
Martingale Asset Management Mar 2024 14k $380k
Hsbc Holdings Mar 2024 14k $369k
TCTC Holdings Mar 2024 13k $340k
Raymond James & Associates Mar 2024 12k $331k
Oxford Asset Management Mar 2024 12k $317k
Folger Nolan Fleming Douglas Mar 2024 11k $296k
Jentner Mar 2024 11k $294k
Buckingham Asset Management Mar 2024 10k $277k
Burney Co/ Mar 2024 9.6k $259k
Stifel Financial Mar 2024 9.5k $259k
Wells Fargo & Company Mar 2024 8.9k $232k
Bank of America Corporation Mar 2024 8.4k $228k
NTV Asset Management Mar 2024 8.3k $226k
Tiaa Trust, National Association Mar 2024 8.3k $225k
Henderson Group Mar 2024 8.2k $222k
Lincoln National Mar 2024 8.1k $220k
Royal Bank of Canada Mar 2024 7.2k $197k
Cito Capital Group Mar 2024 7.0k $190k
MetLife Investment Advisors Dec 2023 6.6k $203k
Bnp Paribas Arbitrage, Snc Mar 2024 6.4k $173k
American International Mar 2024 5.5k $150k
Qube Research & Technologies Mar 2024 5.3k $144k
New York State Common Retirement Fund Mar 2024 5.1k $139k
Hillsdale Investment Management Mar 2024 4.6k $125k
SG Americas Securities Mar 2024 3.9k $107k
Deutsche Bank Aktiengesellschaft Mar 2024 3.9k $105k
Pnc Financial Services Mar 2024 3.0k $83k
David W. Seeley Mar 2024 2.6k $70k
California State Teachers Retirement System Mar 2024 2.6k $70k
Citigroup Mar 2024 2.4k $66k
First United Bank & Trust Mar 2024 2.3k $62k
HHM Wealth Advisors Mar 2024 1.1k $30k
Summit Investment Advisors Mar 2024 955.00 $26k