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Summit Midstream Par shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Summit Midstream Par (SMLP) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Summit Midstream Par

Tip: Access up to 7 years of quarterly data

All positions including Summit Midstream Par held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Midstream Par by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $421k 15k 27.91
2023-12-31 $270k 15k 17.91
2023-09-30 $209k 15k 13.85

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Top funds holding Summit Midstream Par

Shenkman Capital Management
Bank of America Corporation
CQS
Ares Management
Goldman Sachs Group
Jpmorgan Chase & Co
Nomura Holdings
Nomura Asset Management
RidgeWorth Capital Management
Liberty Mutual Group Asset Management
Blackstone Group
Wells Fargo & Company
Ohio Pers
Royal Bank of Canada
Valeo Financial Advisors

View all funds holding Summit Midstream Par