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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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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors | 663k | $20M | 77% | Dec 2023 |
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| Vanguard Group | 569k | $18M | 1% | Dec 2023 |
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| Fourthstone | 235k | $7.2M | 952% | Dec 2023 |
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| Summit Financial | 219k | $6.0M | 5% | Mar 2024 |
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| Royce & Associates | 144k | $4.4M | 33% | Dec 2023 |
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| Pinnacle Holdings | 87k | $2.7M | 0% | Dec 2023 |
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| Verdence Capital Advisors | 86k | $2.3M | 0% | Mar 2024 |
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| Bank of New York Mellon | 69k | $1.9M | -4% | Mar 2024 |
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| Russell Investments | 62k | $1.9M | 0% | Dec 2023 |
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| Axxcess Wealth Management | 53k | $1.6M | 4% | Dec 2023 |
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| Fifth Third Bancorp | 45k | $1.2M | 0% | Mar 2024 |
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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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| Emerald Mutual Fund Advisers, Trust | 26k | $796k | 0% | Dec 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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| Raymond James Financial Services Advisors | 18k | $476k | -38% | Mar 2024 |
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| Rhumbline Advisers | 17k | $517k | -1% | Dec 2023 |
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| Martingale Asset Management | 14k | $430k | -11% | 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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| Raymond James & Associates | 12k | $331k | 100% | Mar 2024 |
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| Royal Bank of Canada | 12k | $378k | 7% | Dec 2023 |
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| Jpmorgan Chase & Co | 11k | $337k | 45% | Dec 2023 |
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| Folger Nolan Fleming Douglas | 11k | $296k | -7% | Mar 2024 |
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| Jentner | 11k | $330k | 1% | Dec 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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| 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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| 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 | $16k | 0% | Mar 2024 |
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| Amalgamated Bank | 396.00 | $11k | -60% | Mar 2024 |
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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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| CWM | 4.00 | $0 | 100% | Mar 2024 |
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Who sold out of Summit Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas Stevens, CFA" | Dec 2023 | 14k | $425k |
| Marshall Wace | Sep 2023 | 9.1k | $206k |