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 |
|---|---|---|---|---|---|
| BlackRock | 839k | $23M | 10% | Mar 2024 |
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| Dimensional Fund Advisors | 695k | $19M | 5% | Mar 2024 |
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| Vanguard Group | 577k | $16M | 1% | Mar 2024 |
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| Geode Capital Management | 255k | $6.9M | 7% | Mar 2024 |
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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 | 171k | $4.6M | 19% | Mar 2024 |
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| American Century Companies | 139k | $3.8M | 94% | Mar 2024 |
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| EJF Capital | 122k | $3.3M | -2% | Mar 2024 |
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| Bridgeway Capital Management | 121k | $3.3M | 8% | 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 | -2% | Mar 2024 |
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| Verdence Capital Advisors | 86k | $2.3M | 0% | Mar 2024 |
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| Pinnacle Holdings | 86k | $2.3M | -1% | Mar 2024 |
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| CSS | 79k | $2.2M | 92% | Mar 2024 |
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| Boothbay Fund Management | 75k | $2.0M | 23% | Mar 2024 |
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| Bank of New York Mellon | 69k | $1.9M | -4% | Mar 2024 |
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| AA Financial Advisors | 62k | $1.7M | 100% | Mar 2024 |
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| Russell Investments | 62k | $1.7M | 0% | Mar 2024 |
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| Empowered Funds | 56k | $1.5M | 19% | Mar 2024 |
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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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| Yakira Capital Management | 36k | $983k | 100% | Mar 2024 |
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| LSV Asset Management | 33k | $888k | 0% | Mar 2024 |
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| Morgan Stanley | 32k | $876k | 14% | Mar 2024 |
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| Charles Schwab Investment Management | 32k | $866k | 0% | Mar 2024 |
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| Nuveen Asset Management | 27k | $733k | 31% | Mar 2024 |
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| Emerald Mutual Fund Advisers, Trust | 26k | $704k | 0% | Mar 2024 |
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| Barclays | 24k | $660k | -24% | Mar 2024 |
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| Philadelphia Trust Company | 20k | $531k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 19k | $518k | 74% | Mar 2024 |
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| Rhumbline Advisers | 18k | $477k | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 18k | $476k | -38% | Mar 2024 |
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| Goldman Sachs Group | 17k | $463k | -13% | Mar 2024 |
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| LPL Financial | 16k | $424k | -4% | Mar 2024 |
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| Polar Securities | 15k | $411k | 100% | Mar 2024 |
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| Martingale Asset Management | 14k | $430k | -11% | Dec 2023 |
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| Hsbc Holdings | 13k | $398k | 18% | Dec 2023 |
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| TCTC Holdings | 13k | $340k | 0% | Mar 2024 |
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| Raymond James & Associates | 12k | $331k | 100% | Mar 2024 |
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| UBS Group | 12k | $325k | -7% | Mar 2024 |
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| Oxford Asset Management | 12k | $317k | 100% | Mar 2024 |
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| Folger Nolan Fleming Douglas | 11k | $296k | -7% | Mar 2024 |
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| Jentner | 11k | $294k | 1% | Mar 2024 |
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| Buckingham Asset Management | 10k | $277k | 0% | Mar 2024 |
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| Burney Co/ | 9.6k | $259k | 0% | Mar 2024 |
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| Stifel Financial | 9.5k | $259k | 1% | Mar 2024 |
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| Baird Financial | 9.5k | $292k | 0% | Dec 2023 |
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| Wells Fargo & Company | 8.9k | $232k | 6% | Mar 2024 |
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| Trexquant Investment | 8.6k | $264k | 100% | Dec 2023 |
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| Bank of America Corporation | 8.4k | $228k | -52% | Mar 2024 |
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| NTV Asset Management | 8.3k | $226k | 0% | Mar 2024 |
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| Tiaa Trust, National Association | 8.3k | $225k | 100% | Mar 2024 |
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| Henderson Group | 8.2k | $222k | -9% | Mar 2024 |
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| Lincoln National | 8.1k | $220k | 100% | Mar 2024 |
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| Royal Bank of Canada | 7.2k | $197k | -41% | Mar 2024 |
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| Cito Capital Group | 7.0k | $190k | 0% | Mar 2024 |
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| MetLife Investment Advisors | 6.6k | $203k | 0% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 6.4k | $173k | -52% | Mar 2024 |
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| American International | 5.6k | $171k | 0% | Dec 2023 |
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| Qube Research & Technologies | 5.3k | $144k | 2025% | Mar 2024 |
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| New York State Common Retirement Fund | 5.1k | $139k | 0% | Mar 2024 |
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| Hillsdale Investment Management | 4.6k | $125k | -25% | Mar 2024 |
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| Pinnacle Financial Partners | 4.5k | $122k | 0% | Mar 2024 |
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| SG Americas Securities | 3.9k | $107k | -36% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 3.9k | $105k | 0% | Mar 2024 |
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| Pnc Financial Services | 3.0k | $83k | 0% | Mar 2024 |
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| David W. Seeley | 2.6k | $70k | 100% | Mar 2024 |
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| California State Teachers Retirement System | 2.6k | $70k | 4% | Mar 2024 |
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| Citigroup | 2.4k | $66k | 33% | Mar 2024 |
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| First United Bank & Trust | 2.3k | $62k | 0% | Mar 2024 |
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| Lazard Asset Management | 1.8k | $56k | -9% | Dec 2023 |
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| HHM Wealth Advisors | 1.1k | $30k | 0% | Mar 2024 |
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| FMR | 999.00 | $27k | 1% | Mar 2024 |
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| Summit Investment Advisors | 955.00 | $26k | 0% | Mar 2024 |
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| Legal & General Group | 888.00 | $24k | 0% | Mar 2024 |
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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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| Tower Research Capital | 230.00 | $6.2k | -91% | Mar 2024 |
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| Proequities | 101.00 | $2.8M | 0% | Mar 2024 |
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| Group One Trading | 100.00 | $2.7k | 100% | Mar 2024 |
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| Covestor | 40.00 | $1.0k | -15% | Mar 2024 |
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| NISA Investment Advisors | 25.00 | $679.000000 | 0% | Mar 2024 |
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| CWM | 4.00 | $0 | 100% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.00 | $54.000000 | 100% | Mar 2024 |
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Who sold out of Summit Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Acadian Asset Management | Sep 2023 | 65k | $1.5M |
| Thomas Stevens, CFA" | Dec 2023 | 14k | $425k |
| Virtu Financial | Dec 2023 | 13k | $384k |
| HPM Partners | Dec 2023 | 7.8k | $238k |