Summit Financial, LLC Purchases and Sells in Q4 2024

Summit Financial, LLC

$2.83 Billion
Q4 2024

Top Buys

Incresed Positions

369 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	121K + 39.65%	$117.0 - $148.88 $14.1M - $18M	425K $57.1M
VTI	31K + 2.13%	$280.04 - $302.45 $8.68M - $9.37M	1.48M $430M
AAPL	31K + 12.14%	$221.69 - $259.02 $6.87M - $8.03M	286K $71.7M
USFR	232K + 508.33%	$50.23 - $50.46 $11.6M - $11.7M	278K $14M
ET	476K + 227.66%	$16.05 - $19.86 $7.64M - $9.46M	686K $13.4M
AMZN	5.25K + 2.4%	$180.88 - $232.93 $949K - $1.22M	224K $49.1M

New Holdings

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PDI	401K New	$18.33 - $20.85 $7.34M - $8.35M	401K $7.35M
CHK	69.1K New	$81.46 - $87.57 $5.63M - $6.05M	69.1K $5.93M
UUUU	944K New	$5.11 - $7.29 $4.82M - $6.88M	944K $4.84M
DNN	2.38M New	$1.8 - $2.39 $4.28M - $5.69M	2.38M $4.28M
IWY	17.7K New	$216.72 - $244.71 $3.83M - $4.33M	17.7K $4.16M
NTR	92.5K New	$44.04 - $50.78 $4.07M - $4.7M	92.5K $4.14M

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMG	-949K - 79.03%	$55.73 - $66.16 $52.9M - $62.8M	252K $15.2M
REGN	-2.25K - 17.6%	$701.85 - $1046.91 $1.58M - $2.36M	10.5K $7.5M
TLT	-37K - 28.59%	$87.1 - $98.49 $3.22M - $3.65M	92.5K $8.08M
DKNG	-72.1K - 39.35%	$35.32 - $44.84 $2.55M - $3.23M	111K $4.13M
IWS	-22.3K - 57.52%	$128.08 - $140.32 $2.85M - $3.13M	16.5K $2.13M
SA	-81.5K - 32.47%	$11.27 - $20.51 $919K - $1.67M	170K $1.93M

Activity Summary All Purchases 491 New Holdings 122 Increased Positions 369 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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