Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
3.51K
+ 16.31%
$15.87 - $17.88 $55.7K - $62.8K
25K $432K
SYF
Synchrony Financial

Financial Services
139
+ 0.96%
$67.53 - $76.86 $9.39K - $10.7K
14.6K $1.04M
ARCC
Ares Capital Corp

Financial Services
8.32K
+ 13.07%
$20.41 - $23.25 $170K - $193K
72K $1.47M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.18K
+ 9.83%
$50.73 - $52.47 $60.1K - $62.1K
13.2K $690K
GNFT
Genfit S.A.

Healthcare
18.8K
New
$3.53 - $4.5 $66.2K - $84.4K
18.8K $70K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.98K
+ 5.83%
$15.5 - $16.01 $46.1K - $47.7K
54.1K $859K
TIP
Ishares Tr Tips Bd ETF

ETFs
271
+ 0.85%
$109.11 - $111.88 $29.6K - $30.3K
32.1K $3.57M
TXN
Texas Instruments Inc

Technology
350
+ 1.45%
N/A
24.5K $4.77M
BWX
Spdr Bloomberg International T

ETFs
3.13K
+ 36.53%
$22.58 - $23.5 $70.6K - $73.5K
11.7K $268K
DVY
Ishares Tr

ETFs
239
+ 6.84%
$133.88 - $142.57 $32K - $34.1K
3.73K $530K
RPM
Rpm International Inc

Basic Materials
376
+ 14.63%
$110.07 - $128.23 $41.4K - $48.2K
2.95K $347K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
8.1K
+ 5.1%
$10.03 - $10.4 $81.2K - $84.2K
167K $1.69M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.44K
+ 1.79%
$20.76 - $21.78 $29.8K - $31.3K
81.5K $1.76M
ECL
Ecolab Inc.

Basic Materials
183
+ 5.96%
$259.39 - $285.47 $47.5K - $52.2K
3.25K $890K
PTEN
Patterson Uti Energy Inc

Energy
15.7K
+ 65.72%
$5.18 - $6.6 $81.1K - $103K
39.5K $204K
DEI
Douglas Emmett Inc

Real Estate
119
+ 0.11%
$14.06 - $16.91 $1.67K - $2.01K
110K $1.71M
WES
Western Midstream Partners, LP

Energy
77
+ 0.08%
$37.5 - $41.18 $2.89K - $3.17K
94.1K $3.7M
CCL
Carnival Corp

Consumer Cyclical
966
+ 2.43%
$28.37 - $32.49 $27.4K - $31.4K
40.8K $1.18M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.01%
$91.28 - $97.59 $91.3 - $97.6
11.7K $1.12M
PPL
Ppl Corp

Utilities
59
+ 0.35%
$33.54 - $37.24 $1.98K - $2.2K
17K $632K
PPA
Invesco Exchange Traded Fd Tr

ETFs
179
+ 8.41%
$139.82 - $155.45 $25K - $27.8K
2.31K $358K
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.48%
$408.73 - $490.3 $2.86K - $3.43K
1.47K $671K
KO
Coca Cola CO

Consumer Defensive
8.96K
+ 7.39%
$65.67 - $71.67 $589K - $642K
130K $8.64M
EIX
Edison International

Utilities
383
+ 3.97%
$50.42 - $56.35 $19.3K - $21.6K
10K $554K
MAC
Macerich CO

Real Estate
14
+ 0.05%
$16.01 - $18.75 $224 - $263
27.6K $501K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.91K
+ 2.39%
$11.04 - $11.83 $21.1K - $22.6K
81.8K $956K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
477
+ 7.25%
$47.78 - $52.76 $22.8K - $25.2K
7.06K $367K
HPQ
Hp Inc

Technology
359
+ 2.39%
$24.45 - $29.35 $8.78K - $10.5K
15.4K $418K
NUE
Nucor Corp

Basic Materials
171
+ 3.45%
$133.3 - $150.33 $22.8K - $25.7K
5.13K $694K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.35K
+ 11.38%
$59.29 - $62.87 $80K - $84.9K
13.2K $794K
IDU
Ishares Tr U S Utils ETF

ETFs
284
+ 9.16%
$103.7 - $111.17 $29.5K - $31.6K
3.38K $375K
SRE
Sempra Energy

Utilities
70
+ 2.2%
$74.14 - $89.98 $5.19K - $6.3K
3.26K $292K
JCI
Johnson Controls International PLC

Industrials
156
+ 1.98%
$103.24 - $111.73 $16.1K - $17.4K
8.03K $882K
ROKU
Roku, Inc

Communication Services
124
+ 4.01%
$79.98 - $101.78 $9.92K - $12.6K
3.21K $321K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
5.57K
+ 31.51%
$8.88 - $9.09 $49.5K - $50.6K
23.2K $208K
OEF
Ishares S&P 100 ETF

ETFs
168
+ 1.59%
N/A
10.7K $2.85M
D
Dominion Energy, Inc

Utilities
115
+ 1.47%
$56.32 - $62.1 $6.48K - $7.14K
7.93K $485K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
87
+ 2.14%
$79.39 - $90.39 $6.91K - $7.86K
4.14K $367K
YUM
Yum Brands Inc

Consumer Cyclical
224
+ 8.41%
$139.5 - $153.94 $31.2K - $34.5K
2.89K $438K
KHC
Kraft Heinz CO

Consumer Defensive
1.45K
+ 5.67%
$25.63 - $28.94 $37.3K - $42.1K
27.1K $705K
MTH
Meritage Homes Corp

Consumer Cyclical
313
+ 8.32%
$67.34 - $82.83 $21.1K - $25.9K
4.08K $295K
VFC
V F Corp

Consumer Cyclical
377
+ 2.77%
$11.66 - $15.56 $4.4K - $5.87K
14K $201K
REPL
Replimune Group, Inc.

Healthcare
10.1K
New
$2.81 - $12.63 $28.4K - $128K
10.1K $42K
IYT
Ishares Tr U.S. Transportation

ETFs
446
+ 13.67%
$66.62 - $72.7 $29.7K - $32.4K
3.71K $265K
EXC
Exelon Corp

Utilities
610
+ 7.07%
$42.73 - $45.54 $26.1K - $27.8K
9.24K $415K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
193
+ 6.61%
$134.42 - $141.26 $25.9K - $27.3K
3.11K $439K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$69.62 - $73.99 $209 - $222
18.5K $1.34M
IAI
Ishares Tr Us Broker Dealers &

ETFs
122
+ 5.26%
$168.93 - $178.7 $20.6K - $21.8K
2.44K $432K
VAW
Vanguard Materials ETF

ETFs
33
+ 1.04%
$193.21 - $210.15 $6.38K - $6.93K
3.2K $656K
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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