Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIDU
Fidelity Covington Tr Msci Ind

ETFs
154
+ 2.64%
$77.92 - $81.94 $12K - $12.6K
5.99K $490K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
2.87K
+ 10.5%
$8.57 - $9.09 $24.6K - $26.1K
30.2K $273K
ATO
Atmos Energy Corp

Utilities
22
+ 1.08%
$151.51 - $170.75 $3.33K - $3.76K
2.05K $350K
HYD
Vaneck High Yield Muni ETF

ETFs
539
+ 4.67%
$48.85 - $50.94 $26.3K - $27.5K
12.1K $614K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
16
+ 0.41%
$131.47 - $143.64 $2.1K - $2.3K
3.96K $560K
CORT
Corcept Therapeutics Inc

Healthcare
3
+ 0.09%
$67.17 - $83.9 $202 - $252
3.51K $291K
KEY
Keycorp

Financial Services
658
+ 4.1%
$17.37 - $19.39 $11.4K - $12.8K
16.7K $312K
VDE
Vanguard Energy ETF

ETFs
30
+ 0.68%
$118.37 - $129.65 $3.55K - $3.89K
4.45K $559K
NJR
New Jersey Resources Corp

Utilities
96
+ 1.16%
$45.05 - $48.15 $4.32K - $4.62K
8.34K $401K
PWB
Invesco Exchange Traded Fd Tr

ETFs
96
+ 3.8%
$115.87 - $125.42 $11.1K - $12K
2.62K $328K
NI
Nisource Inc.

Utilities
251
+ 3.68%
$39.0 - $43.33 $9.79K - $10.9K
7.08K $306K
PWV
Invesco Exchange Traded Fd Tr

ETFs
271
+ 5.87%
$61.22 - $65.41 $16.6K - $17.7K
4.89K $318K
MTB
M&T Bank Corp

Financial Services
110
+ 4.44%
$183.74 - $204.05 $20.2K - $22.4K
2.59K $510K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.13K
+ 8.97%
$24.11 - $24.94 $27.3K - $28.2K
13.7K $342K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
108
+ 6.62%
$126.64 - $135.65 $13.7K - $14.7K
1.74K $236K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
128
+ 7.46%
$128.6 - $136.01 $16.5K - $17.4K
1.84K $249K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
11.5K
New
$2.34 - $3.91 $26.9K - $45K
11.5K $29K
RIG
Transocean Ltd.

Energy
1.83K
+ 4.21%
$2.55 - $3.64 $4.67K - $6.66K
45.4K $141K
XLB
Select Sector Spdr Fd Material

ETFs
162
+ 2.14%
$86.72 - $92.61 $14K - $15K
7.73K $692K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.48K
+ 6.22%
$23.48 - $24.44 $34.6K - $36K
25.2K $602K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
845
+ 3.2%
$13.87 - $14.46 $11.7K - $12.2K
27.3K $393K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
653
+ 6.59%
$26.16 - $27.65 $17.1K - $18.1K
10.6K $289K
STT
State Street Corp

Financial Services
45
+ 2.01%
$102.01 - $117.25 $4.59K - $5.28K
2.28K $264K
DOW
Dow Inc.

Basic Materials
3.13K
+ 24.23%
$20.87 - $30.37 $65.3K - $95.1K
16.1K $368K
CSQ
Calamos Strategic Total Return Fund

Financial Services
155
+ 0.68%
$18.02 - $19.56 $2.79K - $3.03K
23K $442K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
133
+ 2.68%
$79.89 - $83.25 $10.6K - $11.1K
5.09K $421K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
625
+ 4.24%
$14.33 - $15.08 $8.96K - $9.43K
15.4K $230K
UBSI
United Bankshares Inc

Financial Services
68
+ 0.38%
$35.03 - $38.73 $2.38K - $2.63K
17.7K $660K
ACGL
Arch Capital Group Ltd.

Financial Services
201
+ 5.84%
$85.61 - $93.54 $17.2K - $18.8K
3.64K $330K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
133
+ 0.21%
$24.87 - $25.69 $3.31K - $3.42K
62.7K $1.6M
AON
Aon PLC

Financial Services
37
+ 2.29%
$350.91 - $375.27 $13K - $13.9K
1.65K $589K
AWK
American Water Works Company, Inc.

Utilities
84
+ 0.99%
$135.05 - $147.0 $11.3K - $12.3K
8.59K $1.2M
MKC
Mccormick & CO Inc

Consumer Defensive
870
+ 16.71%
$64.3 - $77.17 $55.9K - $67.1K
6.08K $406K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
534
+ 1.54%
$20.84 - $21.03 $11.1K - $11.2K
35.2K $737K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
66
+ 2.06%
$98.52 - $103.93 $6.5K - $6.86K
3.26K $336K
LYG
Lloyds Banking Group PLC

Financial Services
32
+ 0.09%
$4.03 - $4.63 $129 - $148
34.4K $156K
CNQ
Canadian Natural Resources LTD

Energy
168
+ 2.07%
$29.31 - $32.93 $4.92K - $5.53K
8.29K $265K
UYG
Proshares Ultra Financials

ETFs
10
+ 0.43%
$91.13 - $100.36 $911 - $1K
2.34K $232K
HIW
Highwoods Properties, Inc.

Real Estate
83
+ 1.08%
$28.32 - $32.39 $2.35K - $2.69K
7.78K $247K
SCI
Service Corp International

Consumer Cyclical
5
+ 0.14%
$75.63 - $83.25 $378 - $416
3.49K $290K
VRSN
Verisign Inc

Technology
112
+ 4.22%
$263.02 - $305.98 $29.5K - $34.3K
2.77K $774K
DNP
Dnp Select Income Fund Inc

Financial Services
280
+ 1.66%
$9.65 - $10.02 $2.7K - $2.81K
17.1K $171K
SENS
Senseonics Holdings, Inc.

Healthcare
14.6K
New
$0.43 - $0.58 $6.28K - $8.47K
14.6K $6K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
159
+ 0.6%
$7.98 - $8.29 $1.27K - $1.32K
26.6K $217K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
160
+ 0.74%
$7.95 - $8.31 $1.27K - $1.33K
21.8K $180K
MAA
Mid America Apartment Communities Inc.

Real Estate
116
+ 7.88%
$138.38 - $153.2 $16.1K - $17.8K
1.59K $221K
UL
Unilever PLC

Consumer Defensive
215
+ 4.18%
$58.43 - $65.01 $12.6K - $14K
5.36K $317K
PFN
Pimco Income Strategy Fund Ii

Financial Services
96
+ 0.84%
$7.37 - $7.67 $708 - $736
11.5K $87K
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.59%
N/A
1.72K $318K
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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