Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESPR
Esperion Therapeutics, Inc.

Healthcare
7.15K
+ 18.16%
$1.61 - $3.83 $11.5K - $27.4K
46.5K $102K
IP
International Paper CO

Consumer Cyclical
224
+ 4.3%
$46.64 - $59.57 $10.4K - $13.3K
5.44K $292K
IVE
Ishares S&P 500 Value ETF

ETFs
404
+ 6.41%
$189.5 - $206.17 $76.6K - $83.3K
6.71K $1.28M
IEMG
Ishares Inc

ETFs
685
+ 0.3%
N/A
228K $12.3M
FDX
Fedex Corp

Industrials
28
+ 0.78%
$260.5 - $305.15 $7.29K - $8.54K
3.64K $1.02M
CLX
Clorox CO

Consumer Defensive
236
+ 6.48%
$156.51 - $169.74 $36.9K - $40.1K
3.88K $629K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
8.68K
+ 11.81%
$9.77 - $10.51 $84.8K - $91.2K
82.1K $802K
PWB
Invesco Exchange Traded Fd Tr

ETFs
154
+ 3.41%
$98.04 - $108.11 $15.1K - $16.6K
4.67K $475K
FDL
First Tr Morningstar Dividend

ETFs
1.59K
+ 7.83%
$39.59 - $43.95 $62.8K - $69.7K
21.8K $879K
TVC
Tennessee Valley Authority

ETFs
1.87K
+ 4.98%
$22.59 - $23.12 $42.3K - $43.3K
39.5K $891K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
505
+ 7.91%
$89.9 - $100.66 $45.4K - $50.8K
6.89K $622K
CFG
Citizens Financial Group Inc

Financial Services
86
+ 1.03%
$39.92 - $48.46 $3.43K - $4.17K
8.43K $369K
PEG
Public Service Enterprise Group Inc

Utilities
630
+ 11.66%
$81.87 - $94.51 $51.6K - $59.5K
6.03K $509K
AON
Aon PLC

Financial Services
44
+ 7.2%
$344.14 - $393.31 $15.1K - $17.3K
655 $235K
RDNT
Rad Net, Inc.

Healthcare
262
+ 2.41%
$64.99 - $86.38 $17K - $22.6K
11.1K $775K
MCD
Mcdonalds Corp

Consumer Cyclical
963
+ 5.5%
$288.47 - $316.54 $278K - $305K
18.5K $5.35M
ITW
Illinois Tool Works Inc

Industrials
198
+ 5.68%
$253.56 - $278.5 $50.2K - $55.1K
3.68K $933K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
605
+ 2.82%
$52.19 - $52.87 $31.6K - $32K
22K $1.15M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.31%
$449.08 - $504.6 $1.8K - $2.02K
1.27K $588K
PGR
Progressive Corp

Financial Services
333
+ 7.67%
$239.6 - $268.88 $79.8K - $89.5K
4.67K $1.12M
ORI
Old Republic International Corp

Financial Services
347
+ 6.12%
$34.4 - $38.98 $11.9K - $13.5K
6.02K $217K
APD
Air Products & Chemicals, Inc.

Basic Materials
132
+ 4.39%
$285.5 - $335.62 $37.7K - $44.3K
3.14K $911K
SCHV
Schwab Strategic Tr Us Large C

ETFs
131K
+ 209.26%
$25.79 - $80.4 $3.37M - $10.5M
193K $5.03M
KEYS
Keysight Technologies, Inc.

Technology
47
+ 1.4%
$149.01 - $172.53 $7K - $8.11K
3.4K $545K
SPH
Suburban Propane Partners LP

Utilities
3.01K
+ 6.01%
$17.0 - $19.85 $51.1K - $59.6K
53K $911K
VMC
Vulcan Materials CO

Basic Materials
12
+ 0.82%
$237.95 - $292.31 $2.86K - $3.51K
1.47K $377K
FYC
First Trust Small Cap Growth A

ETFs
59
+ 2.09%
$72.19 - $84.64 $4.26K - $4.99K
2.88K $222K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.31K
+ 14.73%
$30.42 - $36.45 $39.9K - $47.8K
10.2K $324K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
78
+ 0.63%
$84.34 - $95.14 $6.58K - $7.42K
12.5K $1.09M
VDE
Vanguard Energy ETF

ETFs
118
+ 3.11%
$116.67 - $136.78 $13.8K - $16.1K
3.91K $474K
DELL
Dell Technologies Inc.

Technology
206
+ 4.69%
$111.96 - $144.21 $23.1K - $29.7K
4.6K $529K
MNST
Monster Beverage Corp

Consumer Defensive
141
+ 3.06%
$49.24 - $56.38 $6.94K - $7.95K
4.74K $249K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
192
+ 1.69%
$50.53 - $55.55 $9.7K - $10.7K
11.6K $590K
MCO
Moodys Corp

Financial Services
22
+ 1.36%
$454.04 - $500.88 $9.99K - $11K
1.64K $776K
MPC
Marathon Petroleum Corp

Energy
564
+ 18.73%
$131.65 - $174.84 $74.3K - $98.6K
3.58K $498K
TXN
Texas Instruments Inc

Technology
41
+ 0.21%
N/A
19.9K $3.86M
WWD
Woodward, Inc.

Industrials
81
+ 6.52%
$159.67 - $187.29 $12.9K - $15.2K
1.32K $220K
BRO
Brown & Brown, Inc.

Financial Services
168
+ 2.45%
$100.93 - $113.42 $17K - $19.1K
7.03K $716K
ABC
Amerisourcebergen Corp

Healthcare
34
+ 3.24%
N/A
1.08K $200K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
146
+ 1.87%
$50.73 - $51.08 $7.41K - $7.46K
7.93K $403K
HYD
Vaneck High Yield Muni ETF

ETFs
287
+ 3.05%
$51.09 - $53.06 $14.7K - $15.2K
9.69K $502K
NVS
Novartis Ag

Healthcare
725
+ 19.13%
$96.78 - $117.18 $70.2K - $85K
4.52K $439K
NJR
New Jersey Resources Corp

Utilities
142
+ 1.82%
$45.17 - $51.61 $6.41K - $7.33K
7.96K $371K
JKHY
Henry Jack & Associates Inc

Technology
49
+ 1.11%
$171.12 - $186.18 $8.38K - $9.12K
4.46K $781K
BNDX
Vanguard Total International B

ETFs
485
+ 2.88%
$48.91 - $50.61 $23.7K - $24.5K
17.4K $851K
Blackrock, Inc.
5.21K
New
N/A
5.21K $0
TVE
Tennessee Vy Auth
1.89K
+ 4.26%
N/A
46.3K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.18%
N/A
2.83K $0
Brookfield Corporation
23.7K
+ 622.37%
N/A
27.5K $0
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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