Summit Financial, LLC Sells in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-727
- 14.97%
$92.96 - $113.91 $67.6K - $82.8K
4.13K $398K
ZTS
Zoetis Inc.

Healthcare
-363
- 7.56%
$141.13 - $159.19 $51.2K - $57.8K
4.44K $649K
EQIX
Equinix Inc

Real Estate
-109
- 12.62%
$756.7 - $811.13 $82.5K - $88.4K
755 $591K
SHW
Sherwin Williams CO

Basic Materials
-367
- 3.05%
$330.88 - $375.23 $121K - $138K
11.7K $4.04M
TT
Trane Technologies PLC

Industrials
-5
- 0.09%
$398.96 - $472.54 $1.99K - $2.36K
5.81K $2.45M
FIW
First Trust Water ETF

ETFs
-1.64K
- 7.61%
$107.54 - $115.08 $177K - $189K
20K $2.24M
PAA
Plains All American Pipeline LP

Energy
-2
- -0.0%
$16.88 - $18.93 $33.8 - $37.9
60.7K $1.03M
TRGP
Targa Resources Corp.

Energy
-228
- 3.99%
$160.52 - $174.4 $36.6K - $39.8K
5.48K $918K
CTVA
Corteva, Inc.

Basic Materials
-177
- 2.06%
$67.08 - $77.12 $11.9K - $13.7K
8.43K $569K
MU
Micron Technology Inc

Technology
-6.1K
- 28.34%
$104.88 - $168.89 $639K - $1.03M
15.4K $2.58M
PRU
Prudential Financial Inc

Financial Services
-406
- 5.52%
$100.68 - $109.89 $40.9K - $44.6K
6.95K $721K
DOCU
Docusign, Inc.

Technology
-235
- 3.05%
$67.14 - $85.01 $15.8K - $20K
7.47K $538K
LII
Lennox International Inc

Industrials
-15
- 1.24%
$516.18 - $664.54 $7.74K - $9.97K
1.19K $630K
ADSK
Autodesk, Inc.

Technology
-249
- 14.84%
N/A
1.43K $351K
KMI
Kinder Morgan, Inc.

Energy
-461
- 1.1%
$26.23 - $28.5 $12.1K - $13.1K
41.6K $1.18M
VICI
Vici Properties Inc.

Real Estate
-1.8K
- 18.55%
$31.43 - $33.93 $56.6K - $61.1K
7.91K $257K
CME
Cme Group Inc.

Financial Services
-149
- 4.71%
$258.83 - $287.1 $38.6K - $42.8K
3.01K $814K
WCN
Waste Connections, Inc.

Industrials
-185
- 9.43%
$171.32 - $191.84 $31.7K - $35.5K
1.78K $312K
SOXL
Direxion Daily Semiconductor B

ETFs
-6.1K
- 37.45%
$23.99 - $34.84 $146K - $212K
10.2K $354K
EFX
Equifax Inc

Industrials
-187
- 12.58%
$234.03 - $265.73 $43.8K - $49.7K
1.3K $333K
SAP
Sap Se

Technology
-23
- 1.89%
$252.42 - $311.93 $5.81K - $7.17K
1.19K $319K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-953
- 6.69%
$50.82 - $51.09 $48.4K - $48.7K
13.3K $679K
ARMK
Aramark

Industrials
-16
- 0.13%
$37.46 - $44.15 $599 - $706
12.7K $488K
GWW
W.W. Grainger, Inc.

Industrials
-18
- 5.63%
$932.44 - $1059.49 $16.8K - $19.1K
302 $287K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-455
- 6.22%
$116.29 - $120.92 $52.9K - $55K
6.86K $823K
IYH
Ishares Tr

ETFs
-994
- 15.78%
$54.36 - $58.96 $54K - $58.6K
5.31K $311K
CPRT
Copart Inc

Consumer Cyclical
-437
- 8.64%
$44.6 - $49.97 $19.5K - $21.8K
4.62K $207K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-668
- 11.85%
$75.26 - $80.19 $50.3K - $53.6K
4.97K $396K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.05K
- 3.98%
$13.69 - $15.48 $14.4K - $16.3K
25.4K $347K
VCR
Vanguard Consumer Discretionar

ETFs
-298
- 12.81%
$359.61 - $401.35 $107K - $120K
2.03K $803K
CAH
Cardinal Health Inc

Healthcare
-21
- 0.73%
$146.04 - $167.63 $3.07K - $3.52K
2.86K $449K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-879
- 17.17%
$47.56 - $49.7 $41.8K - $43.7K
4.24K $209K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.19K
- 7.14%
$133.48 - $144.38 $158K - $171K
15.4K $2.2M
JBLU
Jetblue Airways Corp

Industrials
-11K
- 31.98%
$4.23 - $5.49 $46.4K - $60.2K
23.3K $114K
MCHP
Microchip Technology Inc

Technology
-61
- 1.46%
$60.95 - $75.26 $3.72K - $4.59K
4.1K $263K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-268
- 2.86%
$86.07 - $90.74 $23.1K - $24.3K
9.1K $814K
DEO
Diageo PLC

Consumer Defensive
-111
- 3.32%
$93.64 - $115.33 $10.4K - $12.8K
3.23K $308K
PCEF
Invesco Cef Income Composite E

ETFs
-2.59K
- 4.19%
$19.5 - $20.24 $50.5K - $52.4K
59.3K $1.18M
IRM
Iron Mountain Inc

Real Estate
-171
- 1.44%
$89.46 - $104.46 $15.3K - $17.9K
11.7K $1.19M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-347
- 6.54%
$49.57 - $52.57 $17.2K - $18.2K
4.96K $247K
HAL
Halliburton CO

Energy
-2.83K
- 25.37%
$20.5 - $25.11 $58K - $71K
8.32K $204K
GGG
Graco Inc

Industrials
-231
- 8.15%
$82.58 - $88.81 $19.1K - $20.5K
2.6K $221K
MPW
Medical Properties Trust Inc

Real Estate
-7.79K
- 32.13%
$3.98 - $5.13 $31K - $40K
16.5K $83K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-533
- 2.4%
$53.57 - $54.48 $28.6K - $29K
21.7K $1.17M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-1.38K
- 10.35%
$13.1 - $13.58 $18K - $18.7K
11.9K $159K
MNST
Monster Beverage Corp

Consumer Defensive
-580
- 12.96%
$58.65 - $67.31 $34K - $39K
3.9K $262K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-636
- 8.79%
$53.48 - $56.56 $34K - $36K
6.6K $373K
AMGN
Amgen Inc

Healthcare
-207
- 1.5%
$271.18 - $309.22 $56.1K - $64K
13.6K $3.84M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.14K
- 20.33%
$83.08 - $100.2 $94.6K - $114K
4.46K $447K
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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