Summit Financial, LLC Sells in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HXL
Hexcel Corp

Industrials
-6
- 0.16%
$57.15 - $64.88 $343 - $389
3.65K $228K
EFV
Msci Eafe Value ETF

ETFs
-250
- 2.67%
$62.79 - $68.42 $15.7K - $17.1K
9.11K $617K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.73K
- 5.41%
$42.04 - $45.23 $115K - $124K
47.8K $2.16M
ROST
Ross Stores, Inc.

Consumer Cyclical
-83
- 5.18%
$127.59 - $152.81 $10.6K - $12.7K
1.52K $231K
NVS
Novartis Ag

Healthcare
-29
- 0.64%
$113.5 - $129.73 $3.29K - $3.76K
4.53K $581K
SAN
Banco Santander, S.A.

Financial Services
-36
- 0.24%
$8.27 - $10.48 $298 - $377
14.7K $154K
CW
Curtiss Wright Corp

Industrials
-6
- 0.87%
$472.43 - $542.94 $2.83K - $3.26K
681 $369K
MPC
Marathon Petroleum Corp

Energy
-571
- 10.51%
$158.59 - $198.69 $90.6K - $113K
4.86K $937K
IWC
Russell Micro Cap ETF

ETFs
-185
- 5.88%
$127.86 - $151.39 $23.7K - $28K
2.96K $441K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-111
- 0.85%
$24.02 - $27.91 $2.67K - $3.1K
12.9K $360K
HCA
Hca Healthcare, Inc.

Healthcare
-46
- 3.19%
$334.32 - $426.2 $15.4K - $19.6K
1.39K $594K
AZN
Astrazeneca PLC

Healthcare
-198
- 2.26%
$68.72 - $82.11 $13.6K - $16.3K
8.58K $658K
SKYY
First Trust Cloud Computing Et

ETFs
-1.81K
- 7.98%
$118.24 - $138.53 $214K - $251K
20.9K $2.81M
NOV
Nov Inc.

Energy
-145
- 0.24%
$11.88 - $14.16 $1.72K - $2.05K
59.7K $791K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-454
- 2.4%
$61.83 - $67.07 $28.1K - $30.4K
18.4K $1.21M
BKR
Baker Hughes CO

Energy
-118
- 2.13%
$38.68 - $50.55 $4.56K - $5.96K
5.42K $263K
SIVR
Abrdn Silver ETF Trust

ETFs
-235
- 3.64%
$34.34 - $44.62 $8.07K - $10.5K
6.22K $276K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-123
- 1.43%
$123.59 - $132.83 $15.2K - $16.3K
8.5K $1.13M
CG
Carlyle Group Inc.

Financial Services
-330
- 4.61%
$52.82 - $69.35 $17.4K - $22.9K
6.83K $427K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.35K
- 1.37%
$48.5 - $50.19 $114K - $118K
169K $8.48M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.18K
- 2.06%
$57.15 - $62.12 $67.2K - $73.1K
55.9K $3.47M
TPR
Tapestry, Inc.

Consumer Cyclical
-7
- 0.28%
$86.48 - $116.14 $605 - $813
2.5K $283K
WEC
Wec Energy Group, Inc.

Utilities
-371
- 3.54%
$103.66 - $114.59 $38.5K - $42.5K
10.1K $1.16M
ORI
Old Republic International Corp

Financial Services
-761
- 2.97%
$35.74 - $42.47 $27.2K - $32.3K
24.9K $1.06M
IDXX
Idexx Laboratories Inc

Healthcare
-163
- 9.29%
$514.61 - $682.78 $83.9K - $111K
1.59K $1.02M
BP
Bp PLC

Energy
-41
- 0.23%
$30.25 - $35.69 $1.24K - $1.46K
17.6K $607K
NSC
Norfolk Southern Corp

Industrials
-296
- 7.9%
$259.49 - $300.41 $76.8K - $88.9K
3.45K $1.04M
RNR
Renaissancere Holdings LTD

Financial Services
-214
- 1.76%
$231.95 - $253.93 $49.6K - $54.3K
11.9K $3.03M
THW
Tekla World Healthcare Fund

Financial Services
-4.71K
- 7.5%
$10.16 - $12.6 $47.9K - $59.3K
58.1K $731K
PII
Polaris Inc.

Consumer Cyclical
-935
- 11.31%
$44.87 - $59.95 $42K - $56.1K
7.34K $426K
RF
Regions Financial Corp

Financial Services
-4.41K
- 5.84%
$24.03 - $27.41 $106K - $121K
71.1K $1.88M
SPG
Simon Property Group Inc

Real Estate
-10
- 0.26%
$159.93 - $187.67 $1.6K - $1.88K
3.77K $706K
KLAC
Kla Corp

Technology
-5
- 0.83%
$843.9 - $1078.6 $4.22K - $5.39K
600 $647K
ADM
Archer Daniels Midland CO

Consumer Defensive
-163
- 0.96%
$53.54 - $64.21 $8.73K - $10.5K
16.8K $1M
LEU
Centrus Energy Corp

Energy
-236
- 16.39%
$166.58 - $315.62 $39.3K - $74.5K
1.2K $373K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-66
- 1.17%
$339.37 - $366.46 $22.4K - $24.2K
5.58K $2.04M
EVR
Evercore Inc.

Financial Services
-40
- 1.86%
$276.5 - $362.79 $11.1K - $14.5K
2.11K $712K
LHX
L3 Harris Technologies, Inc.

Industrials
-75
- 2.57%
$252.18 - $305.41 $18.9K - $22.9K
2.85K $869K
OHI
Omega Healthcare Investors Inc

Real Estate
-742
- 2.24%
$36.29 - $43.34 $26.9K - $32.2K
32.3K $1.36M
SO
Southern CO

Utilities
-899
- 1.04%
$90.83 - $96.0 $81.7K - $86.3K
85.6K $8.11M
VV
Vanguard Large Cap ETF

ETFs
-11
- 0.13%
$285.05 - $309.14 $3.14K - $3.4K
8.66K $2.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.55K
- 1.98%
$21.69 - $23.34 $120K - $130K
275K $6.4M
SU
Suncor Energy Inc

Energy
-448
- 0.8%
$37.83 - $43.02 $16.9K - $19.3K
55.3K $2.31M
MUR
Murphy Oil Corp

Energy
-90
- 0.22%
$22.13 - $30.03 $1.99K - $2.7K
40.2K $1.14M
PDI
Pimco Dynamic Income Fund

Financial Services
-5.76K
- 1.32%
$18.85 - $20.07 $109K - $116K
430K $8.51M
SOXX
Ishares Semiconductor ETF

ETFs
-183
- 1.92%
$236.93 - $271.12 $43.4K - $49.6K
9.33K $2.53M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-585
- 0.55%
$66.84 - $69.82 $39.1K - $40.8K
106K $7.37M
NOC
Northrop Grumman Corp

Industrials
-15
- 0.56%
$498.9 - $609.32 $7.48K - $9.14K
2.66K $1.62M
PSX
Phillips 66

Energy
-132
- 0.71%
$118.37 - $139.46 $15.6K - $18.4K
18.4K $2.51M
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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