Purchases and Sales Made in Q3 2023 in Summit Midstream Partners, LP (SMLP)
This table provides information about the institutional ownership of Summit Midstream Partners, LP (SMLP) during Q3 2023. The information is specifically focused on institutions that hold shares of Summit Midstream Partners, LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
58.2KNew |
$760K - $951K
|
58.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6K+ 13.1% |
$348K - $435K
|
230K
$8.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$197K - $247K
|
15.1K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$177K - $222K
|
13.6K
$503K
|
|
|
Nov 08, 2023
Q3 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
12.4KNew |
$161K - $202K
|
12.4K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.2K+ 36.99% |
$67.9K - $85K
|
19.3K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.4K+ 153.82% |
$44.4K - $55.6K
|
5.61K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.77K+ 11.88% |
$36.1K - $45.2K
|
26K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.33K+ 16.63% |
$30.5K - $38.1K
|
16.4K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
600+ 2.53% |
$7.83K - $9.8K
|
24.3K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
515+ 1.99% |
$6.72K - $8.42K
|
26.4K
$978K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
286+ 2.64% |
$3.73K - $4.67K
|
11.1K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 118.18% |
$170 - $212
|
24
$888
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 5.29% |
$4.27K - $5.34K
|
5.85K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-386- 16.86% |
$5.04K - $6.31K
|
1.9K
$70.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.44K- 0.82% |
$18.8K - $23.5K
|
173K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.72K- 0.41% |
$48.5K - $60.8K
|
910K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.64K- 2.45% |
$73.6K - $92.2K
|
224K
$8.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 8.02% |
$304K - $380K
|
267K
$9.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.7K- 83.05% |
$466K - $583K
|
7.28K
$269K
|