Latest Institutional Transactions on Summit Financial Group, Inc. (SMMF)
This table provides information on the latest institutional transactions involving Summit Financial Group, Inc. (SMMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3KNew |
$815K - $971K
|
32.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.66K- 13.5% |
$67.3K - $80.1K
|
17.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
798+ 6.24% |
$20.2K - $24K
|
13.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-262- 53.25% |
$6.62K - $7.89K
|
230
$0
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.2K+ 3.58% |
$106K - $127K
|
121K
$0
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
20.3K+ 9.37% |
$514K - $613K
|
238K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
69+ 0.64% |
$1.74K - $2.08K
|
10.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.8K+ 22.55% |
$350K - $417K
|
75.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
15.1KNew |
$383K - $456K
|
15.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.13K- 52.16% |
$231K - $275K
|
8.38K
$0
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
720+ 39.11% |
$18.2K - $21.7K
|
2.56K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-25.8K- 17.44% |
$653K - $778K
|
122K
$0
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-844- 9.37% |
$21.3K - $25.4K
|
8.17K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
37.9K+ 91.71% |
$959K - $1.14M
|
79.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.93K- 40.83% |
$125K - $149K
|
7.15K
$0
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.55K- 23.7% |
$191K - $227K
|
24.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.29KNew |
$134K - $159K
|
5.29K
$0
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.58K- 5.5% |
$166K - $198K
|
113K
$0
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.4K+ 40.97% |
$1.02M - $1.22M
|
139K
$0
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
21.6K+ 61.59% |
$546K - $650K
|
56.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24K+ 119.92% |
$608K - $724K
|
44.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-225- 27.44% |
$5.69K - $6.78K
|
595
$0
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.8K- 28.49% |
$299K - $356K
|
29.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.7KNew |
$398K - $474K
|
15.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
343+ 0.65% |
$8.67K - $10.3K
|
53.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-845- 6.6% |
$21.4K - $25.5K
|
12K
$0
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
27.7K+ 19.27% |
$699K - $833K
|
171K
$0
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$65.2K - $77.7K
|
2.58K
$0
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.36K+ 2.14% |
$135K - $161K
|
255K
$0
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.45K- 1.45% |
$62K - $73.9K
|
167K
$0
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-45- 5.46% |
$1.14K - $1.36K
|
779
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-47- 0.85% |
$1.19K - $1.42K
|
5.51K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 1.06% |
$2.53K - $3.01K
|
9.53K
$0
|
|
|
May 13, 2024
Q1 2024
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-20.2K- 8.6% |
$510K - $608K
|
215K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505+ 6.01% |
$12.8K - $15.2K
|
8.91K
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
605+ 33.48% |
$15.3K - $18.2K
|
2.41K
$0
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42.1K- 4.78% |
$1.06M - $1.27M
|
839K
$0
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31.9K+ 4.8% |
$805K - $960K
|
695K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64+ 0.41% |
$1.62K - $1.93K
|
15.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $3.01K
|
100
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.09K+ 73.79% |
$205K - $244K
|
19.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 24.59% |
$37.9K - $45.2K
|
4.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.16K+ 1.43% |
$206K - $246K
|
577K
$0
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.29KNew |
$210K - $250K
|
8.29K
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 14.89% |
$177 - $211
|
40
$0
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
698+ 4.14% |
$17.6K - $21K
|
17.6K
$0
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-451- 0.52% |
$11.4K - $13.6K
|
86K
$0
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.17K- 35.6% |
$54.8K - $65.3K
|
3.92K
$0
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.81K+ 18.7% |
$223K - $265K
|
55.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.09KNew |
$205K - $244K
|
8.09K
$0
|