Latest Institutional Transactions on Summit Financial Group, Inc. (SMMF)

SMMF Quotes by TradingView

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
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2
New
$50.6 - $60.2
2 $0
Apr 23, 2024 Q1 2024
Amalgamated Bank

New York, NY
SELL
 -
-598
- 60.16%
$15.1K - $18K
396 $0
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-10.8K
- 38.21%
$274K - $326K
17.5K $0
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
12.2K
New
$308K - $367K
12.2K $0
Apr 12, 2024 Q1 2024
Folger Nolan Fleming Douglas Capital Management, Inc

SELL
 -
-797
- 6.82%
$20.1K - $24K
10.9K $0
Apr 05, 2024 Q1 2024
Summit Financial Group, Inc.

BUY
 -
9.92K
+ 4.74%
$251K - $299K
219K $0
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
4
New
$101 - $120
4 $0
Q4 2023
Apr 02, 2024 Q4 2023
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
61.8K
New
$1.3M - $1.93M
61.8K $0
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
12.5K
New
$263K - $391K
12.5K $0
Feb 14, 2024 Q4 2023
Lazard Asset Management LLC

New York, NY
SELL
 -
-190
- 9.4%
$3.99K - $5.94K
1.83K $0
Feb 14, 2024 Q4 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
113K
New
$2.38M - $3.55M
113K $0
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.6K
New
$328K - $489K
15.6K $0
Feb 13, 2024 Q4 2023
Acadian Asset Management LLC

Boston, MA
SELL
 -
-49.3K
- 75.47%
$1.04M - $1.54M
16K $0
Feb 13, 2024 Q4 2023
Yakira Capital Management, Inc.

Westport, CT
BUY
 -
36.2K
New
$760K - $1.13M
36.2K $0
Feb 12, 2024 Q4 2023
Martingale Asset Management L P

Boston, MA
SELL
 -
-1.7K
- 10.83%
$35.7K - $53.2K
14K $0
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
8.6K
New
$180K - $269K
8.6K $0
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
2.29K
New
$48K - $71.5K
2.29K $0
Feb 06, 2024 Q4 2023
Ntv Asset Management LLC

BUY
 -
8.33K
New
$175K - $260K
8.33K $0
Feb 06, 2024 Q4 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
73
+ 0.23%
$1.53K - $2.28K
31.9K $0
Feb 05, 2024 Q4 2023
Russell Investments Group, Ltd.

BUY
 -
20
+ 0.03%
$420 - $626
61.5K $0
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
7.75K
New
$163K - $242K
7.75K $0
Jan 22, 2024 Q4 2023
Pinnacle Financial Partners Inc

SELL
 -
-4.54K
- 50.34%
$95.3K - $142K
4.48K $0
Q3 2023
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
9.13K
New
$180K - $228K
9.13K $0
Nov 14, 2023 Q3 2023
Legal & General Group PLC

London, X0
SELL
 -
-191
- 17.7%
$3.77K - $4.76K
888 $0
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-4.44K
- 30.14%
$87.6K - $111K
10.3K $0
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.5K
New
$187K - $237K
9.5K $0
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-3.98K
- 50.77%
$78.5K - $99.2K
3.86K $0
Nov 08, 2023 Q3 2023
Burney CO

Reston, VA
BUY
 -
9.55K
New
$188K - $238K
9.55K $0
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-2.15K
- 4.52%
$42.4K - $53.6K
45.4K $0
Oct 27, 2023 Q3 2023
River Oaks Capital LLC

Wayzata, MN
SELL
 -
-108K
- 80.32%
$2.12M - $2.69M
26.4K $0
Oct 26, 2023 Q3 2023
Emerald Mutual Fund Advisers Trust

BUY
 -
25.9K
New
$512K - $647K
25.9K $0
Q2 2023
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-46.2K
- 64.29%
$813K - $1M
25.7K $0
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.04K
New
$53.6K - $66.1K
3.04K $0
Aug 11, 2023 Q2 2023
Nisa Investment Advisors, LLC

BUY
 -
25
New
$440 - $543
25 $0
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.11K
New
$19.6K - $24.1K
1.11K $0
Aug 10, 2023 Q2 2023
Pacific Ridge Capital Partners, LLC

Lake Oswego, OR
SELL
 -
-16.1K
- 50.65%
$283K - $349K
15.7K $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
101
New
$1.78K - $2.19K
101 $0
Aug 03, 2023 Q2 2023
Los Angeles Capital Management LLC

BUY
 -
2.63K
+ 23.44%
$46.3K - $57.1K
13.8K $0
Aug 02, 2023 Q2 2023
Lsv Asset Management

Chicago, IL
BUY
 -
4.2K
+ 14.74%
$73.9K - $91.2K
32.7K $0
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
12.5K
New
$219K - $271K
12.5K $0
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
43.3K
New
$762K - $940K
43.3K $0
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.65K
+ 112.65%
$29K - $35.8K
3.11K $0
Q1 2023
Dec 18, 2023 Q1 2023
Gladius Capital Management LP

Chicago, IL
BUY
 -
293
New
$6.08K - $7.88K
293 $0
Aug 02, 2023 Q1 2023
Strs Ohio

SELL
 -
-1.3K
- 7.69%
$27K - $34.9K
15.6K $0
May 16, 2023 Q1 2023
Bhz Capital Management, LP

San Jose, CA
SELL
 -
-1.86K
- 5.71%
$38.6K - $50.1K
30.8K $0
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 PUT
10.7K
New
$222K - $288K
10.7K $0
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
53
New
$1.1K - $1.42K
53 $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
104
New
$2.16K - $2.8K
104 $0
May 11, 2023 Q1 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-14.5K
- 42.94%
$301K - $390K
19.3K $0

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