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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.5K- 46.87% |
$93.4K - $121K
|
5.1K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 136.56% |
$260K - $309K
|
18.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.8KNew |
$1.18M - $1.41M
|
47.8K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$8.08K - $9.15K
|
300
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-2.32K- 4.75% |
$62.6K - $70.9K
|
46.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
51+ 463.64% |
$1.37K - $1.56K
|
62
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
29New |
$781 - $885
|
29
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45- 3.14% |
$1.1K - $1.29K
|
1.39K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1Closed |
$24.4 - $28.6
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
8.9KNew |
$217K - $255K
|
8.9K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-176Closed |
$4.3K - $5.04K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2K- 2.27% |
$48.9K - $57.3K
|
86.3K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-8.05KClosed |
$197K - $230K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
10.3KNew |
$251K - $294K
|
10.3K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
600New |
$14.7K - $17.2K
|
600
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-19.1KClosed |
$474K - $534K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-16.3KClosed |
$405K - $456K
|
0
$0
|
|
| Q3 2021 | |||||||
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.52K- 37.88% |
$53.4K - $63.4K
|
4.14K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1K- 13.11% |
$21.2K - $25.1K
|
6.63K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-105Closed |
$2.22K - $2.64K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-3K- 23.08% |
$63.5K - $75.4K
|
10K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
1KNew |
$21.2K - $25.1K
|
1K
$0
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-1.8KClosed |
$39.6K - $48.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-8.16KClosed |
$180K - $220K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-21.8KClosed |
$480K - $588K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7.01KNew |
$145K - $190K
|
7.01K
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10KClosed |
$207K - $272K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
200+ 2.0% |
$4.13K - $5.43K
|
10.2K
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-35.8KClosed |
$531K - $815K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4KClosed |
$59.3K - $91K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.73KClosed |
$24.6K - $28.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-93Closed |
$1.31K - $1.86K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-2.08KClosed |
$29.3K - $41.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-16Closed |
$226 - $320
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-16.2KClosed |
$228K - $324K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-8.69KClosed |
$135K - $231K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
306+ 47.15% |
$7.74K - $8.47K
|
955
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.6KClosed |
$182K - $207K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-229Closed |
$5.48K - $6.23K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.07KClosed |
$217K - $247K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.58KClosed |
$61.7K - $70.2K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-39KClosed |
$931K - $1.06M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.8KClosed |
$539K - $584K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-62.2KClosed |
$1.54M - $1.67M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Sepio Capital, LP
|
SELL
|
- |
-10.6KClosed |
$206K - $284K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-5.63KClosed |
$110K - $151K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-51.1KClosed |
$922K - $1.23M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$10.8K - $14.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
93+ 0.48% |
$2.13K - $2.56K
|
19.5K
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.09KClosed |
$209K - $250K
|
0
$0
|
|