Latest Institutional Purchases of Summit Financial Group, Inc. (SMMF)
This list provides information on the latest institutional transactions involving Summit Financial Group, Inc. (SMMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.4K+ 40.97% |
$1.02M - $1.22M
|
139K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
37.9K+ 91.71% |
$959K - $1.14M
|
79.3K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3KNew |
$815K - $971K
|
32.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31.9K+ 4.8% |
$805K - $960K
|
695K
$0
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
27.7K+ 19.27% |
$699K - $833K
|
171K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24K+ 119.92% |
$608K - $724K
|
44.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
21.6K+ 61.59% |
$546K - $650K
|
56.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
20.3K+ 9.37% |
$514K - $613K
|
238K
$0
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.7KNew |
$398K - $474K
|
15.7K
$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
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.8K+ 22.55% |
$350K - $417K
|
75.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2KNew |
$308K - $367K
|
12.2K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
9.92K+ 4.74% |
$251K - $299K
|
219K
$0
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.81K+ 18.7% |
$223K - $265K
|
55.9K
$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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.16K+ 1.43% |
$206K - $246K
|
577K
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.09K+ 73.79% |
$205K - $244K
|
19.1K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.09KNew |
$205K - $244K
|
8.09K
$0
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.36K+ 2.14% |
$135K - $161K
|
255K
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.29KNew |
$134K - $159K
|
5.29K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.2K+ 3.58% |
$106K - $127K
|
121K
$0
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$65.2K - $77.7K
|
2.58K
$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
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
720+ 39.11% |
$18.2K - $21.7K
|
2.56K
$0
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
698+ 4.14% |
$17.6K - $21K
|
17.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
605+ 33.48% |
$15.3K - $18.2K
|
2.41K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505+ 6.01% |
$12.8K - $15.2K
|
8.91K
$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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 1.06% |
$2.53K - $3.01K
|
9.53K
$0
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $3.01K
|
100
$0
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
69+ 0.64% |
$1.74K - $2.08K
|
10.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64+ 0.41% |
$1.62K - $1.93K
|
15.6K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4New |
$101 - $120
|
4
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$50.6 - $60.2
|
2
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
113KNew |
$2.38M - $3.55M
|
113K
$0
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
61.8KNew |
$1.3M - $1.93M
|
61.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
36.2KNew |
$760K - $1.13M
|
36.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6KNew |
$328K - $489K
|
15.6K
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$263K - $391K
|
12.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.6KNew |
$180K - $269K
|
8.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
8.33KNew |
$175K - $260K
|
8.33K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.75KNew |
$163K - $242K
|
7.75K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.3K+ 30.75% |
$132K - $197K
|
26.8K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.29KNew |
$48K - $71.5K
|
2.29K
$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
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
25.9KNew |
$512K - $647K
|
25.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
9.55KNew |
$188K - $238K
|
9.55K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5KNew |
$187K - $237K
|
9.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.13KNew |
$180K - $228K
|
9.13K
$0
|
|