Purchases and Sales Made in Q1 2024 in Summit Financial Group, Inc. (SMMF)
This table provides information about the institutional ownership of Summit Financial Group, Inc. (SMMF) during Q1 2024. The information is specifically focused on institutions that hold shares of SUMMIT FINANCIAL GROUP, INC..
| 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 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.66KNew |
$168K - $201K
|
6.66K
$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 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $3.01K
|
100
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 1.06% |
$2.53K - $3.01K
|
9.53K
$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
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 14.89% |
$177 - $211
|
40
$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 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-225- 27.44% |
$5.69K - $6.78K
|
595
$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 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-451- 0.52% |
$11.4K - $13.6K
|
86K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-598- 60.16% |
$15.1K - $18K
|
396
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-797- 6.82% |
$20.1K - $24K
|
10.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-844- 9.37% |
$21.3K - $25.4K
|
8.17K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-845- 6.6% |
$21.4K - $25.5K
|
12K
$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 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.17K- 35.6% |
$54.8K - $65.3K
|
3.92K
$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 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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.93K- 40.83% |
$125K - $149K
|
7.15K
$0
|