Purchases and Sales Made in Q2 2023 in Summit Financial Group, Inc. (SMMF)
This table provides information about the institutional ownership of Summit Financial Group, Inc. (SMMF) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
72.5K+ 9.81% |
$1.28M - $1.57M
|
811K
$0
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
71.5K+ 14.57% |
$1.26M - $1.55M
|
562K
$0
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
43.3KNew |
$762K - $940K
|
43.3K
$0
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
43.3KNew |
$762K - $940K
|
43.3K
$0
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40.2KNew |
$707K - $872K
|
40.2K
$0
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.5KNew |
$695K - $857K
|
39.5K
$0
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36.5K+ 146.06% |
$642K - $792K
|
61.5K
$0
|
|
Aug 02, 2023
Q2 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
20.5KNew |
$361K - $445K
|
20.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
19.3K+ 9.31% |
$339K - $419K
|
227K
$0
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.5K+ 52.91% |
$307K - $379K
|
50.4K
$0
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
13.1KNew |
$230K - $284K
|
13.1K
$0
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5KNew |
$219K - $271K
|
12.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$199K - $246K
|
11.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.18K+ 37.74% |
$126K - $156K
|
26.2K
$0
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.18K+ 37.74% |
$126K - $156K
|
26.2K
$0
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.59KNew |
$116K - $143K
|
6.59K
$0
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.17K+ 4.76% |
$91K - $112K
|
114K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.8K+ 25.72% |
$84.4K - $104K
|
23.5K
$0
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
4.2K+ 14.74% |
$73.9K - $91.2K
|
32.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
4.06K+ 3.12% |
$71.4K - $88.1K
|
134K
$0
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.85K+ 74.41% |
$67.7K - $83.5K
|
9.02K
$0
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.81K+ 13.4% |
$67.1K - $82.8K
|
32.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.35K+ 334500.0% |
$58.9K - $72.6K
|
3.35K
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.04KNew |
$53.6K - $66.1K
|
3.04K
$0
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.63K+ 23.44% |
$46.3K - $57.1K
|
13.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.35K+ 57.81% |
$41.4K - $51K
|
6.42K
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.29K+ 23.1% |
$40.4K - $49.8K
|
12.2K
$0
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.18K+ 7.36% |
$38.4K - $47.3K
|
31.8K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.65K+ 112.65% |
$29K - $35.8K
|
3.11K
$0
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
1.3K+ 8.33% |
$22.9K - $28.2K
|
16.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.11KNew |
$19.6K - $24.1K
|
1.11K
$0
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
908+ 13.11% |
$16K - $19.7K
|
7.83K
$0
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
900+ 6.51% |
$15.8K - $19.5K
|
14.7K
$0
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
512+ 2.36% |
$9.01K - $11.1K
|
22.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167+ 1.91% |
$2.94K - $3.63K
|
8.93K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$1.78K - $2.19K
|
101
$0
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
89+ 0.85% |
$1.57K - $1.93K
|
10.6K
$0
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39+ 0.6% |
$686 - $847
|
6.59K
$0
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
33+ 0.96% |
$581 - $716
|
3.47K
$0
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
27+ 117.39% |
$475 - $586
|
50
$0
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25New |
$440 - $543
|
25
$0
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
11+ 0.2% |
$194 - $239
|
5.38K
$0
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6+ 0.56% |
$106 - $130
|
1.08K
$0
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5+ 0.95% |
$88 - $109
|
531
$0
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.0% |
$17.6 - $21.7
|
96.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-52- 4.47% |
$915 - $1.13K
|
1.11K
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-84- 38.36% |
$1.48K - $1.82K
|
135
$0
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-211- 1.23% |
$3.71K - $4.58K
|
16.9K
$0
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-418- 10.1% |
$7.36K - $9.07K
|
3.72K
$0
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-502- 0.21% |
$8.84K - $10.9K
|
244K
$0
|