Purchases and Sales Made in Q3 2023 in Summit Financial Group, Inc. (SMMF)
This table provides information about the institutional ownership of Summit Financial Group, Inc. (SMMF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
124KNew |
$2.45M - $3.1M
|
124K
$0
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
108KNew |
$2.13M - $2.69M
|
108K
$0
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
60.9KNew |
$1.2M - $1.52M
|
60.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
32.1K+ 9.38% |
$634K - $801K
|
375K
$0
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
25.9KNew |
$512K - $647K
|
25.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4KNew |
$284K - $359K
|
14.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.7K+ 5.62% |
$251K - $318K
|
239K
$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
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.91KNew |
$96.9K - $122K
|
4.91K
$0
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.79K+ 3.48% |
$74.8K - $94.6K
|
113K
$0
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.79K+ 8.76% |
$74.8K - $94.6K
|
47.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.72K+ 3.95% |
$53.7K - $67.9K
|
71.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06K+ 430.33% |
$40.6K - $51.3K
|
2.54K
$0
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
1.8K+ 8.77% |
$35.5K - $44.8K
|
22.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.78K+ 0.86% |
$35.2K - $44.5K
|
209K
$0
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.56K+ 1.37% |
$30.7K - $38.8K
|
115K
$0
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.11K+ 0.2% |
$21.9K - $27.6K
|
563K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
712+ 6.74% |
$14K - $17.8K
|
11.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
600+ 1.49% |
$11.8K - $15K
|
40.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
450+ 0.89% |
$8.88K - $11.2K
|
50.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
296+ 4.61% |
$5.84K - $7.38K
|
6.71K
$0
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
284+ 53.48% |
$5.6K - $7.08K
|
815
$0
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
249New |
$4.91K - $6.21K
|
249
$0
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
199+ 3.7% |
$3.93K - $4.96K
|
5.58K
$0
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114+ 0.58% |
$2.25K - $2.84K
|
19.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
96+ 0.64% |
$1.89K - $2.39K
|
15K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
90+ 0.85% |
$1.78K - $2.24K
|
10.6K
$0
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
79+ 0.47% |
$1.56K - $1.97K
|
17K
$0
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39+ 0.6% |
$769 - $973
|
6.59K
$0
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7+ 0.06% |
$138 - $175
|
10.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 23.7% |
$631 - $798
|
103
$0
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-191- 17.7% |
$3.77K - $4.76K
|
888
$0
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-700- 0.41% |
$13.8K - $17.5K
|
170K
$0
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.25K- 33.68% |
$24.7K - $31.2K
|
2.47K
$0
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.32K- 10.09% |
$26K - $32.9K
|
11.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34K- 15.05% |
$26.5K - $33.5K
|
7.59K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.45K- 41.68% |
$28.5K - $36K
|
2.02K
$0
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 4.52% |
$42.4K - $53.6K
|
45.4K
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.23K- 96.53% |
$63.7K - $80.6K
|
116
$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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.05K- 12.55% |
$79.9K - $101K
|
28.2K
$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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.5K- 36.8% |
$88.7K - $112K
|
7.72K
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.39K- 24.38% |
$126K - $159K
|
19.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.5K- 29.29% |
$128K - $162K
|
15.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-10K- 10.4% |
$198K - $250K
|
86.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-12.6K- 16.12% |
$248K - $313K
|
65.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.2K- 58.8% |
$458K - $579K
|
16.3K
$0
|