Purchases and Sales Made in Q4 2023 in Summit Financial Group, Inc. (SMMF)
This table provides information about the institutional ownership of Summit Financial Group, Inc. (SMMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
288K+ 76.96% |
$6.06M - $9.02M
|
663K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
212K+ 952.18% |
$4.46M - $6.64M
|
235K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 15.06% |
$2.42M - $3.61M
|
881K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
113KNew |
$2.38M - $3.55M
|
113K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
98.7KNew |
$2.07M - $3.09M
|
98.7K
$0
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
61.8KNew |
$1.3M - $1.93M
|
61.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
41.4KNew |
$868K - $1.29M
|
41.4K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.2KNew |
$865K - $1.29M
|
41.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
36.2KNew |
$760K - $1.13M
|
36.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
35.5K+ 32.91% |
$746K - $1.11M
|
144K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
35.1KNew |
$736K - $1.1M
|
35.1K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
31.9KNew |
$669K - $997K
|
31.9K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3KNew |
$595K - $886K
|
28.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
23.7K+ 19.03% |
$497K - $740K
|
148K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6KNew |
$328K - $489K
|
15.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 45.96% |
$272K - $406K
|
41.2K
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$263K - $391K
|
12.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.6K+ 4.45% |
$223K - $333K
|
250K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.01KNew |
$189K - $282K
|
9.01K
$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
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.77K+ 3.71% |
$163K - $243K
|
217K
$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 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6.1KNew |
$128K - $191K
|
6.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.1K+ 90.8% |
$128K - $191K
|
12.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.52K+ 0.98% |
$116K - $173K
|
569K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.04K+ 33.54% |
$106K - $157K
|
20K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.61K+ 4.09% |
$96.8K - $144K
|
117K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.27K+ 3.7% |
$89.7K - $134K
|
120K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38K+ 44.51% |
$70.9K - $106K
|
11K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.29KNew |
$48K - $71.5K
|
2.29K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.95K+ 3.84% |
$41K - $61.1K
|
52.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.95K+ 18.04% |
$41K - $61.1K
|
12.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.69K+ 1457.76% |
$35.5K - $52.9K
|
1.81K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 24.03% |
$24.8K - $36.9K
|
6.09K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
824New |
$17.3K - $25.8K
|
824
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
807+ 7.16% |
$16.9K - $25.2K
|
12.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
710+ 1.74% |
$14.9K - $22.2K
|
41.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
682+ 8.83% |
$14.3K - $21.3K
|
8.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
400+ 0.66% |
$8.4K - $12.5K
|
61.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
94+ 0.88% |
$1.97K - $2.94K
|
10.7K
$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
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.26% |
$357 - $532
|
6.61K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5+ 0.61% |
$105 - $156
|
820
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.0% |
$21 - $31.3
|
86.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-23- 0.41% |
$483 - $719
|
5.56K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-56- 54.37% |
$1.18K - $1.75K
|
47
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-70- 0.6% |
$1.47K - $2.19K
|
11.7K
$0
|