Latest Institutional Transactions on Summit Materials, Inc. (SUM)
This table provides information on the latest institutional transactions involving Summit Materials, Inc. (SUM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
379KNew |
$14M - $19.6M
|
379K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
304+ 0.86% |
$11.2K - $15.7K
|
35.7K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 23.52% |
$60.2K - $84.5K
|
5.32K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.33K- 48.11% |
$122K - $172K
|
3.59K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.2KNew |
$1.37M - $1.92M
|
37.2K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
164KNew |
$6.02M - $8.45M
|
164K
$8.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.3% |
$626 - $878
|
287
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.69K- 39.87% |
$173K - $242K
|
7.07K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.62K- 5.16% |
$207K - $290K
|
103K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.67K+ 15.27% |
$98.3K - $138K
|
20.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 4.81% |
$773 - $1.08K
|
458
$24K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 16.72% |
$3.57K - $5.01K
|
677
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
CALL |
300KNew |
$11M - $15.5M
|
300K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 13.64% |
$221 - $310
|
38
$1.99K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
164K+ 1191.47% |
$6.03M - $8.46M
|
177K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 25.0% |
$921 - $1.29K
|
125
$6.56K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
280+ 29.11% |
$10.3K - $14.5K
|
1.24K
$65.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 12.12% |
$73.6K - $103K
|
18.5K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.3KNew |
$1.78M - $2.5M
|
48.3K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.36K- 6.43% |
$308K - $432K
|
122K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.92KNew |
$181K - $254K
|
4.92K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.72MNew |
$63.3M - $88.8M
|
1.72M
$90.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 6.17% |
$57.7K - $81K
|
23.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-572- 6.94% |
$21.1K - $29.5K
|
7.67K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.36KNew |
$197K - $277K
|
5.36K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-878- 92.13% |
$32.3K - $45.4K
|
75
$3.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
121K+ 153.0% |
$4.45M - $6.25M
|
200K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
85New |
$3.13K - $4.39K
|
85
$4.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-109K- 23.05% |
$4.03M - $5.66M
|
366K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.51K- 43.95% |
$55.5K - $77.9K
|
1.92K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 9.57% |
$1.99K - $2.79K
|
618
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.06K+ 15.57% |
$186K - $261K
|
37.6K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
107KNew |
$3.95M - $5.54M
|
107K
$5.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.51K+ 3.73% |
$277K - $388K
|
209K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-97- 28.96% |
$3.57K - $5.01K
|
238
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
34New |
$1.25K - $1.76K
|
34
$1.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
48.4K+ 9.51% |
$1.78M - $2.5M
|
558K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3.31K- 7.71% |
$122K - $171K
|
39.6K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-10- 50.0% |
$368 - $517
|
10
$525
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$442 - $620
|
12
$630
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-21.5K- 43.74% |
$790K - $1.11M
|
27.6K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
495New |
$18.2K - $25.6K
|
495
$26K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.9KNew |
$402K - $564K
|
10.9K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 10.46% |
$41K - $57.5K
|
9.54K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
92.5KNew |
$3.41M - $4.78M
|
92.5K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 9.03% |
$1.99K - $2.79K
|
652
$34.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
611+ 3.46% |
$22.5K - $31.6K
|
18.3K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.23K- 9.32% |
$82.3K - $115K
|
21.7K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
746+ 0.97% |
$27.5K - $38.5K
|
77.7K
$4.08M
|