Institutional Ownership Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM). We have compiled data on the 410 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
53
shares
|
$2,781
0.0% of portfolio
|
Q4 2024
Added 381.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
51
shares
|
$2,676
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
47
shares
|
$2,467
0.0% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
46
shares
|
$2,414
0.0% of portfolio
|
Q3 2024
Added 17.95%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38
shares
|
$1,994
0.0% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
37
shares
|
$1,942
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
35
shares
|
$1,837
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
35
shares
|
$1,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
34
shares
|
$1,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
31
shares
|
$1,627
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$1,574
0.0% of portfolio
|
Q2 2024
Reduced 50.82%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
30
shares
|
$1,574
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
27
shares
|
$1,417
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21
shares
|
$1,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
20
shares
|
$1,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19
shares
|
$997
0.0% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15
shares
|
$787
0.0% of portfolio
|
Q4 2024
Reduced 89.36%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
10
shares
|
$524
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
6
shares
|
$314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5
shares
|
$262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|