Purchases and Sales Made in Q4 2022 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q4 2022. The information is specifically focused on institutions that hold shares of Summit Materials, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18+ 1.64% |
$426 - $573
|
1.12K
$58.7K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18+ 1.64% |
$426 - $573
|
1.12K
$58.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
17+ 1.7% |
$402 - $541
|
1.02K
$53.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 1.6% |
$379 - $509
|
1.02K
$53.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15+ 0.14% |
$355 - $477
|
11K
$578K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 1.8% |
$213 - $286
|
509
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 1.54% |
$189 - $254
|
528
$27.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$189 - $254
|
8
$420
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
7+ 36.84% |
$166 - $223
|
26
$1.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.4% |
$166 - $223
|
507
$26.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 1.49% |
$166 - $223
|
476
$25K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$166 - $223
|
7
$367
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 14.29% |
$142 - $191
|
48
$2.52K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5+ 6.67% |
$118 - $159
|
80
$4.2K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 1.62% |
$71 - $95.4
|
188
$9.87K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.8% |
$47.3 - $63.6
|
251
$13.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.89% |
$47.3 - $63.6
|
226
$11.9K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1+ 0.0% |
$23.7 - $31.8
|
32.4K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.92% |
$23.7 - $31.8
|
110
$5.77K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$23.7 - $31.8
|
1
$52.5
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.0% |
$23.7 - $31.8
|
62.5K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 1.45% |
$23.7 - $31.8
|
70
$3.67K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 10.0% |
$23.7 - $31.8
|
9
$472
|
|
|
Apr 25, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$23.7 - $31.8
|
3.41M
$179M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$23.7 - $31.8
|
26
$1.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.0% |
$71 - $95.4
|
27
$1.42K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 5.26% |
$94.6 - $127
|
72
$3.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9- 0.09% |
$213 - $286
|
9.73K
$511K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 0.3% |
$260 - $350
|
3.63K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-30- 1.54% |
$710 - $954
|
1.92K
$101K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 5.87% |
$923 - $1.24K
|
625
$32.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 41.67% |
$1.18K - $1.59K
|
70
$3.67K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52- 9.29% |
$1.23K - $1.65K
|
508
$26.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 13.56% |
$1.32K - $1.78K
|
357
$18.7K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-58- 0.1% |
$1.37K - $1.84K
|
56.3K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-66- 10.65% |
$1.56K - $2.1K
|
554
$29.1K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-74- 0.76% |
$1.75K - $2.35K
|
9.62K
$505K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 20.99% |
$2.41K - $3.24K
|
384
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-127- 0.11% |
$3K - $4.04K
|
111K
$5.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-229- 2.68% |
$5.42K - $7.28K
|
8.32K
$436K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-234- 0.37% |
$5.54K - $7.44K
|
62.5K
$3.28M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-234- 0.37% |
$5.54K - $7.44K
|
62.5K
$3.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-234- 0.37% |
$5.54K - $7.44K
|
62.5K
$3.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-248- 14.85% |
$5.87K - $7.89K
|
1.42K
$74.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-357- 7.24% |
$8.45K - $11.4K
|
4.57K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-447- 1.56% |
$10.6K - $14.2K
|
28.1K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-465- 4.85% |
$11K - $14.8K
|
9.13K
$479K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-466- 1.79% |
$11K - $14.8K
|
25.6K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-658- 1.6% |
$15.6K - $20.9K
|
40.3K
$2.12M
|