Purchases and Sales Made in Q4 2023 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q4 2023. 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 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$546K - $688K
|
17.6K
$914K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16KNew |
$499K - $627K
|
16K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.9K+ 25.71% |
$465K - $585K
|
73.1K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
14.7KNew |
$457K - $576K
|
14.7K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14.3K+ 8.86% |
$444K - $559K
|
175K
$9.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.3K+ 0.82% |
$383K - $482K
|
1.52M
$79.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.2KNew |
$350K - $440K
|
11.2K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.2K+ 8.39% |
$349K - $439K
|
145K
$7.55M
|
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
10K+ 13.33% |
$311K - $392K
|
85K
$4.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.36KNew |
$291K - $366K
|
9.36K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.27K+ 94.36% |
$288K - $363K
|
19.1K
$994K
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
9.2KNew |
$286K - $360K
|
9.2K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.89K+ 0.17% |
$277K - $348K
|
5.26M
$274M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.49KNew |
$264K - $333K
|
8.49K
$442K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.01KNew |
$249K - $314K
|
8.01K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.8KNew |
$243K - $306K
|
7.8K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.88K+ 2.85% |
$214K - $269K
|
248K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.68KNew |
$208K - $261K
|
6.68K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.63K+ 3.39% |
$206K - $260K
|
202K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.19K+ 199.04% |
$193K - $242K
|
9.3K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06KNew |
$188K - $237K
|
6.06K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
6.02KNew |
$187K - $236K
|
6.02K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.92KNew |
$184K - $232K
|
5.92K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.5KNew |
$171K - $215K
|
5.5K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.4K+ 29.36% |
$168K - $211K
|
23.8K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.22KNew |
$162K - $204K
|
5.22K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.12K+ 6.45% |
$159K - $201K
|
84.5K
$4.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.01K+ 4.56% |
$156K - $196K
|
115K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.81K+ 74.24% |
$150K - $188K
|
11.3K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.6KNew |
$143K - $180K
|
4.6K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4.48K+ 12.87% |
$139K - $175K
|
39.3K
$2.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.28K+ 22.76% |
$133K - $168K
|
23.1K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.28KNew |
$133K - $168K
|
4.28K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.28K+ 3.05% |
$133K - $167K
|
144K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
4.26K+ 27.42% |
$132K - $167K
|
19.8K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.07K+ 61.5% |
$127K - $159K
|
10.7K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.81K+ 14.76% |
$87.4K - $110K
|
21.8K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.74K+ 5.4% |
$85.3K - $107K
|
53.6K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 7.84% |
$85.1K - $107K
|
37.6K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.72K+ 45250.0% |
$84.5K - $106K
|
2.72K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 29.03% |
$84K - $106K
|
12K
$625K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.43K+ 5.19% |
$75.5K - $95K
|
49.2K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.42K+ 2.94% |
$75.3K - $94.8K
|
84.8K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.26K+ 7.17% |
$70.2K - $88.3K
|
33.7K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.17K+ 1.19% |
$67.5K - $84.9K
|
185K
$9.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 0.2% |
$65K - $81.8K
|
1.06M
$55.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 26.07% |
$61.2K - $77.1K
|
9.52K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.97K+ 16.96% |
$61.1K - $76.9K
|
13.6K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.92K+ 6.75% |
$59.7K - $75.2K
|
30.4K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.9K+ 0.4% |
$59.1K - $74.4K
|
473K
$24.6M
|