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 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$56.5K - $71.1K
|
1.82K
$94.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 35.49% |
$55.4K - $69.8K
|
6.8K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.74KNew |
$54K - $68K
|
1.74K
$90.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.62K+ 10.49% |
$50.4K - $63.4K
|
17.1K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$38K - $47.8K
|
1.22K
$63.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.2K+ 11.76% |
$37.3K - $47K
|
11.4K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.2K+ 2.58% |
$37.3K - $47K
|
47.7K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.18K+ 4.25% |
$36.6K - $46.1K
|
28.9K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 17.44% |
$33K - $41.5K
|
7.15K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 6.62% |
$32.5K - $40.9K
|
16.8K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
937+ 5.23% |
$29.2K - $36.7K
|
18.9K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
926+ 9.0% |
$28.8K - $36.3K
|
11.2K
$584K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
799+ 1.21% |
$24.9K - $31.3K
|
66.9K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
644+ 19.18% |
$20K - $25.2K
|
4K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
590+ 0.12% |
$18.4K - $23.1K
|
475K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
547New |
$17K - $21.4K
|
547
$28.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
465+ 3.67% |
$14.5K - $18.2K
|
13.1K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
402+ 3.05% |
$12.5K - $15.7K
|
13.6K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
399+ 113.68% |
$12.4K - $15.6K
|
750
$39K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
382+ 25.13% |
$11.9K - $15K
|
1.9K
$99K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
343+ 110.29% |
$10.7K - $13.4K
|
654
$34K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
289+ 1521.05% |
$8.99K - $11.3K
|
308
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
278New |
$8.65K - $10.9K
|
278
$14.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
259New |
$8.06K - $10.1K
|
259
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
176New |
$5.48K - $6.89K
|
176
$9.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
175+ 1.76% |
$5.44K - $6.85K
|
10.1K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
172+ 1.45% |
$5.35K - $6.74K
|
12.1K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
167+ 5.2% |
$5.2K - $6.54K
|
3.38K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
163New |
$5.07K - $6.38K
|
163
$8.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
150New |
$4.67K - $5.87K
|
150
$7.81K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
137New |
$4.26K - $5.36K
|
137
$7.13K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135+ 56.72% |
$4.2K - $5.29K
|
373
$19.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
123+ 1.75% |
$3.83K - $4.82K
|
7.16K
$373K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
116New |
$3.61K - $4.54K
|
116
$6.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 177.42% |
$3.42K - $4.31K
|
172
$8.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
104+ 22.56% |
$3.24K - $4.07K
|
565
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
101+ 1.41% |
$3.14K - $3.96K
|
7.26K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
101New |
$3.14K - $3.96K
|
101
$5.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
101New |
$3.14K - $3.96K
|
101
$5.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
87+ 107.41% |
$2.71K - $3.41K
|
168
$8.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
80New |
$2.49K - $3.13K
|
80
$4.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35New |
$1.09K - $1.37K
|
35
$1.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24New |
$747 - $940
|
24
$1.25K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20New |
$622 - $783
|
20
$1.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 4.56% |
$404 - $509
|
298
$15.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 37.04% |
$311 - $392
|
37
$1.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 8.49% |
$280 - $352
|
115
$5.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 87.5% |
$218 - $274
|
15
$781
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$156 - $196
|
5
$260
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.14% |
$124 - $157
|
2.94K
$153K
|