Purchases and Sales Made in Q4 2024 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q4 2024. 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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.3% |
$626 - $878
|
287
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.09% |
$589 - $827
|
782
$41K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 4.36% |
$515 - $723
|
335
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$442 - $620
|
12
$630
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 7.81% |
$368 - $517
|
138
$7.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$221 - $310
|
6
$315
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$110 - $155
|
3
$157
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$36.8 - $51.7
|
7.12K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4- 0.02% |
$147 - $207
|
22.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 11.43% |
$147 - $207
|
31
$1.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.29% |
$184 - $258
|
30
$1.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 13.64% |
$221 - $310
|
38
$1.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-10- 50.0% |
$368 - $517
|
10
$525
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 8.8% |
$405 - $568
|
114
$5.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 4.55% |
$736 - $1.03K
|
420
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 7.86% |
$1.22K - $1.7K
|
387
$20.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-41- 0.55% |
$1.51K - $2.12K
|
7.41K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-97- 28.96% |
$3.57K - $5.01K
|
238
$12.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 4.08% |
$4.46K - $6.25K
|
2.85K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-126- 89.36% |
$4.64K - $6.51K
|
15
$787
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-133- 24.4% |
$4.9K - $6.87K
|
412
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-157- 3.5% |
$5.78K - $8.11K
|
4.33K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-171- 1.24% |
$6.3K - $8.83K
|
13.6K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181- 0.5% |
$6.66K - $9.35K
|
35.9K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-187- 3.7% |
$6.89K - $9.66K
|
4.86K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-214- 3.89% |
$7.88K - $11.1K
|
5.29K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-464- 8.31% |
$17.1K - $24K
|
5.12K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-489- 63.02% |
$18K - $25.3K
|
287
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 3.62% |
$18.3K - $25.7K
|
13.3K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-572- 6.94% |
$21.1K - $29.5K
|
7.67K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-612- 1.32% |
$22.5K - $31.6K
|
45.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-638- 0.36% |
$23.5K - $33K
|
177K
$9.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-726- 1.94% |
$26.7K - $37.5K
|
36.8K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-878- 92.13% |
$32.3K - $45.4K
|
75
$3.94K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 79.09% |
$37.7K - $53K
|
271
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.11K- 11.18% |
$40.9K - $57.4K
|
8.84K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 10.46% |
$41K - $57.5K
|
9.54K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.25K- 1.08% |
$46K - $64.5K
|
115K
$6.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.37K- 28.49% |
$50.3K - $70.6K
|
3.43K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.51K- 43.95% |
$55.5K - $77.9K
|
1.92K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.55K- 58.51% |
$57.1K - $80.1K
|
1.1K
$57.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 6.17% |
$57.7K - $81K
|
23.8K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.58K- 17.88% |
$58.2K - $81.6K
|
7.26K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 23.52% |
$60.2K - $84.5K
|
5.32K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 9.65% |
$61.4K - $86.2K
|
15.6K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.99K- 21.59% |
$73.1K - $103K
|
7.21K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.23K- 9.32% |
$82.3K - $115K
|
21.7K
$1.14M
|