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Get Institutions for : 
Summit Financial Group Inc (SMMF)  
$25.70 0.00 (0.00%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    9
Total shares held : 
 5,234,312  
% of shares held : 
 40.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 1,043,020  
% of shares held change : 
   8.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.44  
Last Quarter's Ending Price : 
 $30.69  
Last Quarter's Average Price : 
 $24.15  
Change from last quarter's     
avg. price to the last closing  : 
1.55 (6.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 297,198
 5.68%
 
Increased Positions :
36
 865,248
 16.53%
 
Unchanged Positions :
20
 288,112
 5.5%
 
Decreased Positions :
17
-99,753
-1.91%
 
Closed Positions :
3
-19,673
-0.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DIMENSIONAL FUND ADVISORS INC 2016 - 2024-03-31 695,208 $18,882,000 31,860
   VANGUARD GROUP INC 2718 - 2024-03-31 577,165 $15,676,000 8,163
   GEODE CAPITAL MANAGEMENT LLC 2529 - 2024-03-31 255,287 $6,934,000 5,356
   STATE STREET CORP 2645 - 2024-03-31 237,524 $6,451,000 20,342
   SUMMIT FINANCIAL GROUP INC 8 - 2024-03-31 219,386 $5,959,000 9,923
   ROYCE & ASSOCIATES LLC 506 - 2024-03-31 171,193 $4,650,000 27,662
   AMERICAN CENTURY COMPANIES INC 1573 - 2024-03-31 139,090 $3,778,000 40,423
   BRIDGEWAY CAPITAL MANAGEMENT INC 416 - 2024-03-31 121,423 $3,298,000 4,200
   CSS LLC/IL 41 - 2024-03-31 79,276 $2,153,000 37,923
   BOOTHBAY FUND MANAGEMENT LLC 379 - 2024-03-31 75,152 $2,041,000 13,829
   OMERS ADMINISTRATION CORP 131 - 2024-03-31 56,640 $1,538,000 21,589
   Empowered Funds LLC 700 - 2024-03-31 55,908 $1,518,000 4,200
   AXXCESS WEALTH MANAGEMENT LLC 302 - 2024-03-31 53,192 $1,445,000 343
   INVESCO LTD 2807 - 2024-03-31 44,087 $1,197,000 24,040
   J P MORGAN CHASE & CO 3712 - 2024-03-31 19,060 $518,000 8,093
   RHUMBLINE ADVISERS 2692 - 2024-03-31 17,554 $477,000 698
   LPL FINANCIAL CORP 3835 - 2024-03-31 15,616 $424,000 64
   HSBC HOLDINGS PLC 1887 - 2024-03-31 13,586 $369,000 798
   Jentner Corp 42 - 2024-03-31 10,812 $294,000 69
   STIFEL FINANCIAL CORP 2972 - 2024-03-31 9,529 $259,000 100
   WELLS FARGO & CO/MN 3818 - 2024-03-31 8,909 $242,000 505
   MetLife Investment Advisors LLC 2250 - 2024-03-31 6,657 $181,000 48
   Qube Research & Technologies Ltd 2700 - 2024-03-31 5,291 $144,000 5,291
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2474 - 2024-03-31 2,561 $70,000 720
   CITIGROUP INC 3576 - 2024-03-31 2,412 $66,000 605
   FMR LLC 3725 - 2024-03-31 999 $27,000 28
  26 Records found
  1    
  Page 1 of 1
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