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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
   BLACKROCK INC. 2838 - 2024-03-31 838,796 $22,782,000 -42,063
   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
   Fourthstone LLC 19 - 2024-03-31 214,537 $5,827,000 -20,184
   ROYCE & ASSOCIATES LLC 506 - 2024-03-31 171,193 $4,650,000 27,662
   RENAISSANCE TECHNOLOGIES LLC 1477 - 2024-03-31 167,183 $4,541,000 -2,452
   AMERICAN CENTURY COMPANIES INC 1573 - 2024-03-31 139,090 $3,778,000 40,423
   EJF CAPITAL LLC 13 - 2024-03-31 122,235 $3,320,000 -25,822
   BRIDGEWAY CAPITAL MANAGEMENT INC 416 - 2024-03-31 121,423 $3,298,000 4,200
   Skandinaviska Enskilda Banken AB (publ) 493 - 2024-03-31 113,373 $3,079,000 0
   NORTHERN TRUST CORP 2747 - 2024-03-31 113,032 $3,070,000 -6,580
   Verdence Capital Advisors LLC 126 - 2024-03-31 86,260 $2,343,000 0
   PINNACLE HOLDINGS LLC 27 - 2024-03-31 86,002 $2,336,000 -451
   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
   BANK OF NEW YORK MELLON CORP 2788 - 2024-03-31 68,901 $1,871,000 -2,799
   AA Financial Advisors LLC 43 - 2024-03-31 61,801 $1,679,000 0
   Russell Investments Group Ltd. 1710 - 2024-03-31 61,508 $1,671,000 0
   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
   FIFTH THIRD BANCORP 558 - 2024-03-31 45,382 $1,233,000 0
   INVESCO LTD 2807 - 2024-03-31 44,087 $1,197,000 24,040
   Yakira Capital Management Inc. 71 - 2024-03-31 36,193 $983,000 0
   EA Series Trust 635 - 2023-06-30 43,308 $895,000 0
   LSV ASSET MANAGEMENT 699 - 2024-03-31 32,700 $888,000 0
   MORGAN STANLEY 4871 - 2024-03-31 32,252 $876,000 -8,931
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2838 - 2024-03-31 31,878 $866,000 0
   ALLIANCEBERNSTEIN L.P. 2369 - 2024-03-31 29,672 $806,000 -11,823
   NUVEEN ASSET MANAGEMENT, LLC 2786 - 2024-03-31 26,785 $728,000 0
   EMERALD MUTUAL FUND ADVISERS TRUST 151 - 2024-03-31 25,937 $704,000 0
   BARCLAYS PLC 2592 - 2024-03-31 24,311 $660,000 -7,552
   RIVER OAKS CAPITAL LLC 35 - 2023-09-30 26,386 $595,000 -107,671
   PHILADELPHIA TRUST CO 146 - 2024-03-31 19,548 $531,000 0
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2535 - 2024-03-31 17,508 $476,000 -10,828
   GOLDMAN SACHS GROUP INC/ 3955 - 2024-03-31 17,054 $463,000 -2,661
   Quadrature Capital LTD 771 *New 2024-03-31 15,738 $427,000 15,738
   LPL FINANCIAL CORP 3835 - 2024-03-31 15,616 $424,000 64
   POLAR SECURITIES INC. 427 *New 2024-03-31 15,143 $411,000 15,143
   VIRTU FINANCIAL LLC 494 *New 2023-12-31 12,513 $384,000 12,513
   MARTINGALE ASSET MANAGEMENT L P 667 - 2024-03-31 13,998 $380,000 0
   HSBC HOLDINGS PLC 1887 - 2024-03-31 13,586 $369,000 798
   TCTC HOLDINGS, LLC 158 - 2024-03-31 12,500 $340,000 0
   RAYMOND JAMES & ASSOCIATES 3275 *New 2024-03-31 12,200 $331,000 12,200
   UBS Group AG 4368 - 2024-03-31 11,965 $325,000 -845
   OXFORD ASSET MANAGEMENT 84 *New 2024-03-31 11,664 $317,000 11,664
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 140 - 2024-03-31 10,883 $296,000 -797
   Jentner Corp 42 - 2024-03-31 10,812 $294,000 69
   BURNEY CO/ 503 - 2023-12-31 9,550 $293,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 610 - 2024-03-31 10,200 $277,000 0
   STIFEL FINANCIAL CORP 2972 - 2024-03-31 9,529 $259,000 100
   Baird Financial Group Inc. 1600 - 2024-03-31 9,500 $258,000 0
   WELLS FARGO & CO/MN 3818 - 2024-03-31 8,909 $242,000 505
   BANK OF AMERICA CORP /DE/ 4817 - 2024-03-31 8,378 $228,000 -9,133
   NTV ASSET MANAGEMENT LLC 236 - 2024-03-31 8,325 $226,000 0
   TIAA TRUST NATIONAL ASSOCIATION 572 *New 2024-03-31 8,290 $225,000 8,290
   JANUS HENDERSON GROUP PLC 2371 - 2024-03-31 8,168 $222,000 -844
   LINCOLN NATIONAL CORP 1087 *New 2024-03-31 8,091 $220,000 8,091
   ROYAL BANK OF CANADA 4156 - 2024-03-31 7,151 $195,000 -4,934
   Cito Capital Group LLC 151 - 2024-03-31 7,012 $190,000 0
   MetLife Investment Advisors LLC 2250 - 2024-03-31 6,657 $181,000 48
   BNP PARIBAS ARBITRAGE SA 2496 - 2024-03-31 6,385 $173,000 -6,863
   AMERICAN INTERNATIONAL GROUP INC 2303 - 2024-03-31 5,511 $150,000 -47
   Qube Research & Technologies Ltd 2700 - 2024-03-31 5,291 $144,000 5,291
   NEW YORK STATE COMMON RETIREMENT FUND 2552 - 2024-03-31 5,102 $139,000 0
   HILLSDALE INVESTMENT MANAGEMENT INC. 414 - 2024-03-31 4,600 $125,000 -1,500
   PINNACLE FINANCIAL PARTNERS INC 446 - 2024-03-31 4,477 $122,000 0
   SG AMERICAS SECURITIES LLC 2147 - 2024-03-31 3,922 $107,000 -2,168
   DEUTSCHE BANK AG 3057 - 2024-03-31 3,857 $105,000 0
   PNC FINANCIAL SERVICES GROUP INC 2708 - 2024-03-31 3,044 $83,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2474 - 2024-03-31 2,561 $70,000 720
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 163 *New 2024-03-31 2,580 $70,000 2,580
   CITIGROUP INC 3576 - 2024-03-31 2,412 $66,000 605
   FIRST UNITED BANK TRUST/ 219 - 2024-03-31 2,286 $62,000 0
   HHM Wealth Advisors LLC 359 - 2024-03-31 1,111 $30,000 0
   FMR LLC 3725 - 2024-03-31 999 $27,000 28
   SUMMIT INVESTMENT ADVISORS INC 2444 - 2024-03-31 955 $26,000 0
   LEGAL & GENERAL GROUP PLC 2892 - 2024-03-31 888 $24,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 2078 - 2024-03-31 779 $21,000 -45
   CITY HOLDING CO 384 - 2024-03-31 600 $16,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1953 - 2024-03-31 595 $16,000 -225
   AMALGAMATED BANK 2403 - 2024-03-31 396 $11,000 -598
   TOWER RESEARCH CAPITAL LLC 4378 - 2024-03-31 230 $6,000 -262
   GROUP ONE TRADING, L.P. 1449 *New 2024-03-31 100 $3,000 100
   PROEQUITIES INC. 1989 - 2024-03-31 101 $3,000 0
   NISA INVESTMENT ADVISORS L L C 2283 - 2024-03-31 25 $1,000 0
   Covestor Ltd 1902 - 2024-03-31 40 $1,000 -7
   LAZARD ASSET MANAGEMENT LLC 1966 *Closed 2024-03-31 0 $0 -1,832
   Trexquant Investment LP 1428 *Closed 2024-03-31 0 $0 -8,595
   ACADIAN ASSET MANAGEMENT LLC 1611 *Closed 2024-03-31 0 $0 -16,024
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6181 *Closed 2024-03-31 0 $0 -15,631
   CWM LLC 4544 *New 2024-03-31 4 $0 4
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 1203 *Closed 2024-03-31 0 $0 -13,840
   HPM Partners LLC 2338 *Closed 2024-03-31 0 $0 -7,750
   Nelson Van Denburg & Campbell Wealth Management Gr 3805 *New 2024-03-31 2 $0 2
  100 Records found
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