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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  
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            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 2474 - 2023-12-31 249,931 $7,671,000 10,639
   Fourthstone LLC 26 - 2023-12-31 234,721 $7,204,000 212,413
   STATE STREET CORP 2628 - 2023-12-31 217,182 $6,665,000 7,774
   SUMMIT FINANCIAL GROUP INC 8 - 2024-03-31 219,386 $5,959,000 9,923
   EJF CAPITAL LLC 12 - 2023-12-31 148,057 $4,544,000 23,668
   ROYCE & ASSOCIATES LLC 517 - 2023-12-31 143,531 $4,405,000 35,538
   NORTHERN TRUST CORP 2672 - 2023-12-31 119,612 $3,671,000 4,272
   BRIDGEWAY CAPITAL MANAGEMENT INC 396 - 2023-12-31 117,223 $3,598,000 4,608
   AMERICAN CENTURY COMPANIES INC 1573 - 2023-12-31 98,667 $3,028,000 26,901
   BOOTHBAY FUND MANAGEMENT LLC 381 - 2023-12-31 61,323 $1,882,000 400
   AXXCESS WEALTH MANAGEMENT LLC 275 - 2023-12-31 52,849 $1,622,000 1,954
   Empowered Funds LLC 700 - 2024-03-31 55,908 $1,518,000 4,200
   ALLIANCEBERNSTEIN L.P. 2151 - 2023-12-31 41,495 $1,273,000 710
   MORGAN STANLEY 4650 - 2023-12-31 41,183 $1,264,000 12,967
   BARCLAYS PLC 2536 - 2023-12-31 31,863 $978,000 31,863
   NUVEEN ASSET MANAGEMENT, LLC 2777 - 2023-12-31 26,785 $822,000 6,299
   INVESCO LTD 3015 - 2023-12-31 20,047 $615,000 5,035
   BANK OF AMERICA CORP /DE/ 4425 - 2023-12-31 17,511 $537,000 1,833
   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 1710 - 2023-12-31 12,788 $398,000 1,954
   UBS Group AG 4117 - 2023-12-31 12,810 $393,000 6,096
   ROYAL BANK OF CANADA 3915 - 2023-12-31 12,085 $371,000 807
   Jentner Corp 36 - 2023-12-31 10,743 $330,000 94
   WELLS FARGO & CO/MN 3818 - 2024-03-31 8,909 $242,000 505
   MetLife Investment Advisors LLC 2233 - 2023-12-31 6,609 $203,000 17
   CITIGROUP INC 3576 - 2024-03-31 2,412 $66,000 605
   METROPOLITAN LIFE INSURANCE CO/NY 1816 - 2023-12-31 820 $25,000 5

  31 Records found
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