Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Summit Financial Group Inc (SMMF)  
$25.70 0.00 (0.00%) as of 4:30 Thu 5/2


Download
     
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
   Verdence Capital Advisors LLC 126 - 2024-03-31 86,260 $2,343,000 0
   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
   FIFTH THIRD BANCORP 558 - 2024-03-31 45,382 $1,233,000 0
   LSV ASSET MANAGEMENT 699 - 2024-03-31 32,700 $888,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2838 - 2024-03-31 31,878 $866,000 0
   EMERALD MUTUAL FUND ADVISERS TRUST 151 - 2024-03-31 25,937 $704,000 0
   PHILADELPHIA TRUST CO 138 - 2023-12-31 19,548 $600,000 0
   TCTC HOLDINGS, LLC 158 - 2024-03-31 12,500 $340,000 0
   BURNEY CO/ 503 - 2023-12-31 9,550 $293,000 0
   Baird Financial Group Inc. 1526 - 2023-12-31 9,500 $292,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 610 - 2024-03-31 10,200 $277,000 0
   NTV ASSET MANAGEMENT LLC 236 - 2024-03-31 8,325 $226,000 0
   Cito Capital Group LLC 147 - 2023-12-31 7,012 $215,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2552 - 2024-03-31 5,102 $139,000 0
   PINNACLE FINANCIAL PARTNERS INC 446 - 2024-03-31 4,477 $122,000 0
   DEUTSCHE BANK AG 3046 - 2023-12-31 3,857 $118,000 0
   PNC FINANCIAL SERVICES GROUP INC 2708 - 2024-03-31 3,044 $83,000 0
   FIRST UNITED BANK TRUST/ 219 - 2024-03-31 2,286 $62,000 0
   HHM Wealth Advisors LLC 337 - 2023-12-31 1,111 $34,000 0
   SUMMIT INVESTMENT ADVISORS INC 2400 - 2023-12-31 955 $29,000 0
   LEGAL & GENERAL GROUP PLC 2924 - 2023-12-31 888 $27,000 0
   CITY HOLDING CO 384 - 2024-03-31 600 $16,000 0
   PROEQUITIES INC. 1989 - 2024-03-31 101 $3,000 0
   NISA INVESTMENT ADVISORS L L C 2283 - 2024-03-31 25 $1,000 0

  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results