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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
   BLACKROCK INC. 2838 - 2024-03-31 838,796 $22,782,000 -42,063
   RENAISSANCE TECHNOLOGIES LLC 1319 - 2023-12-31 169,635 $5,206,000 -400
   PINNACLE HOLDINGS LLC 27 - 2024-03-31 86,002 $2,336,000 -451
   BANK OF NEW YORK MELLON CORP 2788 - 2024-03-31 68,901 $1,871,000 -2,799
   GOLDMAN SACHS GROUP INC/ 3747 - 2023-12-31 19,715 $605,000 -114
   RIVER OAKS CAPITAL LLC 35 - 2023-09-30 26,386 $595,000 -107,671
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2535 - 2024-03-31 17,508 $476,000 -10,828
   MARTINGALE ASSET MANAGEMENT L P 638 - 2023-12-31 13,998 $430,000 -1,700
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 140 - 2024-03-31 10,883 $296,000 -797
   STIFEL FINANCIAL CORP 2862 - 2023-12-31 9,429 $289,000 -4,983
   BNP PARIBAS ARBITRAGE SA 2496 - 2024-03-31 6,385 $173,000 -6,863
   AMERICAN INTERNATIONAL GROUP INC 2245 - 2023-12-31 5,558 $171,000 -23
   HILLSDALE INVESTMENT MANAGEMENT INC. 414 - 2024-03-31 4,600 $125,000 -1,500
   SG AMERICAS SECURITIES LLC 2147 - 2024-03-31 3,922 $107,000 -2,168
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2564 - 2023-12-31 1,841 $57,000 -626
   LAZARD ASSET MANAGEMENT LLC 1640 - 2023-12-31 1,832 $56,000 -190
   FMR LLC 3589 - 2023-12-31 971 $30,000 -19
   TOWER RESEARCH CAPITAL LLC 3817 - 2023-12-31 492 $15,000 -2,043
   AMALGAMATED BANK 2403 - 2024-03-31 396 $11,000 -598
   Covestor Ltd 1902 - 2024-03-31 40 $1,000 -7

  20 Records found
  1    
  Page 1 of 1
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