Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Annaly Capital Management, Inc.
37.9K
New
N/A
37.9K $0
Avadel Pharmaceuticals Public Limited Company
69.2K
New
N/A
69.2K $0
Lam Research Corporation
863
+ 12.26%
N/A
7.91K $0
Sirius Xm Holdings Inc.
29K
New
N/A
29K $0
Vrts Convert & Income
105K
New
N/A
105K $0
Brookfield Asset Management Ltd.
2
+ 0.02%
N/A
9.05K $0
Fortress Biotech, Inc.
1.02M
New
N/A
1.02M $0
Gsk PLC
1.07K
+ 16.04%
N/A
7.73K $0
Glbl X Defense Tech
5.68K
New
N/A
5.68K $0
Linde Public Limited Company
396
+ 4.58%
N/A
9.04K $0
MPW
Medical Properties Trust Inc

Real Estate
6.66K
+ 37.84%
$4.31 - $5.91 $28.7K - $39.3K
24.3K $104K
VDE
Vanguard Energy ETF

ETFs
341
+ 8.37%
$105.87 - $130.56 $36.1K - $44.5K
4.42K $526K
CLF
Cleveland Cliffs Inc.

Basic Materials
428
+ 4.08%
$5.83 - $8.88 $2.5K - $3.8K
10.9K $83K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
30
+ 0.14%
$53.27 - $54.27 $1.6K - $1.63K
22.2K $1.19M
OHI
Omega Healthcare Investors Inc

Real Estate
1.13K
+ 3.52%
$35.55 - $39.05 $40K - $43.9K
33.1K $1.21M
FICO
Fair Isaac Corp

Technology
2
+ 0.33%
$1503.62 - $2206.01 $3.01K - $4.41K
608 $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
1.32K
+ 6.81%
$285.55 - $321.23 $377K - $424K
20.7K $6.05M
SPG
Simon Property Group Inc

Real Estate
68
+ 1.83%
$140.37 - $171.44 $9.55K - $11.7K
3.78K $606K
ORI
Old Republic International Corp

Financial Services
205
+ 0.81%
$35.25 - $39.79 $7.23K - $8.16K
25.6K $985K
ACGL
Arch Capital Group Ltd.

Financial Services
40
+ 1.18%
$84.99 - $96.82 $3.4K - $3.87K
3.44K $313K
BP
Bp PLC

Energy
1.63K
+ 10.16%
$26.11 - $33.81 $42.6K - $55.1K
17.7K $529K
SJM
J M Smucker CO

Consumer Defensive
332
+ 13.25%
$94.41 - $118.52 $31.3K - $39.3K
2.84K $278K
EIX
Edison International

Utilities
891
+ 10.17%
$48.32 - $59.92 $43.1K - $53.4K
9.66K $498K
ESPR
Esperion Therapeutics, Inc.

Healthcare
9.59K
+ 14.71%
$0.73 - $1.41 $7K - $13.5K
74.8K $73K
CVE
Cenovus Energy Inc.

Energy
2
+ 0.0%
$10.58 - $14.83 $21.2 - $29.7
92.5K $1.26M
IP
International Paper CO

Consumer Cyclical
44
+ 0.96%
$43.89 - $54.46 $1.93K - $2.4K
4.63K $216K
NJR
New Jersey Resources Corp

Utilities
74
+ 0.91%
$44.23 - $49.97 $3.27K - $3.7K
8.24K $369K
PAA
Plains All American Pipeline LP

Energy
3.44K
+ 6.0%
$16.03 - $20.28 $55.1K - $69.7K
60.7K $1.11M
HUM
Humana Inc

Healthcare
15
+ 0.8%
$224.93 - $295.04 $3.37K - $4.43K
1.9K $464K
MDT
Medtronic PLC

Healthcare
288
+ 1.28%
$80.68 - $88.86 $23.2K - $25.6K
22.8K $1.99M
HAL
Halliburton CO

Energy
812
+ 7.86%
$19.26 - $25.7 $15.6K - $20.9K
11.1K $227K
ALB
Albemarle Corp

Basic Materials
8.34K
+ 13.94%
$50.76 - $72.25 $423K - $602K
68.2K $4.27M
HPQ
Hp Inc

Technology
303
+ 2.06%
$21.88 - $29.32 $6.63K - $8.88K
15K $366K
TSCO
Tractor Supply CO

Consumer Cyclical
220
+ 0.78%
$47.86 - $55.77 $10.5K - $12.3K
28.6K $1.51M
AWK
American Water Works Company, Inc.

Utilities
109
+ 1.3%
$133.82 - $151.96 $14.6K - $16.6K
8.51K $1.18M
WY
Weyerhaeuser CO

Real Estate
1.65K
+ 5.58%
$24.69 - $29.48 $40.6K - $48.5K
31.2K $800K
CORT
Corcept Therapeutics Inc

Healthcare
505
+ 16.83%
$62.24 - $91.93 $31.4K - $46.4K
3.51K $257K
DOW
Dow Inc.

Basic Materials
351
+ 2.79%
$25.81 - $34.89 $9.06K - $12.2K
12.9K $342K
DEI
Douglas Emmett Inc

Real Estate
287
+ 0.26%
$13.09 - $16.29 $3.76K - $4.68K
110K $1.65M
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.15K
+ 0.77%
$12.96 - $17.99 $14.9K - $20.7K
151K $2.11M
ACN
Accenture PLC

Technology
227
+ 1.63%
$279.23 - $323.21 $63.4K - $73.4K
14.1K $4.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 4.17%
$24.32 - $27.87 $395K - $452K
405K $10.7M
NOV
Nov Inc.

Energy
95
+ 0.16%
$11.11 - $15.41 $1.06K - $1.46K
59.9K $744K
EQR
Equity Residential

Real Estate
913
+ 1.56%
$61.82 - $71.72 $56.4K - $65.5K
59.5K $4.02M
CB
Chubb LTD

Financial Services
46
+ 0.28%
$274.32 - $302.46 $12.6K - $13.9K
16.4K $4.75M
MUR
Murphy Oil Corp

Energy
187
+ 0.47%
$19.62 - $29.21 $3.67K - $5.46K
40.3K $906K
ABBV
Abb Vie Inc.

Healthcare
6.21K
+ 10.44%
$170.16 - $206.27 $1.06M - $1.28M
65.7K $12.2M
ET
Energy Transfer LP

Energy
1.73K
+ 0.25%
$15.65 - $18.93 $27K - $32.7K
688K $12.5M
EPD
Enterprise Products Partners L.P.

Energy
1.69K
+ 1.19%
$28.95 - $34.22 $49K - $58K
145K $4.48M
Activity Summary
Buys All Purchases 555 New Holdings 132 Increased Positions 423 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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