Summit Financial, LLC Purchases in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
3.58K
New
$62.09 - $71.83 $223K - $257K
3.58K $255K
PHYS
Sprott Physical Gold Trust

Financial Services
12.5K
New
$18.12 - $20.72 $226K - $258K
12.5K $254K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2.04K
New
$124.33 - $156.75 $254K - $320K
2.04K $254K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
226
+ 0.55%
$33.89 - $41.64 $7.66K - $9.41K
41.3K $1.65M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.86K
New
$43.67 - $51.82 $212K - $252K
4.86K $251K
HSY
Hershey CO

Consumer Defensive
1.16K
+ 36.12%
$182.45 - $203.25 $211K - $236K
4.37K $837K
IAU
Ishares Gold Trust

ETFs
4.97K
New
$44.06 - $50.5 $219K - $251K
4.97K $247K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
6.32K
+ 12.03%
$23.58 - $25.5 $149K - $161K
58.9K $1.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
907
+ 34.82%
$156.14 - $187.2 $142K - $170K
3.51K $649K
A
Agilent Technologies, Inc.

Healthcare
1.64K
New
$125.42 - $148.48 $206K - $243K
1.64K $243K
PEP
Pepsico Inc

Consumer Defensive
892
+ 5.08%
$161.9 - $179.3 $144K - $160K
18.5K $3.14M
DHI
Horton D R Inc

Consumer Cyclical
1.26K
New
$135.21 - $197.06 $170K - $247K
1.26K $239K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.07K
+ 2.82%
$93.65 - $97.81 $100K - $104K
38.9K $3.8M
USB
Us Bancorp \De\

Financial Services
5.21K
New
$39.04 - $47.23 $204K - $246K
5.21K $238K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.53K
+ 11.35%
$83.76 - $91.82 $128K - $140K
15K $1.37M
BCE
Bce Inc

Communication Services
6.46K
New
$31.33 - $36.08 $202K - $233K
6.46K $224K
ADSK
Autodesk, Inc.

Technology
918
+ 75.56%
$245.83 - $245.83 $226K - $226K
2.13K $524K
BSX
Boston Scientific Corp

Healthcare
601
+ 2.36%
$72.96 - $84.0 $43.8K - $50.5K
26.1K $2.18M
ED
Consolidated Edison Inc

Utilities
2.14K
New
$88.42 - $104.97 $189K - $224K
2.14K $222K
MSA
Msa Safety Inc

Industrials
1.25K
New
$167.74 - $199.9 $209K - $249K
1.25K $221K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
16.8K
+ 29.74%
$9.67 - $10.51 $163K - $177K
73.5K $772K
MDT
Medtronic PLC

Healthcare
915
+ 7.52%
$76.84 - $91.03 $70.3K - $83.3K
13.1K $1.18M
RJF
Raymond James Financial Inc

Financial Services
1.79K
New
$106.39 - $125.13 $191K - $224K
1.79K $219K
MSCI
Msci Inc.

Financial Services
376
New
$479.31 - $584.91 $180K - $220K
376 $219K
PHM
Pultegroup Inc

Consumer Cyclical
1.53K
New
$103.95 - $144.98 $159K - $221K
1.53K $218K
EMB
Ishares Tr

ETFs
1.54K
+ 10.69%
$87.75 - $93.74 $135K - $144K
15.9K $1.49M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.62K
New
$63.18 - $82.13 $165K - $215K
2.62K $214K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.34K
New
$150.73 - $974.56 $202K - $1.3M
1.34K $213K
WWD
Woodward, Inc.

Industrials
1.24K
New
$151.73 - $187.23 $189K - $233K
1.24K $213K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.33K
+ 26.4%
$60.13 - $68.17 $140K - $159K
11.2K $756K
OHI
Omega Healthcare Investors Inc

Real Estate
435
+ 1.44%
$33.55 - $41.29 $14.6K - $18K
30.6K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
256
+ 2.06%
$210.25 - $231.86 $53.8K - $59.4K
12.7K $2.82M
AON
Aon PLC

Financial Services
611
New
$293.16 - $351.06 $179K - $214K
611 $211K
FYC
First Trust Small Cap Growth A

ETFs
2.82K
New
$65.44 - $74.98 $184K - $211K
2.82K $209K
CDW
Cdw Corp

Technology
926
New
$206.67 - $239.84 $191K - $222K
926 $209K
MRVL
Marvell Technology, Inc.

Technology
2.87K
New
$56.15 - $76.24 $161K - $219K
2.87K $206K
PAYC
Paycom Software, Inc.

Technology
1.23K
New
$140.16 - $173.86 $173K - $215K
1.23K $205K
VDE
Vanguard Energy ETF

ETFs
1.75K
+ 85.25%
$117.44 - $131.06 $205K - $229K
3.79K $464K
ALC
Alcon Inc

Healthcare
2.04K
New
$88.07 - $100.79 $179K - $205K
2.04K $203K
IR
Ingersoll Rand Inc.

Industrials
2.07K
New
$86.9 - $100.4 $180K - $208K
2.07K $203K
BOTZ
Global X Fds

ETFs
6.29K
New
$27.68 - $32.27 $174K - $203K
6.29K $202K
VFC
V F Corp

Consumer Cyclical
6.8K
+ 67.09%
$12.74 - $19.95 $86.7K - $136K
16.9K $337K
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.64K
New
$39.3 - $43.08 $183K - $200K
4.64K $200K
XLE
Energy Sector Spdr

ETFs
4.74K
+ 7.25%
$84.35 - $93.39 $400K - $443K
70.1K $6.16M
TMUS
T Mobile Us, Inc.

Communication Services
536
+ 19.07%
$175.14 - $206.36 $93.9K - $111K
3.35K $690K
ABC
Amerisourcebergen Corp

Healthcare
1.05K
New
N/A
1.05K $194K
WBD
Warner Bros. Discovery, Inc.

Communication Services
21.5K
+ 122.22%
$6.71 - $8.78 $145K - $189K
39.2K $323K
SHAK
Shake Shack Inc.

Consumer Cyclical
156
+ 1.22%
$78.84 - $109.49 $12.3K - $17.1K
12.9K $1.34M
SYK
Stryker Corp

Healthcare
90
+ 1.26%
$315.94 - $371.96 $28.4K - $33.5K
7.26K $2.62M
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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