Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.95K
+ 22.2%
$48.48 - $49.47 $240K - $245K
27.2K $1.33M
EMN
Eastman Chemical CO

Basic Materials
2.46K
New
$90.03 - $110.64 $222K - $273K
2.46K $225K
EME
Emcor Group, Inc.

Industrials
495
New
$427.96 - $526.95 $212K - $261K
495 $224K
MSTR
Microstrategy Inc

Technology
774
New
$162.69 - $473.83 $126K - $367K
774 $224K
BR
Broadridge Financial Solutions, Inc.

Technology
761
+ 16.87%
$209.64 - $236.44 $160K - $180K
5.27K $1.19M
ATO
Atmos Energy Corp

Utilities
1.6K
New
$136.41 - $151.43 $218K - $242K
1.6K $222K
GGG
Graco Inc

Industrials
2.6K
New
$81.45 - $92.29 $212K - $240K
2.6K $219K
ACN
Accenture PLC

Technology
681
+ 5.1%
$343.9 - $376.86 $234K - $257K
14K $4.93M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.03K
+ 15.64%
$136.18 - $158.26 $140K - $163K
7.59K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
2.48K
+ 6.82%
$161.05 - $179.7 $400K - $446K
38.9K $6.51M
BKR
Baker Hughes CO

Energy
5.2K
New
$35.98 - $44.88 $187K - $233K
5.2K $213K
EHC
Encompass Health Corp

Healthcare
2.3K
New
$92.35 - $103.77 $212K - $239K
2.3K $212K
MCK
Mckesson Corp

Healthcare
222
+ 19.73%
$482.27 - $628.5 $107K - $140K
1.35K $767K
AL
Air Lease Corp

Industrials
4.41K
New
$42.79 - $52.16 $189K - $230K
4.41K $212K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$113.79 - $124.5 $209K - $229K
1.84K $210K
PPG
Ppg Industries Inc

Basic Materials
2.29K
+ 47.06%
$119.09 - $131.37 $273K - $301K
7.16K $854K
COF
Capital One Financial Corp

Financial Services
508
+ 12.21%
$145.19 - $192.01 $73.8K - $97.5K
4.67K $832K
VEEV
Veeva Systems Inc

Healthcare
990
+ 63.99%
$201.81 - $250.45 $200K - $248K
2.54K $533K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.89K
New
$42.33 - $43.3 $207K - $212K
4.89K $208K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.55K
New
$125.5 - $148.67 $194K - $230K
1.55K $204K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.9K
+ 244.21%
$18.41 - $40.87 $404K - $897K
30.9K $572K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.92K
New
$101.77 - $113.02 $196K - $217K
1.92K $203K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.5K
New
$23.63 - $26.47 $201K - $225K
8.5K $201K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.87K
New
$25.3 - $26.31 $199K - $207K
7.87K $201K
WDAY
Workday, Inc.

Technology
391
+ 5.61%
$233.85 - $279.91 $91.4K - $109K
7.36K $1.9M
VOD
Vodafone Group Public LTD CO

Communication Services
23.2K
New
$8.37 - $9.95 $194K - $231K
23.2K $196K
C
Citigroup Inc

Financial Services
1.26K
+ 9.25%
$61.31 - $72.5 $77.5K - $91.6K
14.9K $1.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.49K
+ 16.53%
$77.25 - $91.3 $115K - $136K
10.5K $898K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.44K
+ 12.21%
$50.63 - $59.0 $123K - $144K
22.4K $1.21M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.55K
+ 27.67%
$46.48 - $51.32 $165K - $182K
16.4K $788K
DOV
Dover Corp

Industrials
1.09K
+ 20.09%
$184.72 - $206.51 $202K - $226K
6.54K $1.23M
FDN
First Tr Fd Dow Jones

ETFs
145
+ 3.14%
$210.5 - $257.24 $30.5K - $37.3K
4.76K $1.16M
ECL
Ecolab Inc.

Basic Materials
902
+ 48.0%
$234.32 - $261.43 $211K - $236K
2.78K $651K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.66K
+ 6.84%
$94.77 - $97.36 $252K - $259K
41.6K $3.97M
RIG
Transocean Ltd.

Energy
43.5K
New
$3.47 - $4.67 $151K - $203K
43.5K $163K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.73K
+ 8.67%
$91.94 - $100.02 $251K - $273K
34.2K $3.17M
FISV
Fiserv Inc

Technology
1.3K
+ 30.65%
N/A
5.52K $691K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.51K
+ 10.4%
$99.11 - $112.25 $150K - $170K
16K $1.68M
CTVA
Corteva, Inc.

Basic Materials
2.82K
+ 52.45%
$55.21 - $64.13 $156K - $181K
8.21K $467K
XLU
Utilities Sector Spdr

ETFs
4.66K
+ 11.7%
$74.89 - $82.93 $349K - $386K
44.5K $3.37M
SPG
Simon Property Group Inc

Real Estate
785
+ 26.97%
$167.23 - $183.84 $131K - $144K
3.7K $636K
SNA
Snap On Inc

Industrials
251
+ 23.95%
$285.44 - $371.35 $71.6K - $93.2K
1.3K $440K
TTD
Trade Desk, Inc.

Technology
1.02K
+ 49.59%
$108.7 - $139.51 $111K - $142K
3.07K $360K
PAYX
Paychex Inc

Industrials
754
+ 14.54%
$135.86 - $148.73 $102K - $112K
5.94K $832K
MMM
3 M CO

Industrials
1.26K
+ 34.08%
$124.74 - $137.12 $157K - $172K
4.94K $637K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.3K
New
$8.24 - $11.07 $118K - $158K
14.3K $133K
SO
Southern CO

Utilities
6.48K
+ 12.67%
$81.5 - $94.15 $528K - $610K
57.7K $4.75M
VRSK
Verisk Analytics, Inc.

Industrials
329
+ 6.39%
$262.86 - $294.75 $86.5K - $97K
5.47K $1.51M
MRVL
Marvell Technology, Inc.

Technology
164
+ 5.72%
$70.31 - $124.78 $11.5K - $20.5K
3.03K $334K
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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