Summit Financial, LLC Incresed Positions in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
204
+ 4.87%
$89.69 - $119.32 $18.3K - $24.3K
4.39K $521K
MSI
Motorola Solutions, Inc.

Technology
167
+ 15.14%
$385.65 - $450.49 $64.4K - $75.2K
1.27K $570K
RSG
Republic Services, Inc.

Industrials
360
+ 3.26%
$189.34 - $208.21 $68.2K - $75K
11.4K $2.29M
JCI
Johnson Controls International PLC

Industrials
1.36K
+ 40.66%
$65.52 - $77.61 $89.2K - $106K
4.71K $365K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
473
+ 3.95%
$77.23 - $87.97 $36.5K - $41.6K
12.5K $1.08M
IWB
Ishares Tr Russell 1000 ETF

ETFs
145
+ 2.6%
$283.28 - $314.39 $41.1K - $45.6K
5.73K $1.8M
JKHY
Henry Jack & Associates Inc

Technology
541
+ 13.98%
$160.87 - $177.06 $87K - $95.8K
4.41K $778K
RDNT
Rad Net, Inc.

Healthcare
382
+ 3.65%
$55.28 - $71.1 $21.1K - $27.2K
10.8K $752K
TDG
Trans Digm Group Inc

Industrials
41
+ 8.84%
$1202.03 - $1427.41 $49.3K - $58.5K
505 $720K
EWJ
Ishares Msci Japan ETF

ETFs
824
+ 4.12%
$63.12 - $72.99 $52K - $60.1K
20.8K $1.49M
TROW
Price T Rowe Group Inc

Financial Services
1.3K
+ 43.54%
$101.71 - $120.75 $133K - $157K
4.3K $468K
ETN
Eaton Corp PLC

Industrials
208
+ 7.14%
$272.52 - $333.02 $56.7K - $69.3K
3.12K $1.03M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.41K
+ 5.59%
$50.2 - $50.48 $121K - $122K
45.6K $2.29M
FANG
Diamondback Energy, Inc.

Energy
9.82K
+ 17.31%
$168.46 - $210.94 $1.65M - $2.07M
66.5K $11.5M
MCO
Moodys Corp

Financial Services
70
+ 4.52%
$421.49 - $494.67 $29.5K - $34.6K
1.62K $768K
WEC
Wec Energy Group, Inc.

Utilities
84
+ 1.4%
$77.68 - $96.19 $6.53K - $8.08K
6.08K $585K
SLV
I Shares Silver Trust

ETFs
3.43K
+ 40.23%
$24.33 - $29.38 $83.5K - $101K
12K $340K
FISV
Fiserv Inc

Technology
911
+ 27.49%
N/A
4.23K $528K
CTAS
Cintas Corp

Industrials
1.48K
+ 376.4%
$201.38 - $819.83 $299K - $1.22M
1.88K $386K
AZO
Autozone Inc

Consumer Cyclical
29
+ 27.62%
$2815.0 - $3212.87 $81.6K - $93.2K
134 $422K
IBB
Ishares Biotechnology ETF

ETFs
382
+ 6.02%
$135.09 - $149.47 $51.6K - $57.1K
6.73K $979K
BRO
Brown & Brown, Inc.

Financial Services
86
+ 1.27%
$89.11 - $105.82 $7.66K - $9.1K
6.86K $710K
LEN
Lennar Corp

Consumer Cyclical
32
+ 1.23%
$142.5 - $192.45 $4.56K - $6.16K
2.63K $493K
TRGP
Targa Resources Corp.

Energy
30
+ 0.63%
$127.86 - $156.46 $3.84K - $4.69K
4.8K $710K
SPG
Simon Property Group Inc

Real Estate
275
+ 10.43%
$146.09 - $170.11 $40.2K - $46.8K
2.91K $492K
CMS
Cms Energy Corp

Utilities
30
+ 0.37%
$58.7 - $70.62 $1.76K - $2.12K
8.11K $572K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.51K
+ 7.28%
$48.06 - $49.39 $72.7K - $74.7K
22.3K $1.1M
HUM
Humana Inc

Healthcare
423
+ 55.73%
$310.25 - $404.52 $131K - $171K
1.18K $374K
PFE
Pfizer Inc

Healthcare
2.1K
+ 7.12%
$27.7 - $31.39 $58.1K - $65.9K
31.5K $912K
PWB
Invesco Exchange Traded Fd Tr

ETFs
711
+ 18.68%
$86.85 - $98.91 $61.8K - $70.3K
4.52K $445K
AIG
American International Group, Inc.

Financial Services
1.22K
+ 28.05%
$70.16 - $79.23 $85.6K - $96.7K
5.57K $407K
OEF
Ishares S&P 100 ETF

ETFs
240
+ 2.31%
$266.03 - $266.03 $63.8K - $63.8K
10.7K $2.83M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
924
+ 11.33%
$54.38 - $59.77 $50.2K - $55.2K
9.08K $537K
NSC
Norfolk Southern Corp

Industrials
44
+ 2.15%
$213.75 - $259.69 $9.41K - $11.4K
2.09K $520K
KEYS
Keysight Technologies, Inc.

Technology
34
+ 1.03%
$119.86 - $158.87 $4.08K - $5.4K
3.35K $531K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
174
+ 14.44%
$460.0 - $505.78 $80K - $88K
1.38K $641K
CI
Cigna Corp

Healthcare
159
+ 11.54%
$319.12 - $367.1 $50.7K - $58.4K
1.54K $532K
EXC
Exelon Corp

Utilities
930
+ 15.06%
$34.24 - $40.55 $31.8K - $37.7K
7.11K $288K
ADBE
Adobe Inc.

Technology
384
+ 11.44%
$508.13 - $586.55 $195K - $225K
3.74K $1.94M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.2K
+ 4.93%
$12.25 - $13.39 $26.9K - $29.4K
46.8K $626K
NVS
Novartis Ag

Healthcare
339
+ 9.82%
$106.13 - $120.89 $36K - $41K
3.79K $435K
VAW
Vanguard Materials ETF

ETFs
104
+ 4.36%
$189.89 - $213.71 $19.7K - $22.2K
2.49K $526K
GILD
Gilead Sciences, Inc.

Healthcare
87
+ 2.25%
$66.59 - $83.99 $5.79K - $7.31K
3.95K $331K
MET
Metlife Inc

Financial Services
57
+ 1.13%
$67.96 - $82.48 $3.87K - $4.7K
5.08K $418K
EMR
Emerson Electric CO

Industrials
637
+ 8.55%
$98.19 - $118.87 $62.5K - $75.7K
8.09K $884K
OKE
Oneok Inc

Energy
195
+ 4.3%
$78.62 - $95.27 $15.3K - $18.6K
4.73K $431K
ARMK
Aramark

Industrials
45
+ 0.35%
$32.37 - $38.91 $1.46K - $1.75K
12.7K $493K
CCJ
Cameco Corp

Energy
2.42K
+ 6.16%
$36.9 - $53.72 $89.3K - $130K
41.7K $1.99M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.1K
+ 12.94%
$28.08 - $32.61 $30.9K - $35.9K
9.61K $303K
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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