Summit Financial, LLC New Holdings in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
VOD
Vodafone Group Public LTD CO

Communication Services
23.2K
New
$8.37 - $9.95 $194K - $231K
23.2K $196K
RIG
Transocean Ltd.

Energy
43.5K
New
$3.47 - $4.67 $151K - $203K
43.5K $163K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.3K
New
$8.24 - $11.07 $118K - $158K
14.3K $133K
SAN
Banco Santander, S.A.

Financial Services
18.1K
New
$4.49 - $5.05 $81.1K - $91.2K
18.1K $82K
LYG
Lloyds Banking Group PLC

Financial Services
29K
New
$2.67 - $3.23 $77.5K - $93.7K
29K $78K
TEF
Telefonica S A

Communication Services
19.2K
New
$4.02 - $4.88 $77.2K - $93.7K
19.2K $77K
NAT
Nordic American Tankers LTD

Industrials
12.7K
New
N/A
12.7K $50K
Brookfield Asset Management Ltd.
6.75K
New
N/A
6.75K $0
Arista Networks, Inc.
4.7K
New
N/A
4.7K $0
The Beachbody Company, Inc.
17K
New
N/A
17K $0
Frontline PLC
145K
New
N/A
145K $0
Talen Energy Corp
1.47K
New
N/A
1.47K $0
Lam Research Corporation
8.17K
New
N/A
8.17K $0
Blackrock, Inc.
5.21K
New
N/A
5.21K $0
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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