Summit Financial, LLC New Holdings in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.8K
New
$12.03 - $14.44 $177K - $213K
14.8K $212K
EBAY
Ebay Inc

Consumer Cyclical
2.84K
New
$59.52 - $79.36 $169K - $225K
2.84K $211K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
26.4K
New
$7.05 - $8.02 $186K - $212K
26.4K $211K
SNV
Synovus Financial Corp

Financial Services
4.06K
New
$38.27 - $51.75 $155K - $210K
4.06K $210K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.63K
New
$101.97 - $126.75 $166K - $207K
1.63K $206K
VGSH
Vanguard

ETFs
3.5K
New
$58.32 - $58.95 $204K - $206K
3.5K $205K
SBAC
Sba Communications Corp

Real Estate
870
New
$208.57 - $243.4 $181K - $212K
870 $204K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.6K
New
$126.62 - $154.26 $203K - $247K
1.6K $204K
INDA
Ishares Msci India Index Fund

ETFs
3.67K
New
$49.13 - $55.86 $180K - $205K
3.67K $204K
CNI
Canadian National Railway CO

Industrials
1.97K
New
$92.66 - $108.13 $182K - $213K
1.97K $204K
BWX
Spdr Bloomberg International T

ETFs
8.56K
New
$21.87 - $23.49 $187K - $201K
8.56K $201K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.03K
New
$69.3 - $105.57 $141K - $214K
2.03K $200K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
13.3K
New
$12.19 - $13.37 $162K - $178K
13.3K $177K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
21.6K
New
$6.66 - $8.12 $144K - $176K
21.6K $175K
DNP
Dnp Select Income Fund Inc

Financial Services
16.8K
New
$8.89 - $9.88 $150K - $166K
16.8K $164K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
17.7K
New
$7.81 - $9.04 $138K - $160K
17.7K $159K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
14.4K
New
$7.35 - $9.25 $106K - $134K
14.4K $133K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11.8K
New
$10.29 - $11.24 $122K - $133K
11.8K $129K
JFR
Nuveen Floating Rate Income Fund

Financial Services
14.1K
New
$7.51 - $8.49 $106K - $120K
14.1K $119K
PIM
Putnam Master Intermediate Income Trust

Financial Services
33.1K
New
$3.18 - $3.37 $105K - $112K
33.1K $110K
PFN
Pimco Income Strategy Fund Ii

Financial Services
11.4K
New
$6.87 - $7.56 $78.2K - $86K
11.4K $84K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
30.2K
New
$2.45 - $3.26 $74K - $98.5K
30.2K $82K
USA
Liberty All Star Equity Fund

Financial Services
10K
New
$5.9 - $6.81 $59K - $68.1K
10K $68K
Vrts Convert & Income
105K
New
N/A
105K $0
Barrick Mining Corporation
67.4K
New
N/A
67.4K $0
Sirius Xm Holdings Inc.
29K
New
N/A
29K $0
Annaly Capital Management, Inc.
37.9K
New
N/A
37.9K $0
Glbl X Defense Tech
5.68K
New
N/A
5.68K $0
Avadel Pharmaceuticals Public Limited Company
69.2K
New
N/A
69.2K $0
The Beachbody Company, Inc.
17K
New
N/A
17K $0
Fortress Biotech, Inc.
1.02M
New
N/A
1.02M $0
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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