Summit Financial Wealth Advisors, LLC Hancock Whitney Corp Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Hancock Whitney Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 89,554 shares of HWC stock, worth $4.9 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

89,554

Previous 143,970 37.8%

Holding current value

$4.9 Million

Previous $6.89 Million 33.46%

% of portfolio

0.91%

Previous 1.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$45.51 - $57.12 $2.48 Million - $3.11 Million	-54,416 Reduced 37.8%	89,554 $4.58 Million
Q2 2024 Aug 12, 2024	SELL	$42.01 - $48.59 $1.91 Million - $2.21 Million	-45,444 Reduced 23.99%	143,970 $6.89 Million
Q1 2024 May 02, 2024	SELL	$41.83 - $48.46 $246,629 - $285,720	-5,896 Reduced 3.02%	189,414 $8.72 Million
Q4 2023 Jan 19, 2024	SELL	$33.0 - $49.36 $1,089 - $1,628	-33 Reduced 0.02%	195,310 $9.49 Million
Q3 2023 Nov 13, 2023	SELL	$36.04 - $44.78 $1.01 Million - $1.25 Million	-27,909 Reduced 12.5%	195,343 $7.23 Million
Q2 2023 Jul 12, 2023	BUY	$32.31 - $43.4 $3.19 Million - $4.28 Million	98,661 Added 79.19%	223,252 $8.57 Million
Q1 2023 Apr 10, 2023	BUY	$35.22 - $54.02 $56,316 - $86,377	1,599 Added 1.3%	124,591 $4.54 Million
Q4 2022 Jan 17, 2023	BUY	$46.42 - $56.24 $3,249 - $3,936	70 Added 0.06%	122,992 $0
Q3 2022 Oct 28, 2022	BUY	$25.4 - $51.32 $71,196 - $143,849	2,803 Added 2.33%	122,922 $6.67 Million
Q2 2022 Jul 26, 2022	BUY	$43.25 - $51.6 $127,457 - $152,065	2,947 Added 2.52%	120,119 $5.74 Million
Q1 2022 May 06, 2022	SELL	$50.85 - $56.68 $659,626 - $735,252	-12,972 Reduced 9.97%	117,172 $6.11 Million
Q4 2021 Jan 12, 2022	BUY	$46.15 - $53.18 $135,727 - $156,402	2,941 Added 2.31%	130,144 $6.81 Million
Q3 2021 Nov 05, 2021	BUY	$40.33 - $47.65 $5,202 - $6,146	129 Added 0.1%	127,203 $5.99 Million
Q2 2021 Aug 09, 2021	BUY	$40.8 - $50.28 $44,839 - $55,257	1,099 Added 0.87%	127,074 $5.65 Million
Q1 2021 Apr 23, 2021	BUY	$33.45 - $45.2 $14,651 - $19,797	438 Added 0.35%	125,975 $4.29 Million
Q4 2020 Jan 11, 2021	BUY	$19.09 - $34.57 $21,571 - $39,064	1,130 Added 0.91%	125,537 $2.36 Million
Q3 2020 Nov 09, 2020	SELL	$17.77 - $21.56 $8,263 - $10,025	-465 Reduced 0.37%	124,407 $2.91 Million
Q2 2020 Jul 16, 2020	BUY	$15.88 - $27.53 $1.98 Million - $3.44 Million	124,872 New	124,872 $2.37 Million

Others Institutions Holding HWC

# of Institutions

336

Shares Held

70.6M

Call Options Held

15K

Put Options Held

View Full List

About HANCOCK WHITNEY CORP

Ticker HWC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 85,686,000
Market Cap $4.69B
Description
Hancock Whitney Corporation operates as the financial holding company for Hancock Whitney Bank that provides traditional and online banking services to commercial, small business, and retail customers. It accepts various deposit products, including noninterest-bearing demand deposits, interest-bearing transaction accounts, savings accounts, mone...

More about HWC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Account

Summit Financial Wealth Advisors, LLC Hancock Whitney Corp Transaction History