Purchases and Sales Made in Q1 2023 in Summit Financial Group, Inc. (SMMF)
This table provides information about the institutional ownership of Summit Financial Group, Inc. (SMMF) during Q1 2023. The information is specifically focused on institutions that hold shares of SUMMIT FINANCIAL GROUP, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.2K+ 47.62% |
$481K - $623K
|
71.9K
$0
|
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
17.5K+ 15.56% |
$363K - $470K
|
130K
$0
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.6K+ 5.07% |
$344K - $446K
|
344K
$0
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.8K+ 180.5% |
$329K - $426K
|
24.6K
$0
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.7KNew |
$284K - $369K
|
13.7K
$0
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13K+ 6.68% |
$269K - $349K
|
207K
$0
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$252K - $327K
|
12.2K
$0
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.53K+ 3552.5% |
$177K - $229K
|
8.77K
$0
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.98K+ 13.06% |
$166K - $214K
|
69K
$0
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.9K+ 3.38% |
$143K - $185K
|
211K
$0
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.55KNew |
$136K - $176K
|
6.55K
$0
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.39K+ 1.32% |
$133K - $172K
|
491K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.98K+ 100.48% |
$103K - $134K
|
9.93K
$0
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.78K+ 1.99% |
$99.1K - $128K
|
245K
$0
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4.7K+ 5.12% |
$97.5K - $126K
|
96.5K
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 14.47% |
$74.6K - $96.7K
|
28.5K
$0
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.19K+ 46.3% |
$45.5K - $58.9K
|
6.93K
$0
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.14K+ 23.55% |
$44.3K - $57.4K
|
11.2K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
985+ 31.96% |
$20.4K - $26.5K
|
4.07K
$0
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
802+ 3.84% |
$16.6K - $21.6K
|
21.7K
$0
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
800+ 6.14% |
$16.6K - $21.5K
|
13.8K
$0
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
749+ 27.9% |
$15.5K - $20.1K
|
3.43K
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
728+ 170.89% |
$15.1K - $19.6K
|
1.15K
$0
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
469+ 2.53% |
$9.73K - $12.6K
|
19K
$0
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
469+ 2.53% |
$9.73K - $12.6K
|
19K
$0
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
329+ 1.96% |
$6.83K - $8.84K
|
17.1K
$0
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
293New |
$6.08K - $7.88K
|
293
$0
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
236+ 0.72% |
$4.9K - $6.34K
|
33K
$0
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
202+ 1.18% |
$4.19K - $5.43K
|
17.3K
$0
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 148.86% |
$2.72K - $3.52K
|
219
$0
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
106+ 2.01% |
$2.2K - $2.85K
|
5.37K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104New |
$2.16K - $2.8K
|
104
$0
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
75+ 0.72% |
$1.56K - $2.02K
|
10.5K
$0
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53New |
$1.1K - $1.42K
|
53
$0
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
23New |
$477 - $618
|
23
$0
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
22+ 0.34% |
$457 - $591
|
6.55K
$0
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 0.01% |
$125 - $161
|
80.7K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-4- 1.35% |
$83 - $108
|
293
$0
|
|
May 12, 2023
Q1 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-70- 0.22% |
$1.45K - $1.88K
|
31.8K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-75- 98.68% |
$1.56K - $2.02K
|
1
$0
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-251- 32.3% |
$5.21K - $6.75K
|
526
$0
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-259- 18.2% |
$5.37K - $6.96K
|
1.16K
$0
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300- 1.04% |
$6.23K - $8.06K
|
28.5K
$0
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-305- 6.86% |
$6.33K - $8.2K
|
4.14K
$0
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-681- 2.25% |
$14.1K - $18.3K
|
29.6K
$0
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.3K- 7.69% |
$27K - $34.9K
|
15.6K
$0
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.39K- 48.76% |
$28.9K - $37.4K
|
1.46K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.68K- 8.24% |
$34.8K - $45K
|
18.7K
$0
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-1.86K- 5.71% |
$38.6K - $50.1K
|
30.8K
$0
|