Latest Institutional Transactions on Summit State Bank Com Stk (SSBI)
This table provides information on the latest institutional transactions involving Summit State Bank Com Stk (SSBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5New |
$55.1 - $62.2
|
5
$54.2
|
|
|
Nov 14, 2025
Q3 2025
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-62K- 16.1% |
$683K - $772K
|
323K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.95K- 12.8% |
$21.5K - $24.3K
|
13.3K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42- 87.5% |
$462 - $522
|
6
$65
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
94.5KNew |
$1.04M - $1.18M
|
94.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$154K - $174K
|
14K
$151K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.32K- 12.31% |
$14.6K - $16.4K
|
9.42K
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2KNew |
$179K - $202K
|
16.2K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.95K- 4.96% |
$43.5K - $49.2K
|
75.8K
$821K
|
|
|
Nov 12, 2025
Q3 2025
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
1.38K+ 0.39% |
$15.2K - $17.2K
|
354K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.45K- 4.43% |
$27K - $30.5K
|
52.9K
$573K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.37K- 1.61% |
$48.1K - $54.4K
|
268K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
938New |
$10.3K - $11.7K
|
938
$10.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 0.01% |
$551 - $622
|
349K
$3.78M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.23K+ 11.76% |
$17.4K - $24.1K
|
21.2K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Salzhauer Michael
|
SELL
|
- |
-3.55K- 3.69% |
$27.7K - $38.4K
|
92.5K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150- 1.24% |
$1.06K - $1.49K
|
12K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-25K- 46.45% |
$177K - $249K
|
28.8K
$312K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$71.2K - $95.3K
|
11.6K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.5K+ 21.72% |
$15.4K - $20.5K
|
14K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
79+ 15.58% |
$485 - $649
|
586
$6.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.81KNew |
$29.6K - $39.5K
|
4.81K
$52.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$6.14 - $8.21
|
1
$10.8
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8KNew |
$110K - $146K
|
13.8K
$149K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.34% |
$9.52K - $11.9K
|
14.1K
$153K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 25.85% |
$14.8K - $18.6K
|
7.4K
$80.1K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
91.6KNew |
$893K - $1.12M
|
91.6K
$992K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.09K- 6.39% |
$30.2K - $37.9K
|
45.3K
$491K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
585New |
$6.9K - $9.35K
|
585
$6.34K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.58K+ 8.96% |
$23.1K - $28.5K
|
19.2K
$208K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
17.6KNew |
$221K - $296K
|
17.6K
$191K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$113 - $151
|
9
$97.5
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.28K+ 3.87% |
$41.1K - $55.1K
|
88.1K
$954K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-37.7K- 57.64% |
$517K - $618K
|
27.7K
$300K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.2KNew |
$254K - $302K
|
17.2K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.04KNew |
$59.4K - $70.7K
|
4.04K
$43.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.3KNew |
$166K - $198K
|
11.3K
$122K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.8K+ 3.02% |
$87.5K - $98K
|
198K
$2.15M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.98KClosed |
$30.1K - $34.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
135+ 3.46% |
$2.04K - $2.43K
|
4.04K
$43.8K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-26.2KClosed |
$357K - $471K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-234Closed |
$3.19K - $4.21K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56KClosed |
$18.6K - $24.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-73.1KClosed |
$704K - $909K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-429Closed |
$2.63K - $5.13K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500Closed |
$3.07K - $5.98K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-32Closed |
$334 - $377
|
0
$0
|
|