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, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.32K- 14.7% |
$18.6K - $24.7K
|
13.5K
$99.6K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.03% |
$8 - $10.7
|
3.83K
$28.3K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17+ 43.59% |
$136 - $181
|
56
$414
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-697- 57.89% |
$5.58K - $7.42K
|
507
$3.75K
|
|
Nov 14, 2024
Q3 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-10K- 2.28% |
$80K - $107K
|
429K
$3.17M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 99.93% |
$12.2K - $16.3K
|
1
$7.39
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-161- 1.4% |
$1.29K - $1.71K
|
11.4K
$83.9K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
824+ 1.68% |
$6.59K - $8.78K
|
49.8K
$368K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.73K+ 10.17% |
$53.8K - $71.7K
|
72.9K
$539K
|
|
Nov 07, 2024
Q3 2024
|
Salzhauer Michael
|
BUY
|
- |
20K+ 34.22% |
$160K - $213K
|
78.5K
$580K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
26.3K+ 13.01% |
$210K - $280K
|
228K
$1.69M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8KNew |
$110K - $146K
|
13.8K
$102K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62New |
$543 - $677
|
62
$458
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
15K+ 38.64% |
$131K - $164K
|
53.8K
$398K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.34% |
$9.52K - $11.9K
|
14.1K
$104K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.42K- 17.38% |
$23.6K - $29.6K
|
11.5K
$85K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 25.85% |
$14.8K - $18.6K
|
7.4K
$54.7K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
91.6KNew |
$893K - $1.12M
|
91.6K
$677K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.09K- 6.39% |
$30.2K - $37.9K
|
45.3K
$335K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
585New |
$6.9K - $9.35K
|
585
$4.32K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.58K+ 8.96% |
$23.1K - $28.5K
|
19.2K
$142K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1K+ 129.7% |
$202K - $270K
|
28.5K
$211K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
17.6KNew |
$221K - $296K
|
17.6K
$130K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$113 - $151
|
9
$66.5
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.28K+ 3.87% |
$41.1K - $55.1K
|
88.1K
$651K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-37.7K- 57.64% |
$517K - $618K
|
27.7K
$205K
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.23K+ 2.29% |
$85.5K - $102K
|
278K
$2.05M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.2KNew |
$254K - $302K
|
17.2K
$127K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.04KNew |
$59.4K - $70.7K
|
4.04K
$29.9K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.3KNew |
$166K - $198K
|
11.3K
$83.4K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.8K+ 3.02% |
$87.5K - $98K
|
198K
$1.46M
|
|
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
$29.9K
|
|
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
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-12.4KClosed |
$130K - $138K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Eidelman Virant Capital
|
SELL
|
- |
-14KClosed |
$147K - $156K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 09, 2018
Q3 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
Oct 16, 2018
Q3 2018
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|