Institutional Ownership Summit State Bank Com Stk (SSBI)
This table provides information about the institutional ownership of Summit State Bank Com Stk (SSBI). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 1.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
429,395
shares
|
$3.26 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
277,924
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2023
Added 2.29%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
228,469
shares
|
$1.73 Million
0.9% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
91,634
shares
|
$695,502
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
88,065
shares
|
$668,413
0.26% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
78,452
shares
|
$595,450
0.32% of portfolio
|
Q3 2024
Added 34.22%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
72,898
shares
|
$553,295
0.0% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
53,820
shares
|
$408,493
0.01% of portfolio
|
Q2 2024
Added 38.64%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
49,759
shares
|
$377,670
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
45,321
shares
|
$343,986
0.24% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,637
shares
|
$133,864
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
14,128
shares
|
$107,231
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,750
shares
|
$104,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,482
shares
|
$102,328
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,508
shares
|
$87,345
0.0% of portfolio
|
Q1 2024
Reduced 17.38%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,356
shares
|
$86,192
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,831
shares
|
$29,077
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
507
shares
|
$3,848
0.0% of portfolio
|
Q3 2024
Reduced 57.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
56
shares
|
$425
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$7
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|