Latest Institutional Transactions on Summit Materials, Inc. (SUM)
This table provides information on the latest institutional transactions involving Summit Materials, Inc. (SUM) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
50KNew |
$1.29M - $1.89M
|
50K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.4KNew |
$294K - $432K
|
11.4K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.49K+ 1.08% |
$116K - $170K
|
420K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
120KNew |
$3.09M - $4.53M
|
120K
$6.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
137KNew |
$3.53M - $5.17M
|
137K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Dg Capital Management, LLC
New York, NY |
SELL
|
- |
-284K- 79.05% |
$7.32M - $10.7M
|
75.1K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Sasco Capital Inc
|
SELL
|
- |
-154K- 16.03% |
$3.97M - $5.82M
|
805K
$41.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
274+ 36.98% |
$7.07K - $10.4K
|
1.02K
$52.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15+ 0.12% |
$387 - $568
|
12.7K
$654K
|
|
|
Aug 04, 2023
Q2 2023
|
Lapides Asset Management, LLC
|
SELL
|
- |
-86.8K- 58.74% |
$2.24M - $3.28M
|
61K
$3.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.8KNew |
$201K - $295K
|
7.8K
$403K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
101New |
$2.61K - $3.82K
|
101
$5.22K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15.8KNew |
$408K - $598K
|
15.8K
$816K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-8- 30.77% |
$207 - $303
|
18
$930
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$163K - $239K
|
6.31K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$387 - $568
|
15
$775
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.95KNew |
$154K - $225K
|
5.95K
$308K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
38KNew |
$1.01M - $1.3M
|
38K
$1.96M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.2K+ 50682.14% |
$378K - $486K
|
14.2K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.53KNew |
$40.6K - $52.2K
|
1.53K
$78.8K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.92K- 42.04% |
$51.2K - $65.9K
|
2.65K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
9.37KNew |
$249K - $321K
|
9.37K
$484K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.48K- 6.13% |
$173K - $222K
|
99.3K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.4KNew |
$303K - $390K
|
11.4K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.56K+ 2.7% |
$41.6K - $53.6K
|
59.5K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.7% |
$26.6 - $34.3
|
28
$1.45K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-285K- 97.5% |
$7.57M - $9.74M
|
7.31K
$377K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 2.08% |
$26.6 - $34.3
|
47
$2.43K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$293 - $377
|
11
$568
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-587- 7.47% |
$15.6K - $20.1K
|
7.27K
$376K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$160 - $206
|
6
$310
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.58K- 34.11% |
$228K - $294K
|
16.6K
$856K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.41% |
$26.6 - $34.3
|
240
$12.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 5.0% |
$106 - $137
|
76
$3.93K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$768K - $988K
|
28.8K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.22KNew |
$32.5K - $41.8K
|
1.22K
$63K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
73New |
$1.94K - $2.5K
|
73
$3.77K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 11.65% |
$72.2K - $92.9K
|
20.6K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-8.42K- 48.98% |
$224K - $288K
|
8.78K
$453K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.71% |
$26.6 - $34.3
|
142
$7.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.1% |
$26.6 - $34.3
|
1.02K
$52.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.7KNew |
$392K - $504K
|
14.7K
$761K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
528New |
$14.1K - $18.1K
|
528
$27.3K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
793KNew |
$18.8M - $25.2M
|
793K
$41M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 1.62% |
$71 - $95.4
|
188
$9.71K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.03KNew |
$48.1K - $64.7K
|
2.03K
$105K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$382K - $513K
|
16.1K
$834K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 20.99% |
$2.41K - $3.24K
|
384
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
546KNew |
$12.9M - $17.4M
|
546K
$28.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
866New |
$20.5K - $27.5K
|
866
$44.7K
|
|