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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.45M- 87.53% |
$107M - $135M
|
492K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
134KNew |
$4.16M - $5.24M
|
134K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
31.9KNew |
$994K - $1.25M
|
31.9K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 87.5% |
$218 - $274
|
15
$787
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
101New |
$3.14K - $3.96K
|
101
$5.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.36KNew |
$291K - $366K
|
9.36K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
163New |
$5.07K - $6.38K
|
163
$8.56K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$156 - $196
|
5
$262
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
116New |
$3.61K - $4.54K
|
116
$6.09K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-50- 49.5% |
$1.56K - $1.96K
|
51
$2.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
9.2KNew |
$286K - $360K
|
9.2K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-245- 74.02% |
$7.62K - $9.59K
|
86
$4.51K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35New |
$1.09K - $1.37K
|
35
$1.84K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 17.44% |
$33K - $41.5K
|
7.15K
$375K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.63KNew |
$290K - $381K
|
9.63K
$506K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-9.74KClosed |
$293K - $385K
|
0
$0
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.15KNew |
$275K - $362K
|
9.15K
$480K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28.5K- 75.11% |
$856K - $1.13M
|
9.44K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19K- 72.8% |
$571K - $751K
|
7.1K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.15KNew |
$275K - $361K
|
9.15K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.6K+ 78.65% |
$529K - $696K
|
40K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
60.1KNew |
$1.81M - $2.37M
|
60.1K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
17.4KNew |
$524K - $689K
|
17.4K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.72KNew |
$232K - $305K
|
7.72K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$203K - $267K
|
6.75K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
29.8KNew |
$897K - $1.18M
|
29.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
122New |
$3.67K - $4.82K
|
122
$6.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-27K- 90.32% |
$812K - $1.07M
|
2.89K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.75KNew |
$52.7K - $69.3K
|
1.75K
$92K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-421- 44.83% |
$12.7K - $16.6K
|
518
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.62KNew |
$199K - $262K
|
6.62K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-115K- 50.58% |
$3.46M - $4.54M
|
112K
$5.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
102New |
$3.07K - $4.03K
|
102
$5.35K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
573+ 6.53% |
$17.2K - $22.6K
|
9.35K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
18.4KNew |
$554K - $728K
|
18.4K
$967K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$3.04K - $3.99K
|
101
$5.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-101- 1.07% |
$3.04K - $3.99K
|
9.34K
$490K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$1.65K - $2.17K
|
55
$2.89K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-7.41K- 29.47% |
$223K - $293K
|
17.7K
$931K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$30.7K - $40.3K
|
1.02K
$53.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
73New |
$2.19K - $2.88K
|
73
$3.83K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
96New |
$2.89K - $3.79K
|
96
$5.04K
|
|
|
Oct 19, 2023
Q3 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
100KNew |
$3.01M - $3.95M
|
100K
$5.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.3KNew |
$491K - $646K
|
16.3K
$858K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1KNew |
$513K - $675K
|
17.1K
$896K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.89KNew |
$207K - $272K
|
6.89K
$361K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
22.6KNew |
$583K - $855K
|
22.6K
$1.19M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
29.5KNew |
$763K - $1.12M
|
29.5K
$1.55M
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
8.75KNew |
$226K - $331K
|
8.75K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
50KNew |
$1.29M - $1.89M
|
50K
$2.62M
|
|