Latest Institutional Transactions on Summit Materials, Inc. (SUM)

SUM Quotes by TradingView

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
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

SELL
 -
-1
- 0.1%
$26.6 - $34.3
1.02K $53.3K
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
528
New
$14.1K - $18.1K
528 $27.7K
Q4 2022
Jan 10, 2025 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
18
+ 1.64%
$426 - $573
1.12K $58.7K
Oct 07, 2024 Q4 2022
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
793K
New
$18.8M - $25.2M
793K $41.6M
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 1.62%
$71 - $95.4
188 $9.87K
Sep 26, 2023 Q4 2022
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
2.03K
New
$48.1K - $64.7K
2.03K $107K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
16.1K
New
$382K - $513K
16.1K $847K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
546K
New
$12.9M - $17.4M
546K $28.6M
Feb 14, 2023 Q4 2022
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
32K
New
$757K - $1.02M
32K $1.68M
Feb 14, 2023 Q4 2022
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 PUT
99.8K
New
$2.36M - $3.17M
99.8K $5.24M
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
7
New
$166 - $223
7 $367
Feb 13, 2023 Q4 2022
Fca Corp

Houston, TX
BUY
 -
145
+ 1.7%
$3.43K - $4.61K
8.68K $456K
Feb 13, 2023 Q4 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
5.98K
+ 14.44%
$141K - $190K
47.4K $2.49M
Feb 13, 2023 Q4 2022
Pitcairn CO

Jenkintown, PA
SELL
 -
-9
- 0.09%
$213 - $286
9.73K $511K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
865
New
$20.5K - $27.5K
865 $45.4K
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
170
+ 1.7%
$4.02K - $5.41K
10.2K $534K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
15
+ 0.14%
$355 - $477
11K $578K
Feb 06, 2023 Q4 2022
Column Capital Advisors, LLC

BUY
 -
8
New
$189 - $254
8 $420
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
1
+ 1.45%
$23.7 - $31.8
70 $3.67K
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
21
+ 1.7%
$497 - $668
1.26K $66K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

SELL
 -
-1.06K
- 36.31%
$25.2K - $33.8K
1.87K $97.9K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
16
+ 1.6%
$379 - $509
1.02K $53.3K
Jan 26, 2023 Q4 2022
Dupont Capital Management Corp

SELL
 -
-3.16K
- 15.99%
$74.8K - $101K
16.6K $872K
Jan 26, 2023 Q4 2022
Nj State Employees Deferred Compensation Plan

BUY
 -
408
+ 1.7%
$9.65K - $13K
24.4K $1.28M
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
42
+ 1.68%
$994 - $1.34K
2.55K $134K
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
7
+ 1.49%
$166 - $223
476 $25K
Q3 2022
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-60
Closed
$1.38K - $1.92K
0 $0
Sep 21, 2023 Q3 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-57
Closed
$1.31K - $1.82K
0 $0
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
1.81K
+ 33.8%
$41.8K - $57.8K
7.17K $376K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

SELL
 -
-3
- 11.11%
$69.2 - $95.8
24 $1.26K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
41
New
$945 - $1.31K
41 $2.15K
Nov 14, 2022 Q3 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
9.12K
New
$210K - $291K
9.12K $478K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
33
+ 14.16%
$761 - $1.05K
266 $14K
Nov 14, 2022 Q3 2022
Pdt Partners, LLC

New York, NY
BUY
 -
16.8K
New
$388K - $538K
16.8K $884K
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
27.7K
+ 102.61%
$638K - $884K
54.7K $2.87M
Nov 14, 2022 Q3 2022
Shellback Capital, LP

Boston, MA
BUY
 -
34K
New
$784K - $1.09M
34K $1.78M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
11
New
$254 - $351
11 $577
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
232
New
$5.35K - $7.41K
232 $12.2K
Oct 12, 2022 Q3 2022
180 Wealth Advisors, LLC

SELL
 -
-286
- 2.24%
$6.6K - $9.13K
12.5K $656K
Q2 2022
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-34
Closed
$769 - $1.05K
0 $0
Aug 15, 2022 Q2 2022
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-4.49K
Closed
$101K - $138K
0 $0
Aug 15, 2022 Q2 2022
Interval Partners, LP

New York, NY
SELL
 CALL
-271K
Closed
$6.13M - $8.36M
0 $0
Aug 15, 2022 Q2 2022
Caption Management, LLC

Oklahoma City, OK
BUY
 -
57.2K
New
$1.29M - $1.76M
57.2K $3M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
9K
New
$204K - $277K
9K $472K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-100
Closed
$2.26K - $3.08K
0 $0
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-14
Closed
$317 - $431
0 $0
Aug 10, 2022 Q2 2022
1492 Capital Management LLC

Milwaukee, WI
SELL
 -
-37.6K
Closed
$850K - $1.16M
0 $0
Aug 09, 2022 Q2 2022
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-10K
Closed
$226K - $308K
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-68
Closed
$1.54K - $2.1K
0 $0

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