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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
59.4KNew |
$2.19M - $3.07M
|
59.4K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.73M- 48.48% |
$63.7M - $89.4M
|
1.84M
$96.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-3.27K- 6.02% |
$120K - $169K
|
51.1K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 3.62% |
$18.3K - $25.7K
|
13.3K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.63K- 0.32% |
$207K - $291K
|
1.75M
$91.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-612- 1.32% |
$22.5K - $31.6K
|
45.6K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.91M- 63.69% |
$70.5M - $98.8M
|
1.09M
$57.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.18K- 40.75% |
$117K - $164K
|
4.63K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.33K- 48.11% |
$122K - $172K
|
3.59K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.31KNew |
$159K - $222K
|
4.31K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 4.08% |
$4.46K - $6.25K
|
2.85K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
379KNew |
$14M - $19.6M
|
379K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
304+ 0.86% |
$11.2K - $15.7K
|
35.7K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 23.52% |
$60.2K - $84.5K
|
5.32K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.2KNew |
$1.37M - $1.92M
|
37.2K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
164KNew |
$6.02M - $8.45M
|
164K
$8.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.3% |
$626 - $878
|
287
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.69K- 39.87% |
$173K - $242K
|
7.07K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.62K- 5.16% |
$207K - $290K
|
103K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.67K+ 15.27% |
$98.3K - $138K
|
20.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 4.81% |
$773 - $1.08K
|
458
$24K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 16.72% |
$3.57K - $5.01K
|
677
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
CALL |
300KNew |
$11M - $15.5M
|
300K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 13.64% |
$221 - $310
|
38
$1.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
280+ 29.11% |
$10.3K - $14.5K
|
1.24K
$65.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 25.0% |
$921 - $1.29K
|
125
$6.56K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
164K+ 1191.47% |
$6.03M - $8.46M
|
177K
$9.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 12.12% |
$73.6K - $103K
|
18.5K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.3KNew |
$1.78M - $2.5M
|
48.3K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.36K- 6.43% |
$308K - $432K
|
122K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.92KNew |
$181K - $254K
|
4.92K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.72MNew |
$63.3M - $88.8M
|
1.72M
$90.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 6.17% |
$57.7K - $81K
|
23.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-572- 6.94% |
$21.1K - $29.5K
|
7.67K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.36KNew |
$197K - $277K
|
5.36K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-109K- 23.05% |
$4.03M - $5.66M
|
366K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
85New |
$3.13K - $4.39K
|
85
$4.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-878- 92.13% |
$32.3K - $45.4K
|
75
$3.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
121K+ 153.0% |
$4.45M - $6.25M
|
200K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-97- 28.96% |
$3.57K - $5.01K
|
238
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
107KNew |
$3.95M - $5.54M
|
107K
$5.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
48.4K+ 9.51% |
$1.78M - $2.5M
|
558K
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 9.57% |
$1.99K - $2.79K
|
618
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.51K- 43.95% |
$55.5K - $77.9K
|
1.92K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.06K+ 15.57% |
$186K - $261K
|
37.6K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
34New |
$1.25K - $1.76K
|
34
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-10- 50.0% |
$368 - $517
|
10
$525
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-21.5K- 43.74% |
$790K - $1.11M
|
27.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$442 - $620
|
12
$630
|