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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
495New |
$18.2K - $25.6K
|
495
$26K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.9KNew |
$402K - $564K
|
10.9K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 10.46% |
$41K - $57.5K
|
9.54K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
92.5KNew |
$3.41M - $4.78M
|
92.5K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 9.03% |
$1.99K - $2.79K
|
652
$34.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
611+ 3.46% |
$22.5K - $31.6K
|
18.3K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.23K- 9.32% |
$82.3K - $115K
|
21.7K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-214- 3.89% |
$7.88K - $11.1K
|
5.29K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
746+ 0.97% |
$27.5K - $38.5K
|
77.7K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.53K+ 40.14% |
$56.3K - $78.9K
|
5.34K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-41- 0.55% |
$1.51K - $2.12K
|
7.41K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
17.6K+ 15.4% |
$647K - $908K
|
132K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.13KNew |
$41.6K - $58.4K
|
1.13K
$59.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.29% |
$184 - $258
|
30
$1.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.58K- 17.88% |
$58.2K - $81.6K
|
7.26K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3K+ 23.23% |
$110K - $155K
|
15.9K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
19.7KNew |
$725K - $1.02M
|
19.7K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
184K+ 2256.56% |
$6.78M - $9.51M
|
192K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4- 0.02% |
$147 - $207
|
22.2K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.67K- 53.9% |
$282K - $396K
|
6.56K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.71K- 25.59% |
$99.9K - $140K
|
7.89K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.81K+ 47.3% |
$177K - $248K
|
15K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-187- 3.7% |
$6.89K - $9.66K
|
4.86K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
9K+ 90.0% |
$331K - $465K
|
19K
$997K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
822K+ 1436.35% |
$30.3M - $42.5M
|
879K
$46.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$512K - $718K
|
13.9K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-726- 1.94% |
$26.7K - $37.5K
|
36.8K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
15New |
$552 - $775
|
15
$787
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.7K - $20.7K
|
400
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 7.81% |
$368 - $517
|
138
$7.24K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.29KNew |
$342K - $480K
|
9.29K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
51+ 15.04% |
$1.88K - $2.63K
|
390
$20.5K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8.96K- 36.79% |
$330K - $463K
|
15.4K
$808K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
49+ 8.64% |
$1.8K - $2.53K
|
616
$32.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
353+ 179.19% |
$13K - $18.2K
|
550
$28.9K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 38.86% |
$8.05M - $9.45M
|
808K
$42.4M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
140+ 33.33% |
$4.99K - $5.85K
|
560
$29.4K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-939- 11.27% |
$33.4K - $39.2K
|
7.39K
$388K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
57New |
$2.03K - $2.38K
|
57
$2.99K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.5KNew |
$764K - $897K
|
21.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
10.6KNew |
$376K - $441K
|
10.6K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
9KNew |
$320K - $376K
|
9K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Standard Investments LLC
New York, NY |
BUY
|
- |
848K+ 1017.39% |
$30.2M - $35.4M
|
931K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-44.1K- 68.58% |
$1.57M - $1.84M
|
20.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-8.7K- 88.78% |
$310K - $363K
|
1.1K
$57.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.52KNew |
$303K - $356K
|
8.52K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
1MNew |
$35.6M - $41.8M
|
1M
$52.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
18.1KNew |
$645K - $756K
|
18.1K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
31.7KNew |
$1.13M - $1.32M
|
31.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.02K+ 12.32% |
$250K - $293K
|
64K
$3.36M
|
|