Latest Institutional Purchases of Summit Materials, Inc. (SUM)
This list provides information on the latest institutional transactions involving Summit Materials, Inc. (SUM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$382K - $513K
|
16.1K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.98K+ 14.44% |
$141K - $190K
|
47.4K
$2.41M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.03KNew |
$48.1K - $64.7K
|
2.03K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
866New |
$20.5K - $27.5K
|
866
$44.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
865New |
$20.5K - $27.5K
|
865
$44K
|
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
408+ 1.7% |
$9.65K - $13K
|
24.4K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
170+ 1.7% |
$4.02K - $5.41K
|
10.2K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
145+ 1.7% |
$3.43K - $4.61K
|
8.68K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 11.55% |
$1.59K - $2.13K
|
647
$32.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 1.68% |
$994 - $1.34K
|
2.55K
$130K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21+ 1.7% |
$497 - $668
|
1.26K
$64K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 1.6% |
$379 - $509
|
1.02K
$51.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15+ 0.14% |
$355 - $477
|
11K
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$189 - $254
|
8
$407
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$166 - $223
|
7
$356
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 1.49% |
$166 - $223
|
476
$24.2K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 1.62% |
$71 - $95.4
|
188
$9.57K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 1.45% |
$23.7 - $31.8
|
70
$3.56K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
34KNew |
$784K - $1.09M
|
34K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
27.7K+ 102.61% |
$638K - $884K
|
54.7K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$388K - $538K
|
16.8K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.12KNew |
$210K - $291K
|
9.12K
$464K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.81K+ 33.8% |
$41.8K - $57.8K
|
7.17K
$365K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
232New |
$5.35K - $7.41K
|
232
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$945 - $1.31K
|
41
$2.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
33+ 14.16% |
$761 - $1.05K
|
266
$13.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11New |
$254 - $351
|
11
$560
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
57.2KNew |
$1.29M - $1.76M
|
57.2K
$2.91M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 94.37% |
$249K - $339K
|
22.7K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9KNew |
$204K - $277K
|
9K
$458K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
60New |
$1.36K - $1.85K
|
60
$3.05K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38+ 14.9% |
$859 - $1.17K
|
293
$14.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
38New |
$859 - $1.17K
|
38
$1.93K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$407 - $555
|
18
$916
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
152K+ 905.95% |
$4.07M - $6.15M
|
169K
$8.6M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.8K+ 77.35% |
$1.87M - $2.82M
|
160K
$8.15M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$789K - $1.19M
|
29.5K
$1.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
378+ 102.44% |
$10.1K - $15.3K
|
747
$38K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$26.8 - $40.4
|
1
$50.9
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
309New |
$9.65K - $12.7K
|
309
$15.7K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
112K+ 478.89% |
$3.4M - $4.04M
|
135K
$6.86M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
34.3K+ 342.5% |
$1.04M - $1.24M
|
44.3K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115New |
$3.5K - $4.17K
|
115
$5.85K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
69New |
$2.1K - $2.5K
|
69
$3.51K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
33.5KNew |
$932K - $1.21M
|
33.5K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$362 - $470
|
13
$662
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
80KNew |
$1.3M - $1.67M
|
80K
$4.07M
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
500KNew |
$7.36M - $9.18M
|
500K
$25.5M
|
|
|
Nov 12, 2020
Q3 2020
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20.9KNew |
$308K - $384K
|
20.9K
$1.06M
|
|