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 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
101New |
$2.61K - $3.82K
|
101
$5.3K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15+ 0.12% |
$387 - $568
|
12.7K
$664K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$387 - $568
|
15
$787
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
38KNew |
$1.01M - $1.3M
|
38K
$1.99M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$768K - $988K
|
28.8K
$1.51M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.2K+ 50682.14% |
$378K - $486K
|
14.2K
$746K
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.4KNew |
$303K - $390K
|
11.4K
$598K
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
9.37KNew |
$249K - $321K
|
9.37K
$492K
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.56K+ 2.7% |
$41.6K - $53.6K
|
59.5K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.53KNew |
$40.6K - $52.2K
|
1.53K
$80K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.22KNew |
$32.5K - $41.8K
|
1.22K
$64K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
528New |
$14.1K - $18.1K
|
528
$27.7K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
73New |
$1.94K - $2.5K
|
73
$3.83K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$293 - $377
|
11
$577
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$160 - $206
|
6
$315
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.7% |
$26.6 - $34.3
|
28
$1.47K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.71% |
$26.6 - $34.3
|
142
$7.45K
|
|
Q4 2022 | |||||||
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
793KNew |
$18.8M - $25.2M
|
793K
$41.6M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
546KNew |
$12.9M - $17.4M
|
546K
$28.6M
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
99.8KNew |
$2.36M - $3.17M
|
99.8K
$5.24M
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
32KNew |
$757K - $1.02M
|
32K
$1.68M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$382K - $513K
|
16.1K
$847K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.98K+ 14.44% |
$141K - $190K
|
47.4K
$2.49M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.03KNew |
$48.1K - $64.7K
|
2.03K
$107K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
866New |
$20.5K - $27.5K
|
866
$45.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
865New |
$20.5K - $27.5K
|
865
$45.4K
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
408+ 1.7% |
$9.65K - $13K
|
24.4K
$1.28M
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
170+ 1.7% |
$4.02K - $5.41K
|
10.2K
$534K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
145+ 1.7% |
$3.43K - $4.61K
|
8.68K
$456K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 1.68% |
$994 - $1.34K
|
2.55K
$134K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21+ 1.7% |
$497 - $668
|
1.26K
$66K
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18+ 1.64% |
$426 - $573
|
1.12K
$58.7K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 1.6% |
$379 - $509
|
1.02K
$53.3K
|
|
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
|
- |
8New |
$189 - $254
|
8
$420
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$166 - $223
|
7
$367
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 1.49% |
$166 - $223
|
476
$25K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 1.62% |
$71 - $95.4
|
188
$9.87K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 1.45% |
$23.7 - $31.8
|
70
$3.67K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
34KNew |
$784K - $1.09M
|
34K
$1.78M
|
|
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
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$388K - $538K
|
16.8K
$884K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.12KNew |
$210K - $291K
|
9.12K
$478K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.81K+ 33.8% |
$41.8K - $57.8K
|
7.17K
$376K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
232New |
$5.35K - $7.41K
|
232
$12.2K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$945 - $1.31K
|
41
$2.15K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
33+ 14.16% |
$761 - $1.05K
|
266
$14K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11New |
$254 - $351
|
11
$577
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
57.2KNew |
$1.29M - $1.76M
|
57.2K
$3M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 94.37% |
$249K - $339K
|
22.7K
$1.19M
|