Institutional Ownership Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $5.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
125
shares
|
$6,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
124
shares
|
$6,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
122
shares
|
$5,904
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
118
shares
|
$5,711
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
116
shares
|
$5,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
116
shares
|
$5,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
110
shares
|
$5,324
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
107
shares
|
$5,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
105
shares
|
$5,082
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
102
shares
|
$4,936
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
101
shares
|
$4,888
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$4,840
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
96
shares
|
$4,646
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
86
shares
|
$4,162
0.0% of portfolio
|
Q4 2023
Reduced 74.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
80
shares
|
$3,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79
shares
|
$3,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
63
shares
|
$3,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
57
shares
|
$2,758
0.0% of portfolio
|
Q3 2024
Added 307.14%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
51
shares
|
$2,468
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
47
shares
|
$2,274
0.0% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
46
shares
|
$2,226
0.0% of portfolio
|
Q3 2024
Added 17.95%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
37
shares
|
$1,790
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
35
shares
|
$1,694
0.0% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
35
shares
|
$1,694
0.0% of portfolio
|
Q4 2023
New holding
|