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 34 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$3,936
0.0% of portfolio
|
Q4 2024
Reduced 92.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
59
shares
|
$3,096
0.0% of portfolio
|
Q4 2024
Added 59.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
47
shares
|
$2,467
0.0% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
38
shares
|
$1,994
0.0% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
35
shares
|
$1,837
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
5
shares
|
$262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q1 2025
Reduced 99.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|