Purchases and Sales Made in Q1 2023 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q1 2023. The information is specifically focused on institutions that hold shares of Summit Materials, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
70+ 0.55% |
$1.86K - $2.4K
|
12.9K
$674K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
58+ 138.1% |
$1.54K - $1.99K
|
100
$5.23K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37+ 5.92% |
$985 - $1.27K
|
662
$34.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
19New |
$506 - $651
|
19
$994
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 5.49% |
$479 - $617
|
346
$18.1K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$293 - $377
|
11
$575
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$160 - $206
|
6
$314
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 500.0% |
$133 - $171
|
6
$314
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.71% |
$26.6 - $34.3
|
142
$7.43K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.7% |
$26.6 - $34.3
|
28
$1.46K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1- -0.0% |
$26.6 - $34.3
|
32.4K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1- -0.0% |
$26.6 - $34.3
|
62.5K
$3.27M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.41% |
$26.6 - $34.3
|
240
$12.6K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1- -0.0% |
$26.6 - $34.3
|
32.4K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.28% |
$26.6 - $34.3
|
356
$18.6K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 2.08% |
$26.6 - $34.3
|
47
$2.46K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.1% |
$26.6 - $34.3
|
1.02K
$53.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.2% |
$26.6 - $34.3
|
508
$26.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 5.0% |
$106 - $137
|
76
$3.98K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 3.64% |
$106 - $137
|
106
$5.54K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.03% |
$239 - $308
|
29.4K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 27.78% |
$266 - $343
|
26
$1.36K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 5.18% |
$346 - $445
|
238
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-13- 0.01% |
$346 - $445
|
145K
$7.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 37.84% |
$373 - $480
|
23
$1.2K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14- 0.36% |
$373 - $480
|
3.89K
$204K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-26Closed |
$692 - $891
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39- 1.26% |
$1.04K - $1.34K
|
3.05K
$160K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 28.48% |
$1.14K - $1.47K
|
108
$5.65K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-80- 72.73% |
$2.13K - $2.74K
|
30
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-84- 0.56% |
$2.24K - $2.88K
|
14.9K
$780K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 63.95% |
$2.93K - $3.77K
|
62
$3.24K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-195- 2.03% |
$5.19K - $6.68K
|
9.43K
$493K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-238- 20.8% |
$6.33K - $8.15K
|
906
$47.4K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-251- 3.12% |
$6.68K - $8.6K
|
7.8K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-269- 0.8% |
$7.16K - $9.21K
|
33.2K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-381- 4.78% |
$10.1K - $13K
|
7.58K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-385- 1.02% |
$10.2K - $13.2K
|
37.4K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-421- 11.61% |
$11.2K - $14.4K
|
3.21K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-476- 1.5% |
$12.7K - $16.3K
|
31.3K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-548- 4.16% |
$14.6K - $18.8K
|
12.6K
$661K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-587- 7.47% |
$15.6K - $20.1K
|
7.27K
$380K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-620- 11.95% |
$16.5K - $21.2K
|
4.57K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-651- 0.95% |
$17.3K - $22.3K
|
68.1K
$3.56M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-711- 7.0% |
$18.9K - $24.4K
|
9.44K
$494K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-739- 91.35% |
$19.7K - $25.3K
|
70
$3.66K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-817- 11.02% |
$21.7K - $28K
|
6.6K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-850- 13.11% |
$22.6K - $29.1K
|
5.63K
$295K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-859- 1.86% |
$22.9K - $29.4K
|
45.3K
$2.37M
|