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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.1K- 4.99% |
$29.2K - $37.5K
|
20.9K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.2K- 13.09% |
$31.8K - $40.9K
|
7.93K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 12.04% |
$33.3K - $42.9K
|
9.16K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.3K- 4.62% |
$34.6K - $44.6K
|
26.8K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.31K- 8.53% |
$34.8K - $44.7K
|
14K
$732K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.38K- 7.23% |
$36.7K - $47.2K
|
17.7K
$926K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.28% |
$48.5K - $62.4K
|
14.3K
$749K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.92K- 20.59% |
$51.1K - $65.7K
|
7.4K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.92K- 42.04% |
$51.2K - $65.9K
|
2.65K
$139K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.93K- 10.38% |
$51.3K - $66.1K
|
16.6K
$871K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.12K- 37.02% |
$56.5K - $72.7K
|
3.61K
$189K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.14K- 5.3% |
$56.9K - $73.3K
|
38.2K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.39K- 19.38% |
$63.5K - $81.8K
|
9.93K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.56K- 4.51% |
$68.1K - $87.7K
|
54.2K
$2.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 11.65% |
$72.2K - $92.9K
|
20.6K
$1.08M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-2.8K- 27.45% |
$74.5K - $95.9K
|
7.4K
$387K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.12K- 3.9% |
$82.9K - $107K
|
76.7K
$4.01M
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-3.19K- 0.46% |
$84.8K - $109K
|
697K
$36.5M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.24K- 20.51% |
$86.1K - $111K
|
12.5K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.25K- 7.54% |
$86.4K - $111K
|
39.8K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.35K- 13.08% |
$89.2K - $115K
|
22.3K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.9K- 2.56% |
$104K - $133K
|
148K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.37K- 17.51% |
$143K - $184K
|
25.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.48K- 6.13% |
$173K - $222K
|
99.3K
$5.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.77K- 4.04% |
$180K - $232K
|
161K
$8.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.81K- 7.73% |
$181K - $233K
|
81.2K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.09K- 6.0% |
$189K - $243K
|
111K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-7.2K- 48.76% |
$192K - $247K
|
7.57K
$396K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.69K- 93.69% |
$205K - $264K
|
518
$27.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-7.85K- 3.45% |
$209K - $269K
|
220K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.19K- 48.12% |
$218K - $280K
|
8.83K
$462K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-8.42K- 48.98% |
$224K - $288K
|
8.78K
$459K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.58K- 34.11% |
$228K - $294K
|
16.6K
$866K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-9.1K- 6.12% |
$242K - $312K
|
140K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.58K- 4.0% |
$255K - $328K
|
230K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Dg Capital Management, LLC
New York, NY |
SELL
|
- |
-9.98K- 2.71% |
$266K - $342K
|
359K
$18.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 4.72% |
$272K - $350K
|
206K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-14.2K- 99.8% |
$378K - $486K
|
28
$1.46K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.3K- 24.85% |
$408K - $525K
|
46.4K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 62.85% |
$424K - $545K
|
9.41K
$492K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-16.5K- 43.63% |
$439K - $565K
|
21.3K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-16.6K- 67.86% |
$442K - $569K
|
7.87K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 65.21% |
$550K - $708K
|
11K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-25.3K- 0.79% |
$674K - $868K
|
3.19M
$167M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.9K- 11.72% |
$689K - $887K
|
195K
$10.2M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-28.1K- 16.37% |
$747K - $962K
|
143K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.5K- 1.99% |
$786K - $1.01M
|
1.45M
$76.1M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-32.4K- 57.91% |
$862K - $1.11M
|
23.6K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34.9K- 12.01% |
$929K - $1.2M
|
256K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-34.9K- 17.46% |
$930K - $1.2M
|
165K
$8.64M
|