Purchases and Sales Made in Q1 2024 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q1 2024. 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 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 7.87% |
$2.05K - $2.63K
|
809
$42.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
55+ 11.41% |
$1.91K - $2.45K
|
537
$27.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
46+ 8.14% |
$1.6K - $2.05K
|
611
$31.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.39K - $1.78K
|
40
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 0.87% |
$1.22K - $1.56K
|
4.04K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32+ 2.62% |
$1.11K - $1.43K
|
1.25K
$65.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 0.33% |
$383 - $490
|
3.39K
$177K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
10New |
$348 - $446
|
10
$520
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 55.56% |
$174 - $223
|
14
$729
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.38% |
$34.8 - $44.6
|
262
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.41% |
$69.6 - $89.1
|
35
$1.82K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5- 1.93% |
$174 - $223
|
254
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-21- 0.29% |
$731 - $936
|
7.24K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-28- 0.88% |
$974 - $1.25K
|
3.16K
$164K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 75.0% |
$1.04K - $1.34K
|
10
$520
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 1.43% |
$1.46K - $1.87K
|
2.9K
$151K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-54- 0.2% |
$1.88K - $2.41K
|
26.6K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-55- 0.11% |
$1.91K - $2.45K
|
48.9K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-67- 3.52% |
$2.33K - $2.99K
|
1.84K
$95.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 18.63% |
$2.37K - $3.03K
|
297
$15.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81- 0.98% |
$2.82K - $3.61K
|
8.22K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-106- 3.62% |
$3.69K - $4.72K
|
2.82K
$147K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-135- 36.19% |
$4.7K - $6.02K
|
238
$12.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-167- 5.92% |
$5.81K - $7.44K
|
2.66K
$138K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-192- 40.42% |
$6.68K - $8.56K
|
283
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-204- 1.06% |
$7.1K - $9.09K
|
19.1K
$995K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-230- 5.37% |
$8K - $10.3K
|
4.05K
$211K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-283- 91.88% |
$9.85K - $12.6K
|
25
$1.3K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-334- 1.52% |
$11.6K - $14.9K
|
21.6K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-398- 4.19% |
$13.9K - $17.7K
|
9.11K
$474K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-404- 1.22% |
$14.1K - $18K
|
32.8K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-461- 3.4% |
$16K - $20.5K
|
13.1K
$682K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-506- 0.85% |
$17.6K - $22.6K
|
58.9K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-506- 0.43% |
$17.6K - $22.6K
|
118K
$6.16M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-518- 1.16% |
$18K - $23.1K
|
44.2K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-558- 49.91% |
$19.4K - $24.9K
|
560
$29.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-596- 8.76% |
$20.7K - $26.6K
|
6.21K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-604- 8.78% |
$21K - $26.9K
|
6.27K
$326K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-796- 0.45% |
$27.7K - $35.5K
|
175K
$9.08M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-827- 45.56% |
$28.8K - $36.9K
|
988
$51.4K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-970- 0.39% |
$33.8K - $43.2K
|
247K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 13.85% |
$35K - $44.8K
|
6.26K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.2K- 10.53% |
$41.8K - $53.5K
|
10.2K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.27K- 18.95% |
$44K - $56.4K
|
5.41K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.47K- 0.19% |
$51.2K - $65.5K
|
782K
$40.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.79K- 2.12% |
$62.3K - $79.8K
|
82.7K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.85K- 4.8% |
$64.5K - $82.6K
|
36.7K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.87K- 5.47% |
$65.2K - $83.5K
|
32.4K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.27K- 4.61% |
$78.9K - $101K
|
46.9K
$2.44M
|