Purchases and Sales Made in Q2 2023 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-41- 8.09% |
$1.06K - $1.55K
|
466
$23.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69- 0.23% |
$1.78K - $2.61K
|
29.4K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-83- 0.64% |
$2.14K - $3.14K
|
12.8K
$651K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-137- 0.31% |
$3.54K - $5.19K
|
43.9K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-151- 6.35% |
$3.9K - $5.72K
|
2.23K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-197- 21.74% |
$5.09K - $7.46K
|
709
$36.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-240- 0.41% |
$6.2K - $9.08K
|
58.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-285- 2.62% |
$7.36K - $10.8K
|
10.6K
$538K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-380- 8.32% |
$9.81K - $14.4K
|
4.19K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-460- 3.08% |
$11.9K - $17.4K
|
14.5K
$735K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-497- 1.33% |
$12.8K - $18.8K
|
36.9K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-508- 6.4% |
$13.1K - $19.2K
|
7.42K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-582- 87.92% |
$15K - $22K
|
80
$4.07K
|
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-620- 0.28% |
$16K - $23.5K
|
219K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-794- 21.98% |
$20.5K - $30.1K
|
2.82K
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-813- 2.16% |
$21K - $30.8K
|
36.9K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-841- 14.93% |
$21.7K - $31.8K
|
4.79K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-859- 6.85% |
$22.2K - $32.5K
|
11.7K
$594K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-933- 2.72% |
$24.1K - $35.3K
|
33.4K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 4.57% |
$26.3K - $38.5K
|
21.2K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.22K- 12.78% |
$31.5K - $46.2K
|
8.33K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.27K- 5.47% |
$32.8K - $48.1K
|
22K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.46K- 15.49% |
$37.7K - $55.3K
|
7.97K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 2.31% |
$40.6K - $59.5K
|
66.5K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 18.12% |
$42.8K - $62.8K
|
7.5K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.68K- 0.05% |
$43.3K - $63.4K
|
3.28M
$167M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.14K- 5.59% |
$55.1K - $80.8K
|
36.1K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.18K- 13.1% |
$56.3K - $82.5K
|
14.5K
$736K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.28K- 7.14% |
$58.8K - $86.1K
|
29.6K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.34K- 5.17% |
$60.4K - $88.5K
|
42.9K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.5K- 3.73% |
$64.6K - $94.7K
|
64.6K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.69K- 1.31% |
$69.5K - $102K
|
203K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.83K- 8.53% |
$73K - $107K
|
30.3K
$1.54M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.94K- 2.65% |
$102K - $149K
|
144K
$7.34M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.16K- 5.15% |
$107K - $158K
|
76.7K
$3.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.24K- 10.64% |
$109K - $160K
|
35.6K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-4.91K- 1.01% |
$127K - $186K
|
480K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.52K- 37.01% |
$143K - $209K
|
9.39K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-6.58K- 40.34% |
$170K - $249K
|
9.74K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.32K- 11.12% |
$215K - $315K
|
66.5K
$3.38M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.28K- 4.04% |
$240K - $351K
|
220K
$11.2M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-9.54K- 6.83% |
$246K - $361K
|
130K
$6.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 0.78% |
$273K - $401K
|
1.34M
$68.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-14.5K- 5.01% |
$374K - $549K
|
275K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16K- 51.32% |
$414K - $607K
|
15.2K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Orchard Capital Managment, LLC
Chicago, IL |
SELL
|
- |
-17K- 4.73% |
$439K - $643K
|
342K
$17.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 22.17% |
$458K - $671K
|
62.3K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.7K- 31.46% |
$535K - $785K
|
45.2K
$2.3M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.8K- 29.67% |
$587K - $861K
|
53.9K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-23.9K- 1.31% |
$616K - $903K
|
1.8M
$91.4M
|