Purchases and Sales Made in Q2 2024 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 28.15% |
$2.37K - $2.89K
|
305
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40New |
$1.41K - $1.72K
|
40
$2.09K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39New |
$1.38K - $1.68K
|
39
$2.04K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
38+ 21.59% |
$1.34K - $1.64K
|
214
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35New |
$1.24K - $1.51K
|
35
$1.83K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$1.2K - $1.47K
|
34
$1.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
32New |
$1.13K - $1.38K
|
32
$1.67K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24New |
$847 - $1.03K
|
24
$1.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$388 - $474
|
11
$574
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 16.67% |
$141 - $172
|
28
$1.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.38% |
$35.3 - $43.1
|
263
$13.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.33% |
$70.6 - $86.2
|
609
$31.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 24.0% |
$212 - $259
|
19
$992
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-20- 24.39% |
$706 - $862
|
62
$3.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26- 0.42% |
$918 - $1.12K
|
6.23K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 7.87% |
$988 - $1.21K
|
328
$17.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31- 50.82% |
$1.09K - $1.34K
|
30
$1.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-59- 7.29% |
$2.08K - $2.54K
|
750
$39.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-59- 23.23% |
$2.08K - $2.54K
|
195
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64- 0.66% |
$2.26K - $2.76K
|
9.65K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-85- 2.69% |
$3K - $3.66K
|
3.07K
$160K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-101- 34.01% |
$3.57K - $4.35K
|
196
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-124- 0.95% |
$4.38K - $5.35K
|
13K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-137- 8.38% |
$4.84K - $5.91K
|
1.5K
$78.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-150- 2.41% |
$5.3K - $6.47K
|
6.08K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-151- 8.23% |
$5.33K - $6.51K
|
1.68K
$87.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-234- 6.9% |
$8.26K - $10.1K
|
3.16K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-384- 5.12% |
$13.6K - $16.6K
|
7.12K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-500- 4.9% |
$17.7K - $21.6K
|
9.7K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-502- 12.39% |
$17.7K - $21.6K
|
3.55K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-618- 4.3% |
$21.8K - $26.6K
|
13.8K
$719K
|
|
|
Jul 29, 2024
Q2 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-626- 0.34% |
$22.1K - $27K
|
182K
$9.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-652- 1.58% |
$23K - $28.1K
|
40.5K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-708- 4.64% |
$25K - $30.5K
|
14.6K
$760K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-808- 2.41% |
$28.5K - $34.8K
|
32.7K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-812- 1.84% |
$28.7K - $35K
|
43.4K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-875- 4.58% |
$30.9K - $37.7K
|
18.2K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.85% |
$37.1K - $45.3K
|
122K
$6.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.06K- 4.87% |
$37.6K - $45.9K
|
20.8K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.08K- 0.91% |
$38.2K - $46.7K
|
117K
$6.13M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 12.99% |
$43.1K - $52.6K
|
8.17K
$427K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.75K- 1.56% |
$61.7K - $75.4K
|
110K
$5.75M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.87K- 16.56% |
$66.2K - $80.8K
|
9.44K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.35K- 15.69% |
$83K - $101K
|
12.6K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Orchard Capital Managment, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 1.37% |
$89.8K - $110K
|
183K
$9.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.6K- 2.88% |
$91.8K - $112K
|
87.7K
$4.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.09K- 19.42% |
$109K - $133K
|
12.8K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.23K- 93.63% |
$114K - $139K
|
220
$11.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.37K- 2.71% |
$119K - $145K
|
121K
$6.3M
|