Purchases and Sales Made in Q3 2023 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
211New |
$6.34K - $8.34K
|
211
$11K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
180+ 0.53% |
$5.41K - $7.11K
|
34.2K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
122New |
$3.67K - $4.82K
|
122
$6.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
111+ 0.95% |
$3.34K - $4.39K
|
11.8K
$615K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
102New |
$3.07K - $4.03K
|
102
$5.32K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$3.04K - $3.99K
|
101
$5.27K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
97+ 1.37% |
$2.92K - $3.83K
|
7.16K
$374K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
96New |
$2.89K - $3.79K
|
96
$5.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 17.72% |
$2.71K - $3.56K
|
598
$31.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
73New |
$2.19K - $2.88K
|
73
$3.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
67+ 4.61% |
$2.01K - $2.65K
|
1.52K
$79.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$1.65K - $2.17K
|
55
$2.87K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 7.3% |
$1.02K - $1.34K
|
500
$26.1K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 103.33% |
$932 - $1.23K
|
61
$3.18K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
29+ 8.92% |
$872 - $1.15K
|
354
$18.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 20.9% |
$421 - $553
|
81
$4.23K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.32% |
$180 - $237
|
461
$24.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 3.85% |
$30.1 - $39.5
|
27
$1.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-15- 0.45% |
$451 - $593
|
3.34K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-18- 0.12% |
$541 - $711
|
15.5K
$811K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-39- 0.25% |
$1.17K - $1.54K
|
15.8K
$826K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 13.61% |
$1.47K - $1.94K
|
311
$16.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-60- 1.55% |
$1.8K - $2.37K
|
3.81K
$199K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-101- 1.07% |
$3.04K - $3.99K
|
9.34K
$487K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-158- 5.68% |
$4.75K - $6.24K
|
2.63K
$137K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-168- 2.24% |
$5.05K - $6.64K
|
7.33K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169- 6.0% |
$5.08K - $6.68K
|
2.65K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-169- 0.1% |
$5.08K - $6.68K
|
161K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-415- 0.62% |
$12.5K - $16.4K
|
66.1K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-421- 44.83% |
$12.7K - $16.6K
|
518
$27K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-463- 4.38% |
$13.9K - $18.3K
|
10.1K
$528K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-564- 7.08% |
$17K - $22.3K
|
7.4K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-823- 0.34% |
$24.7K - $32.5K
|
241K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.4K- 12.32% |
$42.1K - $55.3K
|
9.96K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 7.09% |
$45.3K - $59.5K
|
19.7K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.87K- 5.24% |
$56.1K - $73.7K
|
33.7K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.99K- 13.75% |
$59.8K - $78.6K
|
12.5K
$651K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-2.09K- 1.72% |
$62.7K - $82.4K
|
119K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.38K- 8.85% |
$71.4K - $93.9K
|
24.5K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.42K- 2.12% |
$72.7K - $95.6K
|
111K
$5.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.48K- 0.08% |
$74.4K - $97.8K
|
3.28M
$171M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.63K- 23.38% |
$79.1K - $104K
|
8.63K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.06K- 47.66% |
$91.9K - $121K
|
3.36K
$175K
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.14K- 8.72% |
$94.5K - $124K
|
32.9K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.28K- 2.24% |
$98.5K - $130K
|
143K
$7.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.3K- 1.62% |
$99.3K - $131K
|
200K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.36K- 13.58% |
$101K - $133K
|
21.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4.63K- 0.42% |
$139K - $183K
|
1.09M
$57M
|