Purchases and Sales Made in Q3 2024 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
173+ 720.83% |
$6.16K - $7.23K
|
197
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
131New |
$4.66K - $5.47K
|
131
$6.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125New |
$4.45K - $5.22K
|
125
$6.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
116New |
$4.13K - $4.85K
|
116
$6.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
107New |
$3.81K - $4.47K
|
107
$5.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105+ 22.11% |
$3.74K - $4.39K
|
580
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
91+ 0.61% |
$3.24K - $3.8K
|
15K
$781K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 45.16% |
$2.99K - $3.51K
|
270
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80New |
$2.85K - $3.34K
|
80
$4.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
79+ 127.42% |
$2.81K - $3.3K
|
141
$7.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
79New |
$2.81K - $3.3K
|
79
$4.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
67+ 30.45% |
$2.39K - $2.8K
|
287
$15K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66+ 0.3% |
$2.35K - $2.76K
|
22.2K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
63New |
$2.24K - $2.63K
|
63
$3.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 150.0% |
$2.14K - $2.51K
|
100
$5.22K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60+ 8.38% |
$2.14K - $2.51K
|
776
$40.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
57New |
$2.03K - $2.38K
|
57
$2.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46+ 0.41% |
$1.64K - $1.92K
|
11.4K
$593K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 307.14% |
$1.53K - $1.8K
|
57
$2.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35New |
$1.25K - $1.46K
|
35
$1.83K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$855 - $1K
|
8.16K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$748 - $877
|
21
$1.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.13% |
$570 - $668
|
766
$40K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 5.25% |
$570 - $668
|
321
$16.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11+ 11.11% |
$392 - $460
|
110
$5.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$392 - $460
|
11
$574
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$320 - $376
|
9
$470
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.74% |
$249 - $292
|
953
$49.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 17.95% |
$249 - $292
|
46
$2.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 15.63% |
$178 - $209
|
37
$1.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.08% |
$178 - $209
|
6.02K
$314K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.61% |
$107 - $125
|
118
$6.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$71.2 - $83.6
|
9.65K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.57% |
$35.6 - $41.8
|
27
$1.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 7.89% |
$320 - $376
|
105
$5.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-43- 2.55% |
$1.53K - $1.8K
|
1.64K
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-61- 10.0% |
$2.17K - $2.55K
|
549
$28.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 9.94% |
$2.31K - $2.72K
|
589
$30.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 34.69% |
$2.42K - $2.84K
|
128
$6.68K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-69- 0.64% |
$2.46K - $2.88K
|
10.6K
$556K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73- 1.29% |
$2.6K - $3.05K
|
5.58K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85- 0.9% |
$3.03K - $3.55K
|
9.36K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99- 1.74% |
$3.53K - $4.14K
|
5.58K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 16.67% |
$3.56K - $4.18K
|
500
$26.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-104- 15.57% |
$3.7K - $4.35K
|
564
$29.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-121- 3.41% |
$4.31K - $5.06K
|
3.43K
$179K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-128- 8.54% |
$4.56K - $5.35K
|
1.37K
$71.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-146- 5.5% |
$5.2K - $6.1K
|
2.51K
$131K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-152- 46.34% |
$5.41K - $6.35K
|
176
$9.19K
|