Purchases and Sales Made in Q4 2021 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.19KNew |
$37.3K - $49.2K
|
1.19K
$61.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.13K+ 0.76% |
$35.1K - $46.4K
|
149K
$7.69M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$31.2K - $41.2K
|
1K
$51.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
942+ 0.62% |
$29.4K - $38.8K
|
153K
$7.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
915+ 90.77% |
$28.6K - $37.7K
|
1.92K
$99.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
900+ 7.03% |
$28.1K - $37.1K
|
13.7K
$708K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
868New |
$27.1K - $35.8K
|
868
$44.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
635+ 0.5% |
$19.8K - $26.2K
|
127K
$6.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
520New |
$16.2K - $21.4K
|
520
$26.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
452+ 5.06% |
$14.1K - $18.6K
|
9.39K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
400+ 4.3% |
$12.5K - $16.5K
|
9.7K
$501K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.15% |
$12.5K - $16.5K
|
260K
$13.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
385+ 5.82% |
$12K - $15.9K
|
7K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
335+ 291.3% |
$10.5K - $13.8K
|
450
$23.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
319New |
$9.97K - $13.1K
|
319
$16.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
309New |
$9.65K - $12.7K
|
309
$16K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
306+ 50.16% |
$9.56K - $12.6K
|
916
$47.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
288New |
$9K - $11.9K
|
288
$14.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
212+ 1.23% |
$6.62K - $8.74K
|
17.4K
$900K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
185New |
$5.78K - $7.62K
|
185
$9.56K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
172+ 50.29% |
$5.37K - $7.09K
|
514
$26.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
161+ 0.97% |
$5.03K - $6.63K
|
16.7K
$862K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
152+ 84.44% |
$4.75K - $6.26K
|
332
$17.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
63New |
$1.97K - $2.6K
|
63
$3.25K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 76.92% |
$1.87K - $2.47K
|
138
$7.13K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
53+ 0.38% |
$1.66K - $2.18K
|
14K
$723K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
48+ 0.45% |
$1.5K - $1.98K
|
10.8K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
40New |
$1.25K - $1.65K
|
40
$2.07K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37New |
$1.16K - $1.52K
|
37
$1.91K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
29+ 0.44% |
$906 - $1.2K
|
6.69K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
27New |
$843 - $1.11K
|
27
$1.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$719 - $948
|
23
$1.19K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
23New |
$719 - $948
|
23
$1.19K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14New |
$437 - $577
|
14
$723
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13New |
$406 - $536
|
13
$672
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2- 6.67% |
$62.5 - $82.4
|
28
$1.45K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 2.2% |
$375 - $495
|
534
$27.6K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 3.43% |
$406 - $536
|
366
$18.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17Closed |
$531 - $701
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 12.43% |
$719 - $948
|
162
$8.37K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-30Closed |
$937 - $1.24K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-35- 13.89% |
$1.09K - $1.44K
|
217
$11.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-38- 88.37% |
$1.19K - $1.57K
|
5
$258
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-47Closed |
$1.47K - $1.94K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 20.0% |
$1.87K - $2.47K
|
240
$12.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-71- 1.31% |
$2.22K - $2.93K
|
5.34K
$276K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-89- 16.01% |
$2.78K - $3.67K
|
467
$24.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-98- 0.88% |
$3.06K - $4.04K
|
11K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100Closed |
$3.12K - $4.12K
|
0
$0
|