Purchases and Sales Made in Q4 2024 in Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 9.57% |
$1.99K - $2.79K
|
618
$32.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 9.03% |
$1.99K - $2.79K
|
652
$34.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
53+ 18.47% |
$1.95K - $2.74K
|
340
$17.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
51+ 15.04% |
$1.88K - $2.63K
|
390
$20.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
49+ 8.64% |
$1.8K - $2.53K
|
616
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
42+ 381.82% |
$1.55K - $2.17K
|
53
$2.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
39+ 0.41% |
$1.44K - $2.01K
|
9.66K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
34New |
$1.25K - $1.76K
|
34
$1.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 25.0% |
$921 - $1.29K
|
125
$6.56K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 59.46% |
$810 - $1.14K
|
59
$3.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 4.81% |
$773 - $1.08K
|
458
$24K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
20New |
$736 - $1.03K
|
20
$1.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.3% |
$626 - $878
|
287
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.09% |
$589 - $827
|
782
$41K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 4.36% |
$515 - $723
|
335
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$442 - $620
|
12
$630
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 7.81% |
$368 - $517
|
138
$7.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$221 - $310
|
6
$315
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$184 - $258
|
5
$262
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$110 - $155
|
3
$157
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$36.8 - $51.7
|
7.12K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4- 0.02% |
$147 - $207
|
22.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 11.43% |
$147 - $207
|
31
$1.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.29% |
$184 - $258
|
30
$1.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 13.64% |
$221 - $310
|
38
$1.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-10- 50.0% |
$368 - $517
|
10
$525
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 8.8% |
$405 - $568
|
114
$5.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 4.55% |
$736 - $1.03K
|
420
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 7.86% |
$1.22K - $1.7K
|
387
$20.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-41- 0.55% |
$1.51K - $2.12K
|
7.41K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-97- 28.96% |
$3.57K - $5.01K
|
238
$12.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 4.08% |
$4.46K - $6.25K
|
2.85K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-126- 89.36% |
$4.64K - $6.51K
|
15
$787
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-133- 24.4% |
$4.9K - $6.87K
|
412
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-157- 3.5% |
$5.78K - $8.11K
|
4.33K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-171- 1.24% |
$6.3K - $8.83K
|
13.6K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181- 0.5% |
$6.66K - $9.35K
|
35.9K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-187- 3.7% |
$6.89K - $9.66K
|
4.86K
$255K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-201- 3.7% |
$7.4K - $10.4K
|
5.23K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-214- 3.89% |
$7.88K - $11.1K
|
5.29K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-464- 8.31% |
$17.1K - $24K
|
5.12K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-489- 63.02% |
$18K - $25.3K
|
287
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 3.62% |
$18.3K - $25.7K
|
13.3K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-572- 6.94% |
$21.1K - $29.5K
|
7.67K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-612- 1.32% |
$22.5K - $31.6K
|
45.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-638- 0.36% |
$23.5K - $33K
|
177K
$9.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-726- 1.94% |
$26.7K - $37.5K
|
36.8K
$1.93M
|