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Summit Financial Group (SMMF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Summit Financial Group (NASDAQ:SMMF)

Current
Institutional Ownership
Percentage
35.73%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$19.70M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.08M
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SMMF Institutional Buying and Selling by Quarter

Summit Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Folger Nolan Fleming Douglas Capital Management Inc.10,883$296K0.0%-6.8%0.074%
4/5/2024 Summit Financial Group Inc.219,386$5.96M2.1%+4.7%1.494%
2/26/2024Virtu Financial LLC12,513$384K0.0%N/A0.085%
2/9/2024Trexquant Investment LP8,595$264K0.0%N/A0.059%
2/9/2024Hillsdale Investment Management Inc.6,100$187K0.0%N/A0.042%
2/8/2024First United Bank & Trust2,286$70K0.0%N/A0.016%
2/7/2024Dimensional Fund Advisors LP663,348$20.36M0.0%+77.0%4.519%
2/7/2024BNP Paribas Financial Markets13,248$407K0.0%+133.1%0.090%
2/6/2024NTV Asset Management LLC8,325$255K0.0%N/A0.057%
2/6/2024Axxcess Wealth Management LLC52,849$1.62M0.0%+3.8%0.360%
1/26/2024Cerity Partners LLC7,750$238K0.0%N/A0.053%
1/22/2024Pinnacle Financial Partners Inc4,477$137K0.0%-50.3%0.031%
1/16/2024 Raymond James Financial Services Advisors Inc.28,336$870K0.0%N/A0.193%
1/12/2024SG Americas Securities LLC6,090$187K0.0%+24.0%0.041%
1/12/2024 Summit Financial Group Inc.209,463$6.43M2.5%-14.2%1.427%
11/15/2023EJF Capital LLC124,389$2.80M1.2%N/A0.847%
11/15/2023Axxcess Wealth Management LLC50,895$1.15M0.0%+0.9%0.347%
11/13/2023Acadian Asset Management LLC65,329$1.47M0.0%-16.1%0.445%
11/8/2023Burney Co.9,550$215K0.0%N/A0.065%
10/31/2023 Fifth Third Bancorp45,382$1.02M0.0%-4.5%0.309%
10/27/2023River Oaks Capital LLC26,386$595K0.9%-80.3%0.180%
10/27/2023Emerald Mutual Fund Advisers Trust25,937$585K0.0%N/A0.177%
10/25/2023 Folger Nolan Fleming Douglas Capital Management Inc.11,750$265K0.0%-10.1%0.080%
10/13/2023SG Americas Securities LLC4,910$111K0.0%N/A0.033%
8/10/2023Russell Investments Group Ltd.61,488$1.27M0.0%+146.1%0.419%
8/7/2023Acadian Asset Management LLC77,882$1.61M0.0%-3.5%0.531%
8/7/2023Pinnacle Financial Partners Inc9,015$186K0.0%+74.4%0.061%
8/3/2023 Los Angeles Capital Management LLC13,840$286K0.0%+23.4%0.094%
8/2/2023Fourthstone LLC20,510$424K0.1%N/A0.140%
8/2/2023Bank of Montreal Can12,464$270K0.0%N/A0.085%
8/2/2023LSV Asset Management32,700$676K0.0%+14.7%0.223%
7/31/2023LPL Financial LLC39,462$815K0.0%N/A0.269%
7/31/2023Strs Ohio16,900$349K0.0%+8.3%0.115%
7/27/2023 Folger Nolan Fleming Douglas Capital Management Inc.13,069$270K0.0%N/A0.089%
7/27/2023EA Series Trust43,308$895K0.0%N/A0.295%
7/24/2023 Allspring Global Investments Holdings LLC3,109$64K0.0%+112.7%0.021%
7/18/2023 Allspring Global Investments Holdings LLC3,109$64K0.0%+112.7%0.021%
7/13/2023 Summit Financial Group Inc.244,225$5.05M2.0%-0.2%1.665%
5/12/2023Pinnacle Holdings LLC96,490$2.00M0.9%+5.1%0.755%
5/12/2023Martingale Asset Management L P21,688$450K0.0%+3.8%0.170%
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5/4/2023 Los Angeles Capital Management LLC11,212$233K0.0%+23.5%0.088%
5/2/2023River Oaks Capital LLC130,000$2.70M3.8%+15.6%1.017%
4/13/2023 Allspring Global Investments Holdings LLC1,462$30K0.0%-48.8%0.011%
4/11/2023 Summit Financial Group Inc.244,727$5.08M1.9%+2.0%1.915%
2/14/2023Pacific Ridge Capital Partners LLC31,830$792K0.2%+34.7%0.249%
2/6/2023 Los Angeles Capital Management LLC9,075$226K0.0%N/A0.071%
2/3/2023Pinnacle Financial Partners Inc.5,169$129K0.0%+177.0%0.040%
1/26/2023Strs Ohio15,600$388K0.0%+6.1%0.122%
1/9/2023 Summit Financial Group Inc.239,952$5.97M2.4%-7.3%1.877%
11/15/2022Martingale Asset Management L P20,884$563K0.0%+5.9%0.163%
11/14/2022Renaissance Technologies LLC225,435$6.07M0.0%-2.0%1.764%
11/14/2022Lazard Asset Management LLC1,721$46K0.0%N/A0.013%
11/14/2022Hsbc Holdings PLC10,573$289K0.0%N/A0.083%
11/7/2022LSV Asset Management28,800$776K0.0%-31.7%0.225%
10/31/2022Pinnacle Financial Partners Inc.1,866$50K0.0%+150.8%0.015%
10/26/2022 Allspring Global Investments Holdings LLC2,916$78K0.0%+208.6%0.023%
8/11/2022Martingale Asset Management L P19,727$549K0.0%+4.8%0.154%
8/10/2022Gladius Capital Management LP1,439$40K0.0%N/A0.011%
8/10/2022River Oaks Capital LLC112,500$3.13M3.4%+17.9%0.881%
8/8/2022Bank of Nova Scotia8,900$247K0.0%N/A0.070%
8/8/2022Verdence Capital Advisors LLC86,260$2.40M0.3%-2.3%0.676%
7/29/2022SG Americas Securities LLC4,637$129K0.0%N/A0.036%
7/25/2022 Allspring Global Investments Holdings LLC945$26K0.0%-81.1%0.007%
7/25/2022Strs Ohio14,700$408K0.0%+5.8%0.115%
7/19/2022Bell Rock Capital LLC10,267$285K0.2%N/A0.080%
7/7/2022 Summit Financial Group Inc.266,649$7.41M2.9%-0.8%2.088%
6/30/2022 Amalgamated Bank1,375$35K0.0%N/A0.011%
5/27/2022EJF Capital LLC75,000$1.92M0.2%N/A0.587%
5/12/2022Martingale Asset Management L P18,819$482K0.0%+22.1%0.147%
5/12/2022Acadian Asset Management LLC33,492$856K0.0%+9.9%0.262%
5/12/2022Connor Clark & Lunn Investment Management Ltd.8,047$206K0.0%N/A0.063%
5/11/2022BHZ Capital Management LP32,213$824K0.3%+112.0%0.252%
4/22/2022River Oaks Capital LLC95,400$2.44M2.4%+15.6%0.747%
4/8/2022 Summit Financial Group Inc.268,863$6.88M2.3%+8.0%2.106%
2/11/2022Renaissance Technologies LLC231,733$6.36M0.0%-4.2%1.782%
2/10/2022Pacific Ridge Capital Partners LLC23,650$649K0.1%N/A0.182%
2/9/2022BNP Paribas Arbitrage SA5,602$154K0.0%+70.3%0.043%
2/9/2022Dimensional Fund Advisors LP265,193$7.28M0.0%+1.1%2.039%
2/8/2022Northern Trust Corp119,605$3.28M0.0%-2.4%0.920%
2/7/2022American Century Companies Inc.35,918$986K0.0%+35.7%0.276%
2/7/2022BHZ Capital Management LP15,196$417K0.1%+40.9%0.117%
2/4/2022NTV Asset Management LLC7,868$216K0.0%N/A0.061%
2/4/2022River Oaks Capital LLC82,500$2.27M2.1%N/A0.634%
2/3/2022River Oaks Capital LLC2,264,625$2.27M2.1%N/A17.416%
1/28/2022 Allspring Global Investments Holdings LLC6,862$188K0.0%N/A0.053%
1/28/2022LSV Asset Management45,790$1.26M0.0%-1.9%0.352%
1/10/2022 Summit Financial Group Inc.248,863$6.83M2.2%+27.6%1.914%
11/16/2021Captrust Financial Advisors1,773$43K0.0%N/A0.014%
11/16/2021Metropolitan Life Insurance Co NY3,129$77K0.0%N/A0.024%
11/15/2021Dimensional Fund Advisors LP262,240$6.43M0.0%+1.5%2.017%
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11/15/2021Martingale Asset Management L P15,419$378K0.0%+11.6%0.119%
11/15/2021Maryland Capital Management10,000$245K0.0%-23.1%0.077%
11/12/2021Renaissance Technologies LLC241,882$5.93M0.0%-3.8%1.860%
11/12/2021Fourthstone LLC261,298$6.40M2.5%+51.6%2.010%
11/12/2021Geode Capital Management LLC179,319$4.40M0.0%+1.8%1.379%
11/10/2021American Century Companies Inc.26,475$649K0.0%+14.8%0.204%
11/10/2021Goldman Sachs Group Inc.11,671$286K0.0%+5.6%0.090%
11/10/2021Citigroup Inc.1,422$35K0.0%+139.8%0.011%
11/9/2021BlackRock Inc.686,875$16.84M0.0%-0.7%5.285%
11/8/2021Russell Investments Group Ltd.24,815$608K0.0%-12.3%0.191%
(Data available from 1/1/2016 forward)

SMMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMF shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Summit Financial Group. The most heavily invested institutionals were Dimensional Fund Advisors LP ($20.36M), Renaissance Technologies LLC ($6.07M), Summit Financial Group Inc. ($5.96M), EJF Capital LLC ($2.80M), Verdence Capital Advisors LLC ($2.40M), Pinnacle Holdings LLC ($2.00M), and Axxcess Wealth Management LLC ($1.62M).Learn more on SMMF's institutional investors.

What percentage of Summit Financial Group stock is owned by institutional investors?

35.73% of Summit Financial Group stock is owned by institutional investors. Learn more on SMMF's institutional investor holdings.

Which institutional investors have been buying Summit Financial Group stock?

Of the 40 institutional investors that purchased Summit Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($288.49K), EJF Capital LLC ($199.39K), EA Series Trust ($43.31K), LPL Financial LLC ($39.46K), Russell Investments Group Ltd. ($36.50K), River Oaks Capital LLC ($34.60K), and Raymond James Financial Services Advisors Inc. ($28.34K).

How much institutional buying is happening at Summit Financial Group?

Institutional investors have bought a total of 948,669 shares in the last 24 months. This purchase volume represents approximately $24.76M in transactions.

Which Summit Financial Group major shareholders have been selling company stock?

Of the 10 institutional investors that sold Summit Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: River Oaks Capital LLC ($107.67K), Summit Financial Group Inc. ($56.44K), Acadian Asset Management LLC ($15.34K), LSV Asset Management ($13.39K), Allspring Global Investments Holdings LLC ($5.44K), Renaissance Technologies LLC ($4.57K), and Pinnacle Financial Partners Inc ($4.54K).

How much institutional selling is happening at Summit Financial Group?

Institutional investors have sold a total of 213,656 shares in the last 24 months. This volume of shares sold represents approximately $5.30M in transactions.


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This page (NASDAQ:SMMF) was last updated on 4/27/2024 by MarketBeat.com Staff

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