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Summit Financial Group (SMMF) Institutional Ownership

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-0.66 (-2.50%)
(As of 05/3/2024)
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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)
31
Total
Institutional Inflows
(last 12 months)
$20.18M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.09M
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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
5/16/2024 California State Teachers Retirement System2,561$70K0.0%+39.1%0.017%
5/16/2024 EJF Capital LLC122,235$3.32M2.3%-17.4%0.833%
5/16/2024 Janus Henderson Group PLC8,168$222K0.0%-9.4%0.056%
5/15/2024 Quadrature Capital Ltd15,738$427K0.0%N/A0.107%
5/11/2024 Hillsdale Investment Management Inc.4,600$125K0.0%-24.6%0.031%
5/10/2024 TIAA Trust National Association8,290$225K0.0%N/A0.056%
5/10/2024 Vanguard Group Inc.577,165$15.68M0.0%+1.4%3.932%
5/7/2024 SG Americas Securities LLC3,922$107K0.0%-35.6%0.027%
5/7/2024 Empowered Funds LLC55,908$1.52M0.0%+8.1%0.381%
5/1/2024 BNP Paribas Financial Markets6,385$173K0.0%-51.8%0.043%
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%
2/26/2024 Virtu Financial LLC12,513$384K0.0%N/A0.085%
2/9/2024 Trexquant Investment LP8,595$264K0.0%N/A0.059%
2/9/2024 Hillsdale Investment Management Inc.6,100$187K0.0%N/A0.042%
2/8/2024 First United Bank & Trust2,286$70K0.0%N/A0.016%
2/7/2024 Dimensional Fund Advisors LP663,348$20.36M0.0%+77.0%4.519%
2/7/2024 BNP Paribas Financial Markets13,248$407K0.0%+133.1%0.090%
2/6/2024 NTV Asset Management LLC8,325$255K0.0%N/A0.057%
2/6/2024 Axxcess Wealth Management LLC52,849$1.62M0.0%+3.8%0.360%
1/26/2024 Cerity Partners LLC7,750$238K0.0%N/A0.053%
1/22/2024 Pinnacle 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%
1/12/2024 SG 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%
11/15/2023 EJF Capital LLC124,389$2.80M1.2%N/A0.847%
11/15/2023 Axxcess Wealth Management LLC50,895$1.15M0.0%+0.9%0.347%
11/13/2023 Acadian Asset Management LLC65,329$1.47M0.0%-16.1%0.445%
11/8/2023 Burney 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%
10/27/2023 Emerald 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%
10/13/2023 SG Americas Securities LLC4,910$111K0.0%N/A0.033%
8/10/2023 Russell Investments Group Ltd.61,488$1.27M0.0%+146.1%0.419%
8/7/2023 Acadian Asset Management LLC77,882$1.61M0.0%-3.5%0.531%
8/7/2023 Pinnacle 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%
8/2/2023 Fourthstone LLC20,510$424K0.1%N/A0.140%
8/2/2023 Bank of Montreal Can12,464$270K0.0%N/A0.085%
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8/2/2023 LSV Asset Management32,700$676K0.0%+14.7%0.223%
7/31/2023 LPL Financial LLC39,462$815K0.0%N/A0.269%
7/31/2023 Strs 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%
5/12/2023 Pinnacle Holdings LLC96,490$2.00M0.9%+5.1%0.755%
5/12/2023 Martingale Asset Management L P21,688$450K0.0%+3.8%0.170%
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%
2/14/2023 Pacific 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%
2/3/2023 Pinnacle Financial Partners Inc.5,169$129K0.0%+177.0%0.040%
1/26/2023 Strs Ohio15,600$388K0.0%+6.1%0.122%
1/9/2023 Summit Financial Group Inc.239,952$5.97M2.4%-7.3%1.877%
11/15/2022 Martingale Asset Management L P20,884$563K0.0%+5.9%0.163%
11/14/2022 Renaissance Technologies LLC225,435$6.07M0.0%-2.0%1.764%
11/14/2022 Lazard Asset Management LLC1,721$46K0.0%N/A0.013%
11/14/2022 Hsbc Holdings PLC10,573$289K0.0%N/A0.083%
11/7/2022 LSV Asset Management28,800$776K0.0%-31.7%0.225%
10/31/2022 Pinnacle 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%
8/11/2022 Martingale Asset Management L P19,727$549K0.0%+4.8%0.154%
8/10/2022 Gladius Capital Management LP1,439$40K0.0%N/A0.011%
8/10/2022River Oaks Capital LLC112,500$3.13M3.4%+17.9%0.881%
8/8/2022 Bank of Nova Scotia8,900$247K0.0%N/A0.070%
8/8/2022 Verdence Capital Advisors LLC86,260$2.40M0.3%-2.3%0.676%
7/29/2022 SG Americas Securities LLC4,637$129K0.0%N/A0.036%
7/25/2022 Allspring Global Investments Holdings LLC945$26K0.0%-81.1%0.007%
7/25/2022 Strs 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%
5/27/2022 EJF Capital LLC75,000$1.92M0.2%N/A0.587%
5/12/2022 Martingale Asset Management L P18,819$482K0.0%+22.1%0.147%
5/12/2022 Acadian Asset Management LLC33,492$856K0.0%+9.9%0.262%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.8,047$206K0.0%N/A0.063%
5/11/2022 BHZ 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%
2/11/2022 Renaissance Technologies LLC231,733$6.36M0.0%-4.2%1.782%
2/10/2022 Pacific Ridge Capital Partners LLC23,650$649K0.1%N/A0.182%
2/9/2022 BNP Paribas Arbitrage SA5,602$154K0.0%+70.3%0.043%
2/9/2022 Dimensional Fund Advisors LP265,193$7.28M0.0%+1.1%2.039%
2/8/2022 Northern Trust Corp119,605$3.28M0.0%-2.4%0.920%
2/7/2022 American Century Companies Inc.35,918$986K0.0%+35.7%0.276%
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2/7/2022 BHZ Capital Management LP15,196$417K0.1%+40.9%0.117%
2/4/2022 NTV 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%
1/28/2022 LSV 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%
11/16/2021 Captrust Financial Advisors1,773$43K0.0%N/A0.014%
11/16/2021 Metropolitan Life Insurance Co NY3,129$77K0.0%N/A0.024%
11/15/2021 Dimensional Fund Advisors LP262,240$6.43M0.0%+1.5%2.017%
(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, 47 institutional investors and hedge funds held shares of Summit Financial Group. The most heavily invested institutionals were Dimensional Fund Advisors LP ($20.36M), Vanguard Group Inc. ($15.68M), Renaissance Technologies LLC ($6.07M), Summit Financial Group Inc. ($5.96M), EJF Capital LLC ($3.32M), Verdence Capital Advisors LLC ($2.40M), and Pinnacle Holdings LLC ($2.00M).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 42 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 ($124.39K), 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 879,300 shares in the last 24 months. This purchase volume represents approximately $23.04M in transactions.

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

Of the 15 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), EJF Capital LLC ($25.82K), Acadian Asset Management LLC ($15.34K), LSV Asset Management ($13.39K), BNP Paribas Financial Markets ($6.86K), and Allspring Global Investments Holdings LLC ($5.44K).

How much institutional selling is happening at Summit Financial Group?

Institutional investors have sold a total of 250,853 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.


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This page (NASDAQ:SMMF) was last updated on 6/1/2024 by MarketBeat.com Staff

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