Summit Financial Group Ownership 2024 | Who Owns Summit Financial Group Now?
Institutional Ownership
36.79%
Insider Ownership
11.56%
Retail Ownership
51.65%
Institutional Holders
90.00
Summit Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,511 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -19,060 | -100.00% | - | Jun 30, 2024 |
| FIFTH THIRD BANCORP | - | - | - | -45,382 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -8,091 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -8,378 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -8,909 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -113,032 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -237,524 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -577,165 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -24,311 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -999 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -695,208 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -3,044 | -100.00% | - | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -9,529 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -595 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -139,090 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -888 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -5,102 | -100.00% | - | Jun 30, 2024 |
Summit Financial Group's largest institutional shareholder is AMERICAN INTERNATIONAL GROUP, INC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,511 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -19,060 | -100.00% | - | Jun 30, 2024 |
| FIFTH THIRD BANCORP | - | - | - | -45,382 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -8,091 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -8,378 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -8,909 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -113,032 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -237,524 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -577,165 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -24,311 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -999 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -695,208 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -3,044 | -100.00% | - | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -9,529 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -595 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -139,090 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -888 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -5,102 | -100.00% | - | Jun 30, 2024 |
The largest Summit Financial Group shareholder by % of total assets is AMERICAN INTERNATIONAL GROUP, INC.. The company owns 0.00 shares of Summit Financial Group (SMMF), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -230 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -396 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -595 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -779 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -888 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -955 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -999 | -100.00% | - | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | - | - | - | -1,111 | -100.00% | - | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | - | - | - | -2,286 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -2,561 | -100.00% | - | Jun 30, 2024 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | - | - | - | -2,580 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -3,044 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -3,857 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,922 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Summit Financial Group's largest institutional buyer is NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC. The company purchased -2.00 stocks of SMMF, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -838,796 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -695,208 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -577,165 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -255,287 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -237,524 | -100.00% | - | Jun 30, 2024 |
| FOURTHSTONE LLC | - | - | - | -214,537 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | - | - | - | -171,193 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -167,183 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -139,090 | -100.00% | - | Jun 30, 2024 |
| EJF CAPITAL LLC | - | - | - | -122,235 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -121,423 | -100.00% | - | Jun 30, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -113,373 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -113,032 | -100.00% | - | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | - | - | - | -86,260 | -100.00% | - | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | - | - | - | -86,002 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -79,276 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -75,152 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -68,901 | -100.00% | - | Jun 30, 2024 |
| AA FINANCIAL ADVISORS, LLC | - | - | - | -61,801 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -61,508 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Summit Financial Group's biggest institutional seller is BLACKROCK INC.. The company sold -0.84M shares of SMMF, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -838,796 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -695,208 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -577,165 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -255,287 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -237,524 | -100.00% | - | Jun 30, 2024 |
| FOURTHSTONE LLC | - | - | - | -214,537 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | - | - | - | -171,193 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -167,183 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -139,090 | -100.00% | - | Jun 30, 2024 |
| EJF CAPITAL LLC | - | - | - | -122,235 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -121,423 | -100.00% | - | Jun 30, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -113,373 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -113,032 | -100.00% | - | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | - | - | - | -86,260 | -100.00% | - | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | - | - | - | -86,002 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -79,276 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -75,152 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -68,901 | -100.00% | - | Jun 30, 2024 |
| AA FINANCIAL ADVISORS, LLC | - | - | - | -61,801 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -61,508 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -56,640 | -100.00% | - | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | - | - | - | -55,908 | -100.00% | - | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | - | - | - | -53,192 | -100.00% | - | Jun 30, 2024 |
| FIFTH THIRD BANCORP | - | - | - | -45,382 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -44,087 | -100.00% | - | Jun 30, 2024 |
| YAKIRA CAPITAL MANAGEMENT, INC. | - | - | - | -36,193 | -100.00% | - | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | - | - | - | -32,700 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -32,252 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -31,878 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -29,672 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -26,785 | -100.00% | - | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | - | - | - | -25,937 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -24,311 | -100.00% | - | Jun 30, 2024 |
| PHILADELPHIA TRUST CO | - | - | - | -19,548 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -19,060 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | - | - | - | -17,554 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -17,508 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -17,054 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -15,738 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -15,616 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -15,143 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -13,998 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -13,586 | -100.00% | - | Jun 30, 2024 |
| TCTC HOLDINGS, LLC | - | - | - | -12,500 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -12,200 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -11,965 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -11,664 | -100.00% | - | Jun 30, 2024 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | - | - | - | -10,883 | -100.00% | - | Jun 30, 2024 |
| JENTNER CORP | - | - | - | -10,812 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -10,200 | -100.00% | - | Jun 30, 2024 |
| BURNEY CO/ | - | - | - | -9,550 | -100.00% | - | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -9,529 | -100.00% | - | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | - | - | - | -9,500 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -8,909 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -8,378 | -100.00% | - | Jun 30, 2024 |
| NTV ASSET MANAGEMENT LLC | - | - | - | -8,325 | -100.00% | - | Jun 30, 2024 |
| TIAA TRUST, NATIONAL ASSOCIATION | - | - | - | -8,290 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -8,168 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -8,091 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -7,151 | -100.00% | - | Jun 30, 2024 |
| CITO CAPITAL GROUP, LLC | - | - | - | -7,012 | -100.00% | - | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | - | - | - | -6,657 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -6,385 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,511 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -5,291 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -5,102 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -4,600 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,922 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -3,857 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -3,044 | -100.00% | - | Jun 30, 2024 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | - | - | - | -2,580 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -2,561 | -100.00% | - | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | - | - | - | -2,286 | -100.00% | - | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | - | - | - | -1,111 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -999 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -955 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -888 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -779 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -595 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -396 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -230 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Summit Financial Group's largest sold out institutional shareholder by shares sold is BLACKROCK INC., sold -0.84M shares, valued at -, as of undefined.
Summit Financial Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE CAPITAL FUND | 0.32% | 119,048 | 17,479 | 17.21% | Mar 31, 2024 |
| Manager Directed Portfolios | 0.12% | 19,023 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.03% | 2,771 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 65,515 | - | - | Mar 28, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,819 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 7,124 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 48,309 | 10,725 | 28.54% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 19,578 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,703 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 3,836 | -542 | -12.38% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 394 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 138,086 | 51,452 | 59.39% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 505,522 | -190,263 | -27.35% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 31,878 | 73 | 0.23% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 7,274 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 114,887 | 666 | 0.58% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 542,868 | 290,200 | 114.85% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 955 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 25,937 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 107,408 | 35,543 | 49.46% | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 61,472 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,743 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 94 | - | - | Apr 30, 2021 |
| GPS Funds I | 0.00% | 941 | -336 | -26.31% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,081 | -568 | -10.05% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 12,201 | 12 | 0.10% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 20,263 | -5,370 | -20.95% | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 548 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 4,937 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 23,703 | 983 | 4.33% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 1,700 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,115 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 164 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 9,022 | 1,158 | 14.73% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,100 | - | - | Mar 28, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 3,109 | - | - | Feb 29, 2024 |
| Angel Oak Funds Trust | 0.00% | 3,939 | - | - | Jan 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 14,490 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 3,207 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 718 | 93 | 14.88% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 2,612 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 438,432 | -38,898 | -8.15% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 49,450 | 4,773 | 10.68% | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 392 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 102 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 29,141 | -321 | -1.09% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,239 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 37,167 | -404 | -1.08% | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 282 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 4,291 | -18 | -0.42% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 402 | - | - | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,725 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 51 | - | - | Dec 31, 2023 |
| PGIM ETF TRUST | 0.00% | 784 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 67 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,422 | -237 | -14.29% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 278 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 86 | -9 | -9.47% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,624 | 302 | 22.84% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,648 | 191 | 13.11% | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 19,928 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 6,101 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 630 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 4,227 | 29 | 0.69% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 5,016 | 2,021 | 67.48% | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 10,008 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 388 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 10,884 | - | - | Dec 31, 2023 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,267 | -5 | -0.39% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 203 | - | - | Feb 29, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 1,016 | 1,016 | - | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 35 | -376 | -91.48% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 56 | - | - | Jan 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 414 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 14,639 | -1,302 | -8.17% | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 8,346 | -125 | -1.48% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 3,766 | -433 | -10.31% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 4,467 | -197 | -4.22% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 109 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 4,938 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 4,365 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 874 | - | - | Dec 31, 2023 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 207 | - | - | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 2,493 | - | - | Feb 29, 2024 |
| Meeder Funds | 0.00% | 2 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 8,565 | -595 | -6.50% | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 37 | 7 | 23.33% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,357 | -225 | -14.22% | Jan 31, 2024 |
Summit Financial Group's largest mutual fund holder by % of total assets is "ROYCE CAPITAL FUND", owning 119.05K shares, compromising 0.32% of its total assets.
Summit Financial Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 90 | 2.27% |
| 31 Dec, 23 | 88 | 17.33% |
| 30 Sep, 23 | 75 | - |
| 30 Jun, 23 | 75 | 7.14% |
| 31 Mar, 23 | 70 | - |
| 31 Dec, 22 | 70 | -4.11% |
| 30 Sep, 22 | 73 | 1.39% |
| 30 Jun, 22 | 72 | 2.86% |
| 31 Mar, 22 | 70 | 11.11% |
| 31 Dec, 21 | 63 | 6.78% |
| 30 Sep, 21 | 59 | 5.36% |
| 30 Jun, 21 | 56 | -6.67% |
| 31 Mar, 21 | 60 | 7.14% |
| 31 Dec, 20 | 56 | 3.70% |
| 30 Sep, 20 | 54 | -5.26% |
| 30 Jun, 20 | 57 | -6.56% |
| 31 Mar, 20 | 61 | -1.61% |
| 31 Dec, 19 | 62 | 5.08% |
| 30 Sep, 19 | 59 | -6.35% |
| 30 Jun, 19 | 63 | 5.00% |
| 31 Mar, 19 | 60 | - |
| 31 Dec, 18 | 60 | -6.25% |
| 30 Sep, 18 | 64 | -9.86% |
| 30 Jun, 18 | 71 | 5.97% |
| 31 Mar, 18 | 67 | 3.08% |
| 31 Dec, 17 | 65 | 14.04% |
| 30 Sep, 17 | 57 | - |
| 30 Jun, 17 | 57 | 18.75% |
| 31 Mar, 17 | 48 | -2.04% |
| 31 Dec, 16 | 49 | 4.26% |
| 30 Sep, 16 | 47 | 14.63% |
| 30 Jun, 16 | 41 | 10.81% |
| 31 Mar, 16 | 37 | 37.04% |
| 31 Dec, 15 | 27 | 8.00% |
| 30 Sep, 15 | 25 | 4.17% |
| 30 Jun, 15 | 24 | 4.35% |
| 31 Mar, 15 | 23 | 9.52% |
| 31 Dec, 14 | 21 | -8.70% |
| 30 Sep, 14 | 23 | 9.52% |
| 30 Jun, 14 | 21 | 5.00% |
| 31 Mar, 14 | 20 | 11.11% |
| 31 Dec, 13 | 18 | 12.50% |
| 30 Sep, 13 | 16 | 14.29% |
| 30 Jun, 13 | 14 | 366.67% |
| 31 Mar, 13 | 3 | -50.00% |
| 31 Dec, 12 | 6 | 20.00% |
| 30 Sep, 12 | 5 | -16.67% |
| 30 Jun, 12 | 6 | 20.00% |
| 31 Mar, 12 | 5 | 25.00% |
| 31 Dec, 11 | 4 | 33.33% |
| 30 Sep, 11 | 3 | - |
| 30 Jun, 11 | 3 | - |
| 31 Mar, 11 | 3 | 200.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | -66.67% |
| 30 Jun, 10 | 3 | - |
| 31 Mar, 10 | 3 | 50.00% |
| 31 Dec, 09 | 2 | -33.33% |
| 30 Sep, 09 | 3 | - |
| 30 Jun, 09 | 3 | 50.00% |
| 31 Mar, 09 | 2 | -60.00% |
| 31 Dec, 08 | 5 | - |
| 30 Sep, 08 | 5 | 66.67% |
| 30 Jun, 08 | 3 | -25.00% |
| 31 Mar, 08 | 4 | 33.33% |
| 31 Dec, 07 | 3 | -25.00% |
| 30 Sep, 07 | 4 | -20.00% |
| 30 Jun, 07 | 5 | 150.00% |
| 31 Mar, 07 | 2 | -50.00% |
| 31 Dec, 06 | 4 | 33.33% |
| 30 Sep, 06 | 3 | -40.00% |
| 30 Jun, 06 | 5 | 66.67% |
| 31 Mar, 06 | 3 | -25.00% |
| 31 Dec, 05 | 4 | 33.33% |
| 30 Sep, 05 | 3 | - |
| 30 Jun, 05 | 3 | 200.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
As of 31 Mar 24, 90 institutions are holding Summit Financial Group's shares, representing an increase of 2.27% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 5,402,707 | 1.55% |
| 31 Dec, 23 | 5,320,290 | 26.14% |
| 30 Sep, 23 | 4,217,678 | 1.39% |
| 30 Jun, 23 | 4,159,835 | 5.62% |
| 31 Mar, 23 | 3,938,507 | 1.08% |
| 31 Dec, 22 | 3,896,525 | -2.01% |
| 30 Sep, 22 | 3,976,504 | 2.10% |
| 30 Jun, 22 | 3,894,530 | 2.99% |
| 31 Mar, 22 | 3,781,638 | 2.08% |
| 31 Dec, 21 | 3,704,578 | 5.12% |
| 30 Sep, 21 | 3,524,147 | 2.30% |
| 30 Jun, 21 | 3,445,075 | -1.00% |
| 31 Mar, 21 | 3,479,744 | 0.19% |
| 31 Dec, 20 | 3,473,185 | 4.84% |
| 30 Sep, 20 | 3,312,752 | -0.11% |
| 30 Jun, 20 | 3,316,334 | 0.04% |
| 31 Mar, 20 | 3,315,152 | -1.94% |
| 31 Dec, 19 | 3,380,655 | 3.77% |
| 30 Sep, 19 | 3,257,893 | -6.89% |
| 30 Jun, 19 | 3,499,032 | 4.81% |
| 31 Mar, 19 | 3,338,379 | 3.69% |
| 31 Dec, 18 | 3,219,487 | -2.53% |
| 30 Sep, 18 | 3,303,105 | -1.23% |
| 30 Jun, 18 | 3,344,349 | 1.60% |
| 31 Mar, 18 | 3,291,653 | 2.61% |
| 31 Dec, 17 | 3,208,077 | 12.97% |
| 30 Sep, 17 | 2,839,770 | 6.85% |
| 30 Jun, 17 | 2,657,608 | 33.60% |
| 31 Mar, 17 | 1,989,176 | 3.25% |
| 31 Dec, 16 | 1,926,599 | 17.03% |
| 30 Sep, 16 | 1,646,204 | 4.16% |
| 30 Jun, 16 | 1,580,473 | 52.10% |
| 31 Mar, 16 | 1,039,098 | 9.84% |
| 31 Dec, 15 | 946,052 | 18.85% |
| 30 Sep, 15 | 795,980 | -1.81% |
| 30 Jun, 15 | 810,637 | 22.25% |
| 31 Mar, 15 | 663,091 | 15.55% |
| 31 Dec, 14 | 573,870 | 7.38% |
| 30 Sep, 14 | 534,422 | 15.61% |
| 30 Jun, 14 | 462,264 | -95.93% |
| 31 Mar, 14 | 11,358,060 | 2927.97% |
| 31 Dec, 13 | 375,105 | 5.80% |
| 30 Sep, 13 | 354,532 | 22.41% |
| 30 Jun, 13 | 289,619 | 871.48% |
| 31 Mar, 13 | 29,812 | -58.83% |
| 31 Dec, 12 | 72,412 | 31.10% |
| 30 Sep, 12 | 55,236 | -19.66% |
| 30 Jun, 12 | 68,757 | -1.43% |
| 31 Mar, 12 | 69,756 | 6.46% |
| 31 Dec, 11 | 65,521 | -9.49% |
| 30 Sep, 11 | 72,391 | -43.76% |
| 30 Jun, 11 | 128,711 | -1.03% |
| 31 Mar, 11 | 130,045 | 192.12% |
| 31 Dec, 10 | 44,517 | - |
| 30 Sep, 10 | 44,517 | -36.33% |
| 30 Jun, 10 | 69,917 | 0.79% |
| 31 Mar, 10 | 69,367 | 17.44% |
| 31 Dec, 09 | 59,067 | -31.04% |
| 30 Sep, 09 | 85,658 | 36.70% |
| 30 Jun, 09 | 62,660 | 37.06% |
| 31 Mar, 09 | 45,718 | -48.26% |
| 31 Dec, 08 | 88,358 | -19.72% |
| 30 Sep, 08 | 110,066 | 205.57% |
| 30 Jun, 08 | 36,020 | -12.58% |
| 31 Mar, 08 | 41,205 | 23.03% |
| 31 Dec, 07 | 33,492 | -21.32% |
| 30 Sep, 07 | 42,565 | 7.31% |
| 30 Jun, 07 | 39,667 | 235.08% |
| 31 Mar, 07 | 11,838 | -14.81% |
| 31 Dec, 06 | 13,896 | 179.77% |
| 30 Sep, 06 | 4,967 | -93.39% |
| 30 Jun, 06 | 75,095 | 121.48% |
| 31 Mar, 06 | 33,906 | -21.75% |
| 31 Dec, 05 | 43,329 | 53.43% |
| 30 Sep, 05 | 28,241 | 147.25% |
| 30 Jun, 05 | 11,422 | 25.50% |
| 31 Mar, 05 | 9,101 | 3.80% |
| 31 Dec, 04 | 8,768 | - |
| 31 Mar, 03 | 21,036 | 61.22% |
| 31 Dec, 02 | 13,048 | - |
| 30 Sep, 02 | 13,048 | - |
| 30 Jun, 02 | 13,048 | - |
| 31 Mar, 02 | 13,048 | - |
| 31 Dec, 01 | 13,048 | - |
| 31 Mar, 01 | 6,524 | - |
| 31 Dec, 00 | 6,524 | - |
| 30 Sep, 00 | 6,524 | - |
Summit Financial Group (SMMF) has 5.40M shares outstanding as of 31 Mar 24, up 1.55% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 36.79% | 2.62% |
| 31 Dec, 23 | 37.45% | 4.53% |
| 30 Sep, 23 | 28.75% | 3.57% |
| 30 Jun, 23 | 28.36% | 2.99% |
| 31 Mar, 23 | 30.81% | 3.31% |
| 31 Dec, 22 | 30.50% | 3.14% |
| 30 Sep, 22 | 31.15% | 3.34% |
| 30 Jun, 22 | 30.53% | 3.47% |
| 31 Mar, 22 | 29.67% | 3.61% |
| 31 Dec, 21 | 28.68% | 3.88% |
| 30 Sep, 21 | 27.18% | 3.84% |
| 30 Jun, 21 | 26.60% | 3.68% |
| 31 Mar, 21 | 26.89% | 3.73% |
| 31 Dec, 20 | 26.86% | 4.09% |
| 30 Sep, 20 | 25.64% | 3.89% |
| 30 Jun, 20 | 25.68% | 3.93% |
| 31 Mar, 20 | 25.55% | 3.50% |
| 31 Dec, 19 | 27.01% | 3.92% |
| 30 Sep, 19 | 26.25% | 3.37% |
| 30 Jun, 19 | 27.91% | 4.05% |
| 31 Mar, 19 | 26.25% | 3.87% |
| 31 Dec, 18 | 26.05% | 3.66% |
| 30 Sep, 18 | 26.69% | 3.65% |
| 30 Jun, 18 | 27.04% | 3.81% |
| 31 Mar, 18 | 26.63% | 3.68% |
| 31 Dec, 17 | 26.92% | 5.05% |
| 30 Sep, 17 | 23.09% | 4.94% |
| 30 Jun, 17 | 21.63% | 6.30% |
| 31 Mar, 17 | 18.52% | 5.72% |
| 31 Dec, 16 | 17.99% | 7.59% |
| 30 Sep, 16 | 15.40% | 7.03% |
| 30 Jun, 16 | 14.80% | 15.61% |
| 31 Mar, 16 | 9.74% | 11.53% |
| 31 Dec, 15 | 9.19% | 16.62% |
| 30 Sep, 15 | 7.44% | 12.88% |
| 30 Jun, 15 | 7.60% | 16.08% |
| 31 Mar, 15 | 6.87% | 15.19% |
| 31 Dec, 14 | 6.73% | 15.68% |
| 30 Sep, 14 | 6.55% | 20.41% |
| 30 Jun, 14 | 5.66% | 0.03% |
| 31 Mar, 14 | 139.26% | 656.50% |
| 31 Dec, 13 | 4.61% | 24.31% |
| 30 Sep, 13 | 4.35% | 34.38% |
| 30 Jun, 13 | 3.56% | 2647.79% |
| 31 Mar, 13 | 0.37% | 46.15% |
| 31 Dec, 12 | 0.89% | 192.85% |
| 30 Sep, 12 | 0.68% | 94.94% |
| 30 Jun, 12 | 0.85% | 114.82% |
| 31 Mar, 12 | 0.86% | 132.02% |
| 31 Dec, 11 | 0.81% | 101.59% |
| 30 Sep, 11 | 0.89% | 35.51% |
| 30 Jun, 11 | 1.58% | 61.84% |
| 31 Mar, 11 | 1.60% | 533.16% |
| 31 Dec, 10 | 0.55% | 182.52% |
| 30 Sep, 10 | 0.55% | 73.99% |
| 30 Jun, 10 | 0.86% | 118.06% |
| 31 Mar, 10 | 0.85% | 161.39% |
| 31 Dec, 09 | 0.73% | 65.44% |
| 30 Sep, 09 | 1.05% | 177.01% |
| 30 Jun, 09 | 0.77% | 243.11% |
| 31 Mar, 09 | 0.56% | 47.48% |
| 31 Dec, 08 | 1.09% | 59.14% |
| 30 Sep, 08 | 1.36% | 687.87% |
| 30 Jun, 08 | 0.44% | 169.43% |
| 31 Mar, 08 | 0.51% | 295.60% |
| 31 Dec, 07 | 0.42% | 150.47% |
| 30 Sep, 07 | 0.53% | 199.28% |
| 30 Jun, 07 | 0.51% | 1952.65% |
| 31 Mar, 07 | 0.16% | 496.90% |
| 31 Dec, 06 | 0.18% | 4509.79% |
| 30 Sep, 06 | 0.06% | 6.80% |
| 30 Jun, 06 | 0.96% | 502.67% |
| 31 Mar, 06 | 0.44% | 141.93% |
| 31 Dec, 05 | 0.56% | 423.44% |
| 30 Sep, 05 | 0.36% | 1666.96% |
| 30 Jun, 05 | 0.15% | 1056.48% |
| 31 Mar, 05 | 0.12% | 912.13% |
| 31 Dec, 04 | 0.11% | - |
| 31 Mar, 03 | 0.27% | 947.80% |
| 31 Dec, 02 | 0.17% | 587.89% |
| 30 Sep, 02 | 0.17% | 589.35% |
| 30 Jun, 02 | 0.17% | 588.58% |
| 31 Mar, 02 | 0.17% | 588.64% |
| 31 Dec, 01 | 0.17% | - |
| 31 Mar, 01 | 0.08% | 1177.86% |
| 31 Dec, 00 | 0.08% | 1197.86% |
| 30 Sep, 00 | 0.08% | - |
As of 31 Mar 24, Summit Financial Group is held by 36.79% institutional shareholders, representing a 2.62% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 34 | -33.33% |
| 31 Dec, 23 | 51 | 64.52% |
| 30 Sep, 23 | 31 | -29.55% |
| 30 Jun, 23 | 44 | 22.22% |
| 31 Mar, 23 | 36 | 12.50% |
| 31 Dec, 22 | 32 | -8.57% |
| 30 Sep, 22 | 35 | 2.94% |
| 30 Jun, 22 | 34 | 21.43% |
| 31 Mar, 22 | 28 | 16.67% |
| 31 Dec, 21 | 24 | -4.00% |
| 30 Sep, 21 | 25 | 31.58% |
| 30 Jun, 21 | 19 | -26.92% |
| 31 Mar, 21 | 26 | - |
| 31 Dec, 20 | 26 | 44.44% |
| 30 Sep, 20 | 18 | -25.00% |
| 30 Jun, 20 | 24 | -4.00% |
| 31 Mar, 20 | 25 | -13.79% |
| 31 Dec, 19 | 29 | 20.83% |
| 30 Sep, 19 | 24 | -20.00% |
| 30 Jun, 19 | 30 | 11.11% |
| 31 Mar, 19 | 27 | 17.39% |
| 31 Dec, 18 | 23 | -20.69% |
| 30 Sep, 18 | 29 | -6.45% |
| 30 Jun, 18 | 31 | 55.00% |
| 31 Mar, 18 | 20 | -33.33% |
| 31 Dec, 17 | 30 | 11.11% |
| 30 Sep, 17 | 27 | -28.95% |
| 30 Jun, 17 | 38 | 72.73% |
| 31 Mar, 17 | 22 | -29.03% |
| 31 Dec, 16 | 31 | 34.78% |
| 30 Sep, 16 | 23 | -14.81% |
| 30 Jun, 16 | 27 | 22.73% |
| 31 Mar, 16 | 22 | 83.33% |
| 31 Dec, 15 | 12 | -7.69% |
| 30 Sep, 15 | 13 | -23.53% |
| 30 Jun, 15 | 17 | 41.67% |
| 31 Mar, 15 | 12 | 100.00% |
| 31 Dec, 14 | 6 | -33.33% |
| 30 Sep, 14 | 9 | 28.57% |
| 30 Jun, 14 | 7 | -22.22% |
| 31 Mar, 14 | 9 | 28.57% |
| 31 Dec, 13 | 7 | 16.67% |
| 30 Sep, 13 | 6 | -45.45% |
| 30 Jun, 13 | 11 | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 2 | - |
| 30 Sep, 12 | 2 | -33.33% |
| 30 Jun, 12 | 3 | - |
| 31 Mar, 12 | 3 | 50.00% |
| 31 Dec, 11 | 2 | - |
| 30 Sep, 11 | 2 | - |
| 30 Jun, 11 | 2 | - |
| 31 Mar, 11 | 2 | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | -50.00% |
| 31 Mar, 10 | 2 | - |
| 31 Dec, 09 | 2 | 100.00% |
| 30 Sep, 09 | 1 | -50.00% |
| 30 Jun, 09 | 2 | 100.00% |
| 31 Mar, 09 | 1 | -66.67% |
| 31 Dec, 08 | 3 | 50.00% |
| 30 Sep, 08 | 2 | 100.00% |
| 30 Jun, 08 | 1 | -50.00% |
| 31 Mar, 08 | 2 | 100.00% |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | -66.67% |
| 30 Jun, 07 | 3 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 2 | - |
| 30 Sep, 06 | 2 | -33.33% |
| 30 Jun, 06 | 3 | 50.00% |
| 31 Mar, 06 | 2 | - |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | 2 | - |
| 30 Jun, 05 | 2 | 100.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 1 | - |
34 institutional shareholders have increased their position in SMMF stock as of 31 Mar 24 compared to 51 in the previous quarter (a -33.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 26 | 52.94% |
| 31 Dec, 23 | 17 | -26.09% |
| 30 Sep, 23 | 23 | 35.29% |
| 30 Jun, 23 | 17 | -15.00% |
| 31 Mar, 23 | 20 | 11.11% |
| 31 Dec, 22 | 18 | 20.00% |
| 30 Sep, 22 | 15 | -34.78% |
| 30 Jun, 22 | 23 | 9.52% |
| 31 Mar, 22 | 21 | 50.00% |
| 31 Dec, 21 | 14 | -22.22% |
| 30 Sep, 21 | 18 | - |
| 30 Jun, 21 | 18 | - |
| 31 Mar, 21 | 18 | 38.46% |
| 31 Dec, 20 | 13 | -35.00% |
| 30 Sep, 20 | 20 | 25.00% |
| 30 Jun, 20 | 16 | -23.81% |
| 31 Mar, 20 | 21 | 31.25% |
| 31 Dec, 19 | 16 | -5.88% |
| 30 Sep, 19 | 17 | 21.43% |
| 30 Jun, 19 | 14 | -17.65% |
| 31 Mar, 19 | 17 | -15.00% |
| 31 Dec, 18 | 20 | 66.67% |
| 30 Sep, 18 | 12 | -33.33% |
| 30 Jun, 18 | 18 | -35.71% |
| 31 Mar, 18 | 28 | 55.56% |
| 31 Dec, 17 | 18 | 100.00% |
| 30 Sep, 17 | 9 | - |
| 30 Jun, 17 | 9 | -40.00% |
| 31 Mar, 17 | 15 | 50.00% |
| 31 Dec, 16 | 10 | 42.86% |
| 30 Sep, 16 | 7 | 40.00% |
| 30 Jun, 16 | 5 | 400.00% |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | 1 | - |
| 30 Sep, 15 | 1 | -50.00% |
| 30 Jun, 15 | 2 | - |
| 31 Mar, 15 | 2 | - |
| 31 Dec, 14 | 2 | 100.00% |
| 30 Sep, 14 | 1 | -50.00% |
| 30 Jun, 14 | 2 | 100.00% |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | - | -100.00% |
| 30 Sep, 13 | 3 | - |
| 30 Jun, 13 | - | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 2 | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | -100.00% |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | -50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | - | -100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | - | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | - |
26 institutional shareholders have reduced their position in SMMF stock as of 31 Mar 24 compared to 17 in the previous quarter (a 52.94% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 90 | 2.27% | 5,402,707 | 1.55% | 36.79% | 2.62% | 34 | -33.33% | 26 | 52.94% |
| 31 Dec, 23 | 88 | 17.33% | 5,320,290 | 26.14% | 37.45% | 4.53% | 51 | 64.52% | 17 | -26.09% |
| 30 Sep, 23 | 75 | - | 4,217,678 | 1.39% | 28.75% | 3.57% | 31 | -29.55% | 23 | 35.29% |
| 30 Jun, 23 | 75 | 7.14% | 4,159,835 | 5.62% | 28.36% | 2.99% | 44 | 22.22% | 17 | -15.00% |
| 31 Mar, 23 | 70 | - | 3,938,507 | 1.08% | 30.81% | 3.31% | 36 | 12.50% | 20 | 11.11% |
| 31 Dec, 22 | 70 | -4.11% | 3,896,525 | -2.01% | 30.50% | 3.14% | 32 | -8.57% | 18 | 20.00% |
| 30 Sep, 22 | 73 | 1.39% | 3,976,504 | 2.10% | 31.15% | 3.34% | 35 | 2.94% | 15 | -34.78% |
| 30 Jun, 22 | 72 | 2.86% | 3,894,530 | 2.99% | 30.53% | 3.47% | 34 | 21.43% | 23 | 9.52% |
| 31 Mar, 22 | 70 | 11.11% | 3,781,638 | 2.08% | 29.67% | 3.61% | 28 | 16.67% | 21 | 50.00% |
| 31 Dec, 21 | 63 | 6.78% | 3,704,578 | 5.12% | 28.68% | 3.88% | 24 | -4.00% | 14 | -22.22% |
| 30 Sep, 21 | 59 | 5.36% | 3,524,147 | 2.30% | 27.18% | 3.84% | 25 | 31.58% | 18 | - |
| 30 Jun, 21 | 56 | -6.67% | 3,445,075 | -1.00% | 26.60% | 3.68% | 19 | -26.92% | 18 | - |
| 31 Mar, 21 | 60 | 7.14% | 3,479,744 | 0.19% | 26.89% | 3.73% | 26 | - | 18 | 38.46% |
| 31 Dec, 20 | 56 | 3.70% | 3,473,185 | 4.84% | 26.86% | 4.09% | 26 | 44.44% | 13 | -35.00% |
| 30 Sep, 20 | 54 | -5.26% | 3,312,752 | -0.11% | 25.64% | 3.89% | 18 | -25.00% | 20 | 25.00% |
| 30 Jun, 20 | 57 | -6.56% | 3,316,334 | 0.04% | 25.68% | 3.93% | 24 | -4.00% | 16 | -23.81% |
| 31 Mar, 20 | 61 | -1.61% | 3,315,152 | -1.94% | 25.55% | 3.50% | 25 | -13.79% | 21 | 31.25% |
| 31 Dec, 19 | 62 | 5.08% | 3,380,655 | 3.77% | 27.01% | 3.92% | 29 | 20.83% | 16 | -5.88% |
| 30 Sep, 19 | 59 | -6.35% | 3,257,893 | -6.89% | 26.25% | 3.37% | 24 | -20.00% | 17 | 21.43% |
| 30 Jun, 19 | 63 | 5.00% | 3,499,032 | 4.81% | 27.91% | 4.05% | 30 | 11.11% | 14 | -17.65% |
| 31 Mar, 19 | 60 | - | 3,338,379 | 3.69% | 26.25% | 3.87% | 27 | 17.39% | 17 | -15.00% |
| 31 Dec, 18 | 60 | -6.25% | 3,219,487 | -2.53% | 26.05% | 3.66% | 23 | -20.69% | 20 | 66.67% |
| 30 Sep, 18 | 64 | -9.86% | 3,303,105 | -1.23% | 26.69% | 3.65% | 29 | -6.45% | 12 | -33.33% |
| 30 Jun, 18 | 71 | 5.97% | 3,344,349 | 1.60% | 27.04% | 3.81% | 31 | 55.00% | 18 | -35.71% |
| 31 Mar, 18 | 67 | 3.08% | 3,291,653 | 2.61% | 26.63% | 3.68% | 20 | -33.33% | 28 | 55.56% |
| 31 Dec, 17 | 65 | 14.04% | 3,208,077 | 12.97% | 26.92% | 5.05% | 30 | 11.11% | 18 | 100.00% |
| 30 Sep, 17 | 57 | - | 2,839,770 | 6.85% | 23.09% | 4.94% | 27 | -28.95% | 9 | - |
| 30 Jun, 17 | 57 | 18.75% | 2,657,608 | 33.60% | 21.63% | 6.30% | 38 | 72.73% | 9 | -40.00% |
| 31 Mar, 17 | 48 | -2.04% | 1,989,176 | 3.25% | 18.52% | 5.72% | 22 | -29.03% | 15 | 50.00% |
| 31 Dec, 16 | 49 | 4.26% | 1,926,599 | 17.03% | 17.99% | 7.59% | 31 | 34.78% | 10 | 42.86% |
| 30 Sep, 16 | 47 | 14.63% | 1,646,204 | 4.16% | 15.40% | 7.03% | 23 | -14.81% | 7 | 40.00% |
| 30 Jun, 16 | 41 | 10.81% | 1,580,473 | 52.10% | 14.80% | 15.61% | 27 | 22.73% | 5 | 400.00% |
| 31 Mar, 16 | 37 | 37.04% | 1,039,098 | 9.84% | 9.74% | 11.53% | 22 | 83.33% | 1 | - |
| 31 Dec, 15 | 27 | 8.00% | 946,052 | 18.85% | 9.19% | 16.62% | 12 | -7.69% | 1 | - |
| 30 Sep, 15 | 25 | 4.17% | 795,980 | -1.81% | 7.44% | 12.88% | 13 | -23.53% | 1 | -50.00% |
| 30 Jun, 15 | 24 | 4.35% | 810,637 | 22.25% | 7.60% | 16.08% | 17 | 41.67% | 2 | - |
| 31 Mar, 15 | 23 | 9.52% | 663,091 | 15.55% | 6.87% | 15.19% | 12 | 100.00% | 2 | - |
| 31 Dec, 14 | 21 | -8.70% | 573,870 | 7.38% | 6.73% | 15.68% | 6 | -33.33% | 2 | 100.00% |
| 30 Sep, 14 | 23 | 9.52% | 534,422 | 15.61% | 6.55% | 20.41% | 9 | 28.57% | 1 | -50.00% |
| 30 Jun, 14 | 21 | 5.00% | 462,264 | -95.93% | 5.66% | 0.03% | 7 | -22.22% | 2 | 100.00% |
| 31 Mar, 14 | 20 | 11.11% | 11,358,060 | 2927.97% | 139.26% | 656.50% | 9 | 28.57% | 1 | - |
| 31 Dec, 13 | 18 | 12.50% | 375,105 | 5.80% | 4.61% | 24.31% | 7 | 16.67% | - | -100.00% |
| 30 Sep, 13 | 16 | 14.29% | 354,532 | 22.41% | 4.35% | 34.38% | 6 | -45.45% | 3 | - |
| 30 Jun, 13 | 14 | 366.67% | 289,619 | 871.48% | 3.56% | 2647.79% | 11 | - | - | - |
| 31 Mar, 13 | 3 | -50.00% | 29,812 | -58.83% | 0.37% | 46.15% | - | -100.00% | - | -100.00% |
| 31 Dec, 12 | 6 | 20.00% | 72,412 | 31.10% | 0.89% | 192.85% | 2 | - | 2 | - |
| 30 Sep, 12 | 5 | -16.67% | 55,236 | -19.66% | 0.68% | 94.94% | 2 | -33.33% | - | - |
| 30 Jun, 12 | 6 | 20.00% | 68,757 | -1.43% | 0.85% | 114.82% | 3 | - | - | -100.00% |
| 31 Mar, 12 | 5 | 25.00% | 69,756 | 6.46% | 0.86% | 132.02% | 3 | 50.00% | 1 | - |
| 31 Dec, 11 | 4 | 33.33% | 65,521 | -9.49% | 0.81% | 101.59% | 2 | - | 1 | - |
| 30 Sep, 11 | 3 | - | 72,391 | -43.76% | 0.89% | 35.51% | 2 | - | - | - |
| 30 Jun, 11 | 3 | - | 128,711 | -1.03% | 1.58% | 61.84% | 2 | - | - | - |
| 31 Mar, 11 | 3 | 200.00% | 130,045 | 192.12% | 1.60% | 533.16% | 2 | - | - | - |
| 31 Dec, 10 | 1 | - | 44,517 | - | 0.55% | 182.52% | - | -100.00% | - | - |
| 30 Sep, 10 | 1 | -66.67% | 44,517 | -36.33% | 0.55% | 73.99% | 1 | - | - | - |
| 30 Jun, 10 | 3 | - | 69,917 | 0.79% | 0.86% | 118.06% | 1 | -50.00% | - | - |
| 31 Mar, 10 | 3 | 50.00% | 69,367 | 17.44% | 0.85% | 161.39% | 2 | - | - | - |
| 31 Dec, 09 | 2 | -33.33% | 59,067 | -31.04% | 0.73% | 65.44% | 2 | 100.00% | - | - |
| 30 Sep, 09 | 3 | - | 85,658 | 36.70% | 1.05% | 177.01% | 1 | -50.00% | - | - |
| 30 Jun, 09 | 3 | 50.00% | 62,660 | 37.06% | 0.77% | 243.11% | 2 | 100.00% | - | - |
| 31 Mar, 09 | 2 | -60.00% | 45,718 | -48.26% | 0.56% | 47.48% | 1 | -66.67% | - | -100.00% |
| 31 Dec, 08 | 5 | - | 88,358 | -19.72% | 1.09% | 59.14% | 3 | 50.00% | 1 | - |
| 30 Sep, 08 | 5 | 66.67% | 110,066 | 205.57% | 1.36% | 687.87% | 2 | 100.00% | 1 | - |
| 30 Jun, 08 | 3 | -25.00% | 36,020 | -12.58% | 0.44% | 169.43% | 1 | -50.00% | 1 | - |
| 31 Mar, 08 | 4 | 33.33% | 41,205 | 23.03% | 0.51% | 295.60% | 2 | 100.00% | - | -100.00% |
| 31 Dec, 07 | 3 | -25.00% | 33,492 | -21.32% | 0.42% | 150.47% | 1 | - | 1 | -50.00% |
| 30 Sep, 07 | 4 | -20.00% | 42,565 | 7.31% | 0.53% | 199.28% | 1 | -66.67% | 2 | - |
| 30 Jun, 07 | 5 | 150.00% | 39,667 | 235.08% | 0.51% | 1952.65% | 3 | - | - | -100.00% |
| 31 Mar, 07 | 2 | -50.00% | 11,838 | -14.81% | 0.16% | 496.90% | - | -100.00% | 1 | - |
| 31 Dec, 06 | 4 | 33.33% | 13,896 | 179.77% | 0.18% | 4509.79% | 2 | - | - | -100.00% |
| 30 Sep, 06 | 3 | -40.00% | 4,967 | -93.39% | 0.06% | 6.80% | 2 | -33.33% | 1 | - |
| 30 Jun, 06 | 5 | 66.67% | 75,095 | 121.48% | 0.96% | 502.67% | 3 | 50.00% | 1 | - |
| 31 Mar, 06 | 3 | -25.00% | 33,906 | -21.75% | 0.44% | 141.93% | 2 | - | 1 | - |
| 31 Dec, 05 | 4 | 33.33% | 43,329 | 53.43% | 0.56% | 423.44% | 2 | - | - | - |
| 30 Sep, 05 | 3 | - | 28,241 | 147.25% | 0.36% | 1666.96% | 2 | - | - | - |
| 30 Jun, 05 | 3 | 200.00% | 11,422 | 25.50% | 0.15% | 1056.48% | 2 | 100.00% | - | - |
| 31 Mar, 05 | 1 | - | 9,101 | 3.80% | 0.12% | 912.13% | 1 | - | - | - |
| 31 Dec, 04 | 1 | - | 8,768 | - | 0.11% | - | 1 | - | - | - |
| 31 Mar, 03 | 1 | - | 21,036 | 61.22% | 0.27% | 947.80% | 1 | - | - | - |
| 31 Dec, 02 | 1 | - | 13,048 | - | 0.17% | 587.89% | - | - | - | - |
| 30 Sep, 02 | 1 | - | 13,048 | - | 0.17% | 589.35% | - | - | - | - |
| 30 Jun, 02 | 1 | - | 13,048 | - | 0.17% | 588.58% | - | - | - | - |
| 31 Mar, 02 | 1 | - | 13,048 | - | 0.17% | 588.64% | - | -100.00% | - | - |
| 31 Dec, 01 | 1 | - | 13,048 | - | 0.17% | - | 1 | - | - | - |
| 31 Mar, 01 | 1 | - | 6,524 | - | 0.08% | 1177.86% | - | - | - | - |
| 31 Dec, 00 | 1 | - | 6,524 | - | 0.08% | 1197.86% | - | -100.00% | - | - |
| 30 Sep, 00 | 1 | - | 6,524 | - | 0.08% | - | 1 | - | - | - |
Summit Financial Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Summit Financial Group's stock was made by JENNINGS SCOTT C on May 03 2024, selling 17,947 shares at $12.01 per share (valued at $215.54K).
Summit Financial Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 14 | 70 | 20.00% |
| Q1 2024 | 1 | 1 | 100.00% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 12 | 3 | 400.00% |
| Q1 2023 | 24 | - | - |
| Q4 2022 | 2 | 5 | 40.00% |
| Q3 2022 | 7 | 6 | 116.67% |
| Q2 2022 | 11 | 2 | 550.00% |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 7 | 10 | 70.00% |
| Q3 2021 | 14 | 3 | 466.67% |
| Q2 2021 | 14 | 2 | 700.00% |
| Q4 2020 | 5 | 5 | 100.00% |
| Q3 2020 | 2 | 2 | 100.00% |
| Q2 2020 | 12 | 1 | 1200.00% |
| Q1 2020 | 10 | 7 | 142.86% |
| Q4 2019 | 1 | 20 | 5.00% |
| Q3 2019 | 1 | 5 | 20.00% |
| Q2 2019 | 12 | 10 | 120.00% |
14 total buy trades, and 70 total sell trades (buy/sell ratio of 0.20%) were made by Summit Financial Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 15 | - | - |
| Q4 2022 | 2 | 1 | 200.00% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 2 | 1 | 200.00% |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | - | - |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 7 | - | - |
| Q4 2020 | 5 | - | - |
| Q3 2020 | 2 | - | - |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 10 | - | - |
| Q4 2019 | - | 14 | - |
| Q3 2019 | 1 | 3 | 33.33% |
| Q2 2019 | 1 | 5 | 20.00% |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Summit Financial Group's stocks.
Summit Financial Group Peer Ownership
| Ticker | Company |
|---|---|
| SHBI | Shore Bancshares, Inc. |
| CBAN | Colony Bankcorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| ISTR | Investar Holding Corporation |
| FCAP | First Capital, Inc. |
| CFBK | CF Bankshares Inc. |
| BSBK | Bogota Financial Corp. |
| IROQ | IF Bancorp, Inc. |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| SMBC | Southern Missouri Bancorp, Inc. |
| TCFC | The Community Financial Corporation |
| GABC | German American Bancorp, Inc. |
| RBCAA | Republic Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| MGYR | Magyar Bancorp, Inc. |
| WNEB | Western New England Bancorp, Inc. |
SMMF Ownership FAQ
Who Owns Summit Financial Group?
Summit Financial Group is owned by institutional shareholders (36.79%), insiders (11.56%), and public (51.65%). The largest institutional shareholder of Summit Financial Group is AMERICAN INTERNATIONAL GROUP, INC. (0% of total shares) and the top mutual fund owner is ROYCE CAPITAL FUND (0.32% of total shares).
Who are the major institutional shareholders of Summit Financial Group?
Summit Financial Group's major institutional shareholders are AMERICAN INTERNATIONAL GROUP, INC., JPMORGAN CHASE & CO, FIFTH THIRD BANCORP, LINCOLN NATIONAL CORP, and BANK OF AMERICA CORP /DE/. The top five shareholders own together 0% of the company's share outstanding.
How many Summit Financial Group shareholders are there?
As of Mar 2024, there are 90 institutional shareholders of Summit Financial Group.
What percentage of Summit Financial Group is owned by AMERICAN INTERNATIONAL GROUP, INC?
AMERICAN INTERNATIONAL GROUP, INC owns 0 shares of Summit Financial Group, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).
What percentage of Summit Financial Group is owned by JPMORGAN CHASE & CO?
As of Jun 2024, JPMORGAN CHASE & CO holds 0 shares of Summit Financial Group (SMMF), compromising 0% of the company, valued at $0.
What percentage of Summit Financial Group is owned by FIFTH THIRD BANCORP?
FIFTH THIRD BANCORP is the third largest holder of Summit Financial Group. The company owns 0 of the company's shares outstanding (worth $0).