Summit Financial Group, Inc.
SMMFDelisted May 3, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0000811808
Summit Financial Group, Inc. was delisted on May 3, 2024; its insiders filed their last Form 4 on May 3, 2024; 91 institutions reported holding it in 13F filings for Q1 2024, worth $147.1M in total; no superinvestor held it.
Q3 2021 vs. Q2 2021
How the institutions holding Summit Financial Group, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 59 | +4 |
| Shares | 3.45M | 744 | 3.52M | +79.8K (+2.3%) |
| Value | $75.9M | $16.0K | $86.4M | +$10.5M (+13.9%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BHZ Capital Management, LP | 10,782 | $264.0K | 0.10% |
| SG Americas Securities, LLC | 7,297 | $179.0K | 0.00% |
| MetLife Investment Management | 4,135 | $101.3K | 0.00% |
| Metropolitan Life Insurance Co | 3,129 | $76.7K | 0.00% |
| Captrust Financial Advisors | 1,773 | $43.0K | 0.00% |
| New York State Teachers Retirement System | 1,000 | $25.0K | 0.00% |
| Lazard Asset Management LLC | 627 | $15.0K | 0.00% |
Sold out (3)
Institutions that held Summit Financial Group, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Barclays PLC | 12,238 | $269.0K |
| UBS Group AG | 953 | $21.0K |
| UBS Asset Management Americas Inc | 105 | $2.31K |
Not filed for Q3 2021 yet (1)
Institutions that held Summit Financial Group, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Pinnacle Wealth Advisors | 744 | $16.0K |