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.
Q4 2021 vs. Q3 2021
How the institutions holding Summit Financial Group, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 59 | 64 | +5 |
| Shares | 3.52M | 3.70M | +180.4K (+5.1%) |
| Value | $86.4M | $101.7M | +$15.3M (+17.7%) |
New holders (8)
Institutions that held Summit Financial Group, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| River Oaks Capital LLC | 82,500 | $2.27M | 2.10% |
| LPL Financial LLC | 24,058 | $660.0K | 0.00% |
| Pacific Ridge Capital Partners, LLC | 23,650 | $649.0K | 0.12% |
| NTV Asset Management LLC | 7,868 | $216.0K | 0.04% |
| Alliancebernstein L.P. | 7,400 | $203.0K | 0.00% |
| Allspring Global Investments Holdings, LLC | 6,862 | $188.0K | 0.00% |
| UBS Group AG | 4,618 | $127.0K | 0.00% |
| Toronto Dominion Bank | 1 | $0 | 0.00% |
Sold out (3)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Gendell Jeffrey L | 19,140 | $469.0K |
| Winton Group Ltd | 16,345 | $401.0K |
| SG Americas Securities, LLC | 7,297 | $179.0K |