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.
Q2 2022 vs. Q1 2022
How the institutions holding Summit Financial Group, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 73 | +3 |
| Shares | 3.78M | 1.38K | 3.89M | +114.3K (+3.0%) |
| Value | $96.8M | $35.0K | $108.2M | +$11.4M (+11.8%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Summit Financial Group, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| EAM Investors, LLC | 48,888 | $1.36M | 0.33% |
| Bell Rock Capital LLC | 10,267 | $285.0K | 0.22% |
| Invesco Ltd. | 9,666 | $268.0K | 0.00% |
| Bank of Nova Scotia | 8,900 | $247.0K | 0.00% |
| Alliancebernstein L.P. | 7,600 | $211.0K | 0.00% |
| SG Americas Securities, LLC | 4,637 | $129.0K | 0.00% |
| Gladius Capital Management LP | 1,439 | $40.0K | 0.01% |
| City Holding Co | 600 | $17.0K | 0.00% |
| Credit Suisse AG | 11 | $0 | 0.00% |
Sold out (6)
Institutions that held Summit Financial Group, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| LPL Financial LLC | 24,058 | $616.0K |
| Connor, Clark & Lunn Investment Management Ltd. | 8,047 | $206.0K |
| UBS Group AG | 1,972 | $50.0K |
| Lazard Asset Management LLC | 623 | $15.0K |
| Meeder Asset Management Inc | 176 | $5.00K |
| Toronto Dominion Bank | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held Summit Financial Group, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Amalgamated Financial Corp. | 1,375 | $35.0K |