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 2022 vs. Q2 2022
How the institutions holding Summit Financial Group, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 73 | 73 | 0 |
| Shares | 3.89M | 3.98M | +82.0K (+2.1%) |
| Value | $108.2M | $107.1M | −$1.06M (−1.0%) |
New holders (7)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Axxcess Wealth Management, LLC | 35,728 | $963.0K | 0.10% |
| HSBC Holdings PLC | 10,573 | $289.0K | 0.00% |
| Citadel Advisors LLC | 7,705 | $208.0K | 0.00% |
| Lazard Asset Management LLC | 1,721 | $46.0K | 0.00% |
| Aquatic Capital Management LLC | 300 | $8.00K | 0.00% |
| Covestor Ltd | 62 | $2.00K | 0.00% |
| Wipfli Financial Advisors LLC, | 29 | $1.00K | 0.00% |
Sold out (7)
Institutions that held Summit Financial Group, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| EJF Capital LLC | 58,990 | $1.64M |
| Bell Rock Capital LLC | 10,267 | $285.0K |
| Invesco Ltd. | 9,666 | $268.0K |
| Graves-Light Private Wealth Management, Inc. | 6,630 | $184.0K |
| SG Americas Securities, LLC | 4,637 | $129.0K |
| Gladius Capital Management LP | 1,439 | $40.0K |
| Captrust Financial Advisors | 1,386 | $39.0K |