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 2022 vs. Q3 2022
How the institutions holding Summit Financial Group, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 73 | 2 | 70 | −1 |
| Shares | 3.98M | 10.0K | 3.90M | −70.0K (−1.8%) |
| Value | $107.1M | $270.0K | $97.0M | −$9.88M (−9.2%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Summit Financial Group, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 17,057 | $424.5K | 0.00% |
| Cerity Partners LLC | 10,000 | $248.9K | 0.00% |
| Los Angeles Capital Management LLC | 9,075 | $225.9K | 0.00% |
| Quadrature Capital Ltd | 8,776 | $218.4K | 0.01% |
| UBS Group AG | 3,082 | $76.7K | 0.00% |
| Gladius Capital Management LP | 297 | $7.39K | 0.00% |
Sold out (7)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Fourthstone LLC | 101,386 | $2.73M |
| EAM Investors, LLC | 46,565 | $1.25M |
| Alliancebernstein L.P. | 8,951 | $241.0K |
| Bank of Nova Scotia | 8,900 | $240.0K |
| NTV Asset Management LLC | 7,951 | $214.0K |
| Aquatic Capital Management LLC | 300 | $8.00K |
| Credit Suisse AG | 62 | $2.00K |
Not filed for Q4 2022 yet (2)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Maryland Capital Management | 10,000 | $269.0K |
| Wipfli Financial Advisors LLC, | 29 | $1.00K |