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.
Q1 2023 vs. Q4 2022
How the institutions holding Summit Financial Group, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 70 | 70 | 0 |
| Shares | 3.90M | 3.94M | +42.0K (+1.1%) |
| Value | $97.0M | $81.8M | −$15.2M (−15.7%) |
New holders (5)
Institutions that held Summit Financial Group, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marshall Wace, LLP | 13,710 | $284.5K | 0.00% |
| Trexquant Investment LP | 12,162 | $252.4K | 0.01% |
| Advisor Group Holdings, Inc. | 104 | $2.16K | 0.00% |
| First Horizon Advisors, Inc. | 53 | $1.10K | 0.00% |
| Barclays PLC | 23 | $477 | 0.00% |
Sold out (5)
Institutions that held Summit Financial Group, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Citadel Advisors LLC | 18,227 | $453.7K |
| Cerity Partners LLC | 10,000 | $248.9K |
| Burney Co | 9,550 | $237.7K |
| Baird Financial Group, Inc. | 9,514 | $236.0K |
| Stifel Financial Corp | 9,429 | $234.7K |