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 2023 vs. Q3 2023
How the institutions holding Summit Financial Group, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 75 | 1 | 88 | +14 |
| Shares | 4.22M | 26.4K | 5.32M | +1.13M (+26.9%) |
| Value | $95.1M | $594.7K | $163.3M | +$68.8M (+72.8%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Summit Financial Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 113,373 | $3.48M | 0.02% |
| AA Financial Advisors, LLC | 61,801 | $1.90M | 1.26% |
| CSS LLC | 41,353 | $1.27M | 0.10% |
| Yakira Capital Management, Inc. | 36,193 | $1.11M | 0.36% |
| Omers Administration Corp | 35,051 | $1.08M | 0.01% |
| Barclays PLC | 31,863 | $977.9K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 28,336 | $869.6K | 0.00% |
| Susquehanna International Group, LLP | 15,631 | $479.7K | 0.00% |
| Virtu Financial LLC | 12,513 | $384.0K | 0.03% |
| Oxford Asset Management LLP | 11,664 | $358.0K | 0.54% |
| Janus Henderson Group PLC | 9,012 | $276.6K | 0.00% |
| Trexquant Investment LP | 8,595 | $263.8K | 0.01% |
| NTV Asset Management LLC | 8,325 | $255.5K | 0.04% |
| Cerity Partners LLC | 7,750 | $237.8K | 0.00% |
| Hillsdale Investment Management Inc. | 6,100 | $187.2K | 0.02% |
| First United Bank Trust | 2,286 | $70.2K | 0.03% |
| Great West Life Assurance Co | 824 | $25.0K | 0.00% |
Sold out (3)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Prudential Financial Inc | 10,290 | $231.9K |
| Marshall Wace, LLP | 9,134 | $205.9K |
| Qube Research & Technologies Ltd | 249 | $5.61K |
Not filed for Q4 2023 yet (1)
Institutions that held Summit Financial Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| River Oaks Capital LLC | 26,386 | $594.7K |