Summit Financial Group
SMMFInstitutional ownership · Q2 2024
Institutional holders
1
-89 (-98.9%) vs Q1 2024
Reported value
$121.6K
-99.9% vs Q1 2024
Shares held
4.5K
-5.4M shares
Quarter
Q2 2024
Period ended Jun 30, 2024
1 institutional manager reported holding 4,477 shares worth $121,595 on Form 13F for Q2 2024, against 90 in Q1 2024. Share positions on CUSIP 86606G101 only; option legs and principal-amount lines are not counted.
Top 1 institutional holders · Q2 2024
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Pinnacle Financial Partners Inc | 4,477 | $121.6K | < 0.01% | — | Position |
Values as reported on each manager's Q2 2024 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2024 | 1 -89 | 4.5K | $121.6K |
| Q1 2024 | 90 +3 | 5.4M | $146.7M |
| Q4 2023 | 87 +12 | 5.3M | $163.3M |
| Q3 2023 | 75 | 4.2M | $95.1M |
| Q2 2023 | 75 +5 | 4.2M | $86.0M |
| Q1 2023 | 70 | 3.9M | $81.8M |
| Q4 2022 | 70 -1 | 3.9M | $97.0M |
| Q3 2022 | 71 | 4.0M | $106.9M |
| Q2 2022 | 71 +2 | 3.9M | $107.6M |
| Q1 2022 | 69 +6 | 3.8M | $96.5M |
| Q4 2021 | 63 +5 | 3.7M | $101.4M |
| Q3 2021 | 58 +3 | 3.5M | $86.1M |
| Q2 2021 | 55 -5 | 3.4M | $75.6M |
| Q1 2021 | 60 +6 | 3.5M | $92.2M |
| Q4 2020 | 54 +2 | 3.4M | $75.5M |
| Q3 2020 | 52 -3 | 3.3M | $48.5M |
| Q2 2020 | 55 -4 | 3.3M | $54.2M |
| Q1 2020 | 59 -2 | 3.3M | $69.7M |
| Q4 2019 | 61 +4 | 3.4M | $91.1M |
| Q3 2019 | 57 | 3.2M | $82.6M |
Q3 2019–Q2 2024, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
Loading Fund holders · N-PORT…
Insiders · Form 4
No open-market purchases or sales by Summit Financial Group insiders in the last 12 months.
Latest filings
- Bradford E Ritchie 2024-05-03 Gift/Other
- Angela R Zirk 2024-05-03 Gift/Other
- Charles Piccirillo 2024-05-03 Exercise
- H Charles Maddy III 2024-05-03 Gift/Other
- Danyl R Freeman 2024-05-03 Gift/Other
Annual & quarterly reports
-
10-K · FY2023 Filed 2024-03-12Business · Risk Factors · Management's Discussion and Analysis
Ownership explorer
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Security Details
| CUSIP | 86606G101 |
|---|---|
| Symbol | SMMF |
| Type | Common stock |
| Class | COM as filed on 13F |
| Exchange | Nasdaq |
| Company | Summit Financial Group |
Other securities from this issuer
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| SUMMIT FINL GROUP INC | — | 86606G901 | Common stock |
| SUMMIT FINL GROUP INC | — | 86606G951 | Common stock |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| CUSIP | 86606G101 | 2005-03-31 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| SMMF | Nasdaq | 2005-06-29 | Current |