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Summit Midstream Partners LP

CUSIP: 866142409 | 77 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Invesco Ltd.953,352
0.0% of portfolio›$33.9M
Shenkman Capital Management Inc470,313
1.4% of portfolio›$16.7M
Bank of America Corp357,182
0.0% of portfolio›$12.7M
Goldman Sachs Group Inc287,291
0.0% of portfolio›$10.2M
Ares Management LLC268,647
0.3% of portfolio›$9.6M
JPMorgan Chase & Co177,880
0.0% of portfolio›$6.3M
Morgan Stanley146,174
0.0% of portfolio›$5.2M
RidgeWorth Capital Management LLC108,293
15.2% of portfolio›$3.9M
Liberty Mutual Group Asset Management Inc.84,840
0.4% of portfolio›$3.0M
First Trust Advisors LP80,020
0.0% of portfolio›$2.8M
Blackstone Inc.60,928
0.0% of portfolio›$2.2M
Eagle Global Advisors LLC53,924
0.1% of portfolio›$1.9M
Fractal Investments LLC45,000
0.3% of portfolio›$1.6M
Wells Fargo & Company43,502
0.0% of portfolio›$1.5M
Susquehanna International Group, LLP36,113
0.0% of portfolio›$1.3M
Pekin Hardy Strauss, Inc.34,225
0.2% of portfolio›$1.2M
Citadel Advisors LLC27,340
0.0% of portfolio›$972.2K
Cetera Investment Advisers21,627
0.0% of portfolio›$769.1K
Valeo Financial Advisors, LLC15,093
0.0% of portfolio›$536.7K
UBS Group AG13,043
0.0% of portfolio›$463.8K
Wolverine Trading, LLC12,788
0.0% of portfolio›$454.7K
BNP Paribas Asset Management Holding S.A.10,859
0.0% of portfolio›$386
Acadian Asset Management LLC9,798
0.0% of portfolio›$347
O'Brien Greene & Co. Inc8,340
0.1% of portfolio›$296.6K
Aegon USA Investment Management, LLC8,124
0.2% of portfolio›$288.9K
Royal Bank of Canada7,623
0.0% of portfolio›$271.0K
Jane Street Group, LLC7,288
0.0% of portfolio›$259.2K
GPS Wealth Strategies Group, LLC650
0.0% of portfolio›$23.1K
Simplex Trading, LLC601
0.0% of portfolio›$21
Group One Trading LLC485
0.0% of portfolio›$17.2K
Osaic Holdings, Inc.118
0.0% of portfolio›$4.2K
Tower Research Capital LLC (TRC)115
0.0% of portfolio›$4.1K
Mirae Asset Global Etfs Holdings Ltd.100
0.0% of portfolio›$3.6K
Coppell Advisory Solutions LLC11
0.0% of portfolio›$391
Macquarie Group LTD0
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Invesco Ltd.
953,352$33.9M0.0%GrowthLowAtlanta, GA2024-08-13
Shenkman Capital Management Inc
470,313$16.7M1.4%ETFMediumNew York, NY2024-08-08
Bank of America Corp
357,182$12.7M0.0%CoreLowCharlotte, NC2024-08-14
Goldman Sachs Group Inc
287,291$10.2M0.0%CoreMediumNew York, NY2024-08-13
Ares Management LLC
268,647$9.6M0.3%YieldLowLos Angeles, CA2024-08-14
JPMorgan Chase & Co
177,880$6.3M0.0%GrowthMediumNew York, NY2024-12-26
Morgan Stanley
146,174$5.2M0.0%CoreLowNew York, NY2025-05-14
RidgeWorth Capital Management LLC
108,293$3.9M15.2%N/AN/AAtlanta, GA2024-08-14
Liberty Mutual Group Asset Management Inc.
84,840$3.0M0.4%ETFHighBoston, MA2025-02-14
First Trust Advisors LP
80,020$2.8M0.0%CoreMediumWheaton, IL2024-08-13
Blackstone Inc.
60,928$2.2M0.0%YieldLowNew York, NY2024-08-14
Eagle Global Advisors LLC
53,924$1.9M0.1%CoreLowHouston, TX2024-08-14
Fractal Investments LLC
45,000$1.6M0.3%YieldLowGlastonbury, CT2024-07-30
Wells Fargo & Company
43,502$1.5M0.0%CoreLowSan Francisco, CA2024-08-13
Susquehanna International Group, LLP
36,113$1.3M0.0%GrowthHighBala Cynwyd, PA2024-08-15
Pekin Hardy Strauss, Inc.
34,225$1.2M0.2%ValueMediumChicago, IL2024-08-09
Citadel Advisors LLC
27,340$972.2K0.0%CoreVery HighMiami, FL2024-08-14
Cetera Investment Advisers
21,627$769.1K0.0%IndexVery LowSchaumburg, IL2024-08-22
Valeo Financial Advisors, LLC
15,093$536.7K0.0%ETFLowCarmel, IN2024-07-10
UBS Group AG
13,043$463.8K0.0%CoreMediumZurich, Switzerland2024-08-14
Wolverine Trading, LLC
12,788$454.7K0.0%GrowthHighChicago, IL2024-08-14
BNP Paribas Asset Management Holding S.A.
10,859$3860.0%GrowthMediumParis, India2024-07-30
Acadian Asset Management LLC
9,798$3470.0%GARPMediumBoston, MA2024-08-06
O'Brien Greene & Co. Inc
8,340$296.6K0.1%CoreLowMedia, PA2024-08-12
Aegon USA Investment Management, LLC
8,124$288.9K0.2%ETFVery LowCedar Rapids, IA2024-07-23
Royal Bank of Canada
7,623$271.0K0.0%CoreLowToronto, Australia2024-11-06
Jane Street Group, LLC
7,288$259.2K0.0%CoreVery HighNew York, NY2024-08-15
GPS Wealth Strategies Group, LLC
650$23.1K0.0%Agg GrowthVery LowDenver, CO2024-07-16
Simplex Trading, LLC
601$210.0%CoreVery HighChicago, IL2024-07-25
Group One Trading LLC
485$17.2K0.0%ValueVery HighChicago, IL2024-08-14
Osaic Holdings, Inc.
118$4.2K0.0%IndexLowScottsdale, AZ2024-08-13
Tower Research Capital LLC (TRC)
115$4.1K0.0%GARPVery HighNew York, NY2024-08-13
Mirae Asset Global Etfs Holdings Ltd.
100$3.6K0.0%CoreLowCauseway Bay, South Korea2024-08-14
Coppell Advisory Solutions LLC
11$3910.0%ETFMediumCoppell, TX2024-08-15
Macquarie Group LTD
0$00.0%CoreMediumSydney, Nsw 2000, China2024-08-09
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23