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SMC

Summit Midstream

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$67.8M
BPSG
2
Brookfield Public Securities Group
New York
$16M +$20.1M +218,819 New
TCA
3
Tortoise Capital Advisors
Kansas
$7.28M +$9.17M +99,796 New
Bank of America
4
Bank of America
North Carolina
$5.32M +$1.23M +13,429 +23%
ClearBridge Investments
5
ClearBridge Investments
New York
$3.66M
JP Morgan Chase
6
JP Morgan Chase
New York
$2.1M -$1.88M -20,444 -42%
Cohen & Steers
7
Cohen & Steers
New York
$2.02M +$206K +2,237 +9%
WFI
8
West Family Investments
California
$1.63M
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.49M -$14.8K -161 -0.8%
WHG
10
Westwood Holdings Group
Texas
$1.35M -$159K -1,734 -9%
UBS Group
11
UBS Group
Switzerland
$1.03M -$510K -5,554 -28%
Wells Fargo
12
Wells Fargo
California
$969K -$73.3K -798 -6%
Creative Planning
13
Creative Planning
Kansas
$875K +$519K +5,647 +89%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$808K
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$790K +$63.6K +692 +7%
Jane Street
16
Jane Street
New York
$570K -$41.3K -450 -5%
Citigroup
17
Citigroup
New York
$455K -$237K -2,576 -29%
GC
18
Guggenheim Capital
Illinois
$431K -$251K -2,733 -32%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$384K +$148K +1,610 +44%
EU
20
Emory University
Georgia
$342K -$105K -1,140 -20%
Morgan Stanley
21
Morgan Stanley
New York
$325K -$225K -2,452 -35%
AIA
22
Arrow Investment Advisors
Maryland
$298K +$120K +1,304 +47%
VanEck Associates
23
VanEck Associates
New York
$274K -$100K -1,093 -23%
FWIA
24
Fort Washington Investment Advisors
Ohio
$264K
First Trust Advisors
25
First Trust Advisors
Illinois
$243K -$307K -3,346 -50%