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SMC

Summit Midstream

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$13.8M
WFI
2
West Family Investments
California
$1.11M
Bank of America
3
Bank of America
North Carolina
$975K +$64.2K +4,104 +7%
AUIM
4
Aegon USA Investment Management
Iowa
$310K +$327K +20,870 New
Creative Planning
5
Creative Planning
Kansas
$299K -$62.6K -4,000 -17%
VFA
6
Valeo Financial Advisors
Indiana
$224K +$236K +15,093 New
Morgan Stanley
7
Morgan Stanley
New York
$193K +$163K +10,421 +408%
TYCC
8
Texas Yale Capital Corp
Florida
$186K
GCP
9
GSA Capital Partners
United Kingdom
$180K +$190K +12,149 New
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$165K
JP Morgan Chase
11
JP Morgan Chase
New York
$150K -$544K -34,762 -77%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$134K -$9.63K -615 -6%
HF
13
HRT Financial
New York
$113K +$120K +7,658 New
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$97K +$10.4K +663 +11%
Jane Street
15
Jane Street
New York
$58K +$42.4K +2,712 +226%
SCM
16
Southport Capital Management
Tennessee
$40K +$41.7K +2,667 New
FAAS
17
First Allied Advisory Services
California
$30K +$31.3K +2,000 New
CA
18
Cetera Advisors
Colorado
$25K +$26.3K +1,678 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$20K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$19K -$9.48K -606 -32%
Wells Fargo
21
Wells Fargo
California
$15K -$15.8K -1,012 -50%
Goldman Sachs
22
Goldman Sachs
New York
$15K -$9.33K -596 -37%
BCM
23
Brookstone Capital Management
Illinois
$11K +$11.8K +756 New
PAM
24
Peak Asset Management
Colorado
$10K -$90.5K -5,780 -90%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K -$125 -8 -2%