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SMC

Summit Midstream

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$9.02M -$105K -8,366 -0.9%
KACA
2
Kayne Anderson Capital Advisors
California
$1.97M +$2.52M +201,100 New
Ameriprise
3
Ameriprise
Minnesota
$1.83M +$2.34M +186,967 New
Bank of America
4
Bank of America
North Carolina
$635K -$12.4K -994 -2%
Wells Fargo
5
Wells Fargo
California
$366K +$454K +36,276 +3,610%
AUIM
6
Aegon USA Investment Management
Iowa
$240K +$45.2K +3,615 +17%
WFI
7
West Family Investments
California
$220K
Morgan Stanley
8
Morgan Stanley
New York
$219K +$118K +9,445 +73%
GCP
9
GSA Capital Partners
United Kingdom
$214K +$121K +9,654 +79%
Creative Planning
10
Creative Planning
Kansas
$204K +$8.56K +684 +3%
VFA
11
Valeo Financial Advisors
Indiana
$148K
TYCC
12
Texas Yale Capital Corp
Florida
$123K
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$109K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$89K
SCM
15
Southport Capital Management
Tennessee
$26K
FAAS
16
First Allied Advisory Services
California
$20K
CA
17
Cetera Advisors
Colorado
$16K
PP
18
Prudential plc
United Kingdom
$16K +$20.9K +1,667 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$13K
Goldman Sachs
20
Goldman Sachs
New York
$10K
PAM
21
Peak Asset Management
Colorado
$7K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K -$425 -34 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$5K
WEC
24
Winslow Evans & Crocker
Massachusetts
$4K
UBS Group
25
UBS Group
Switzerland
$3K -$1.01K -81 -23%