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SMC

Summit Midstream

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$21.5M
AM
2
Ares Management
California
$7.11M -$216K -10,615 -3%
Ameriprise
3
Ameriprise
Minnesota
$4.41M
JP Morgan Chase
4
JP Morgan Chase
New York
$4.19M +$3.63M +177,795 New
Bank of America
5
Bank of America
North Carolina
$3.95M +$2.14M +105,161 +169%
Morgan Stanley
6
Morgan Stanley
New York
$2.46M +$1.02M +50,257 +93%
NI
7
NYL Investors
New York
$1.79M
CU
8
CQS (US)
New York
$1.34M +$1.16M +56,653 New
Blackstone Inc
9
Blackstone Inc
New York
$866K +$749K +36,726 New
Creative Planning
10
Creative Planning
Kansas
$859K +$313K +15,330 +73%
B
11
Barings
North Carolina
$839K -$474K -23,223 -39%
Federated Hermes
12
Federated Hermes
Pennsylvania
$742K +$642K +31,464 New
WFI
13
West Family Investments
California
$527K
AUIM
14
Aegon USA Investment Management
Iowa
$367K -$149K -7,283 -32%
VFA
15
Valeo Financial Advisors
Indiana
$356K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$320K -$35.6K -1,744 -11%
OHA
17
Oak Hill Advisors
New York
$237K
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$213K +$184K +9,021 New
UBS Group
19
UBS Group
Switzerland
$199K +$116K +5,682 +207%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$64K +$22.8K +1,118 +70%
Osaic Holdings
21
Osaic Holdings
Arizona
$17K -$1.02K -50 -6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$7K
GI
23
Gradient Investments
Minnesota
$3K -$41.4K -2,029 -93%
Citigroup
24
Citigroup
New York
$3K
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$1.57K +77 +128%