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SMC

Summit Midstream

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$27.8M
AM
2
Ares Management
California
$9M -$131K -5,219 -2%
Bank of America
3
Bank of America
North Carolina
$5.34M +$211K +8,424 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.29M -$90.4K -3,599 -2%
LMGAM
5
Liberty Mutual Group Asset Management
Massachusetts
$4.35M +$3.6M +143,280 New
Morgan Stanley
6
Morgan Stanley
New York
$3M -$134K -5,351 -5%
Goldman Sachs
7
Goldman Sachs
New York
$2.61M +$2.15M +85,770 New
CU
8
CQS (US)
New York
$1.72M
Amundi
9
Amundi
France
$1.46M +$1.21M +48,193 New
Federated Hermes
10
Federated Hermes
Pennsylvania
$956K
Blackstone Inc
11
Blackstone Inc
New York
$952K -$135K -5,377 -15%
VFA
12
Valeo Financial Advisors
Indiana
$459K
AUIM
13
Aegon USA Investment Management
Iowa
$427K -$38.4K -1,531 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$413K
OHA
15
Oak Hill Advisors
New York
$305K
Marshall Wace
16
Marshall Wace
United Kingdom
$289K +$239K +9,502 New
Citigroup
17
Citigroup
New York
$272K +$222K +8,833 +6,641%
UBS Group
18
UBS Group
Switzerland
$212K -$36.5K -1,453 -17%
JF
19
Jump Financial
Illinois
$207K +$171K +6,800 New
Osaic Holdings
20
Osaic Holdings
Arizona
$23K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$9K
GI
22
Gradient Investments
Minnesota
$4K
HI
23
Harbour Investments
Wisconsin
$1K
Ameriprise
24
Ameriprise
Minnesota
-$4.41M -186,967 Closed
NI
25
NYL Investors
New York
-$1.79M -75,738 Closed