How many institutions own SUM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SUM shares is 449, representing 67.5% of the company's common stock.

Who are the major shareholders selling Summit Materials, Inc. stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in SUM by -17.8% restricting it's holding to 975.08 thousand shares of worth nearly $49.34M. ARISTOTLE CAPITAL BOSTON, LLC also lessened -9.83% of the SUM shares from its portfolio, reducing its holding to 976.74 thousand shares of worth $49.42M. VICTORY CAPITAL MANAGEMENT INC also shunned SUM shares holding by -63.69% last quarter which brought its holding to 1.09 million shares worth $55.19M.

Investors who are buying SUM stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in SUM by 16.42% in the last quarter. The institutional holder raised its holding to 941.05 thousand shares having worth more than $47.62M. HUDSON BAY CAPITAL MANAGEMENT LP also added 100% more shares of SUM to its portfolio, raising its holding to 971.44 thousand shares of worth $49.16M. NEUBERGER BERMAN GROUP LLC also increased its SUM shares holding by 100% which brought its holding to 1.03 million shares worth $51.94M.

SUM's major insiders: who are they?

The insider with the most stakes in SUM is Hill Thomas W. , President & CEO at the company. Additionally, SUM stock is highly held by EVP & Chief Financial Officer Harris Brian James and President & CEO Noonan Anne P among others.

Did an insider recently sell SUM stock?

Company executives, directors, and other insiders own 31.79% percent of Summit Materials, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SUM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GASKILL CHRISTOPHER BURKE, KILGORE JASON, and WADE ANNE K..

Which insider recently purchased SUM stock?

There have been 0 transaction(s) during the past 6-months in which Summit Materials, Inc. insiders have bought stock, totalling 0 shares

How much of SUM does insiders own?

Around 0 Summit Materials, Inc. shares are held by insiders, which represents about 31.79% of SUM stock.

Who is the insider with the largest stake?

SUM President & CEO, Hill Thomas W. holds the largest portfolio of the company's shares. SUM shares owned by Hill total nearly 135.65 thousand.

Which institution holds the most shares in SUM?

MORGAN STANLEY is the largest institutional owner in SUM which holds 941.05 thousand shares worth $47.62M or 0.54% of the total SUM shares outstanding followed by HUDSON BAY CAPITAL MANAGEMENT LP with ownership of 971.44 thousand shares representing 0.55% of the SUM ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 975.08 thousand shares or 0.56% of the ownership worth more than $49.34M.

Is Summit Materials, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SUM is concerned, it is a stock which is optionable.

Is there a short position on SUM's shares?

Number of SUM shares short is 7.00M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SUM shares are there?

As of today, 175.81M shares of SUM are outstanding.

Is there many float in SUM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SUM has 119.76M shares in float.

SUM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SUM is 1.71.

Summit Materials (SUM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares3.98

Short Percent Of Float5.81

Shares Outstanding175.81M

Shares Float119.76M

Shares Short7.00M

Short Ratio1.71

5.81%

Short % of Float

3.98%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

31.79% Percentage of Shares held by All Insiders

67.5% Percentage of Shares held by All Institutions

98.96% Percentage of Float held by Institutions

449

Number of Institutions Holding Shares

Institutional Ownership

About 67.5% of SUM shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 941.05K shares valued at $47.62M. A 0.54% stake in Summit Materials, Inc. is owned by the company. HUDSON BAY CAPITAL MANAGEMENT LP owns 971.44K shares valued at $49.16M, which translates its holding of 0.55% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	MORGAN STANLEY	0.54%	941.05K	47.62M	132.74K	+16.42%
Dec 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.55%	971.44K	49.16M	971.44K	+100.00%
Dec 31, 2024	BANK OF AMERICA CORP /DE/	0.56%	975.08K	49.34M	-211.13K	-17.80%
Dec 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	0.56%	976.74K	49.42M	-106.49K	-9.83%
Dec 31, 2024	NEUBERGER BERMAN GROUP LLC	0.58%	1.03M	51.94M	1.03M	+100.00%
Dec 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.62%	1.09M	55.19M	-1.91M	-63.69%
Dec 31, 2024	KRYGER CAPITAL LTD	0.63%	1.11M	55.97M	1.11M	+100.00%
Dec 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.67%	1.18M	59.48M	1.18M	+100.00%
Dec 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.68%	1.2M	60.82M	-259.93K	-17.78%
Dec 31, 2024	MILLENNIUM MANAGEMENT LLC	0.76%	1.33M	67.47M	-1.15M	-46.21%
Dec 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.8%	1.41M	71.13M	1.29M	+1,127.81%
Dec 31, 2024	NORGES BANK	0.8%	1.41M	71.31M	12.25K	+0.88%
Dec 31, 2024	NORTHERN TRUST CORP	0.83%	1.45M	73.59M	21.78K	+1.52%
Dec 31, 2024	SEGALL BRYANT & HAMILL, LLC	0.87%	1.52M	77.07M	-24.25K	-1.57%
Dec 31, 2024	MAGNETAR FINANCIAL LLC	0.89%	1.56M	79.09M	1.56M	+100.00%
Dec 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.92%	1.62M	81.83M	1.62M	+100.00%
Dec 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.98%	1.72M	86.98M	-3.57M	-67.50%
Dec 31, 2024	INVESCO LTD.	0.98%	1.72M	87.26M	-2.07M	-54.59%
Dec 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.99%	1.75M	88.42M	-5.63K	-0.32%
Dec 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.05%	1.84M	93.01M	-1.73M	-48.48%
Dec 31, 2024	JPMORGAN CHASE & CO	1.06%	1.86M	94.29M	1.39M	+293.54%
Dec 31, 2024	FIL LTD	1.07%	1.88M	95.13M	1.88M	+100.00%
Dec 31, 2024	UBS OCONNOR LLC	1.16%	2.03M	102.89M	2.03M	+100.00%
Dec 31, 2024	TIG ADVISORS, LLC	1.18%	2.08M	105.18M	2.08M	+100.00%
Dec 31, 2024	GOLDMAN SACHS GROUP INC	1.31%	2.3M	116.49M	645.69K	+38.98%
Dec 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.58%	2.78M	140.66M	-10.08K	-0.36%
Dec 31, 2024	STATE STREET CORP	1.62%	2.84M	143.63M	69.35K	+2.50%
Dec 31, 2024	JANUS HENDERSON GROUP PLC	1.76%	3.1M	156.68M	324.9K	+11.72%
Dec 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.79%	3.15M	159.24M	-1.04M	-24.75%
Dec 31, 2024	MACQUARIE GROUP LTD	1.79%	3.15M	159.42M	-1.83M	-36.68%
Dec 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.05%	5.35M	270.91M	-3.86M	-41.87%
Dec 31, 2024	BLACKROCK, INC.	5.69%	9.99M	505.68M	-55.34K	-0.55%
Dec 31, 2024	VANGUARD GROUP INC	7.04%	12.37M	626.07M	56.6K	+0.46%
Dec 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.33%	571.38K	28.91M	5.94K	+1.05%
Dec 31, 2024	CINCTIVE CAPITAL MANAGEMENT LP	0.33%	580K	29.35M	580K	+100.00%
Dec 31, 2024	WOODLINE PARTNERS LP	0.33%	580K	29.35M	518.16K	+837.84%
Dec 31, 2024	PICTON MAHONEY ASSET MANAGEMENT	0.34%	590K	29.85M	590K	+100.00%
Dec 31, 2024	SONA ASSET MANAGEMENT (US) LLC	0.34%	600K	30.36M	600K	+100.00%
Dec 31, 2024	FIRST TRUST CAPITAL MANAGEMENT L.P.	0.37%	649.36K	32.86M	649.36K	+100.00%
Dec 31, 2024	AQR ARBITRAGE LLC	0.37%	655.81K	33.18M	655.81K	+100.00%
Dec 31, 2024	BANK OF NEW YORK MELLON CORP	0.38%	664.45K	33.62M	-33.33K	-4.78%
Dec 31, 2024	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.43%	752.53K	38.08M	752.53K	+100.00%
Dec 31, 2024	HARVEY PARTNERS, LLC	0.46%	808K	40.88M	1.5K	+0.19%
Dec 31, 2024	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.46%	815.48K	41.26M	815.48K	+100.00%
Dec 31, 2024	PARADIGM CAPITAL MANAGEMENT INC/NY	0.48%	847.89K	42.9M	-1K	-0.12%
Dec 31, 2024	UBS GROUP AG	0.5%	871.85K	44.12M	710.39K	+439.97%
Dec 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.5%	879.47K	44.5M	822.22K	+1,436.35%
Dec 31, 2024	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.51%	891K	45.08M	47.41K	+5.62%
Dec 31, 2024	ALLIANCEBERNSTEIN L.P.	0.51%	894.29K	45.25M	-621.91K	-41.02%
Dec 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.52%	917.92K	46.45M	-2.16M	-70.21%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.29%	347.52K	15.49B	6.2K	+1.82%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.26%	310.18K	13.83M	284.8K	+1,122.23%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.23%	278.4K	12.41M	278.4K	+100.00%
Mar 31, 2024	BESSEMER GROUP INC	0.21%	252.17K	11.24M	7.14K	+2.91%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.21%	249.84K	11.14M	249.84K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.68%	803.66K	35.82M	-833.09K	-50.90%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	235.92K	10.51M	1.5K	+0.64%
Mar 31, 2024	HOMESTEAD ADVISERS CORP	0.19%	225.21K	10.04M	0	0
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.19%	224.02K	9.98M	32.68K	+17.08%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.17%	203.53K	9.07M	-19.57K	-8.77%
Mar 31, 2024	MOODY ALDRICH PARTNERS LLC	0.17%	201.6K	8.99M	-4.59K	-2.23%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	194.68K	8.68M	936	+0.48%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.16%	190.44K	8.49M	-7.24K	-3.66%
Mar 31, 2024	ORCHARD CAPITAL MANAGEMENT, LLC	0.16%	185.76K	8.28M	185.76K	+100.00%
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	0.15%	182.23K	8.12M	-10.97K	-5.68%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	178.98K	7.98M	17.63K	+10.93%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.15%	174.57K	7.78M	-796	-0.45%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	160.61K	7.16M	6.59K	+4.28%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.21%	246.89K	11M	-970	-0.39%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	1.85%	2.21M	98.41M	1.73M	+364.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.71%	2.04M	90.73M	-190.12K	-8.54%
Mar 31, 2024	MORGAN STANLEY	0.57%	682.37K	30.41M	-10.4K	-1.50%
Mar 31, 2024	VANGUARD GROUP INC	10.28%	12.24M	545.56M	262.18K	+2.19%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.37%	439.59K	19.59M	237.19K	+117.19%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.36%	427.67K	19.06M	36K	+9.19%
Mar 31, 2024	BLACKROCK INC.	8.41%	10.02M	446.45M	-1.35M	-11.86%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	7.42%	8.84M	393.87M	22.84K	+0.26%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	5.68%	6.76M	301.37M	111.36K	+1.67%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	4.47%	5.32M	237.29M	64.13K	+1.22%
Mar 31, 2024	MACQUARIE GROUP LTD	4.35%	5.18M	231.07M	27.9K	+0.54%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.09%	4.87M	216.96M	-590.86K	-10.82%
Mar 31, 2024	INVESCO LTD.	3.73%	4.44M	197.82M	726.55K	+19.57%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	2.89%	3.44M	153.17M	210.66K	+6.53%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	2.67%	3.18M	141.63M	0	0
Mar 31, 2024	JANUS HENDERSON GROUP PLC	2.39%	2.84M	126.7M	-436.63K	-13.31%
Mar 31, 2024	STATE STREET CORP	2.27%	2.7M	120.52M	27.59K	+1.03%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.21%	2.63M	117.35M	85.22K	+3.35%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.98%	2.35M	104.95M	926.68K	+64.89%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.75%	2.08M	92.83M	1.94M	+1,341.42%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.54%	1.83M	81.49M	100.78K	+5.83%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.46%	1.74M	77.4M	-59.84K	-3.33%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.41%	1.68M	75.05M	241.07K	+16.71%
Mar 31, 2024	NORTHERN TRUST CORP	1.2%	1.43M	63.84M	-89.59K	-5.89%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.19%	1.42M	63.24M	-26.63K	-1.84%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	1.15%	1.37M	59.01M	-69.97K	-4.86%
Mar 31, 2024	CITADEL ADVISORS LLC	1.11%	1.32M	58.78M	212.82K	+19.24%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.98%	1.17M	52.12M	5.83K	+0.50%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.94%	1.12M	49.87M	-11.03K	-0.98%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	0.89%	1.06M	47.26M	-30.65K	-2.81%
Mar 31, 2024	SEGALL BRYANT & HAMILL, LLC	0.88%	1.05M	46.6M	-18.12K	-1.70%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.74%	883.25K	39.37M	653.79K	+284.92%
Mar 31, 2024	PARADIGM CAPITAL MANAGEMENT INC/NY	0.71%	848.89K	37.84M	-17.51K	-2.02%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.66%	786.35K	35.05M	-67.67K	-7.92%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.66%	781.99K	34.85M	-1.47K	-0.19%
Mar 31, 2024	HARVEY PARTNERS, LLC	0.63%	751.5K	33.49M	111.5K	+17.42%
Mar 31, 2024	HOOD RIVER CAPITAL MANAGEMENT LLC	0.63%	745.02K	33.21M	745.02K	+100.00%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.6%	714.91K	31.86M	48.83K	+7.33%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.49%	579.35K	16.36M	-95.71K	-14.18%
Mar 31, 2024	FEDERATED HERMES, INC.	0.47%	554.08K	24.7M	322.69K	+139.45%
Mar 31, 2024	JPMORGAN CHASE & CO	0.44%	523.16K	23.32M	60.58K	+13.09%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	0.43%	516.9K	23.04M	-778.74K	-60.10%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.41%	492.06K	21.93M	0	0
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.4%	473.21K	21.09M	0	0
Mar 31, 2024	SEI INVESTMENTS CO	0.38%	456.16K	20.33M	78.11K	+20.66%
Mar 31, 2024	FMR LLC	0.37%	440.35K	19.63M	-2.37M	-84.35%
Mar 31, 2024	INTERVAL PARTNERS, LP	0.34%	405K	18.05M	405K	+100.00%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.32%	375.8K	16.75M	256.97K	+216.24%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.3%	358.67K	15.99M	73.93K	+25.96%
Dec 31, 2023		0%	277.62K	10.68M	262.9K	+1,786.38%
Dec 31, 2023	NORGES BANK	0%	1.29M	49.44M	1.29M	+100.00%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	0%	1.3M	49.83M	-102.89K	-7.36%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	1.43M	54.92M	863.61K	+153.00%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0%	1.44M	55.34M	-27.51K	-1.88%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0%	1.44M	55.49M	246.67K	+20.62%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	1.45M	55.59M	28.52K	+2.01%
Dec 31, 2023	NORTHERN TRUST CORP	0%	1.52M	58.54M	12.31K	+0.82%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0%	1.64M	62.95M	-451.14K	-21.61%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	0%	1.73M	66.44M	109.99K	+6.80%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	1.8M	69.08M	684.74K	+61.61%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	2.23M	85.61M	-63.28K	-2.76%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	2.55M	97.98M	113.21K	+4.65%
Dec 31, 2023	STATE STREET CORP	0%	2.68M	102.94M	105.34K	+4.10%
Dec 31, 2023	FMR LLC	0%	2.81M	108.25M	-1.07M	-27.48%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0%	3.18M	122.21M	116.54K	+3.81%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	3.23M	124.07M	-611.16K	-15.93%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0%	3.28M	126.12M	-490	-0.01%
Dec 31, 2023	INVESCO LTD.	0%	3.71M	142.76M	163.8K	+4.62%
Dec 31, 2023	MACQUARIE GROUP LTD	0%	5.16M	198.32M	-352.98K	-6.41%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0%	5.26M	202.3M	8.89K	+0.17%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0%	5.46M	209.95M	-77.81K	-1.41%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	6.65M	255.78M	1.14M	+20.63%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	8.81M	339M	3.34M	+61.00%
Dec 31, 2023	BLACKROCK INC.	0.01%	11.37M	437.1M	1.01M	+9.78%
Dec 31, 2023	VANGUARD GROUP INC	0.01%	11.98M	460.69M	53.08K	+0.45%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0%	247.86K	9.53M	6.88K	+2.85%
Dec 31, 2023	BARCLAYS PLC	0%	274.27K	10.55M	172.83K	+170.37%
Dec 31, 2023	D. E. SHAW & CO., INC.	0%	284.75K	10.95M	-306.28K	-51.82%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0%	341.32K	13.13M	-16.8K	-4.69%
Dec 31, 2023	SEI INVESTMENTS CO	0%	378.05K	14.54M	-6.81K	-1.77%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0%	391.67K	15.06M	-58.3K	-12.96%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	462.59K	17.79M	186.62K	+67.62%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0%	473.21K	18.2M	1.9K	+0.40%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	0%	475.45K	18.29M	590	+0.12%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	0%	492.06K	18.92M	-3.45M	-87.53%
Dec 31, 2023	HARVEY PARTNERS, LLC	0%	640K	24.61M	119K	+22.84%
Dec 31, 2023	DRIEHAUS CAPITAL MANAGEMENT LLC	0%	643.98K	24.77M	73.2K	+12.82%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0%	666.08K	25.62M	136.53K	+25.78%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0%	674.54K	25.94M	-633.94K	-48.45%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	675.06K	25.96M	-5.65K	-0.83%
Dec 31, 2023	MORGAN STANLEY	0%	692.77K	26.64M	-66.22K	-8.72%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	783.46K	30.13M	-8.61K	-1.09%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	854.02K	32.85M	332.44K	+63.74%
Dec 31, 2023	PARADIGM CAPITAL MANAGEMENT INC/NY	0%	866.4K	33.32M	0	0
Dec 31, 2023	SEGALL BRYANT & HAMILL, LLC	0%	1.06M	40.9M	2.09K	+0.20%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	0%	1.09M	41.96M	-222	-0.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	1.11M	42.53M	-313.85K	-22.11%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	1.13M	43.46M	74.35K	+7.04%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	1.16M	44.75M	87.63K	+8.14%

Insiders

Among the SUM insiders holding of 31.79% of the stake in company, HILL THOMAS W., President & CEO, holds the largest shares of 135.65K. HARRIS BRIAN JAMES, EVP & Chief Financial Officer, is the second largest SUM insider with ownership of 86.47K shares. NOONAN ANNE P, President & CEO, stands third with possession of 66K shares of that stake.

Insiders	Designation	Shares Held
HILL THOMAS W.	President & CEO	135.65K
HARRIS BRIAN JAMES	EVP & Chief Financial Officer	86.47K
NOONAN ANNE P	President & CEO	66K
KILGORE JASON	See Remarks	60.63K
GASKILL CHRISTOPHER BURKE	See Remarks	40.22K
WATSON KARL	EVP & Chief Operating Officer	23.7K
WADE ANNE K.	director	18.64K
BECK THOMAS A.	See Remarks	12.91K
BENEDICT ANNE LEE	See Remarks	11.86K
MURPHY JOHN RAYMOND	director	8.84K
EVANS MIKEL SHANE	See Remarks	6.29K
MURPHY DAMIAN JOHN	EVP & East Division President	4.4K
LANCE HOWARD L	director	3.99K
RAUH DOUGLAS CHARLES	See Remarks	3.59K
CANTIE JOSEPH S	director	2.5K
GARDNER TED A	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 10, 2024	GASKILL CHRISTOPHER BURKE	SALE	50.91	1.54K	78.2K	40.22K
May 13, 2024	KILGORE JASON	SALE	40.15	39.38K	1.58M	60.63K
May 26, 2022	GASKILL CHRISTOPHER BURKE	SALE	27.63	8.1K	223.91K	16.5K
Nov 15, 2021	WADE ANNE K.	SALE	41.11	4.1K	168.47K	18.64K
Nov 08, 2021	MURPHY JOHN RAYMOND	SALE	37.99	5.14K	195.15K	8.84K
Aug 10, 2021	GASKILL CHRISTOPHER BURKE	SALE	35.05	5K	175.25K	7.77K
Jun 16, 2021	LANCE HOWARD L	SALE	34.33	90K	3.09M	3.99K
Jun 15, 2021	LANCE HOWARD L	SALE	34.53	82.5K	2.85M	93.99K
Jun 14, 2021	LANCE HOWARD L	SALE	34.30	82.5K	2.83M	93.99K
Mar 18, 2021	MURPHY JOHN RAYMOND	SALE	27.64	7K	193.48K	13.98K
Mar 18, 2021	LANCE HOWARD L	SALE	27.95	89	2.49K	3.99K
Dec 18, 2020	CANTIE JOSEPH S	PURCHASE	19.64	2.5K	49.1K	2.5K
Nov 02, 2020	BENEDICT ANNE LEE	SALE	18.48	7.45K	137.64K	11.86K
Sep 04, 2020	NOONAN ANNE P	PURCHASE	15.24	66K	1.01M	66K
May 26, 2020	BENEDICT ANNE LEE	SALE	14.75	6.59K	97.25K	11.86K
Nov 20, 2019	HARRIS BRIAN JAMES	SALE	24.14	261.16K	6.3M	86.47K
Nov 19, 2019	HARRIS BRIAN JAMES	SALE	23.75	30K	712.5K	0
Nov 15, 2019	BENEDICT ANNE LEE	SALE	23.20	3.01K	69.87K	8.7K
Nov 04, 2019	HARRIS BRIAN JAMES	SALE	23.60	30K	708K	30K
Nov 01, 2019	EVANS MIKEL SHANE	SALE	23.57	78.53K	1.85M	6.29K
Nov 01, 2019	BENEDICT ANNE LEE	SALE	23.71	42.9K	1.02M	11.71K
Nov 01, 2019	MURPHY JOHN RAYMOND	SALE	22.94	7.81K	179.14K	7.49K
Feb 15, 2019	HILL THOMAS W.	PURCHASE	16.25	31.25K	507.81K	135.65K
Dec 10, 2018	HARRIS BRIAN JAMES	PURCHASE	13.00	2K	26K	76.58K
Dec 04, 2018	HARRIS BRIAN JAMES	PURCHASE	13.38	2K	26.76K	74.58K
Nov 19, 2018	BECK THOMAS A.	PURCHASE	13.97	10K	139.7K	12.91K
Nov 08, 2018	HARRIS BRIAN JAMES	PURCHASE	14.12	5K	70.6K	72.58K
Aug 03, 2018	WATSON KARL	PURCHASE	21.13	23.7K	500.78K	23.7K
Jul 19, 2018	HILL THOMAS W.	SALE	26.03	6.2K	161.39K	104.4K
Jul 18, 2018	HILL THOMAS W.	SALE	26.16	6.3K	164.81K	110.6K
Jul 03, 2018	HILL THOMAS W.	SALE	26.66	6.2K	165.29K	116.9K
Jul 02, 2018	HILL THOMAS W.	SALE	25.89	6.3K	163.11K	123.1K
Jun 20, 2018	HILL THOMAS W.	SALE	27.64	6.2K	171.37K	129.4K
Jun 19, 2018	HILL THOMAS W.	SALE	27.60	6.3K	173.88K	135.6K
Jun 07, 2018	HILL THOMAS W.	SALE	27.80	6.2K	172.36K	141.9K
Jun 06, 2018	HILL THOMAS W.	SALE	27.02	6.3K	170.23K	148.1K
May 22, 2018	HILL THOMAS W.	SALE	28.90	6.2K	179.18K	154.4K
May 21, 2018	HILL THOMAS W.	SALE	29.07	6.3K	183.14K	160.6K
May 10, 2018	HILL THOMAS W.	SALE	29.43	6.2K	182.47K	91.9K
May 09, 2018	HILL THOMAS W.	SALE	29.64	6.3K	186.73K	98.1K
Apr 27, 2018	HILL THOMAS W.	SALE	28.49	6.2K	176.64K	104.4K
Apr 26, 2018	HILL THOMAS W.	SALE	28.62	6.3K	180.31K	110.6K
Apr 12, 2018	HILL THOMAS W.	SALE	29.27	6.2K	181.47K	116.9K
Apr 11, 2018	HILL THOMAS W.	SALE	29.32	6.3K	184.72K	123.1K
Mar 27, 2018	HILL THOMAS W.	SALE	30.18	6.2K	187.12K	129.4K
Mar 26, 2018	HILL THOMAS W.	SALE	30.37	6.3K	191.33K	135.6K
Mar 16, 2018	HILL THOMAS W.	SALE	31.15	238.83K	7.44M	141.9K
Mar 15, 2018	HILL THOMAS W.	SALE	30.31	54.37K	1.65M	141.9K
Mar 14, 2018	HILL THOMAS W.	SALE	31.01	123.1K	3.82M	141.9K
Mar 13, 2018	HILL THOMAS W.	SALE	32.01	6.2K	198.46K	141.9K
Mar 12, 2018	HILL THOMAS W.	SALE	31.73	6.3K	199.9K	148.1K
Mar 05, 2018	BENEDICT ANNE LEE	SALE	32.57	10K	325.7K	6.78K
Mar 02, 2018	GARDNER TED A	SALE	32.20	10K	322K	0
Mar 01, 2018	GARDNER TED A	SALE	32.01	30K	960.3K	10K
Feb 28, 2018	HILL THOMAS W.	SALE	32.02	6.2K	198.52K	146.65K
Feb 27, 2018	BENEDICT ANNE LEE	SALE	32.32	26.17K	845.72K	5.5K
Feb 27, 2018	HILL THOMAS W.	SALE	32.04	6.3K	201.85K	152.85K
Feb 20, 2018	MURPHY JOHN RAYMOND	SALE	32.07	2.66K	85.21K	7.21K
Feb 16, 2018	MURPHY JOHN RAYMOND	SALE	32.62	5K	163.1K	9.87K
Feb 09, 2018	HILL THOMAS W.	SALE	28.52	4.7K	134.04K	148.35K
Feb 08, 2018	HILL THOMAS W.	SALE	29.39	6K	176.34K	154.55K
Jan 23, 2018	HILL THOMAS W.	SALE	32.06	5.8K	185.95K	160.85K
Jan 22, 2018	HILL THOMAS W.	SALE	31.04	6.3K	195.55K	167.05K
Jan 11, 2018	HILL THOMAS W.	SALE	31.45	6.2K	194.99K	170.61K
Jan 10, 2018	HILL THOMAS W.	SALE	31.03	6.3K	195.49K	176.81K
Dec 21, 2017	HILL THOMAS W.	SALE	30.58	6.2K	189.6K	183.11K
Dec 20, 2017	HILL THOMAS W.	SALE	29.93	6.3K	188.56K	189.31K
Dec 11, 2017	MURPHY DAMIAN JOHN	SALE	31.75	115.12K	3.65M	4.4K
Dec 07, 2017	HILL THOMAS W.	SALE	30.65	6.2K	190.03K	195.61K
Dec 06, 2017	HILL THOMAS W.	SALE	31.02	6.3K	195.43K	201.81K
Nov 22, 2017	HILL THOMAS W.	SALE	29.86	6.2K	185.13K	208.11K
Nov 21, 2017	HILL THOMAS W.	SALE	29.75	6.3K	187.43K	214.31K
Nov 09, 2017	HILL THOMAS W.	SALE	30.33	6.2K	188.05K	120.61K
Nov 08, 2017	HILL THOMAS W.	SALE	30.19	6.3K	190.2K	126.81K
Nov 01, 2017	RAUH DOUGLAS CHARLES	SALE	31.39	3.72K	116.76K	3.59K
Oct 24, 2017	HILL THOMAS W.	SALE	32.21	6.2K	199.7K	133.11K
Oct 23, 2017	HILL THOMAS W.	SALE	32.04	6.3K	201.85K	139.31K
Oct 04, 2017	HILL THOMAS W.	SALE	32.15	6.2K	199.33K	145.61K
Oct 03, 2017	HILL THOMAS W.	SALE	32.07	6.3K	202.04K	151.81K
Sep 22, 2017	HILL THOMAS W.	SALE	31.61	6.2K	195.98K	158.11K
Sep 21, 2017	HILL THOMAS W.	SALE	31.51	6.3K	198.51K	164.31K
Sep 15, 2017	BECK THOMAS A.	SALE	29.31	18.35K	537.96K	0
Sep 11, 2017	MURPHY DAMIAN JOHN	SALE	30.29	404	12.24K	4.4K
Sep 08, 2017	MURPHY DAMIAN JOHN	SALE	30.66	99.6K	3.05M	4.8K
Sep 07, 2017	BECK THOMAS A.	SALE	30.10	1.56K	46.96K	0
Sep 06, 2017	BECK THOMAS A.	SALE	30.24	17.9K	541.27K	1.56K

Frequently Asked Questions