Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 11/14/2024 | 429,395 | $3.63 M | -2.28% | 6.39% |
| VANGUARD GROUP INC | 11/13/2024 | 277,924 | $2.35 M | 0.00% | 4.14% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 228,469 | $1.93 M | 13.01% | 3.40% |
| MAI CAPITAL MANAGEMENT | 11/07/2024 | 91,634 | $774,307 | 0.00% | 1.36% |
| SALZHAUER MICHAEL | 11/07/2024 | 78,452 | $662,921 | 34.22% | 1.17% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 72,898 | $615,988 | 10.17% | 1.09% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 53,820 | $454,779 | 0.00% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 49,759 | $420,567 | 1.68% | 0.74% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 14,655 | $123,835 | 100.00% | 0.22% |
| CREATIVE PLANNING | 10/11/2024 | 13,750 | $116,188 | 100.00% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2024 | 13,482 | $113,923 | -14.70% | 0.20% |
| STATE STREET CORP | 11/14/2024 | 11,508 | $97,243 | 0.00% | 0.17% |
| MORGAN STANLEY | 11/14/2024 | 3,831 | $32,374 | 0.03% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 507 | $4,284 | -57.89% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 56 | $474 | 43.59% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 1 | $8 | -99.93% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Summit State Bankinstitutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
BANC FUNDS CO LLC: 429,395
VANGUARD GROUP INC: 277,924
CALDWELL SUTTER CAPITAL, INC.: 228,469
MAI Capital Management: 91,634
SALZHAUER MICHAEL: 78,452
DIMENSIONAL FUND ADVISORS LP: 72,898
20.11% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 1.51 M shares in the last 24 months. This purchase volume represents approximately $11.46 M in transactions.