Summit Midstream Partners, LP Ownership 2024 | Who Owns Summit Midstream Partners, LP Now?
Institutional Ownership
32.59%
Insider Ownership
13.05%
Retail Ownership
54.36%
Institutional Holders
38.00
Summit Midstream Partners, LP Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 9.12% | 0.01% | 953,352 | - | - | 33,901,197 | Jun 30, 2024 |
| SHENKMAN CAPITAL MANAGEMENT INC | 4.50% | 1.44% | 470,313 | -113,307 | -19.41% | 16,724,330 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.42% | 0.00% | 357,182 | -70,942 | -16.57% | 12,701,392 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 2.75% | 0.00% | 287,291 | -4,208 | -1.44% | 10,216,068 | Jun 30, 2024 |
| ARES MANAGEMENT LLC | 2.57% | 0.28% | 268,647 | -72,700 | -21.30% | 9,553,087 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.70% | 0.00% | 177,880 | -72,573 | -28.98% | 6,325,413 | Jun 30, 2024 |
| MORGAN STANLEY | 1.40% | 0.00% | 146,174 | 94,908 | 185.13% | 5,197,948 | Jun 30, 2024 |
| VIRTUS FUND ADVISERS, LLC | 1.04% | 15.24% | 108,293 | - | - | 3,850,899 | Jun 30, 2024 |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 0.81% | 0.44% | 84,840 | - | - | 3,016,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.77% | 0.00% | 80,020 | 80,020 | 100.00% | 2,845,511 | Jun 30, 2024 |
| BLACKSTONE INC. | 0.58% | 0.01% | 60,928 | 2,924 | 5.04% | 2,166,600 | Jun 30, 2024 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.56% | 0.01% | 58,214 | - | - | 2,070,090 | Jun 30, 2024 |
| EAGLE GLOBAL ADVISORS LLC | 0.52% | 0.10% | 53,924 | 34,948 | 184.17% | 1,917,537 | Jun 30, 2024 |
| FRACTAL INVESTMENTS LLC | 0.43% | 0.28% | 45,000 | 45,000 | 100.00% | 1,600,200 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.42% | 0.00% | 43,502 | -4,398 | -9.18% | 1,546,914 | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | 0.33% | 0.17% | 34,225 | 19,775 | 136.85% | 1,217,041 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.17% | 0.00% | 17,577 | 2,494 | 16.54% | 625,038 | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | 0.14% | 0.02% | 15,093 | - | - | 536,707 | Jun 30, 2024 |
| UBS GROUP AG | 0.12% | 0.00% | 13,043 | 13,043 | 100.00% | 463,809 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.12% | 0.00% | 12,788 | 12,788 | 100.00% | 454,741 | Jun 30, 2024 |
Summit Midstream Partners, LP's largest institutional shareholder is INVESCO LTD., holding 9.12% of the company's total share outstanding, currently valued at $33.90M. The top 10 institutional shareholders own together 28.08% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIRTUS FUND ADVISERS, LLC | 1.04% | 15.24% | 108,293 | - | - | 3,850,899 | Jun 30, 2024 |
| SHENKMAN CAPITAL MANAGEMENT INC | 4.50% | 1.44% | 470,313 | -113,307 | -19.41% | 16,724,330 | Jun 30, 2024 |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 0.81% | 0.44% | 84,840 | - | - | 3,016,000 | Jun 30, 2024 |
| ARES MANAGEMENT LLC | 2.57% | 0.28% | 268,647 | -72,700 | -21.30% | 9,553,087 | Jun 30, 2024 |
| FRACTAL INVESTMENTS LLC | 0.43% | 0.28% | 45,000 | 45,000 | 100.00% | 1,600,200 | Jun 30, 2024 |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 0.08% | 0.23% | 8,124 | -4,195 | -34.05% | 288,889 | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | 0.33% | 0.17% | 34,225 | 19,775 | 136.85% | 1,217,041 | Jun 30, 2024 |
| EAGLE GLOBAL ADVISORS LLC | 0.52% | 0.10% | 53,924 | 34,948 | 184.17% | 1,917,537 | Jun 30, 2024 |
| O'BRIEN GREENE & CO. INC | 0.08% | 0.09% | 8,340 | 8,340 | 100.00% | 296,570 | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | 0.14% | 0.02% | 15,093 | - | - | 536,707 | Jun 30, 2024 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.56% | 0.01% | 58,214 | - | - | 2,070,090 | Jun 30, 2024 |
| BLACKSTONE INC. | 0.58% | 0.01% | 60,928 | 2,924 | 5.04% | 2,166,600 | Jun 30, 2024 |
| INVESCO LTD. | 9.12% | 0.01% | 953,352 | - | - | 33,901,197 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.01% | 0.00% | 650 | - | - | 23,114 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.77% | 0.00% | 80,020 | 80,020 | 100.00% | 2,845,511 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 2.75% | 0.00% | 287,291 | -4,208 | -1.44% | 10,216,068 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.42% | 0.00% | 357,182 | -70,942 | -16.57% | 12,701,392 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.09% | 0.00% | 9,798 | 7,895 | 414.87% | 347,000 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.10% | 0.00% | 10,859 | 10,859 | 100.00% | 386,000 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.17% | 0.00% | 17,577 | 2,494 | 16.54% | 625,038 | Jun 30, 2024 |
The largest Summit Midstream Partners, LP shareholder by % of total assets is VIRTUS FUND ADVISERS, LLC. The company owns 108.29K shares of Summit Midstream Partners, LP (SMLP), representing 15.24% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.40% | 0.00% | 146,174 | 94,908 | 185.13% | 5,197,948 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.77% | 0.00% | 80,020 | 80,020 | 100.00% | 2,845,511 | Jun 30, 2024 |
| FRACTAL INVESTMENTS LLC | 0.43% | 0.28% | 45,000 | 45,000 | 100.00% | 1,600,200 | Jun 30, 2024 |
| EAGLE GLOBAL ADVISORS LLC | 0.52% | 0.10% | 53,924 | 34,948 | 184.17% | 1,917,537 | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | 0.33% | 0.17% | 34,225 | 19,775 | 136.85% | 1,217,041 | Jun 30, 2024 |
| UBS GROUP AG | 0.12% | 0.00% | 13,043 | 13,043 | 100.00% | 463,809 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.12% | 0.00% | 12,788 | 12,788 | 100.00% | 454,741 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.10% | 0.00% | 10,859 | 10,859 | 100.00% | 386,000 | Jun 30, 2024 |
| O'BRIEN GREENE & CO. INC | 0.08% | 0.09% | 8,340 | 8,340 | 100.00% | 296,570 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.09% | 0.00% | 9,798 | 7,895 | 414.87% | 347,000 | Jun 30, 2024 |
| BLACKSTONE INC. | 0.58% | 0.01% | 60,928 | 2,924 | 5.04% | 2,166,600 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.17% | 0.00% | 17,577 | 2,494 | 16.54% | 625,038 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.07% | 0.00% | 7,623 | 610 | 8.70% | 271,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | - | 100 | 100 | 100.00% | 3,556 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 11 | 11 | 100.00% | 391 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 118 | - | - | 4,195 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.01% | - | 1,000 | - | - | 35,560 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.01% | 0.00% | 650 | - | - | 23,114 | Jun 30, 2024 |
| INVESCO LTD. | 9.12% | 0.01% | 953,352 | - | - | 33,901,197 | Jun 30, 2024 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.56% | 0.01% | 58,214 | - | - | 2,070,090 | Jun 30, 2024 |
As of Jun 30 2024, Summit Midstream Partners, LP's largest institutional buyer is MORGAN STANLEY. The company purchased 94.91K stocks of SMLP, valued at $5.20M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHENKMAN CAPITAL MANAGEMENT INC | 4.50% | 1.44% | 470,313 | -113,307 | -19.41% | 16,724,330 | Jun 30, 2024 |
| ARES MANAGEMENT LLC | 2.57% | 0.28% | 268,647 | -72,700 | -21.30% | 9,553,087 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.70% | 0.00% | 177,880 | -72,573 | -28.98% | 6,325,413 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.42% | 0.00% | 357,182 | -70,942 | -16.57% | 12,701,392 | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -12,948 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.42% | 0.00% | 43,502 | -4,398 | -9.18% | 1,546,914 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 2.75% | 0.00% | 287,291 | -4,208 | -1.44% | 10,216,068 | Jun 30, 2024 |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 0.08% | 0.23% | 8,124 | -4,195 | -34.05% | 288,889 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.01% | - | 601 | -3,771 | -86.25% | 21,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 485 | -800 | -62.26% | 17,247,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 115 | -28 | -19.58% | 4,089 | Jun 30, 2024 |
| BFSG, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| VIRTUS FUND ADVISERS, LLC | 1.04% | 15.24% | 108,293 | - | - | 3,850,899 | Jun 30, 2024 |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 0.81% | 0.44% | 84,840 | - | - | 3,016,000 | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | 0.14% | 0.02% | 15,093 | - | - | 536,707 | Jun 30, 2024 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.56% | 0.01% | 58,214 | - | - | 2,070,090 | Jun 30, 2024 |
| INVESCO LTD. | 9.12% | 0.01% | 953,352 | - | - | 33,901,197 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.01% | 0.00% | 650 | - | - | 23,114 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.01% | - | 1,000 | - | - | 35,560 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 118 | - | - | 4,195 | Jun 30, 2024 |
As of Jun 30 2024, Summit Midstream Partners, LP's biggest institutional seller is SHENKMAN CAPITAL MANAGEMENT INC. The company sold -0.11M shares of SMLP, valued at $16.72M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 0.77% | 0.00% | 80,020 | 80,020 | 100.00% | 2,845,511 | Jun 30, 2024 |
| FRACTAL INVESTMENTS LLC | 0.43% | 0.28% | 45,000 | 45,000 | 100.00% | 1,600,200 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.12% | 0.00% | 12,788 | 12,788 | 100.00% | 454,741 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.10% | 0.00% | 10,859 | 10,859 | 100.00% | 386,000 | Jun 30, 2024 |
| O'BRIEN GREENE & CO. INC | 0.08% | 0.09% | 8,340 | 8,340 | 100.00% | 296,570 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | - | 100 | 100 | 100.00% | 3,556 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 11 | 11 | 100.00% | 391 | Jun 30, 2024 |
Summit Midstream Partners, LP's largest new institutional shareholder by number of shares is FIRST TRUST ADVISORS LP, purchased 80.02K shares, valued at $2.85M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARINER, LLC | - | - | - | -12,948 | -100.00% | - | Jun 30, 2024 |
| BFSG, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Summit Midstream Partners, LP's largest sold out institutional shareholder by shares sold is MARINER, LLC, sold -12.95K shares, valued at -, as of undefined.
Summit Midstream Partners, LP Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Cohen & Steers MLP Income & Energy Opportunity Fund | 2.94% | 325,852 | - | - | May 31, 2021 |
| CENTER COAST BROOKFIELD MLP & ENERGY INFRASTRUCTURE FUND | 2.01% | 139,083 | - | - | Sep 30, 2023 |
| TRI-CONTINENTAL CORP | 1.56% | 8,400,000 | - | - | Mar 31, 2024 |
| ClearBridge MLP & Midstream Total Return Fund Inc. | 1.40% | 370,930 | - | - | Feb 29, 2024 |
| Brookfield Investment Funds | 0.85% | 1,380,462 | - | - | Mar 31, 2024 |
| ClearBridge Energy Midstream Opportunity Fund Inc. | 0.81% | 382,680 | - | - | Feb 29, 2024 |
| TRI-CONTINENTAL CORP | 0.31% | 1,680,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.23% | 62,690 | - | - | Jan 31, 2024 |
| PPM Funds | 0.16% | 125,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.09% | 75,000 | - | - | Dec 31, 2023 |
| PPM Funds | 0.03% | 25,000 | - | - | Mar 31, 2024 |
| TRI-CONTINENTAL CORP | 0.02% | 112,000 | - | - | Mar 31, 2024 |
| ALPS Variable Investment Trust | 0.02% | 6,027 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 177,431 | - | - | Mar 31, 2024 |
| Columbia Funds Series Trust II | 0.01% | 5,600,000 | - | - | Jan 31, 2024 |
| NEW AMERICA HIGH INCOME FUND INC | 0.01% | 39,000 | - | - | Mar 31, 2024 |
| Guggenheim Energy & Income Fund | 0.01% | 3,421 | - | - | Jun 30, 2023 |
| FIDELITY ADVISOR SERIES II | 0.01% | 1,711,000 | - | - | Mar 31, 2024 |
| THORNBURG INVESTMENT TRUST | 0.01% | 18,211,000 | - | - | Mar 31, 2024 |
| Guggenheim Credit Allocation Fund | 0.01% | 16,582 | - | - | Aug 31, 2021 |
| FIDELITY SUMMER STREET TRUST | 0.01% | 2,912,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income 2024 Target Term Fund | 0.01% | 12,573 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 66,790 | - | - | Mar 31, 2024 |
| Pioneer Floating Rate Fund, Inc. | 0.01% | 13,075 | - | - | Feb 29, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.01% | 10,000 | - | - | Feb 29, 2024 |
| LOOMIS SAYLES FUNDS I | 0.01% | 18,280,000 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 150,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.00% | 688,000 | - | - | Mar 31, 2024 |
| Natixis Funds Trust I | 0.00% | 730,000 | - | - | Mar 31, 2024 |
| LOOMIS SAYLES FUNDS II | 0.00% | 11,980,000 | - | - | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.00% | 108,293 | - | - | Mar 28, 2024 |
| Columbia Funds Series Trust II | 0.00% | 1,120,000 | - | - | Jan 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 4,423,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.00% | 53,512 | -6,488 | -10.81% | Mar 31, 2024 |
| Pioneer Series Trust VI | 0.00% | 6,293 | - | - | Jan 31, 2024 |
| Variable Insurance Products Fund V | 0.00% | 148,000 | - | - | Mar 31, 2024 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 0.00% | 13,906,836 | - | - | Jan 31, 2024 |
| DoubleLine Income Solutions Fund | 0.00% | 33,058 | - | - | Mar 31, 2024 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.00% | 15,963 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 3,029,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.00% | 23,061 | - | - | Jan 31, 2024 |
| TRANSAMERICA SERIES TRUST | 0.00% | 672,000 | - | - | Mar 31, 2024 |
| PIONEER HIGH INCOME FUND, INC. | 0.00% | 12,271 | - | - | Mar 28, 2024 |
| Pioneer Diversified High Income Fund, Inc. | 0.00% | 5,709 | - | - | Jan 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 175,000 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 63,000 | - | - | Mar 28, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,258,000 | - | - | Dec 31, 2023 |
| CION Ares Diversified Credit Fund | 0.00% | 27,500 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 4,611 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.00% | 45,521 | - | - | Mar 31, 2024 |
| DoubleLine Opportunistic Credit Fund | 0.00% | 4,104 | - | - | Mar 31, 2024 |
| CITY NATIONAL ROCHDALE FUNDS | 0.00% | 11,456 | - | - | Dec 31, 2023 |
| Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 0.00% | 1,140 | - | - | Feb 29, 2024 |
| Columbia Funds Series Trust II | 0.00% | 74,667 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 86,915 | -46,506 | -34.86% | Jan 31, 2024 |
| FEDERATED HERMES CORE TRUST | 0.00% | 31,464 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.00% | 4,143 | - | - | Jan 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 15,430 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 8,438 | - | - | Mar 31, 2024 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 0.00% | 910,351 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 191,000 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 3,576 | - | - | Mar 28, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.00% | 12,824 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 63,000 | - | - | Mar 28, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 4,859 | -2,062 | -29.79% | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 28,458 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,108 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 100 | - | - | Feb 29, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 113 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 8 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,801 | - | - | Mar 31, 2024 |
Summit Midstream Partners, LP's largest mutual fund holder by % of total assets is "Cohen & Steers MLP Income & Energy Opportunity Fund", owning 325.85K shares, compromising 2.94% of its total assets.
Summit Midstream Partners, LP Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 38 | 8.57% |
| 31 Mar, 24 | 35 | 12.90% |
| 31 Dec, 23 | 31 | - |
| 30 Sep, 23 | 31 | -3.13% |
| 30 Jun, 23 | 32 | - |
| 31 Mar, 23 | 32 | -8.57% |
| 31 Dec, 22 | 35 | 16.67% |
| 30 Sep, 22 | 30 | - |
| 30 Jun, 22 | 30 | 7.14% |
| 31 Mar, 22 | 28 | 16.67% |
| 31 Dec, 21 | 24 | -4.00% |
| 30 Sep, 21 | 25 | 13.64% |
| 30 Jun, 21 | 22 | -12.00% |
| 31 Mar, 21 | 25 | -3.85% |
| 31 Dec, 20 | 26 | - |
As of 30 Jun 24, 38 institutions are holding Summit Midstream Partners, LP's shares, representing an increase of 8.57% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,405,851 | -1.26% |
| 31 Mar, 24 | 3,449,252 | -22.60% |
| 31 Dec, 23 | 4,456,244 | -1.22% |
| 30 Sep, 23 | 4,511,175 | 0.06% |
| 30 Jun, 23 | 4,508,564 | -4.46% |
| 31 Mar, 23 | 4,718,904 | 4.52% |
| 31 Dec, 22 | 4,515,008 | -1.44% |
| 30 Sep, 22 | 4,581,166 | -2.60% |
| 30 Jun, 22 | 4,703,669 | 2.11% |
| 31 Mar, 22 | 4,606,424 | 85.52% |
| 31 Dec, 21 | 2,482,950 | -7.01% |
| 30 Sep, 21 | 2,670,249 | 25.53% |
| 30 Jun, 21 | 2,127,200 | -3.66% |
| 31 Mar, 21 | 2,207,902 | 0.54% |
| 31 Dec, 20 | 2,196,004 | - |
Summit Midstream Partners, LP (SMLP) has 3.41M shares outstanding as of 30 Jun 24, down -1.26% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 32.59% | 2.95% |
| 31 Mar, 24 | 33.24% | 1.80% |
| 31 Dec, 23 | 42.95% | 2.27% |
| 30 Sep, 23 | 43.51% | 2.23% |
| 30 Jun, 23 | 44.15% | 2.07% |
| 31 Mar, 23 | 46.20% | 2.29% |
| 31 Dec, 22 | 44.93% | 2.21% |
| 30 Sep, 22 | 45.05% | 2.10% |
| 30 Jun, 22 | 46.27% | 2.04% |
| 31 Mar, 22 | 47.64% | 3.51% |
| 31 Dec, 21 | 36.83% | 2.53% |
| 30 Sep, 21 | 38.15% | 3.74% |
| 30 Jun, 21 | 31.96% | 2.46% |
| 31 Mar, 21 | 36.05% | 1.79% |
| 31 Dec, 20 | 44.87% | - |
As of 30 Jun 24, Summit Midstream Partners, LP is held by 32.59% institutional shareholders, representing a 2.95% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 16 | - |
| 31 Mar, 24 | 16 | 45.45% |
| 31 Dec, 23 | 11 | -8.33% |
| 30 Sep, 23 | 12 | 100.00% |
| 30 Jun, 23 | 6 | -50.00% |
| 31 Mar, 23 | 12 | -7.69% |
| 31 Dec, 22 | 13 | 44.44% |
| 30 Sep, 22 | 9 | 12.50% |
| 30 Jun, 22 | 8 | -50.00% |
| 31 Mar, 22 | 16 | 100.00% |
| 31 Dec, 21 | 8 | -27.27% |
| 30 Sep, 21 | 11 | 57.14% |
| 30 Jun, 21 | 7 | -50.00% |
| 31 Mar, 21 | 14 | -46.15% |
| 31 Dec, 20 | 26 | - |
16 institutional shareholders have increased their position in SMLP stock as of 30 Jun 24 compared to 16 in the previous quarter (a 0.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 11 | 57.14% |
| 31 Mar, 24 | 7 | -22.22% |
| 31 Dec, 23 | 9 | 28.57% |
| 30 Sep, 23 | 7 | -30.00% |
| 30 Jun, 23 | 10 | 25.00% |
| 31 Mar, 23 | 8 | - |
| 31 Dec, 22 | 8 | 60.00% |
| 30 Sep, 22 | 5 | - |
| 30 Jun, 22 | 5 | 66.67% |
| 31 Mar, 22 | 3 | -57.14% |
| 31 Dec, 21 | 7 | 133.33% |
| 30 Sep, 21 | 3 | -50.00% |
| 30 Jun, 21 | 6 | 20.00% |
| 31 Mar, 21 | 5 | - |
| 31 Dec, 20 | - | - |
11 institutional shareholders have reduced their position in SMLP stock as of 30 Jun 24 compared to 7 in the previous quarter (a 57.14% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 38 | 8.57% | 3,405,851 | -1.26% | 32.59% | 2.95% | 16 | - | 11 | 57.14% |
| 31 Mar, 24 | 35 | 12.90% | 3,449,252 | -22.60% | 33.24% | 1.80% | 16 | 45.45% | 7 | -22.22% |
| 31 Dec, 23 | 31 | - | 4,456,244 | -1.22% | 42.95% | 2.27% | 11 | -8.33% | 9 | 28.57% |
| 30 Sep, 23 | 31 | -3.13% | 4,511,175 | 0.06% | 43.51% | 2.23% | 12 | 100.00% | 7 | -30.00% |
| 30 Jun, 23 | 32 | - | 4,508,564 | -4.46% | 44.15% | 2.07% | 6 | -50.00% | 10 | 25.00% |
| 31 Mar, 23 | 32 | -8.57% | 4,718,904 | 4.52% | 46.20% | 2.29% | 12 | -7.69% | 8 | - |
| 31 Dec, 22 | 35 | 16.67% | 4,515,008 | -1.44% | 44.93% | 2.21% | 13 | 44.44% | 8 | 60.00% |
| 30 Sep, 22 | 30 | - | 4,581,166 | -2.60% | 45.05% | 2.10% | 9 | 12.50% | 5 | - |
| 30 Jun, 22 | 30 | 7.14% | 4,703,669 | 2.11% | 46.27% | 2.04% | 8 | -50.00% | 5 | 66.67% |
| 31 Mar, 22 | 28 | 16.67% | 4,606,424 | 85.52% | 47.64% | 3.51% | 16 | 100.00% | 3 | -57.14% |
| 31 Dec, 21 | 24 | -4.00% | 2,482,950 | -7.01% | 36.83% | 2.53% | 8 | -27.27% | 7 | 133.33% |
| 30 Sep, 21 | 25 | 13.64% | 2,670,249 | 25.53% | 38.15% | 3.74% | 11 | 57.14% | 3 | -50.00% |
| 30 Jun, 21 | 22 | -12.00% | 2,127,200 | -3.66% | 31.96% | 2.46% | 7 | -50.00% | 6 | 20.00% |
| 31 Mar, 21 | 25 | -3.85% | 2,207,902 | 0.54% | 36.05% | 1.79% | 14 | -46.15% | 5 | - |
| 31 Dec, 20 | 26 | - | 2,196,004 | - | 44.87% | - | 26 | - | - | - |
Summit Midstream Partners, LP Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Summit Midstream Partners, LP's stock was made by PETERS JERRY L on Aug 02 2024, selling 30,239 shares at - per share (valued at -).
Summit Midstream Partners, LP Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 14 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 34 | 40 | 85.00% |
| Q4 2023 | - | 5 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 30 | 33 | 90.91% |
| Q4 2022 | 10 | 6 | 166.67% |
| Q3 2022 | 1 | 4 | 25.00% |
| Q1 2022 | 16 | 15 | 106.67% |
| Q3 2021 | 1 | 2 | 50.00% |
| Q1 2021 | 12 | 10 | 120.00% |
| Q3 2020 | 3 | 3 | 100.00% |
| Q2 2020 | 3 | 1 | 300.00% |
| Q1 2020 | 11 | 24 | 45.83% |
| Q4 2019 | 6 | - | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | 1 | - | - |
| Q1 2019 | 14 | 30 | 46.67% |
| Q4 2018 | 1 | 6 | 16.67% |
| Q3 2018 | - | 8 | - |
0 total buy trades, and 14 total sell trades (buy/sell ratio of 0.00%) were made by Summit Midstream Partners, LP's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 5 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | 2 | - |
| Q1 2022 | - | - | - |
| Q3 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | 2 | - |
| Q3 2018 | - | 8 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Summit Midstream Partners, LP's stocks.
SMLP Ownership FAQ
Who Owns Summit Midstream Partners, LP?
Summit Midstream Partners, LP is owned by institutional shareholders (32.59%), insiders (13.05%), and public (54.36%). The largest institutional shareholder of Summit Midstream Partners, LP is INVESCO LTD. (9.12% of total shares) and the top mutual fund owner is Cohen & Steers MLP Income & Energy Opportunity Fund (2.94% of total shares).
Who are the major institutional shareholders of Summit Midstream Partners, LP?
Summit Midstream Partners, LP's major institutional shareholders are INVESCO LTD., SHENKMAN CAPITAL MANAGEMENT INC, BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC, and ARES MANAGEMENT LLC. The top five shareholders own together 22.36% of the company's share outstanding.
How many Summit Midstream Partners, LP shareholders are there?
As of Jun 2024, there are 38 institutional shareholders of Summit Midstream Partners, LP.
What percentage of Summit Midstream Partners, LP is owned by INVESCO LTD?
INVESCO LTD owns 953.35K shares of Summit Midstream Partners, LP, representing 9.12% of the company's total shares outstanding, valued at $33.9M (as of Jun 2024).
What percentage of Summit Midstream Partners, LP is owned by SHENKMAN CAPITAL MANAGEMENT INC?
As of Jun 2024, SHENKMAN CAPITAL MANAGEMENT INC holds 470.31K shares of Summit Midstream Partners, LP (SMLP), compromising 4.50% of the company, valued at $16.72M.
What percentage of Summit Midstream Partners, LP is owned by BANK OF AMERICA CORP /DE/?
BANK OF AMERICA CORP /DE/ is the third largest holder of Summit Midstream Partners, LP. The company owns 357.18K of the company's shares outstanding (worth $12.7M).