Summit Midstream Partners, LP Ownership | Who Owns Summit Midstream Partners, LP?
Summit Midstream Partners, LP Ownership Summary
Summit Midstream Partners, LP is owned by 32.80% institutional investors, 13.05% insiders, and 54.15% retail investors. Invesco is the largest institutional shareholder, holding 9.12% of SMLP shares. Invesco SteelPath MLP Income Y is the top mutual fund, with 6.94% of its assets in Summit Midstream Partners, LP shares.
SMLP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit Midstream Partners, LP | 32.80% | 13.05% | 54.15% |
| Sector | Energy Stocks | 56.39% | 12.46% | 31.14% |
| Industry | Oil & Gas Midstream Stocks | 47.83% | 16.93% | 35.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Invesco | 953.35K | 9.12% | $33.90M |
| Bank of america corp /de/ | 357.18K | 3.42% | $12.70M |
| Goldman sachs group | 287.29K | 2.75% | $10.22M |
| Jpmorgan chase | 177.88K | 1.70% | $6.33M |
| Morgan stanley | 146.17K | 1.40% | $5.20M |
| Wells fargo & company/mn | 43.50K | 0.42% | $1.55M |
| Susquehanna group, llp | 36.11K | 0.35% | $1.28M |
| Ubs group | 13.04K | 0.12% | $463.81K |
| Wolverine trading | 12.79K | 0.12% | $454.74K |
| Royal bank of canada | 7.62K | 0.07% | $271.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Invesco | 953.35K | 0.01% | $33.90M |
| Goldman sachs group | 287.29K | 0.00% | $10.22M |
| Bank of america corp /de/ | 357.18K | 0.00% | $12.70M |
| Wolverine trading | 12.79K | 0.00% | $454.74K |
| Jpmorgan chase | 177.88K | 0.00% | $6.33M |
| Wells fargo & company/mn | 43.50K | 0.00% | $1.55M |
| Morgan stanley | 146.17K | 0.00% | $5.20M |
| Susquehanna group, llp | 36.11K | 0.00% | $1.28M |
| Royal bank of canada | 7.62K | 0.00% | $271.00K |
| Group one trading | 485.00 | 0.00% | $17.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 146.17K | 0.00% | 94.91K |
| Ubs group | 13.04K | 0.00% | 13.04K |
| Wolverine trading | 12.79K | 0.00% | 12.79K |
| Susquehanna group, llp | 36.11K | 0.00% | 3.73K |
| Royal bank of canada | 7.62K | 0.00% | 610.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Shenkman capital management | - | - | -470.31K |
| Ares management | - | - | -268.65K |
| Virtus fund advisers | - | - | -108.29K |
| Liberty mutual group asset management | - | - | -84.84K |
| First trust advisors lp | - | - | -80.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wolverine trading | 12.79K | 0.00% | 12.79K | $454.74K |
Sold Out
| Holder | Change |
|---|---|
| Bfsg | -10.00 |
| Coppell advisory solutions | -11.00 |
| Mirae asset global etfs | -100.00 |
| Tower research capital llc (trc) | -115.00 |
| Advisor group | -118.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 39 | 11.43% | 3,427,478 | -0.63% | 32 | 2.97% | 17 | 6.25% | 11 | 57.14% |
| Mar 31, 2024 | 35 | 12.90% | 3,449,252 | -22.60% | 33 | 1.80% | 16 | 45.45% | 7 | -22.22% |
| Dec 31, 2023 | 31 | - | 4,456,244 | -1.22% | 42 | 2.27% | 11 | -8.33% | 9 | 28.57% |
| Sep 30, 2023 | 31 | -3.13% | 4,511,175 | 0.06% | 43 | 2.23% | 12 | 100.00% | 7 | -30.00% |
| Jun 30, 2023 | 32 | - | 4,508,564 | -4.46% | 44 | 2.07% | 6 | -50.00% | 10 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco SteelPath MLP Income Y | 738.63K | 6.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 306.40K | 2.88% | - |
| Invesco SteelPath MLP Select 40 Y | 214.72K | 2.02% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 131.33K | 1.23% | 131.33K |
| Goldman Sachs High Yield Instl | 127.00K | 1.19% | - |
| Seix Leveraged Loan | 108.29K | 1.02% | - |
| Virtus Seix Floating Rate High Inc I | 108.29K | 1.02% | - |
| Goldman Sachs Income Builder A | 86.92K | 0.82% | - |
| First Trust Natural Gas ETF | 63.92K | 0.60% | - |
| Fidelity Extended Market Index | 53.89K | 0.51% | 53.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2024 | PETERS JERRY L | See Remarks. | Sell | $340.30K |
| Mar 22, 2024 | Johnston James David | See remarks below. | Sell | $85.71K |
| Mar 15, 2024 | Johnston James David | See remarks below. | Sell | $12.15K |
| Mar 06, 2024 | Johnston James David | See remarks below. | Sell | $66.83K |
| Feb 29, 2024 | Johnston James David | See remarks below. | Sell | $14.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 5 |
| 2023 Q2 | - | 1 |
SMLP Ownership FAQ
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