Beacon Pointe Advisors, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Beacon Pointe Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$8.56 - $10.35 $8,012 - $9,687	-936 Reduced 8.1%	10,616 $104,000
Q2 2023 Aug 11, 2023	SELL	$7.84 - $8.63 $2,563 - $2,822	-327 Reduced 2.75%	11,552 $99,000
Q1 2023 May 12, 2023	BUY	$7.66 - $9.03 $90,993 - $107,267	11,879 New	11,879 $95,000
Q3 2022 Nov 09, 2022	SELL	$5.5 - $31.5 $17,000 - $97,366	-3,091 Reduced 23.29%	10,178 $57,000
Q2 2022 Aug 11, 2022	SELL	$5.74 - $6.41 $4,368 - $4,878	-761 Reduced 5.42%	13,269 $81,000
Q1 2022 May 17, 2022	BUY	$6.27 - $7.7 $4,965 - $6,098	792 Added 5.98%	14,030 $88,000
Q4 2021 Feb 14, 2022	BUY	$6.47 - $7.04 $85,649 - $93,195	13,238 New	13,238 $90,000

351

87.9M

3.54M

7.5K

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $96.4B
Description
Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.