Credential Qtrade Securities Inc. Sumitomo Mitsui Financial Group, Inc. Transaction History

Credential Qtrade Securities Inc.

$1.86 Trillion
Q1 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 21, 2025	SELL	$9.6 - $12.33 $2,016 - $2,589	-210 Closed	0 $0
Q4 2023 Jul 21, 2025	SELL	$9.05 - $10.15 $160,610 - $180,132	-17,747 Reduced 98.83%	210 $2.03 Million
Q3 2023 Jul 21, 2025	SELL	$8.56 - $10.35 $9,510 - $11,498	-1,111 Reduced 5.83%	17,957 $177 Million
Q2 2023 Jul 21, 2025	SELL	$7.84 - $8.63 $5,723 - $6,299	-730 Reduced 3.69%	19,068 $164 Million
Q1 2023 Jul 21, 2025	SELL	$7.66 - $9.03 $87,798 - $103,501	-11,462 Reduced 36.67%	19,798 $158 Million
Q4 2022 Jul 21, 2025	SELL	$5.39 - $8.05 $11,345 - $16,945	-2,105 Reduced 6.31%	31,260 $251 Million
Q3 2022 Jul 21, 2025	SELL	$5.5 - $31.5 $21,802 - $124,866	-3,964 Reduced 10.62%	33,365 $184 Million
Q2 2022 Jul 21, 2025	BUY	$5.74 - $6.41 $10,337 - $11,544	1,801 Added 5.07%	37,329 $220 Million
Q1 2022 Jul 21, 2025	BUY	$6.27 - $7.7 $10,671 - $13,105	1,702 Added 5.03%	35,528 $223 Million
Q4 2021 Jul 21, 2025	BUY	$6.47 - $7.04 $26,307 - $28,624	4,066 Added 13.66%	33,826 $230 Million
Q3 2021 Jul 21, 2025	BUY	$6.6 - $7.48 $19,377 - $21,961	2,936 Added 10.95%	29,760 $209 Million
Q2 2021 Jul 21, 2025	BUY	$6.88 - $7.44 $49,329 - $53,344	7,170 Added 36.48%	26,824 $185 Million
Q1 2021 Jul 21, 2025	BUY	$6.1 - $7.88 $33,470 - $43,237	5,487 Added 38.73%	19,654 $142 Million
Q4 2020 Jul 21, 2025	BUY	$5.4 - $6.23 $5,454 - $6,292	1,010 Added 7.68%	14,167 $87.4 Million
Q3 2020 Jul 21, 2025	BUY	$5.35 - $5.95 $540 - $600	101 Added 0.77%	13,157 $73.5 Million
Q2 2020 Jul 21, 2025	BUY	$4.63 - $6.37 $18,381 - $25,288	3,970 Added 43.69%	13,056 $73.4 Million
Q1 2020 Jul 21, 2025	BUY	$4.61 - $7.47 $22,593 - $36,610	4,901 Added 117.11%	9,086 $43.5 Million
Q4 2019 Jul 21, 2025	BUY	$6.72 - $7.53 $6,303 - $7,063	938 Added 28.89%	4,185 $31 Million
Q3 2019 Jul 21, 2025	BUY	$6.36 - $7.15 $3,720 - $4,182	585 Added 21.98%	3,247 $22.2 Million
Q2 2019 Jul 21, 2025	BUY	$6.83 - $7.32 $2,677 - $2,869	392 Added 17.27%	2,662 $18.8 Million
Q1 2019 Jul 21, 2025	BUY	$6.62 - $7.44 $3,455 - $3,883	522 Added 29.86%	2,270 $16 Million
Q4 2018 Jul 21, 2025	SELL	$6.36 - $8.29 $3,485 - $4,542	-548 Reduced 23.87%	1,748 $11.4 Million
Q3 2018 Jul 21, 2025	BUY	$7.6 - $8.42 $17,449 - $19,332	2,296 New	2,296 $18.4 Million

Others Institutions Holding SMFG

# of Institutions

390

Shares Held

109M

Call Options Held

3.38M

Put Options Held

Morgan Stanley New York, NY

35.1M
Shares

$569 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

11.3M
Shares

$183 Million
0.03% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$111 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

6.5M
Shares

$105 Million
0.75% of portfolio
Northern Trust Corp Chicago, IL

5.19M
Shares

$84.2 Million
0.01% of portfolio

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $111B
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...

More about SMFG

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