A detailed history of Cresset Asset Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 181,946 shares of SMFG stock, worth $2.61 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
181,946
Previous 182,846 0.49%
Holding current value
$2.61 Million
Previous $2.45 Million 6.28%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$11.38 - $14.48 $10,242 - $13,032
-900 Reduced 0.49%
181,946 $2.3 Million
Q2 2024

Aug 14, 2024

BUY
$11.1 - $13.41 $372,860 - $450,455
33,591 Added 22.51%
182,846 $2.45 Million
Q1 2024

May 15, 2024

BUY
$9.6 - $12.33 $245,913 - $315,845
25,616 Added 20.72%
149,255 $1.76 Million
Q4 2023

Feb 14, 2024

BUY
$9.05 - $10.15 $21,882 - $24,542
2,418 Added 1.99%
123,639 $1.2 Million
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $195,125 - $235,928
22,795 Added 23.16%
121,221 $1.19 Million
Q2 2023

Aug 14, 2023

BUY
$7.84 - $8.63 $771,659 - $849,416
98,426 New
98,426 $846,000
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $4,493 - $25,735
817 Added 6.45%
13,480 $74,000
Q2 2022

Aug 15, 2022

SELL
$5.74 - $6.41 $77,116 - $86,118
-13,435 Reduced 51.48%
12,663 $77,000
Q1 2022

May 16, 2022

BUY
$6.27 - $7.7 $14,496 - $17,802
2,312 Added 9.72%
26,098 $164,000
Q4 2021

Feb 10, 2022

SELL
$6.47 - $7.04 $451,398 - $491,166
-69,768 Reduced 74.58%
23,786 $161,000
Q3 2021

Nov 15, 2021

BUY
$6.6 - $7.48 $54,047 - $61,253
8,189 Added 9.59%
93,554 $656,000
Q2 2021

Aug 10, 2021

SELL
$6.88 - $7.44 $41,004 - $44,342
-5,960 Reduced 6.53%
85,365 $603,000
Q1 2021

May 12, 2021

BUY
$6.1 - $7.88 $53,661 - $69,320
8,797 Added 10.66%
91,325 $662,000
Q4 2020

Feb 11, 2021

BUY
$5.4 - $6.23 $9,493 - $10,952
1,758 Added 2.18%
82,528 $509,000
Q3 2020

Nov 13, 2020

BUY
$5.35 - $5.95 $54,949 - $61,112
10,271 Added 14.57%
80,770 $452,000
Q2 2020

Aug 04, 2020

SELL
$4.63 - $6.37 $197,122 - $271,202
-42,575 Reduced 37.65%
70,499 $419,000
Q1 2020

May 15, 2020

BUY
$4.61 - $7.47 $326,120 - $528,442
70,742 Added 167.11%
113,074 $542,000
Q4 2019

Feb 10, 2020

SELL
$6.72 - $7.53 $47,577 - $53,312
-7,080 Reduced 14.33%
42,332 $314,000
Q3 2019

Nov 13, 2019

BUY
$6.36 - $7.15 $152,678 - $171,642
24,006 Added 94.49%
49,412 $338,000
Q2 2019

Aug 12, 2019

BUY
$6.83 - $7.32 $47,058 - $50,434
6,890 Added 37.21%
25,406 $183,000
Q1 2019

May 15, 2019

BUY
$6.62 - $7.44 $97,307 - $109,360
14,699 Added 385.09%
18,516 $130,000
Q4 2018

Feb 14, 2019

BUY
$6.36 - $8.29 $24,276 - $31,642
3,817 New
3,817 $2.49 Million

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $98.5B
  • 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
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.