A detailed history of Dorsey & Whitney Trust CO LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Dorsey & Whitney Trust CO LLC holds 75,981 shares of SMFG stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
75,981
Previous 72,535 4.75%
Holding current value
$1.09 Million
Previous $972,000 1.34%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$11.38 - $14.48 $39,215 - $49,898
3,446 Added 4.75%
75,981 $959,000
Q2 2024

Aug 07, 2024

SELL
$11.1 - $13.41 $103,829 - $125,437
-9,354 Reduced 11.42%
72,535 $972,000
Q1 2024

May 09, 2024

SELL
$9.6 - $12.33 $374 - $480
-39 Reduced 0.05%
81,889 $963,000
Q4 2023

Feb 12, 2024

BUY
$9.05 - $10.15 $5,674 - $6,364
627 Added 0.77%
81,928 $793,000
Q3 2023

Nov 08, 2023

BUY
$8.56 - $10.35 $19,679 - $23,794
2,299 Added 2.91%
81,301 $800,000
Q2 2023

Aug 10, 2023

BUY
$7.84 - $8.63 $44,727 - $49,234
5,705 Added 7.78%
79,002 $679,000
Q1 2023

May 11, 2023

BUY
$7.66 - $9.03 $58,989 - $69,540
7,701 Added 11.74%
73,297 $586,000
Q4 2022

Feb 09, 2023

SELL
$5.39 - $8.05 $58,583 - $87,495
-10,869 Reduced 14.21%
65,596 $526,000
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $95,639 - $547,753
17,389 Added 29.43%
76,465 $421,000
Q2 2022

Aug 12, 2022

BUY
$5.74 - $6.41 $8,357 - $9,332
1,456 Added 2.53%
59,076 $349,000
Q1 2022

May 11, 2022

BUY
$6.27 - $7.7 $2,232 - $2,741
356 Added 0.62%
57,620 $361,000
Q4 2021

Feb 08, 2022

SELL
$6.47 - $7.04 $439 - $478
-68 Reduced 0.12%
57,264 $390,000
Q3 2021

Nov 10, 2021

BUY
$6.6 - $7.48 $2,514 - $2,849
381 Added 0.67%
57,332 $402,000
Q1 2021

May 11, 2021

SELL
$6.1 - $7.88 $353 - $457
-58 Reduced 0.1%
56,951 $413,000
Q4 2020

Feb 05, 2021

SELL
$5.4 - $6.23 $29,100 - $33,573
-5,389 Reduced 8.64%
57,009 $352,000
Q3 2020

Nov 12, 2020

BUY
$5.35 - $5.95 $11,834 - $13,161
2,212 Added 3.68%
62,398 $349,000
Q2 2020

Aug 13, 2020

BUY
$4.63 - $6.37 $94,484 - $129,992
20,407 Added 51.3%
60,186 $338,000
Q1 2020

May 12, 2020

BUY
$4.61 - $7.47 $54,734 - $88,691
11,873 Added 42.55%
39,779 $191,000
Q4 2019

Feb 06, 2020

BUY
$6.72 - $7.53 $59,774 - $66,979
8,895 Added 46.79%
27,906 $207,000
Q3 2019

Nov 08, 2019

SELL
$6.36 - $7.15 $84,524 - $95,023
-13,290 Reduced 41.14%
19,011 $130,000
Q2 2019

Aug 13, 2019

BUY
$6.83 - $7.32 $13,796 - $14,786
2,020 Added 6.67%
32,301 $228,000
Q1 2019

May 14, 2019

BUY
$6.62 - $7.44 $73,237 - $82,308
11,063 Added 57.57%
30,281 $213,000
Q4 2018

Jan 25, 2019

SELL
$6.36 - $8.29 $76,459 - $99,662
-12,022 Reduced 38.48%
19,218 $125,000
Q3 2018

Oct 26, 2018

SELL
$7.6 - $8.42 $2,606 - $2,888
-343 Reduced 1.09%
31,240 $251,000
Q2 2018

Aug 13, 2018

BUY
$7.73 - $8.61 $15,707 - $17,495
2,032 Added 6.88%
31,583 $245,000
Q4 2017

Feb 13, 2018

BUY
$7.68 - $8.82 $82,752 - $95,035
10,775 Added 57.39%
29,551 $257,000
Q3 2017

Nov 13, 2017

BUY
$7.35 - $7.96 $138,003 - $149,456
18,776
18,776 $145,000

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 Dorsey & Whitney Trust CO LLC Portfolio

Follow Dorsey & Whitney Trust CO 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 Dorsey & Whitney Trust CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dorsey & Whitney Trust CO LLC with notifications on news.