F Dx Advisors, Inc. Sumitomo Mitsui Financial Group, Inc. Transaction History

F Dx Advisors, Inc.

$367 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$8.56 - $10.35 $29,078 - $35,158	-3,397 Reduced 23.77%	10,893 $107,000
Q2 2023 Jul 17, 2023	SELL	$7.84 - $8.63 $52,724 - $58,036	-6,725 Reduced 32.0%	14,290 $122,000
Q4 2022 Feb 09, 2023	SELL	$5.39 - $8.05 $6,618 - $9,885	-1,228 Reduced 5.52%	21,015 $169,000
Q3 2022 Nov 10, 2022	BUY	$5.5 - $31.5 $2,139 - $12,253	389 Added 1.78%	22,243 $122,000
Q2 2022 Aug 03, 2022	SELL	$5.74 - $6.41 $51,499 - $57,510	-8,972 Reduced 29.11%	21,854 $129,000
Q1 2022 May 03, 2022	BUY	$6.27 - $7.7 $98,990 - $121,567	15,788 Added 104.99%	30,826 $193,000
Q4 2021 Feb 01, 2022	BUY	$6.47 - $7.04 $5,176 - $5,632	800 Added 5.62%	15,038 $102,000
Q3 2021 Oct 08, 2021	BUY	$6.6 - $7.48 $93,970 - $106,500	14,238 New	14,238 $100,000
Q3 2020 Nov 12, 2020	SELL	$5.35 - $5.95 $54,784 - $60,928	-10,240 Closed	0 $0
Q2 2020 Jul 22, 2020	BUY	$4.63 - $6.37 $9,797 - $13,478	2,116 Added 26.05%	10,240 $58,000
Q1 2020 May 13, 2020	SELL	$4.61 - $7.47 $82,680 - $133,974	-17,935 Reduced 68.82%	8,124 $254,000
Q4 2019 Feb 12, 2020	SELL	$6.72 - $7.53 $36,375 - $40,759	-5,413 Reduced 17.2%	26,059 $193,000
Q3 2019 Nov 07, 2019	SELL	$6.36 - $7.15 $179,695 - $202,016	-28,254 Reduced 47.31%	31,472 $215,000
Q2 2019 Jul 19, 2019	BUY	$6.83 - $7.32 $41,314 - $44,278	6,049 Added 11.27%	59,726 $422,000
Q1 2019 May 14, 2019	BUY	$6.62 - $7.44 $30,028 - $33,747	4,536 Added 9.23%	53,677 $377,000
Q4 2018 Apr 29, 2019	SELL	$6.36 - $8.29 $9,724 - $12,675	-1,529 Reduced 3.02%	49,141 $320,000
Q4 2018 Feb 07, 2019	SELL	$6.36 - $8.29 $68,490 - $89,275	-10,769 Reduced 17.53%	50,670 $330,000
Q3 2018 Nov 13, 2018	BUY	$7.6 - $8.42 $6,954 - $7,704	915 Added 1.51%	61,439 $493,000
Q2 2018 Aug 08, 2018	SELL	$7.73 - $8.61 $428,357 - $477,123	-55,415 Reduced 47.8%	60,524 $470,000
Q1 2018 May 02, 2018	SELL	$8.35 - $9.6 $204,850 - $235,516	-24,533 Reduced 17.46%	115,939 $985,000
Q4 2017 Feb 09, 2018	BUY	$7.68 - $8.82 $683,788 - $785,288	89,035 Added 173.1%	140,472 $1.22 Million
Q3 2017 Nov 03, 2017	SELL	$7.35 - $7.96 $79,578 - $86,182	-10,827 Reduced 17.39%	51,437 $397,000
Q2 2017 Aug 11, 2017	BUY	N/A	62,264	62,264 $489,000

Others Institutions Holding SMFG

# of Institutions

351

Shares Held

87.9M

Call Options Held

3.54M

Put Options Held

7.5K

Morgan Stanley New York, NY

16.3M
Shares

$233 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

11.2M
Shares

$160 Million
0.02% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$97.5 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.03M
Shares

$71.8 Million
0.45% of portfolio
Wells Fargo & Company San Francisco, CA

3.28M
Shares

$46.8 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 $97.9B
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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