Glassman Wealth Services Sumitomo Mitsui Financial Group, Inc. Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$9.05 - $10.15 $4,660 - $5,227	515 Added 8.62%	6,492 $62,000
Q3 2023 Nov 13, 2023	BUY	$8.56 - $10.35 $5,136 - $6,210	600 Added 11.16%	5,977 $58,000
Q2 2023 Aug 08, 2023	BUY	$7.84 - $8.63 $2,673 - $2,942	341 Added 6.77%	5,377 $46,000
Q1 2023 May 04, 2023	BUY	$7.66 - $9.03 $10,716 - $12,632	1,399 Added 38.47%	5,036 $40,000
Q4 2022 Feb 06, 2023	SELL	$5.39 - $8.05 $3,422 - $5,111	-635 Reduced 14.86%	3,637 $29,000
Q3 2022 Nov 09, 2022	BUY	$5.5 - $31.5 $8,074 - $46,242	1,468 Added 52.35%	4,272 $23,000
Q2 2022 Aug 04, 2022	SELL	$5.74 - $6.41 $1,687 - $1,884	-294 Reduced 9.49%	2,804 $17,000
Q1 2022 Aug 23, 2022	BUY	$6.27 - $7.7 $996 - $1,224	159 Added 5.41%	3,098 $19,000
Q1 2022 Apr 14, 2022	BUY	$6.27 - $7.7 $3,530 - $4,335	563 Added 23.7%	2,939 $18,000
Q4 2021 Feb 14, 2022	BUY	$6.47 - $7.04 $3,409 - $3,710	527 Added 28.5%	2,376 $16,000
Q3 2021 Nov 10, 2021	BUY	$6.6 - $7.48 $1,597 - $1,810	242 Added 15.06%	1,849 $13,000
Q2 2021 Aug 04, 2021	BUY	$6.88 - $7.44 $55 - $59	8 Added 0.5%	1,607 $11,000
Q1 2021 May 05, 2021	BUY	$6.1 - $7.88 $750 - $969	123 Added 8.33%	1,599 $12,000
Q4 2020 Feb 04, 2021	BUY	$5.4 - $6.23 $4,951 - $5,712	917 Added 164.04%	1,476 $9,000
Q3 2020 Nov 09, 2020	BUY	$5.35 - $5.95 $1,599 - $1,779	299 Added 115.0%	559 $3,000
Q2 2020 Aug 06, 2020	BUY	$4.63 - $6.37 $1,203 - $1,656	260 New	260 $1,000
Q1 2020 May 12, 2020	SELL	$4.61 - $7.47 $387 - $627	-84 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$6.72 - $7.53 $564 - $632	84 New	84 $1,000
Q4 2018 Feb 06, 2019	SELL	$6.36 - $8.29 $9,622 - $12,542	-1,513 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$7.6 - $8.42 $7,204 - $7,982	948 Added 167.79%	1,513 $12,000
Q4 2017 Feb 06, 2018	BUY	$7.68 - $8.82 $4,339 - $4,983	565	565 $5,000

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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