Inspire Investing, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Inspire Investing, LLC

$959 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$9.6 - $12.33 $97,449 - $125,161	10,151 New	10,151 $119,000
Q3 2023 Oct 26, 2023	SELL	$8.56 - $10.35 $3,312 - $4,005	-387 Reduced 3.38%	11,047 $108,000
Q2 2023 Jul 31, 2023	BUY	$7.84 - $8.63 $2,085 - $2,295	266 Added 2.38%	11,434 $98,000
Q1 2023 Apr 24, 2023	SELL	$7.66 - $9.03 $27,215 - $32,083	-3,553 Reduced 24.14%	11,168 $89,000
Q4 2022 Jan 26, 2023	SELL	$5.39 - $8.05 $4,770 - $7,124	-885 Reduced 5.67%	14,721 $0
Q3 2022 Nov 07, 2022	BUY	$5.5 - $31.5 $269 - $1,543	49 Added 0.31%	15,606 $86,000
Q2 2022 Aug 10, 2022	BUY	$5.74 - $6.41 $4,792 - $5,352	835 Added 5.67%	15,557 $92,000
Q1 2022 Apr 21, 2022	SELL	$6.27 - $7.7 $5,197 - $6,383	-829 Reduced 5.33%	14,722 $92,000
Q4 2021 Feb 14, 2022	BUY	$6.47 - $7.04 $16,660 - $18,128	2,575 Added 19.84%	15,551 $106,000
Q4 2021 Feb 03, 2022	SELL	$6.47 - $7.04 $15,398 - $16,755	-2,380 Reduced 15.5%	12,976 $88,000
Q3 2021 Nov 09, 2021	BUY	$6.6 - $7.48 $5,451 - $6,178	826 Added 5.68%	15,356 $108,000
Q2 2021 Aug 10, 2021	BUY	$6.88 - $7.44 $4,148 - $4,486	603 Added 4.33%	14,530 $100,000
Q1 2021 Apr 30, 2021	SELL	$6.1 - $7.88 $2,324 - $3,002	-381 Reduced 2.66%	13,927 $101,000
Q4 2020 Feb 12, 2021	BUY	$5.4 - $6.23 $5,032 - $5,806	932 Added 6.97%	14,308 $88,000
Q3 2020 Nov 16, 2020	BUY	$5.35 - $5.95 $6,222 - $6,919	1,163 Added 9.52%	13,376 $75,000
Q2 2020 Aug 12, 2020	BUY	$4.63 - $6.37 $1,236 - $1,700	267 Added 2.24%	12,213 $69,000
Q1 2020 May 08, 2020	BUY	$4.61 - $7.47 $5,255 - $8,515	1,140 Added 10.55%	11,946 $57,000
Q4 2019 Jan 24, 2020	BUY	$6.72 - $7.53 $72,616 - $81,369	10,806 New	10,806 $80,000
Q1 2018 Apr 13, 2018	SELL	$8.35 - $9.6 $63,526 - $73,036	-7,608 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	$7.68 - $8.82 $58,429 - $67,102	7,608	7,608 $66,000

Others Institutions Holding SMFG

# of Institutions

353

Shares Held

87.8M

Call Options Held

3.54M

Put Options Held

7.5K

Morgan Stanley New York, NY

16.3M
Shares

$230 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

11.2M
Shares

$158 Million
0.02% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$96.1 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.03M
Shares

$70.8 Million
0.45% of portfolio
Wells Fargo & Company San Francisco, CA

3.28M
Shares

$46.2 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 $96.5B
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

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