Janney Montgomery Scott LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Janney Montgomery Scott LLC

$35.8 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$8.56 - $10.35 $291 - $351	-34 Reduced 0.07%	49,223 $485,000
Q2 2023 Jul 26, 2023	SELL	$7.84 - $8.63 $5,856 - $6,446	-747 Reduced 1.49%	49,257 $424,000
Q1 2023 Apr 28, 2023	SELL	$7.66 - $9.03 $313,370 - $369,417	-40,910 Reduced 45.0%	50,004 $400,000
Q4 2022 Feb 01, 2023	BUY	$5.39 - $8.05 $45,750 - $68,328	8,488 Added 10.3%	90,914 $729,000
Q3 2022 Oct 25, 2022	BUY	$5.5 - $31.5 $19,844 - $113,652	3,608 Added 4.58%	82,426 $453,000
Q2 2022 Aug 03, 2022	BUY	$5.74 - $6.41 $55,982 - $62,516	9,753 Added 14.12%	78,818 $465,000
Q1 2022 May 04, 2022	BUY	$6.27 - $7.7 $1,448 - $1,778	231 Added 0.34%	69,065 $433,000
Q4 2021 Jan 27, 2022	BUY	$6.47 - $7.04 $20,451 - $22,253	3,161 Added 4.81%	68,834 $467,000
Q3 2021 Oct 29, 2021	BUY	$6.6 - $7.48 $13,635 - $15,453	2,066 Added 3.25%	65,673 $460,000
Q2 2021 Jul 26, 2021	BUY	$6.88 - $7.44 $27,114 - $29,321	3,941 Added 6.61%	63,607 $438,000
Q1 2021 Apr 27, 2021	BUY	$6.1 - $7.88 $1,134 - $1,465	186 Added 0.31%	59,666 $433,000
Q4 2020 Jan 25, 2021	BUY	$5.4 - $6.23 $19,375 - $22,353	3,588 Added 6.42%	59,480 $367,000
Q3 2020 Nov 06, 2020	BUY	$5.35 - $5.95 $6,307 - $7,015	1,179 Added 2.15%	55,892 $312,000
Q2 2020 Jul 23, 2020	BUY	$4.63 - $6.37 $7,602 - $10,459	1,642 Added 3.09%	54,713 $307,000
Q1 2020 Apr 30, 2020	BUY	$4.61 - $7.47 $182,768 - $296,155	39,646 Added 295.31%	53,071 $254,000
Q4 2019 Jan 21, 2020	BUY	$6.72 - $7.53 $10,207 - $11,438	1,519 Added 12.76%	13,425 $99,000
Q3 2019 Oct 29, 2019	SELL	$6.36 - $7.15 $1.18 Million - $1.32 Million	-184,849 Reduced 93.95%	11,906 $81,000
Q2 2019 Jul 29, 2019	SELL	$6.83 - $7.32 $138,860 - $148,822	-20,331 Reduced 9.37%	196,755 $1.39 Million
Q1 2019 Apr 30, 2019	BUY	$6.62 - $7.44 $75,626 - $84,994	11,424 Added 5.55%	217,086 $1.53 Million
Q4 2018 Feb 01, 2019	SELL	$6.36 - $8.29 $88,155 - $114,907	-13,861 Reduced 6.31%	205,662 $1.34 Million
Q3 2018 Nov 05, 2018	SELL	$7.6 - $8.42 $749,078 - $829,900	-98,563 Reduced 30.99%	219,523 $1.76 Million
Q2 2018 Jul 24, 2018	BUY	$7.73 - $8.61 $124,445 - $138,612	16,099 Added 5.33%	318,086 $2.47 Million
Q1 2018 Apr 19, 2018	BUY	$8.35 - $9.6 $193,845 - $222,864	23,215 Added 8.33%	301,987 $2.57 Million
Q4 2017 Feb 14, 2018	BUY	$7.68 - $8.82 $331,645 - $380,874	43,183 Added 18.33%	278,772 $2.42 Million
Q3 2017 Nov 15, 2017	BUY	$7.35 - $7.96 $1.73 Million - $1.88 Million	235,589	235,589 $1.82 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.

Account