Loring Wolcott & Coolidge Fiduciary Advisors LLP Sumitomo Mitsui Financial Group, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$6.6 - $7.48 $10,124 - $11,474	-1,534 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$6.88 - $7.44 $10,553 - $11,412	1,534 New	1,534 $11,000

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

$236 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

11.2M
Shares

$163 Million
0.02% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$98.9 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.03M
Shares

$72.8 Million
0.45% of portfolio
Wells Fargo & Company San Francisco, CA

3.28M
Shares

$47.5 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 $99.3B
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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