A detailed history of Morningstar Investment Services LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Morningstar Investment Services LLC holds 84,609 shares of SMFG stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
84,609
Previous 82,665 2.35%
Holding current value
$1.2 Million
Previous $1.08 Million 4.45%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$11.38 - $14.48 $22,122 - $28,149
1,944 Added 2.35%
84,609 $1.03 Million
Q2 2024

Aug 13, 2024

SELL
$11.1 - $13.41 $10,600 - $12,806
-955 Reduced 1.14%
82,665 $1.08 Million
Q1 2024

May 15, 2024

SELL
$9.6 - $12.33 $793,766 - $1.02 Million
-82,684 Reduced 49.72%
83,620 $988,000
Q4 2023

Feb 13, 2024

BUY
$9.05 - $10.15 $762,697 - $855,401
84,276 Added 102.74%
166,304 $1.6 Million
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $37,338 - $45,146
4,362 Added 5.62%
82,028 $827,000
Q2 2023

Aug 14, 2023

BUY
$7.84 - $8.63 $39,380 - $43,348
5,023 Added 6.91%
77,666 $667,000
Q1 2023

May 15, 2023

BUY
$7.66 - $9.03 $556,445 - $655,966
72,643 New
72,643 $581,000
Q4 2022

Feb 10, 2023

SELL
$5.39 - $8.05 $12,903 - $19,271
-2,394 Reduced 3.36%
68,938 $564,000
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $19,679 - $112,707
3,578 Added 5.28%
71,332 $400,000
Q2 2022

Aug 12, 2022

BUY
$5.74 - $6.41 $71,262 - $79,580
12,415 Added 22.43%
67,754 $405,000
Q1 2022

May 10, 2022

BUY
$6.27 - $7.7 $19,123 - $23,485
3,050 Added 5.83%
55,339 $364,000
Q4 2021

Feb 01, 2022

BUY
$6.47 - $7.04 $24,288 - $26,428
3,754 Added 7.73%
52,289 $355,000
Q3 2021

Nov 12, 2021

BUY
$6.6 - $7.48 $57,182 - $64,806
8,664 Added 21.73%
48,535 $352,000
Q2 2021

Aug 12, 2021

BUY
$6.88 - $7.44 $56,347 - $60,933
8,190 Added 25.85%
39,871 $278,000
Q1 2021

May 11, 2021

BUY
$6.1 - $7.88 $25,443 - $32,867
4,171 Added 15.16%
31,681 $236,000
Q4 2020

Feb 11, 2021

SELL
$5.4 - $6.23 $102,022 - $117,703
-18,893 Reduced 40.72%
27,510 $170,000
Q3 2020

Nov 10, 2020

SELL
$5.35 - $5.95 $5,515 - $6,134
-1,031 Reduced 2.17%
46,403 $266,000
Q2 2020

Jul 30, 2020

SELL
$4.63 - $6.37 $12,088 - $16,632
-2,611 Reduced 5.22%
47,434 $268,000
Q1 2020

May 04, 2020

SELL
$4.61 - $7.47 $6,264 - $10,151
-1,359 Reduced 2.64%
50,045 $255,000
Q4 2019

Feb 10, 2020

BUY
$6.72 - $7.53 $26,732 - $29,954
3,978 Added 8.39%
51,404 $381,000
Q3 2019

Nov 12, 2019

SELL
$6.36 - $7.15 $31,405 - $35,306
-4,938 Reduced 9.43%
47,426 $325,000
Q2 2019

Aug 13, 2019

BUY
$6.83 - $7.32 $67,343 - $72,175
9,860 Added 23.2%
52,364 $370,000
Q1 2019

May 13, 2019

SELL
$6.62 - $7.44 $50,384 - $56,625
-7,611 Reduced 15.19%
42,504 $299,000
Q4 2018

Feb 14, 2019

BUY
$6.36 - $8.29 $1,882 - $2,453
296 Added 0.59%
50,115 $326,000
Q3 2018

Nov 08, 2018

SELL
$7.6 - $8.42 $21,576 - $23,904
-2,839 Reduced 5.39%
49,819 $400,000
Q2 2018

Aug 03, 2018

BUY
$7.73 - $8.61 $27,642 - $30,789
3,576 Added 7.29%
52,658 $409,000
Q1 2018

May 10, 2018

BUY
$8.35 - $9.6 $46,952 - $53,980
5,623 Added 12.94%
49,082 $417,000
Q4 2017

Feb 08, 2018

BUY
$7.68 - $8.82 $44,851 - $51,508
5,840 Added 15.52%
43,459 $378,000
Q3 2017

Nov 09, 2017

BUY
$7.35 - $7.96 $276,499 - $299,447
37,619
37,619 $290,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $97.2B
  • 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

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.