Mount Yale Investment Advisors, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 80,612 shares of SMFG stock, worth $1.15 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
80,612
Previous 79,386
1.54%
Holding current value
$1.15 Million
Previous $1.06 Million
4.32%
% of portfolio
0.1%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding SMFG
# of Institutions
351Shares Held
87.9MCall Options Held
3.54MPut Options Held
7.5K-
Morgan Stanley New York, NY16.3MShares$233 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY11.2MShares$160 Million0.02% of portfolio
-
Black Rock Inc. New York, NY6.83MShares$97.5 Million0.0% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA5.03MShares$71.8 Million0.45% of portfolio
-
Wells Fargo & Company San Francisco, CA3.28MShares$46.8 Million0.01% of portfolio
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...