Mount Yale Investment Advisors, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 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 61,519 shares of SMFG stock, worth $940,625. This represents 0.07% of its overall portfolio holdings.
Number of Shares
61,519
Previous 80,612
23.69%
Holding current value
$940,625
Previous $1.02 Million
12.48%
% of portfolio
0.07%
Previous 0.1%
Shares
23 transactions
Others Institutions Holding SMFG
# of Institutions
375Shares Held
95.2MCall Options Held
3.49MPut Options Held
24.1K-
Morgan Stanley New York, NY23.7MShares$362 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY11.2MShares$172 Million0.03% of portfolio
-
Black Rock Inc. New York, NY6.83MShares$104 Million0.0% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA6.38MShares$97.6 Million0.67% of portfolio
-
Northern Trust Corp Chicago, IL5.03MShares$76.9 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 $105B
- 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...