A detailed history of Naviter Wealth, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 138,145 shares of SMFG stock, worth $1.99 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
138,145
Previous 143,522 3.75%
Holding current value
$1.99 Million
Previous $1.92 Million 9.36%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 16, 2024

SELL
$11.38 - $14.48 $61,190 - $77,858
-5,377 Reduced 3.75%
138,145 $1.74 Million
Q2 2024

Aug 01, 2024

BUY
$11.1 - $13.41 $114,063 - $137,801
10,276 Added 7.71%
143,522 $1.92 Million
Q1 2024

Apr 18, 2024

BUY
$9.6 - $12.33 $168,547 - $216,477
17,557 Added 15.18%
133,246 $1.57 Million
Q4 2023

Feb 05, 2024

BUY
$9.05 - $10.15 $211,462 - $237,164
23,366 Added 25.31%
115,689 $1.12 Million
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $39,872 - $48,210
4,658 Added 5.31%
92,323 $909,000
Q2 2023

Jul 20, 2023

BUY
$7.84 - $8.63 $82,484 - $90,796
10,521 Added 13.64%
87,665 $753,000
Q1 2023

Apr 12, 2023

BUY
$7.66 - $9.03 $66,818 - $78,768
8,723 Added 12.75%
77,144 $617,000
Q4 2022

Jan 31, 2023

BUY
$5.39 - $8.05 $19,015 - $28,400
3,528 Added 5.44%
68,421 $548,000
Q3 2022

Oct 27, 2022

BUY
$5.5 - $31.5 $15,218 - $87,160
2,767 Added 4.45%
64,893 $357,000
Q2 2022

Jul 18, 2022

BUY
$5.74 - $6.41 $356,603 - $398,227
62,126 New
62,126 $367,000

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 $98.5B
  • 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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