A detailed history of O'Shaughnessy Asset Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 523,752 shares of SMFG stock, worth $7.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
523,752
Previous 436,854 19.89%
Holding current value
$7.17 Million
Previous $4.23 Million 45.79%
% of portfolio
0.07%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$9.6 - $12.33 $834,220 - $1.07 Million
86,898 Added 19.89%
523,752 $6.16 Million
Q4 2023

Feb 09, 2024

BUY
$9.05 - $10.15 $396,037 - $444,174
43,761 Added 11.13%
436,854 $4.23 Million
Q3 2023

Nov 13, 2023

BUY
$8.56 - $10.35 $1.13 Million - $1.37 Million
132,361 Added 50.77%
393,093 $3.87 Million
Q2 2023

Aug 11, 2023

BUY
$7.84 - $8.63 $226,332 - $249,139
28,869 Added 12.45%
260,732 $2.24 Million
Q1 2023

May 12, 2023

BUY
$7.66 - $9.03 $297,238 - $350,400
38,804 Added 20.1%
231,863 $1.85 Million
Q4 2022

Feb 10, 2023

SELL
$5.39 - $8.05 $1.18 Million - $1.76 Million
-218,525 Reduced 53.09%
193,059 $1.55 Million
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $209,275 - $1.2 Million
38,050 Added 10.19%
411,584 $2.26 Million
Q2 2022

Aug 11, 2022

SELL
$5.74 - $6.41 $2.26 Million - $2.53 Million
-393,929 Reduced 51.33%
373,534 $2.2 Million
Q1 2022

May 13, 2022

SELL
$6.27 - $7.7 $667,936 - $820,273
-106,529 Reduced 12.19%
767,463 $4.81 Million
Q4 2021

Feb 11, 2022

SELL
$6.47 - $7.04 $400,467 - $435,747
-61,896 Reduced 6.61%
873,992 $5.94 Million
Q3 2021

Nov 10, 2021

BUY
$6.6 - $7.48 $2.96 Million - $3.36 Million
448,744 Added 92.12%
935,888 $6.56 Million
Q2 2021

Aug 09, 2021

BUY
$6.88 - $7.44 $1.01 Million - $1.09 Million
146,348 Added 42.94%
487,144 $3.36 Million
Q1 2021

May 14, 2021

BUY
$6.1 - $7.88 $463,343 - $598,549
75,958 Added 28.68%
340,796 $2.47 Million
Q4 2020

Feb 11, 2021

BUY
$5.4 - $6.23 $37,292 - $43,024
6,906 Added 2.68%
264,838 $1.63 Million
Q3 2020

Nov 12, 2020

BUY
$5.35 - $5.95 $272,293 - $302,831
50,896 Added 24.58%
257,932 $1.44 Million
Q2 2020

Aug 13, 2020

BUY
$4.63 - $6.37 $626,943 - $862,555
135,409 Added 189.05%
207,036 $1.16 Million
Q1 2020

May 13, 2020

BUY
$4.61 - $7.47 $81,679 - $132,353
17,718 Added 32.87%
71,627 $343,000
Q4 2019

Feb 12, 2020

BUY
$6.72 - $7.53 $205,007 - $229,717
30,507 Added 130.36%
53,909 $399,000
Q3 2019

Nov 14, 2019

SELL
$6.36 - $7.15 $23,392 - $26,297
-3,678 Reduced 13.58%
23,402 $160,000
Q2 2019

Aug 07, 2019

BUY
$6.83 - $7.32 $10,606 - $11,367
1,553 Added 6.08%
27,080 $191,000
Q1 2019

May 10, 2019

BUY
$6.62 - $7.44 $12,617 - $14,180
1,906 Added 8.07%
25,527 $0
Q4 2018

Feb 12, 2019

SELL
$6.36 - $8.29 $52,756 - $68,765
-8,295 Reduced 25.99%
23,621 $154,000
Q3 2018

Nov 06, 2018

BUY
$7.6 - $8.42 $10,146 - $11,240
1,335 Added 4.37%
31,916 $256,000
Q2 2018

Aug 10, 2018

BUY
$7.73 - $8.61 $23,808 - $26,518
3,080 Added 11.2%
30,581 $238,000
Q1 2018

May 08, 2018

BUY
$8.35 - $9.6 $169,521 - $194,899
20,302 Added 282.01%
27,501 $234,000
Q4 2017

Feb 13, 2018

BUY
$7.68 - $8.82 $45,166 - $51,870
5,881 Added 446.21%
7,199 $63,000
Q3 2017

Nov 13, 2017

BUY
$7.35 - $7.96 $1,844 - $1,997
251 Added 23.52%
1,318 $10,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,067
1,067 $8,000

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 $93.9B
  • 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...
More about SMFG
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