Schechter Investment Advisors, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History
Schechter Investment Advisors, LLC
- $853 Million
- Q1 2025
A detailed history of Schechter Investment Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 26,563 shares of SMFG stock, worth $430,586. This represents 0.05% of its overall portfolio holdings.
Number of Shares
26,563
              Previous 35,103
              
        
           24.33%
        
      
          
        Holding current value
$430,586
            Previous $508,000
            
        
           19.29%
        
      
          
        % of portfolio
0.05%
            Previous 0.05%
          
        Shares
	  14 transactions
	
  Others Institutions Holding SMFG
# of Institutions
419Shares Held
111MCall Options Held
3.25MPut Options Held
42.3K- 
    
      Morgan Stanley New York, NY31.3MShares$507 Million0.03% of portfolio
- 
    
      Goldman Sachs Group Inc New York, NY10.7MShares$173 Million0.02% of portfolio
- 
    
      Black Rock Inc. New York, NY6.83MShares$111 Million0.0% of portfolio
- 
    
      Clark Capital Management Group, Inc. Philadelphia, PA6.52MShares$106 Million0.72% of portfolio
- 
    
      Northern Trust Corp Chicago, IL5.6MShares$90.7 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 $111B
- 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...