Stephens Inc Sumitomo Mitsui Financial Group, Inc. Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$8.56 - $10.35 $9,184 - $11,105	-1,073 Reduced 6.13%	16,436 $161,000
Q2 2023 Aug 14, 2023	SELL	$7.84 - $8.63 $16,095 - $17,717	-2,053 Reduced 10.49%	17,509 $150,000
Q1 2023 May 15, 2023	SELL	$7.66 - $9.03 $24,833 - $29,275	-3,242 Reduced 14.22%	19,562 $156,000
Q4 2022 Jan 25, 2023	BUY	$5.39 - $8.05 $23,478 - $35,065	4,356 Added 23.61%	22,804 $183,000
Q3 2022 Nov 02, 2022	BUY	$5.5 - $31.5 $401 - $2,299	73 Added 0.4%	18,448 $101,000
Q2 2022 Aug 03, 2022	SELL	$5.74 - $6.41 $1,618 - $1,807	-282 Reduced 1.51%	18,375 $108,000
Q1 2022 May 04, 2022	SELL	$6.27 - $7.7 $33,763 - $41,464	-5,385 Reduced 22.4%	18,657 $117,000
Q4 2021 Mar 07, 2022	SELL	$6.47 - $7.04 $298,144 - $324,410	-46,081 Reduced 65.71%	24,042 $163,000
Q3 2021 Oct 27, 2021	BUY	$6.6 - $7.48 $117,856 - $133,570	17,857 Added 34.17%	70,123 $492,000
Q2 2021 Aug 12, 2021	BUY	$6.88 - $7.44 $359,590 - $388,859	52,266 New	52,266 $360,000
Q1 2020 May 14, 2020	SELL	$4.61 - $7.47 $68,287 - $110,653	-14,813 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$6.72 - $7.53 $5,537 - $6,204	824 Added 5.89%	14,813 $110,000
Q3 2019 Oct 18, 2019	BUY	$6.36 - $7.15 $5,399 - $6,070	849 Added 6.46%	13,989 $96,000
Q2 2019 Aug 01, 2019	SELL	$6.83 - $7.32 $83,578 - $89,574	-12,237 Reduced 48.22%	13,140 $93,000
Q1 2019 May 03, 2019	BUY	$6.62 - $7.44 $1,198 - $1,346	181 Added 0.72%	25,377 $178,000
Q4 2018 Feb 11, 2019	BUY	$6.36 - $8.29 $5,386 - $7,021	847 Added 3.48%	25,196 $164,000
Q3 2018 Nov 14, 2018	BUY	$7.6 - $8.42 $185,052 - $205,018	24,349 New	24,349 $196,000
Q3 2017 Nov 08, 2017	SELL	$7.35 - $7.96 $82,209 - $89,032	-11,185 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	11,185	11,185 $88,000

Others Institutions Holding SMFG

# of Institutions

351

Shares Held

87.9M

Call Options Held

3.54M

Put Options Held

7.5K

Morgan Stanley New York, NY

16.3M
Shares

$229 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

11.2M
Shares

$158 Million
0.02% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$96 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.03M
Shares

$70.7 Million
0.45% of portfolio
Wells Fargo & Company San Francisco, CA

3.28M
Shares

$46.1 Million
0.01% of portfolio

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $96.4B
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...

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