Svb Wealth LLC Sumitomo Mitsui Tr Hldgs Inc S Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$4.16 - $4.76 $10,083 - $11,538	-2,424 Reduced 13.8%	15,139 $70,000
Q1 2024 May 15, 2024	SELL	$3.78 - $4.55 $5,269 - $6,342	-1,394 Reduced 7.35%	17,563 $76,000
Q4 2023 Jan 30, 2024	BUY	$3.49 - $3.94 $9,440 - $10,657	2,705 Added 16.64%	18,957 $71,000
Q3 2023 Oct 23, 2023	SELL	$3.48 - $4.03 $3,486 - $4,038	-1,002 Reduced 5.81%	16,252 $60,000
Q2 2023 Jul 24, 2023	BUY	$3.4 - $3.76 $2,006 - $2,218	590 Added 3.54%	17,254 $60,000
Q1 2023 May 12, 2023	BUY	$3.37 - $3.83 $3,073 - $3,492	912 Added 5.79%	16,664 $56,000
Q4 2022 Feb 10, 2023	BUY	$2.79 - $3.44 $6,843 - $8,438	2,453 Added 18.44%	15,752 $54,000
Q3 2022 Nov 09, 2022	BUY	$2.78 - $3.39 $36,971 - $45,083	13,299 New	13,299 $37,000

Others Institutions Holding SUTNY

# of Institutions

8

Shares Held

892K

Call Options Held

0

Put Options Held

0

About SUMITOMO MITSUI TR HLDGS INC S

Ticker SUTNY
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 3,678,599,936
Market Cap $19.1B

More about SUTNY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.