A detailed history of United Capital Financial Advisers, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 85,733 shares of SMFG stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
85,733
Previous 83,720 2.4%
Holding current value
$1.21 Million
Previous $1.12 Million 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$11.38 - $14.48 $22,907 - $29,148
2,013 Added 2.4%
85,733 $1.08 Million
Q2 2024

Aug 14, 2024

BUY
$11.1 - $13.41 $26,062 - $31,486
2,348 Added 2.89%
83,720 $1.12 Million
Q1 2024

May 15, 2024

SELL
$9.6 - $12.33 $81,043 - $104,089
-8,442 Reduced 9.4%
81,372 $957,000
Q4 2023

Feb 14, 2024

BUY
$9.05 - $10.15 $812,816 - $911,612
89,814 New
89,814 $869,000
Q4 2022

Feb 14, 2023

BUY
$5.39 - $8.05 $56,756 - $84,766
10,530 New
10,530 $84,000
Q1 2020

May 15, 2020

SELL
$4.61 - $7.47 $356,205 - $577,191
-77,268 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$6.72 - $7.53 $519,240 - $581,828
77,268 New
77,268 $573,000
Q3 2019

Nov 14, 2019

SELL
$6.36 - $7.15 $971,191 - $1.09 Million
-152,703 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$6.83 - $7.32 $596,873 - $639,694
87,390 Added 133.8%
152,703 $1.08 Million
Q1 2019

May 14, 2019

BUY
$6.62 - $7.44 $40,805 - $45,860
6,164 Added 10.42%
65,313 $459,000
Q4 2018

Feb 14, 2019

SELL
$6.36 - $8.29 $74,170 - $96,677
-11,662 Reduced 16.47%
59,149 $385,000
Q3 2018

Nov 14, 2018

BUY
$7.6 - $8.42 $72,428 - $80,242
9,530 Added 15.55%
70,811 $569,000
Q2 2018

Aug 14, 2018

BUY
$7.73 - $8.61 $98,480 - $109,691
12,740 Added 26.25%
61,281 $476,000
Q1 2018

May 15, 2018

BUY
$8.35 - $9.6 $70,883 - $81,494
8,489 Added 21.19%
48,541 $413,000
Q4 2017

Feb 13, 2018

BUY
$7.68 - $8.82 $80,847 - $92,848
10,527 Added 35.65%
40,052 $348,000
Q3 2017

Nov 14, 2017

SELL
$7.35 - $7.96 $2.5 Million - $2.71 Million
-339,897 Reduced 92.01%
29,525 $228,000
Q2 2017

Aug 14, 2017

BUY
N/A
369,422
369,422 $2.9 Million

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 $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...
More about SMFG
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