A detailed history of Wetherby Asset Management Inc transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 175,633 shares of SMFG stock, worth $2.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
175,633
Previous 171,601 2.35%
Holding current value
$2.4 Million
Previous $1.66 Million 24.44%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 15, 2024

BUY
$9.6 - $12.33 $38,707 - $49,714
4,032 Added 2.35%
175,633 $2.07 Million
Q4 2023

Feb 14, 2024

BUY
$9.05 - $10.15 $18 - $20
2 Added 0.0%
171,601 $1.66 Million
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $53,226 - $64,356
6,218 Added 3.76%
171,599 $1.69 Million
Q2 2023

Aug 14, 2023

BUY
$7.84 - $8.63 $59,725 - $65,743
7,618 Added 4.83%
165,381 $1.42 Million
Q1 2023

May 12, 2023

SELL
$7.66 - $9.03 $84,535 - $99,655
-11,036 Reduced 6.54%
157,763 $1.26 Million
Q4 2022

Feb 14, 2023

SELL
$5.39 - $8.05 $126,045 - $188,249
-23,385 Reduced 12.17%
168,799 $1.35 Million
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $269,560 - $1.54 Million
49,011 Added 34.23%
192,184 $1.06 Million
Q2 2022

Aug 15, 2022

SELL
$5.74 - $6.41 $163,056 - $182,088
-28,407 Reduced 16.56%
143,173 $845,000
Q1 2022

May 16, 2022

BUY
$6.27 - $7.7 $84,544 - $103,826
13,484 Added 8.53%
171,580 $1.08 Million
Q4 2021

Feb 14, 2022

BUY
$6.47 - $7.04 $129,238 - $140,624
19,975 Added 14.46%
158,096 $1.07 Million
Q3 2021

Nov 15, 2021

SELL
$6.6 - $7.48 $22,110 - $25,058
-3,350 Reduced 2.37%
138,121 $968,000
Q2 2021

Aug 16, 2021

BUY
$6.88 - $7.44 $58,032 - $62,756
8,435 Added 6.34%
141,471 $975,000
Q1 2021

May 14, 2021

SELL
$6.1 - $7.88 $3,904 - $5,043
-640 Reduced 0.48%
133,036 $964,000
Q4 2020

Feb 11, 2021

BUY
$5.4 - $6.23 $668,520 - $771,274
123,800 Added 1253.54%
133,676 $825,000
Q3 2020

Dec 16, 2020

SELL
$5.35 - $5.95 $57,651 - $64,117
-10,776 Reduced 8.37%
117,955 $659,000
Q3 2020

Dec 16, 2020

SELL
$5.35 - $5.95 $578,222 - $643,070
-108,079 Reduced 91.63%
9,876 $55,000
Q3 2020

Nov 13, 2020

SELL
$5.35 - $5.95 $18,618 - $20,706
-3,480 Reduced 2.63%
128,731 $720,000
Q2 2020

Aug 14, 2020

BUY
$4.63 - $6.37 $194,191 - $267,170
41,942 Added 46.46%
132,211 $743,000
Q1 2020

May 06, 2020

SELL
$4.61 - $7.47 $144,431 - $234,035
-31,330 Reduced 25.77%
90,269 $432,000
Q4 2019

Jan 28, 2020

BUY
$6.72 - $7.53 $1,411 - $1,581
210 Added 0.17%
121,599 $901,000
Q3 2019

Oct 31, 2019

SELL
$6.36 - $7.15 $36,156 - $40,647
-5,685 Reduced 4.47%
121,389 $831,000
Q2 2019

Jul 25, 2019

BUY
$6.83 - $7.32 $147,616 - $158,207
21,613 Added 20.49%
127,074 $897,000
Q1 2019

May 09, 2019

BUY
$6.62 - $7.44 $12,074 - $13,570
1,824 Added 1.76%
105,461 $742,000
Q4 2018

Jan 30, 2019

SELL
$6.36 - $8.29 $87,112 - $113,548
-13,697 Reduced 11.67%
103,637 $674,000
Q3 2018

Nov 07, 2018

BUY
$7.6 - $8.42 $77,102 - $85,420
10,145 Added 9.46%
117,334 $942,000
Q2 2018

Jul 24, 2018

SELL
$7.73 - $8.61 $24,364 - $27,138
-3,152 Reduced 2.86%
107,189 $833,000
Q1 2018

May 04, 2018

BUY
$8.35 - $9.6 $12,775 - $14,688
1,530 Added 1.41%
110,341 $938,000
Q4 2017

Feb 09, 2018

BUY
$7.68 - $8.82 $5,391 - $6,191
702 Added 0.65%
108,811 $946,000
Q3 2017

Nov 13, 2017

BUY
$7.35 - $7.96 $794,601 - $860,547
108,109
108,109 $834,000

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 $93.6B
  • 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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