Latest Institutional Transactions on Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information on the latest institutional transactions involving Sumitomo Mitsui Financial Group, Inc. (SMFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 6.27% |
$21.7K - $27.3K
|
30K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
136+ 13.98% |
$1.67K - $2.1K
|
1.11K
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$168K - $211K
|
13.7K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-328K- 67.61% |
$4.03M - $5.06M
|
157K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 14.51% |
$50.7K - $63.7K
|
24.4K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$13.5K - $17K
|
1.1K
$16.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 127.36% |
$137K - $172K
|
19.9K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.74K- 7.57% |
$33.6K - $42.2K
|
33.4K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39.9K- 76.43% |
$489K - $614K
|
12.3K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
9.22K+ 30.17% |
$113K - $142K
|
39.8K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$160 - $200
|
16K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.96K- 1.15% |
$24.1K - $30.2K
|
169K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
323New |
$3.96K - $4.98K
|
323
$4.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-282- 80.11% |
$3.46K - $4.35K
|
70
$1.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.9KNew |
$72.4K - $90.9K
|
5.9K
$87.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.69K+ 23.92% |
$57.5K - $72.2K
|
24.3K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.3K+ 20.43% |
$200K - $251K
|
96.2K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
395+ 32.86% |
$4.85K - $6.09K
|
1.6K
$23.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
158+ 27.48% |
$1.94K - $2.43K
|
733
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-375- 2.93% |
$4.6K - $5.78K
|
12.4K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 12.51% |
$23.6K - $29.6K
|
13.4K
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.85K- 0.72% |
$22.7K - $28.5K
|
255K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.45K+ 14.21% |
$17.8K - $22.3K
|
11.7K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
250K+ 76.33% |
$3.06M - $3.85M
|
576K
$8.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
223+ 1.73% |
$2.74K - $3.44K
|
13.1K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.2KNew |
$395K - $496K
|
32.2K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
58New |
$712 - $894
|
58
$863
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
94+ 0.93% |
$1.15K - $1.45K
|
10.2K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 6.65% |
$12.5K - $15.6K
|
16.3K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-180- 1.59% |
$2.21K - $2.77K
|
11.2K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.78K+ 79.82% |
$108K - $135K
|
19.8K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.2KNew |
$150K - $189K
|
12.2K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.54K+ 4.75% |
$31.2K - $39.1K
|
56K
$833K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$129K - $161K
|
10.5K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-183- 1.05% |
$2.25K - $2.82K
|
17.3K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-995- 2.67% |
$12.2K - $15.3K
|
36.2K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
18.4K+ 59.9% |
$226K - $284K
|
49.2K
$731K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
940+ 36.78% |
$11.5K - $14.5K
|
3.5K
$52K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.53K+ 11.04% |
$31K - $38.9K
|
25.4K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47+ 9.42% |
$577 - $724
|
546
$8.12K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
74+ 0.03% |
$908 - $1.14K
|
296K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.36K+ 8.34% |
$16.6K - $20.9K
|
17.6K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.15K- 15.05% |
$26.3K - $33.1K
|
12.1K
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-27- 0.21% |
$331 - $416
|
12.9K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-259- 1.22% |
$3.18K - $3.99K
|
21K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-853- 0.15% |
$10.5K - $13.1K
|
560K
$8.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.1K- 9.02% |
$186K - $233K
|
153K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.93K+ 1.5% |
$23.6K - $29.7K
|
131K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.28% |
$1.91K - $2.4K
|
56.2K
$836K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 99.92% |
$15.9K - $19.9K
|
1
$14.9
|