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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.12K+ 49.77% |
$112K - $141K
|
27.5K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
794New |
$9.71K - $12.3K
|
794
$11.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.1K+ 4.1% |
$25.6K - $32.4K
|
53.2K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-356- 0.21% |
$4.35K - $5.5K
|
170K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
5.68K+ 2.19% |
$69.5K - $87.9K
|
266K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.61K+ 65.62% |
$117K - $148K
|
24.2K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.25K- 8.04% |
$27.5K - $34.7K
|
25.7K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1K- 3.94% |
$12.3K - $15.5K
|
24.4K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.83K- 26.24% |
$46.8K - $59.2K
|
10.8K
$159K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
376+ 79.66% |
$4.6K - $5.81K
|
848
$12.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 3.55% |
$97K - $123K
|
215K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
685+ 83.54% |
$8.38K - $10.6K
|
1.51K
$22.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-376- 1.05% |
$4.6K - $5.81K
|
35.4K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
679+ 51.63% |
$8.3K - $10.5K
|
1.99K
$29.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.7KNew |
$131K - $166K
|
10.7K
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-878- 36.52% |
$10.7K - $13.6K
|
1.53K
$22.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 2.12% |
$18K - $22.8K
|
70.9K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-442- 10.68% |
$5.41K - $6.83K
|
3.7K
$54.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 5.19% |
$17.6K - $22.2K
|
29.2K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 19.64% |
$135 - $170
|
45
$665
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.2K+ 13.42% |
$320K - $405K
|
221K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.38K- 33.16% |
$103K - $130K
|
16.9K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 32.43% |
$41.4K - $52.3K
|
13.8K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7K+ 4.4% |
$85.6K - $108K
|
166K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
125+ 92.59% |
$1.53K - $1.93K
|
260
$3.84K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.09K+ 6.21% |
$13.4K - $16.9K
|
18.7K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
273+ 120.8% |
$3.34K - $4.22K
|
499
$7.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-218- 1.27% |
$2.67K - $3.37K
|
16.9K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.82K+ 13.14% |
$34.4K - $43.5K
|
24.2K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
169KNew |
$2.07M - $2.62M
|
169K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-54.3K- 76.03% |
$664K - $839K
|
17.1K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-350- 2.83% |
$4.28K - $5.41K
|
12K
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-43K- 5.17% |
$526K - $665K
|
789K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9.88K+ 43.85% |
$121K - $153K
|
32.4K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.97K+ 8.81% |
$60.8K - $76.8K
|
61.4K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
185+ 2.12% |
$2.26K - $2.86K
|
8.9K
$131K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.18K+ 1.88% |
$51.1K - $64.6K
|
226K
$3.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649+ 49.85% |
$7.94K - $10K
|
1.95K
$28.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.51K+ 24.44% |
$104K - $132K
|
43.3K
$640K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.26K- 6.9% |
$27.7K - $35K
|
30.6K
$451K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 1.91% |
$13.5K - $17K
|
56.6K
$835K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-226- 0.41% |
$2.76K - $3.49K
|
55K
$812K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
433+ 1.5% |
$5.3K - $6.69K
|
29.3K
$433K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.7K+ 732.52% |
$38.2K - $45.2K
|
3.07K
$45.4K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
88New |
$1.24K - $1.47K
|
88
$1.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.11K- 39.97% |
$29.8K - $35.2K
|
3.16K
$46.7K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
30.5K+ 336.41% |
$431K - $510K
|
39.6K
$585K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-219- 22.12% |
$3.09K - $3.66K
|
771
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.2K+ 3.62% |
$907K - $1.07M
|
1.84M
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-390- 0.39% |
$5.51K - $6.52K
|
100K
$1.48M
|
|