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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.22K- 11.04% |
$9.35K - $11K
|
9.84K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-426K- 77.28% |
$3.26M - $3.85M
|
125K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-109K- 53.86% |
$835K - $984K
|
93.4K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-229- 5.0% |
$1.75K - $2.07K
|
4.35K
$61.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
374New |
$2.86K - $3.38K
|
374
$5.26K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
52.7KNew |
$404K - $476K
|
52.7K
$741K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-98.3K- 50.11% |
$753K - $888K
|
97.8K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$429 - $506
|
56
$787
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2KNew |
$15.3K - $18.1K
|
2K
$28.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101New |
$774 - $912
|
101
$1.42K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$87.1K - $103K
|
11.4K
$160K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
183New |
$986 - $1.47K
|
183
$2.57K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
10.1KNew |
$54.5K - $81.4K
|
10.1K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
396KNew |
$2.13M - $3.18M
|
396K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-977- 5.07% |
$5.27K - $7.86K
|
18.3K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-537- 4.02% |
$2.89K - $4.32K
|
12.8K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.5KNew |
$13.5K - $20.1K
|
2.5K
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-61- 0.51% |
$329 - $491
|
11.8K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.5KNew |
$105K - $157K
|
19.5K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
86New |
$464 - $692
|
86
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$77.3K - $116K
|
14.4K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
63.5K+ 103.08% |
$342K - $511K
|
125K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.73KNew |
$14.7K - $22K
|
2.73K
$38.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
56.7KNew |
$306K - $457K
|
56.7K
$797K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
228+ 2.14% |
$1.23K - $1.84K
|
10.9K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
124New |
$668 - $998
|
124
$1.74K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-928- 0.24% |
$5K - $7.47K
|
388K
$5.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.8KNew |
$79.8K - $119K
|
14.8K
$208K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-396- 47.48% |
$2.13K - $3.19K
|
438
$6.16K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.26K- 1.0% |
$6.8K - $10.2K
|
125K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
220KNew |
$1.19M - $1.77M
|
220K
$3.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
985New |
$5.31K - $7.93K
|
985
$13.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
232New |
$1.25K - $1.87K
|
232
$3.26K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
250+ 1.84% |
$1.35K - $2.01K
|
13.8K
$195K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 97.3% |
$970 - $1.45K
|
5
$70.3
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
64New |
$345 - $515
|
64
$900
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 20.83% |
$27.5 - $158
|
19
$267
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
335New |
$1.84K - $10.6K
|
335
$4.71K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$65.4K - $375K
|
11.9K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
271New |
$1.49K - $8.54K
|
271
$3.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-928- 54.94% |
$5.1K - $29.2K
|
761
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$985 - $5.64K
|
179
$2.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.06KNew |
$5.82K - $33.4K
|
1.06K
$14.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
860+ 47.62% |
$4.73K - $27.1K
|
2.67K
$37.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-89.4K- 67.55% |
$492K - $2.82M
|
42.9K
$604K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.27KNew |
$23.5K - $135K
|
4.27K
$60.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.12KNew |
$6.18K - $35.4K
|
1.12K
$15.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$91K - $521K
|
16.5K
$233K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
705New |
$3.88K - $22.2K
|
705
$9.91K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54.7KNew |
$301K - $1.72M
|
54.7K
$768K
|
|