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 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.03KClosed |
$6.47K - $7.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-401Closed |
$2.51K - $3.09K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.1KClosed |
$113K - $139K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11.9KClosed |
$74.8K - $91.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.1KClosed |
$120K - $147K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-225- 13.24% |
$1.41K - $1.73K
|
1.47K
$20.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-701Closed |
$4.4K - $5.4K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-12.3KClosed |
$77.3K - $94.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
11.6KNew |
$74.8K - $81.3K
|
11.6K
$162K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.41KClosed |
$9.12K - $9.93K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
153New |
$990 - $1.08K
|
153
$2.15K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-234Closed |
$1.51K - $1.65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-654Closed |
$4.23K - $4.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14.3KClosed |
$92.2K - $100K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-693Closed |
$4.48K - $4.88K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$259K - $282K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-58.9KClosed |
$381K - $415K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-400Closed |
$2.59K - $2.82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-21.5KClosed |
$139K - $152K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-24.6KClosed |
$159K - $173K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-30KClosed |
$194K - $211K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.32KClosed |
$15K - $16.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-60KClosed |
$388K - $422K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-138Closed |
$893 - $972
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-422Closed |
$2.73K - $2.97K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.73KClosed |
$24.1K - $26.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
13.9K+ 42.77% |
$90K - $98K
|
46.5K
$653K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-28.9KClosed |
$187K - $203K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-576Closed |
$3.73K - $4.06K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-798Closed |
$5.16K - $5.62K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.23KClosed |
$7.94K - $8.64K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-174Closed |
$1.15K - $1.3K
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.24K+ 77.37% |
$54.4K - $61.6K
|
18.9K
$266K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.44KNew |
$16.1K - $18.2K
|
2.44K
$34.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
819New |
$5.41K - $6.13K
|
819
$11.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.53KClosed |
$10.1K - $11.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
80New |
$528 - $598
|
80
$1.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256Closed |
$1.69K - $1.91K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20.2KClosed |
$134K - $151K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.5KNew |
$89.1K - $101K
|
13.5K
$190K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.47KClosed |
$55.9K - $63.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
41KNew |
$270K - $306K
|
41K
$576K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-174Closed |
$1.15K - $1.3K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-195KClosed |
$1.28M - $1.46M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.55KClosed |
$10.2K - $11.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-33.8KClosed |
$233K - $251K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-10.4KClosed |
$71.6K - $77.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.05KClosed |
$7.19K - $7.77K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-668Closed |
$4.6K - $4.97K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$101K - $109K
|
0
$0
|
|