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, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.44K+ 45.18% |
$91K - $108K
|
20.7K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-730- 2.2% |
$10.3K - $12.2K
|
32.4K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
38.6KNew |
$546K - $646K
|
38.6K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$409K - $484K
|
28.9K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.9KNew |
$507K - $600K
|
35.9K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.7KNew |
$265K - $313K
|
18.7K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4M+ 48.05% |
$161M - $190M
|
35.1M
$518M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
125New |
$1.77K - $2.09K
|
125
$1.85K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.57K- 0.75% |
$50.4K - $59.7K
|
473K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.7K+ 17.4% |
$335K - $396K
|
160K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
648+ 8.81% |
$9.16K - $10.8K
|
8K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-199- 30.95% |
$2.81K - $3.33K
|
444
$6.56K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
255New |
$3.6K - $4.26K
|
255
$3.77K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 1.91% |
$18.6K - $22.1K
|
67.8K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
340KNew |
$4.8M - $5.68M
|
340K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
58.6K+ 349.92% |
$828K - $979K
|
75.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.51K+ 43.01% |
$106K - $126K
|
25K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.9K+ 21.85% |
$282K - $333K
|
111K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
24.1K+ 18.45% |
$341K - $404K
|
155K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
809+ 2.57% |
$11.4K - $13.5K
|
32.2K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
468+ 2.52% |
$6.61K - $7.82K
|
19K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
142KNew |
$2.01M - $2.38M
|
142K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-4.1K- 40.59% |
$57.9K - $68.6K
|
6K
$88.6K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
112K+ 1.75% |
$1.58M - $1.87M
|
6.5M
$95.9M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-58.5K- 62.02% |
$827K - $978K
|
35.8K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
588+ 1.62% |
$8.31K - $9.83K
|
36.8K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.2KNew |
$215K - $254K
|
15.2K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
108+ 64.67% |
$1.53K - $1.81K
|
275
$4.06K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.3K+ 19.76% |
$1.33M - $1.58M
|
572K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.5K+ 25.95% |
$516K - $611K
|
177K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.2K+ 32.99% |
$864K - $1.02M
|
247K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 0.45% |
$37K - $43.8K
|
578K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.58K- 6.1% |
$36.4K - $43.1K
|
39.7K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.96K- 1.72% |
$98.4K - $116K
|
398K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.83K- 12.41% |
$68.2K - $80.7K
|
34.1K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.7K+ 4.18% |
$38.1K - $45.1K
|
67.2K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-207- 1.88% |
$2.92K - $3.46K
|
10.8K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
829+ 5.36% |
$11.7K - $13.9K
|
16.3K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-887- 3.05% |
$12.5K - $14.8K
|
28.2K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.28K- 10.74% |
$88.7K - $105K
|
52.2K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.8KNew |
$520K - $615K
|
36.8K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.76K- 9.23% |
$81.4K - $96.3K
|
56.6K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
884+ 0.45% |
$12.5K - $14.8K
|
196K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
64.8KNew |
$915K - $1.08M
|
64.8K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39K+ 2.65% |
$33.7K - $39.9K
|
92.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
37.6K+ 52.23% |
$532K - $629K
|
110K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.7K- 55.28% |
$251K - $297K
|
14.4K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
629+ 2.49% |
$8.89K - $10.5K
|
25.9K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.63K- 0.47% |
$37.1K - $43.9K
|
558K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
388K+ 211.02% |
$5.48M - $6.49M
|
572K
$8.44M
|