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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.77K- 3.43% |
$77K - $98K
|
190K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25K- 61.98% |
$285K - $362K
|
15.3K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$176K - $224K
|
15.5K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.91K+ 52.17% |
$90.1K - $115K
|
23.1K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
220+ 0.63% |
$2.5K - $3.19K
|
35.4K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.85K- 20.81% |
$43.8K - $55.7K
|
14.6K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 94.82% |
$181K - $230K
|
867
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.1K+ 3.57% |
$195K - $248K
|
497K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325+ 52.5% |
$3.7K - $4.71K
|
944
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-96K- 39.25% |
$1.09M - $1.39M
|
149K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.8K+ 3.91% |
$260K - $331K
|
607K
$8.54M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.01K+ 2.4% |
$22.9K - $29.1K
|
85.7K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
48.2K+ 38.56% |
$549K - $698K
|
173K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.8K+ 12.71% |
$521K - $663K
|
406K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.27K+ 11.67% |
$14.4K - $18.3K
|
12.1K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-1.24M- 44.29% |
$14.1M - $18M
|
1.56M
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-207K- 64.63% |
$2.36M - $3M
|
113K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.08K+ 6.47% |
$23.6K - $30.1K
|
34.2K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.9K+ 7.99% |
$192K - $245K
|
228K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.1KNew |
$298K - $379K
|
26.1K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6.27K+ 10.92% |
$71.4K - $90.8K
|
63.7K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.27K- 2.22% |
$14.5K - $18.4K
|
56.1K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.45K+ 4.75% |
$39.2K - $49.9K
|
76K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
99.7K+ 7.41% |
$1.13M - $1.44M
|
1.44M
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.77K- 7.7% |
$31.6K - $40.2K
|
33.3K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-200- 1.58% |
$2.28K - $2.9K
|
12.5K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.2KNew |
$116K - $148K
|
10.2K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-366- 76.89% |
$4.17K - $5.3K
|
110
$1.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.2K+ 2.44% |
$25K - $31.8K
|
92.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
13.3K+ 3.15% |
$151K - $193K
|
435K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.5K+ 10.43% |
$108K - $138K
|
101K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$146K - $185K
|
12.8K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.85K+ 2.92% |
$55.1K - $70.2K
|
171K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.68K+ 1.44% |
$30.5K - $38.8K
|
189K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
796+ 244.17% |
$9.06K - $11.5K
|
1.12K
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 8.21% |
$62.6K - $79.7K
|
72.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
98.7K+ 7.85% |
$1.12M - $1.43M
|
1.36M
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.9K+ 41.18% |
$169K - $216K
|
51K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
85K+ 31.71% |
$967K - $1.23M
|
353K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-160- 1.81% |
$1.82K - $2.32K
|
8.7K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
583+ 256.83% |
$6.63K - $8.44K
|
810
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-403- 1.39% |
$4.59K - $5.84K
|
28.5K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.7K- 2.56% |
$168K - $213K
|
561K
$7.89M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.22K+ 4.75% |
$13.9K - $17.7K
|
26.9K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.95% |
$114 - $145
|
1.06K
$14.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-665- 5.84% |
$7.57K - $9.63K
|
10.7K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
517K+ 60.65% |
$5.89M - $7.49M
|
1.37M
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.86K+ 3.33% |
$66.7K - $84.8K
|
182K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
241KNew |
$2.75M - $3.5M
|
241K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
924New |
$10.5K - $13.4K
|
924
$13K
|