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 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89.8K+ 5.93% |
$1.27M - $1.5M
|
1.61M
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 3.92% |
$1.5K - $1.77K
|
2.81K
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-39K- 24.78% |
$551K - $651K
|
118K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
541+ 0.62% |
$7.64K - $9.05K
|
87.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 6.72% |
$15.6K - $18.5K
|
15.3K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
342+ 1.1% |
$4.83K - $5.72K
|
31.3K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
118K+ 77.11% |
$1.67M - $1.98M
|
272K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.42K+ 13.48% |
$76.5K - $90.6K
|
45.6K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
313New |
$4.42K - $5.23K
|
313
$4.62K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 17.17% |
$2.46M - $2.91M
|
1.19M
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 6.56% |
$15.2K - $18K
|
17.5K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.43K+ 4.15% |
$48.4K - $57.3K
|
85.9K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
160K+ 28.39% |
$2.26M - $2.67M
|
723K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25K- 7.44% |
$353K - $418K
|
311K
$4.59M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-5.48K- 4.31% |
$77.4K - $91.6K
|
122K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
105New |
$1.48K - $1.76K
|
105
$1.55K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.83K- 4.28% |
$82.3K - $97.4K
|
130K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
73.3K+ 21.05% |
$1.04M - $1.23M
|
421K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 1.4% |
$51.1K - $60.5K
|
254K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.6KNew |
$164K - $194K
|
11.6K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-95.6K- 9.43% |
$1.35M - $1.6M
|
918K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-851- 0.48% |
$12K - $14.2K
|
178K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34- 0.25% |
$480 - $568
|
13.6K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.5KNew |
$346K - $409K
|
24.5K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
220KNew |
$3.11M - $3.68M
|
220K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.1K- 99.97% |
$43.8K - $51.8K
|
1
$14.8
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.2KNew |
$143K - $170K
|
10.2K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 30.52% |
$29.2K - $34.5K
|
4.7K
$69.4K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 10.24% |
$326K - $385K
|
202K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
96.5K+ 19.99% |
$1.36M - $1.61M
|
579K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.6K+ 0.48% |
$758K - $896K
|
11.3M
$166M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.43K+ 10.05% |
$48.5K - $57.3K
|
37.6K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14K+ 1.73% |
$44.4K - $52.5K
|
185K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.55K- 32.11% |
$36K - $42.7K
|
5.39K
$79.7K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.69K+ 18.67% |
$52.2K - $61.7K
|
23.5K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.26K- 8.65% |
$17.8K - $21.1K
|
13.3K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
539K+ 59.84% |
$7.61M - $9.01M
|
1.44M
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-454- 2.76% |
$6.42K - $7.59K
|
16K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
36.9KNew |
$521K - $616K
|
36.9K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 30.96% |
$2.83K - $3.34K
|
846
$12.5K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
686+ 3.75% |
$9.69K - $11.5K
|
19K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
62.2K+ 20.76% |
$878K - $1.04M
|
362K
$5.34M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
728New |
$10.3K - $12.2K
|
728
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 5.6% |
$8.83K - $10.5K
|
10.5K
$156K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 37.04% |
$1.7M - $2.01M
|
445K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
122+ 1.06% |
$1.72K - $2.04K
|
11.6K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.34K- 11.97% |
$33.1K - $39.1K
|
17.2K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-39.6K- 8.82% |
$560K - $662K
|
409K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-746- 5.55% |
$10.5K - $12.5K
|
12.7K
$187K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
141+ 1.13% |
$1.99K - $2.36K
|
12.6K
$186K
|