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 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
241KNew |
$2.75M - $3.5M
|
241K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
924New |
$10.5K - $13.4K
|
924
$13.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$34.1 - $43.4
|
2.36K
$33.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-118K- 26.15% |
$1.34M - $1.71M
|
333K
$4.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.14K+ 13.8% |
$81.2K - $103K
|
58.9K
$840K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.77% |
$455 - $579
|
2.3K
$32.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.44K- 15.6% |
$39.2K - $49.8K
|
18.6K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 14.85% |
$131K - $167K
|
89.1K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.94K+ 2.35% |
$22.1K - $28.1K
|
84.6K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.8K+ 25.17% |
$122K - $156K
|
53.5K
$764K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 2.93% |
$1.93K - $2.46K
|
5.98K
$85.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-65.6K- 2.24% |
$747K - $950K
|
2.87M
$40.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.13K- 13.68% |
$24.2K - $30.8K
|
13.4K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 0.89% |
$2.11K - $2.68K
|
21K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-5K- 3.73% |
$56.9K - $72.4K
|
129K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-895- 0.19% |
$10.2K - $13K
|
468K
$6.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-451- 8.44% |
$5.13K - $6.53K
|
4.9K
$69.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-127K- 20.76% |
$1.45M - $1.84M
|
485K
$6.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 0.26% |
$319 - $405
|
10.7K
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-609- 15.39% |
$6.93K - $8.82K
|
3.35K
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.96K- 0.33% |
$22.3K - $28.4K
|
587K
$8.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 20.44% |
$3.35M - $4.26M
|
1.73M
$24.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
395+ 1.92% |
$4.5K - $5.72K
|
21K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-177- 33.46% |
$2.01K - $2.56K
|
352
$5.03K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-154- 0.49% |
$1.75K - $2.23K
|
31.5K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-381- 3.62% |
$4.34K - $5.52K
|
10.1K
$145K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 10.58% |
$626 - $796
|
575
$8.21K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 14.46% |
$13.7K - $17.4K
|
7.1K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-675- 1.92% |
$7.68K - $9.77K
|
34.5K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 22.03% |
$296 - $376
|
92
$1.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
412New |
$4.69K - $5.97K
|
412
$5.88K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.85K+ 13.45% |
$21.1K - $26.8K
|
15.6K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.35K- 17.89% |
$38.1K - $48.5K
|
15.4K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
88K+ 21.67% |
$1M - $1.27M
|
494K
$7.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.13K- 27.3% |
$47K - $59.8K
|
11K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-474- 1.06% |
$5.39K - $6.86K
|
44.1K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.6K- 6.99% |
$63.7K - $81.1K
|
74.5K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$11.4 - $14.5
|
1.88K
$26.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
826+ 561.9% |
$9.4K - $12K
|
973
$13.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-614- 3.87% |
$6.99K - $8.89K
|
15.3K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-19.4K- 17.44% |
$221K - $282K
|
92.1K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.7K- 26.44% |
$213K - $271K
|
52.1K
$744K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
426+ 2.37% |
$4.85K - $6.17K
|
18.4K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.67K+ 23.61% |
$19K - $24.2K
|
8.74K
$125K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
174+ 0.47% |
$1.98K - $2.52K
|
37.1K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-495- 0.76% |
$5.63K - $7.17K
|
64.3K
$918K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
252+ 1.25% |
$2.87K - $3.65K
|
20.4K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.69K+ 8.16% |
$19.2K - $24.4K
|
22.4K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.53K+ 18.35% |
$40.2K - $51.1K
|
22.8K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81+ 0.34% |
$922 - $1.17K
|
23.9K
$341K
|