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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.57K- 8.15% |
$64.5K - $76.3K
|
51.4K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
49+ 1.4% |
$692 - $819
|
3.55K
$52.4K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$202K - $239K
|
14.3K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18.9K- 10.59% |
$267K - $316K
|
159K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.01K+ 22.67% |
$84.9K - $100K
|
32.5K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 15.48% |
$484K - $573K
|
256K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 2.97% |
$23.6K - $27.9K
|
57.9K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.23K+ 20.92% |
$116K - $138K
|
47.5K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 63.21% |
$167K - $198K
|
30.6K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-534- 2.47% |
$7.55K - $8.93K
|
21.1K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 26.78% |
$61.7K - $73K
|
20.7K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.97K- 18.73% |
$70.2K - $83.1K
|
21.6K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
903+ 3.72% |
$12.8K - $15.1K
|
25.2K
$372K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
381+ 2.42% |
$5.38K - $6.37K
|
16.1K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 2.67% |
$1.29K - $1.52K
|
3.31K
$48.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
729+ 3.77% |
$10.3K - $12.2K
|
20.1K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
144K+ 103.61% |
$2.03M - $2.4M
|
282K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-11.6K- 43.02% |
$164K - $194K
|
15.3K
$226K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
129New |
$1.82K - $2.16K
|
129
$1.91K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5- 0.03% |
$70.7 - $83.6
|
19.8K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.91% |
$14.1 - $16.7
|
109
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
965New |
$13.6K - $16.1K
|
965
$14.3K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-104- 0.43% |
$1.47K - $1.74K
|
24.1K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-451- 1.32% |
$6.37K - $7.54K
|
33.7K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.62% |
$24K - $28.4K
|
27.4K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.52K+ 12.82% |
$35.5K - $42.1K
|
22.1K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.54K- 24.33% |
$121K - $143K
|
26.6K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
171+ 1.03% |
$2.42K - $2.86K
|
16.7K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
909+ 5.26% |
$12.8K - $15.2K
|
18.2K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$452 - $535
|
32
$473
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.12K- 19.16% |
$44.1K - $52.1K
|
13.2K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.26K- 2.46% |
$17.8K - $21K
|
49.9K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-268- 1.82% |
$3.79K - $4.48K
|
14.5K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 25.94% |
$58.5K - $69.2K
|
20.1K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
201+ 12.59% |
$2.84K - $3.36K
|
1.8K
$26.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 1800.0% |
$509 - $602
|
38
$561
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 46.44% |
$2.1M - $2.48M
|
468K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-95.8K- 39.56% |
$1.35M - $1.6M
|
146K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
535+ 4.21% |
$7.56K - $8.95K
|
13.2K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.82K+ 11.16% |
$96.4K - $114K
|
67.9K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-487- 20.68% |
$6.88K - $8.14K
|
1.87K
$27.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-301- 1.24% |
$4.25K - $5.03K
|
24.1K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 90.33% |
$181K - $214K
|
27K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
204+ 0.04% |
$2.88K - $3.41K
|
499K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.53KNew |
$106K - $126K
|
7.53K
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-106- 1.8% |
$1.5K - $1.77K
|
5.8K
$85.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403+ 5.73% |
$5.69K - $6.74K
|
7.43K
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 6.64% |
$1.69M - $2M
|
1.92M
$28.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.25K+ 3.28% |
$45.9K - $54.3K
|
102K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
290+ 2.04% |
$4.1K - $4.85K
|
14.5K
$215K
|