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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-218- 1.32% |
$2.48K - $3.16K
|
16.3K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.39K- 4.16% |
$50K - $63.6K
|
101K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47+ 0.26% |
$535 - $681
|
18.3K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
14.2KNew |
$162K - $206K
|
14.2K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.2K- 15.37% |
$36.5K - $46.4K
|
17.6K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.05% |
$250 - $319
|
44.1K
$630K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 2.69% |
$134K - $170K
|
425K
$6.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 10.97% |
$11.5K - $14.6K
|
10.2K
$145K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.5K+ 32.35% |
$222K - $283K
|
79.9K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.1K+ 7.79% |
$240K - $305K
|
292K
$4.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.86K+ 1.53% |
$43.9K - $55.8K
|
257K
$3.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-9.51K- 20.66% |
$108K - $138K
|
36.5K
$522K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.17K- 0.71% |
$24.7K - $31.4K
|
305K
$4.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 6.02% |
$1.56K - $1.98K
|
2.41K
$34.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.6K+ 5.32% |
$29.6K - $37.7K
|
51.5K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 18.02% |
$2.22K - $2.82K
|
1.28K
$18.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
43+ 1.71% |
$489 - $623
|
2.56K
$36.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
309KNew |
$3.52M - $4.48M
|
309K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.37K- 21.34% |
$49.7K - $63.2K
|
16.1K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 1.54% |
$14K - $17.8K
|
80.6K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-275- 18.62% |
$3.13K - $3.98K
|
1.2K
$17.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
933+ 1.75% |
$10.6K - $13.5K
|
54.2K
$774K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-320- 0.57% |
$3.64K - $4.63K
|
55.6K
$794K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
699+ 3.45% |
$7.95K - $10.1K
|
20.9K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54.2KNew |
$617K - $785K
|
54.2K
$774K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86New |
$979 - $1.25K
|
86
$1.23K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 5.37% |
$14.1K - $17.9K
|
24.3K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.08K+ 5.72% |
$103K - $131K
|
168K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
38.9KNew |
$442K - $563K
|
38.9K
$555K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 1.52% |
$36.4K - $46.3K
|
213K
$3.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.88K- 4.46% |
$44.2K - $56.2K
|
83.1K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
276+ 8.18% |
$3.14K - $4K
|
3.65K
$52.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.63K+ 13.75% |
$18.5K - $23.6K
|
13.5K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.8K+ 12.91% |
$54.6K - $69.5K
|
42K
$599K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.38K- 22.65% |
$49.9K - $63.5K
|
15K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
292K+ 844.7% |
$3.33M - $4.23M
|
327K
$4.67M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$91 - $116
|
8
$114
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1K+ 4.99% |
$11.4K - $14.5K
|
21.1K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-527- 32.02% |
$6K - $7.63K
|
1.12K
$16K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.5K+ 141.23% |
$256K - $326K
|
38.4K
$549K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
25.4KNew |
$288K - $367K
|
25.4K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-264- 2.01% |
$3K - $3.82K
|
12.9K
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.03K+ 19.29% |
$91.4K - $116K
|
49.7K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-91- 0.54% |
$1.04K - $1.32K
|
16.8K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.38K- 3.75% |
$61.2K - $77.9K
|
138K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 33.3% |
$24.9K - $31.7K
|
8.77K
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-433K- 96.12% |
$4.93M - $6.27M
|
17.5K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-198- 13.28% |
$2.25K - $2.87K
|
1.29K
$18.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 13.11% |
$17.5K - $22.3K
|
13.3K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
312+ 166.84% |
$3.55K - $4.52K
|
499
$7.13K
|