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 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 9.45% |
$13.2K - $16.8K
|
11.1K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-705- 1.45% |
$8.02K - $10.2K
|
47.9K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
192+ 1.45% |
$2.18K - $2.78K
|
13.5K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.0% |
$205 - $261
|
1.82K
$25.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
33.5KNew |
$382K - $486K
|
33.5K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
410KNew |
$4.67M - $5.94M
|
410K
$5.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6K+ 5.19% |
$211K - $269K
|
376K
$5.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-580- 2.65% |
$6.6K - $8.4K
|
21.3K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
634New |
$7.21K - $9.18K
|
634
$9.05K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
299New |
$3.4K - $4.33K
|
299
$4.27K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
796New |
$9.06K - $11.5K
|
796
$11.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
16.6K+ 8.69% |
$189K - $240K
|
207K
$2.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.78K+ 4.87% |
$88.5K - $113K
|
167K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
736+ 4.84% |
$8.38K - $10.7K
|
15.9K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2K+ 10.35% |
$22.7K - $28.9K
|
21.3K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8+ 8.08% |
$91 - $116
|
107
$1.53K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.17K- 15.69% |
$24.7K - $31.4K
|
11.6K
$166K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
30.7KNew |
$350K - $445K
|
30.7K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52K+ 7.71% |
$51.5K - $65.5K
|
63.1K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10+ 0.04% |
$114 - $145
|
27.5K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
566+ 15.55% |
$6.44K - $8.2K
|
4.21K
$60.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.31K+ 8.85% |
$14.9K - $19K
|
16.1K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-215- 1.25% |
$2.45K - $3.11K
|
17K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
356+ 6.03% |
$4.05K - $5.15K
|
6.26K
$89.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-305- 1.08% |
$3.47K - $4.42K
|
28K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
250New |
$2.85K - $3.62K
|
250
$3.57K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.04K- 0.94% |
$91.5K - $116K
|
851K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$353 - $449
|
32.7K
$467K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17KNew |
$13.4K - $17K
|
1.17K
$16.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
863+ 7.89% |
$9.82K - $12.5K
|
11.8K
$168K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.3K+ 21.45% |
$37.5K - $47.8K
|
18.7K
$267K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 10.83% |
$155K - $197K
|
139K
$1.99M
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 95.95% |
$35.7K - $43.2K
|
136
$1.94K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176+ 153.04% |
$1.95K - $2.36K
|
291
$4.16K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
141New |
$1.57K - $1.89K
|
141
$2.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-128K- 90.59% |
$1.42M - $1.71M
|
13.3K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
159KNew |
$1.77M - $2.13M
|
159K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-650- 1.72% |
$7.22K - $8.72K
|
37.2K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
448K+ 266.55% |
$4.97M - $6M
|
616K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
102K+ 227.45% |
$1.13M - $1.36M
|
146K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 46.01% |
$113K - $136K
|
32.2K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-262K- 66.37% |
$2.91M - $3.51M
|
133K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
13.8KNew |
$154K - $186K
|
13.8K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$4.42K - $5.34K
|
398
$5.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82.5KNew |
$916K - $1.11M
|
82.5K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.15K- 8.81% |
$12.7K - $15.4K
|
11.9K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84.9K+ 36.04% |
$942K - $1.14M
|
320K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
49.5KNew |
$549K - $664K
|
49.5K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.93K+ 251.29% |
$32.5K - $39.2K
|
4.09K
$58.4K
|
|