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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-232- 1.16% |
$3.28K - $3.88K
|
19.8K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
388New |
$5.48K - $6.49K
|
388
$5.73K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 1044.12% |
$30.1K - $35.6K
|
2.33K
$34.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
395+ 16.44% |
$5.58K - $6.6K
|
2.8K
$41.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
120K+ 56.88% |
$1.7M - $2.01M
|
332K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
175KNew |
$2.47M - $2.93M
|
175K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.73K+ 8.12% |
$52.6K - $62.3K
|
49.6K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-781- 6.28% |
$11K - $13.1K
|
11.7K
$172K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.3K+ 1.61% |
$32.6K - $38.5K
|
145K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.56K- 9.62% |
$22K - $26K
|
14.6K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$820 - $970
|
58
$857
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
89.5K+ 15.52% |
$1.26M - $1.5M
|
666K
$9.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
837+ 4.45% |
$11.8K - $14K
|
19.7K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
346New |
$4.89K - $5.79K
|
346
$5.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-57.2K- 15.93% |
$808K - $956K
|
302K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 3.3% |
$254 - $301
|
564
$8.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.14K+ 214.77% |
$58.5K - $69.3K
|
6.07K
$89.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 3.96% |
$47.7K - $56.4K
|
88.5K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.76K+ 6.38% |
$39K - $46.1K
|
46K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
329+ 0.99% |
$4.65K - $5.5K
|
33.7K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.55K+ 11.8% |
$21.9K - $25.9K
|
14.7K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-64- 0.3% |
$904 - $1.07K
|
21.5K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$1.68K - $1.99K
|
119
$1.76K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
100+ 0.74% |
$1.41K - $1.67K
|
13.6K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 18.82% |
$721 - $853
|
220
$3.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18.2K- 24.41% |
$257K - $304K
|
56.3K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.2K- 39.6% |
$172K - $204K
|
18.6K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.14K+ 41.77% |
$72.6K - $85.9K
|
17.4K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
533New |
$7.53K - $8.91K
|
533
$7.87K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 7.36% |
$311 - $368
|
277
$4.09K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-173- 1.69% |
$2.44K - $2.89K
|
10.1K
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
906+ 7.49% |
$12.8K - $15.1K
|
13K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
867+ 8.47% |
$12.3K - $14.5K
|
11.1K
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.76K+ 5.15% |
$39K - $46.1K
|
56.3K
$832K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99K+ 40.63% |
$84.6K - $100K
|
20.7K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
424+ 4.05% |
$5.99K - $7.09K
|
10.9K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
86.2K+ 19.92% |
$1.22M - $1.44M
|
519K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
49New |
$692 - $819
|
49
$724
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-17.9K- 11.5% |
$253K - $300K
|
138K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 4.33% |
$37.6K - $44.5K
|
64.2K
$948K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
142New |
$2.01K - $2.37K
|
142
$2.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.1K+ 72.18% |
$115K - $135K
|
19.3K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14New |
$198 - $234
|
14
$207
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.23K- 4.95% |
$17.3K - $20.5K
|
23.5K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-27.2K- 26.9% |
$384K - $455K
|
73.9K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
390+ 141.3% |
$5.51K - $6.52K
|
666
$9.84K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.82K+ 18.01% |
$54K - $63.9K
|
25K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-54- 0.26% |
$763 - $903
|
21K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-54.5K- 13.29% |
$770K - $912K
|
356K
$5.25M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
33New |
$466 - $552
|
33
$487
|