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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
208K+ 3.14% |
$2.31M - $2.79M
|
6.83M
$97.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-25.5K- 92.73% |
$283K - $342K
|
2K
$28.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 5.72% |
$588 - $711
|
980
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 75.0% |
$2.96K - $3.58K
|
623
$8.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.7KNew |
$585K - $706K
|
52.7K
$752K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$1.39K - $1.68K
|
125
$1.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 13.41% |
$50K - $60.3K
|
29.1K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.05K- 49.23% |
$56.1K - $67.7K
|
5.21K
$74.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-964- 54.46% |
$10.7K - $12.9K
|
806
$11.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$11.1 - $13.4
|
2
$28.6
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-612- 4.24% |
$6.79K - $8.21K
|
13.8K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.5K- 15.0% |
$50K - $60.4K
|
25.5K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
607New |
$6.74K - $8.14K
|
607
$8.67K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41KNew |
$48.9K - $59.1K
|
4.41K
$62.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$119K - $143K
|
10.7K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
869+ 17.52% |
$9.65K - $11.7K
|
5.83K
$83.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.58K- 8.33% |
$39.7K - $48K
|
39.4K
$563K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.18% |
$11.1 - $13.4
|
561
$8.01K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
195New |
$2.16K - $2.61K
|
195
$2.78K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 18.32% |
$1.11K - $1.34K
|
646
$9.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 14.26% |
$1.54K - $1.86K
|
1.11K
$15.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 2.96% |
$4.91K - $5.93K
|
15.4K
$219K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 21.43% |
$126K - $152K
|
64.4K
$919K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
167New |
$1.85K - $2.24K
|
167
$2.38K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 0.02% |
$777 - $939
|
295K
$4.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-75- 25.42% |
$833 - $1.01K
|
220
$3.14K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-192- 1.1% |
$2.13K - $2.57K
|
17.3K
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-35- 10.48% |
$389 - $469
|
299
$4.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$178 - $215
|
16
$228
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
230New |
$2.55K - $3.08K
|
230
$3.28K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.83K- 1.06% |
$53.6K - $64.8K
|
450K
$6.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.01K+ 15.15% |
$33.4K - $40.4K
|
22.9K
$327K
|
|
| Q1 2024 | |||||||
|
Aug 29, 2024
Q1 2024
|
Cowen Investment Management LLC
New York, NY |
SELL
|
- |
-850K- 20.47% |
$8.16M - $10.5M
|
3.3M
$47.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
61.8KNew |
$593K - $761K
|
61.8K
$882K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$4.13K - $5.3K
|
430
$6.14K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
306+ 44.74% |
$2.94K - $3.77K
|
990
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 2.49% |
$25K - $32.1K
|
102K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
111KNew |
$1.06M - $1.37M
|
111K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.3K- 54.41% |
$272K - $349K
|
23.7K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
297New |
$2.85K - $3.66K
|
297
$4.24K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
218New |
$2.09K - $2.69K
|
218
$3.11K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
314+ 0.16% |
$3.01K - $3.87K
|
202K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-29.1K- 35.01% |
$279K - $358K
|
53.9K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20KNew |
$192K - $246K
|
20K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.8K+ 70.8% |
$229K - $294K
|
57.5K
$821K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.2KNew |
$165K - $212K
|
17.2K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-281- 2.7% |
$2.7K - $3.46K
|
10.1K
$145K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.31K+ 2.28% |
$41.4K - $53.1K
|
193K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
111+ 198.21% |
$1.07K - $1.37K
|
167
$2.38K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
95KNew |
$912K - $1.17M
|
95K
$1.36M
|
|