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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7KNew |
$194K - $229K
|
13.7K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.3K- 99.39% |
$18.4K - $21.8K
|
8
$118
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 2.25% |
$480 - $568
|
1.54K
$22.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
65.6K+ 169.81% |
$928K - $1.1M
|
104K
$1.54M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
174K+ 300.67% |
$2.14M - $2.69M
|
232K
$3.43M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
43.5K+ 34.74% |
$534K - $671K
|
169K
$2.49M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25New |
$307 - $385
|
25
$369
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
22New |
$270 - $339
|
22
$325
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.39K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 1.71% |
$24.5 - $30.8
|
119
$1.76K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.71KNew |
$21K - $26.4K
|
1.71K
$25.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
50.7K+ 73.01% |
$621K - $781K
|
120K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15.5K- 8.76% |
$190K - $239K
|
161K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.72K- 30.92% |
$58K - $72.8K
|
10.6K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
242KNew |
$2.97M - $3.73M
|
242K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
223New |
$2.74K - $3.44K
|
223
$3.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.26K- 6.08% |
$52.2K - $65.6K
|
65.7K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.14K- 9.67% |
$50.8K - $63.8K
|
38.6K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
27.6KNew |
$338K - $425K
|
27.6K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29K+ 15.01% |
$356K - $447K
|
222K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-16K- 80.0% |
$196K - $247K
|
4K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.77K- 17.19% |
$34K - $42.7K
|
13.3K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 24.41% |
$46K - $57.7K
|
19.1K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
14KNew |
$172K - $216K
|
14K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$21.3K - $26.7K
|
1.73K
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.2% |
$12.3 - $15.4
|
501
$7.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
271New |
$3.33K - $4.18K
|
271
$4K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.34M- 76.61% |
$16.5M - $20.7M
|
410K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-31.6K- 77.84% |
$388K - $487K
|
9K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-612- 18.27% |
$7.51K - $9.43K
|
2.74K
$40.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-629- 68.07% |
$7.72K - $9.69K
|
295
$4.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
412New |
$5.06K - $6.35K
|
412
$6.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.43K- 8.7% |
$42.1K - $52.9K
|
36K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
24.9KNew |
$306K - $384K
|
24.9K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
19.8KNew |
$243K - $305K
|
19.8K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$136K - $171K
|
11.1K
$164K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.47K+ 2.72% |
$18.1K - $22.7K
|
55.7K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.6K- 9.02% |
$56.5K - $70.9K
|
46.4K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
291New |
$3.57K - $4.48K
|
291
$4.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 11.27% |
$9.82K - $12.3K
|
6.3K
$93.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-10.8K- 3.5% |
$133K - $167K
|
299K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$13.5K - $17K
|
1.1K
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 6.27% |
$21.7K - $27.3K
|
30K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$168K - $211K
|
13.7K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
136+ 13.98% |
$1.67K - $2.1K
|
1.11K
$16.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 127.36% |
$137K - $172K
|
19.9K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.3K+ 20.43% |
$200K - $251K
|
96.2K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
9.22K+ 30.17% |
$113K - $142K
|
39.8K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
323New |
$3.96K - $4.98K
|
323
$4.77K
|
|