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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-282- 80.11% |
$3.46K - $4.35K
|
70
$1.03K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.2KNew |
$395K - $496K
|
32.2K
$475K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
158+ 27.48% |
$1.94K - $2.43K
|
733
$10.8K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.2KNew |
$150K - $189K
|
12.2K
$181K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.36K+ 8.34% |
$16.6K - $20.9K
|
17.6K
$260K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$154K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$98.2 - $123
|
8
$118
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66- 6.23% |
$810 - $1.02K
|
994
$14.7K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
644New |
$7.9K - $9.92K
|
644
$9.51K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.39K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 14.95% |
$196 - $247
|
91
$1.34K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.32K- 25.63% |
$16.2K - $20.3K
|
3.83K
$56.5K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.32% |
$294 - $370
|
1.84K
$27.2K
|
|
Q3 2024 | |||||||
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11.5KClosed |
$131K - $167K
|
0
$0
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$251K - $320K
|
22.1K
$326K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$1.87K - $2.37K
|
164
$2.42K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
107K+ 207.82% |
$1.22M - $1.55M
|
158K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 20.75% |
$39.7K - $50.5K
|
13.3K
$197K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 96.27% |
$267K - $340K
|
909
$13.4K
|
|
Nov 14, 2024
Q3 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
294KNew |
$3.34M - $4.25M
|
294K
$4.34M
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
267KNew |
$3.03M - $3.86M
|
267K
$3.94M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.8KNew |
$179K - $228K
|
15.8K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.8KNew |
$203K - $258K
|
17.8K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.72K- 26.01% |
$42.4K - $53.9K
|
10.6K
$156K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
381+ 1.18% |
$4.34K - $5.52K
|
32.8K
$485K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.6KNew |
$212K - $269K
|
18.6K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$432 - $550
|
38
$561
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$22.8 - $29
|
2
$29.5
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37K+ 30.26% |
$421K - $536K
|
159K
$2.35M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 94.82% |
$181K - $230K
|
867
$12.8K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6.27K+ 10.92% |
$71.4K - $90.8K
|
63.7K
$941K
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-1.24M- 44.29% |
$14.1M - $18M
|
1.56M
$23M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.94K+ 2.35% |
$22.1K - $28.1K
|
84.6K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
412New |
$4.69K - $5.97K
|
412
$6.09K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$11.4 - $14.5
|
1.88K
$27.7K
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-19.4K- 17.44% |
$221K - $282K
|
92.1K
$1.36M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.17K- 0.71% |
$24.7K - $31.4K
|
305K
$4.51M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 6.02% |
$1.56K - $1.98K
|
2.41K
$35.6K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54.2KNew |
$617K - $785K
|
54.2K
$801K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86New |
$979 - $1.25K
|
86
$1.27K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
38.9KNew |
$442K - $563K
|
38.9K
$574K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$91 - $116
|
8
$118
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.38K- 22.65% |
$49.9K - $63.5K
|
15K
$221K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.8K+ 12.91% |
$54.6K - $69.5K
|
42K
$620K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
634New |
$7.21K - $9.18K
|
634
$9.36K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
796New |
$9.06K - $11.5K
|
796
$11.8K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17KNew |
$13.4K - $17K
|
1.17K
$17.3K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$353 - $449
|
32.7K
$483K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
250New |
$2.85K - $3.62K
|
250
$3.69K
|
|
Q2 2024 | |||||||
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$13.3K - $16.1K
|
1.2K
$17.7K
|