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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.2KNew |
$97.4K - $125K
|
10.2K
$154K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.79K+ 15.23% |
$74.8K - $96.1K
|
59K
$892K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13KNew |
$125K - $160K
|
13K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
10.2KNew |
$98.2K - $126K
|
10.2K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18.5K- 33.2% |
$178K - $228K
|
37.3K
$564K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10KNew |
$96K - $123K
|
10K
$151K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.51K- 99.3% |
$81.7K - $105K
|
60
$908
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-27.2K- 67.2% |
$262K - $336K
|
13.3K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-748- 0.36% |
$7.18K - $9.22K
|
206K
$3.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
540New |
$5.18K - $6.66K
|
540
$8.17K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
30.7KNew |
$295K - $379K
|
30.7K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
104New |
$998 - $1.28K
|
104
$1.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44New |
$422 - $543
|
44
$666
|
|
| Q4 2023 | |||||||
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
26.7KNew |
$241K - $271K
|
26.7K
$403K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.89K- 91.26% |
$26.2K - $29.4K
|
277
$4.19K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13.3KNew |
$121K - $135K
|
13.3K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
176KNew |
$1.59M - $1.78M
|
176K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$220K - $246K
|
24.3K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$208K - $233K
|
23K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiger Pacific Capital LP
New York, NY |
BUY
|
- |
66.1KNew |
$598K - $671K
|
66.1K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15KNew |
$136K - $152K
|
15K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$516 - $579
|
57
$862
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
97.9KNew |
$886K - $994K
|
97.9K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
2.38K+ 1.51% |
$21.6K - $24.2K
|
160K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.6K- 17.3% |
$123K - $138K
|
64.8K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
25.2KNew |
$228K - $255K
|
25.2K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-156- 32.84% |
$1.41K - $1.58K
|
319
$4.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87New |
$787 - $883
|
87
$1.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-56K- 87.55% |
$507K - $569K
|
7.97K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-400- 0.28% |
$3.62K - $4.06K
|
140K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
246KNew |
$2.22M - $2.49M
|
246K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.2KNew |
$101K - $113K
|
11.2K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$1.48K - $1.66K
|
164
$2.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
515+ 8.62% |
$4.66K - $5.23K
|
6.49K
$98.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-463- 32.47% |
$4.19K - $4.7K
|
963
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-28.8K- 49.68% |
$260K - $292K
|
29.1K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.18K+ 15.51% |
$28.8K - $32.3K
|
23.7K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-517- 2.87% |
$4.68K - $5.25K
|
17.5K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.81K - $2.03K
|
200
$3.03K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
274New |
$2.48K - $2.78K
|
274
$4.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
61+ 45.52% |
$552 - $619
|
195
$2.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.7% |
$9.05 - $10.2
|
38
$575
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.19K - $1.34K
|
132
$2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27K- 5.45% |
$244K - $274K
|
468K
$7.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33New |
$299 - $335
|
33
$499
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$1.04K - $1.17K
|
115
$1.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
48.2KNew |
$436K - $489K
|
48.2K
$729K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
1.27MNew |
$10.9M - $13.2M
|
1.27M
$19.3M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$1.76K - $2.13K
|
206
$3.12K
|
|
|
Nov 21, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
143KNew |
$1.22M - $1.48M
|
143K
$2.16M
|
|