Latest Institutional Purchases of Sumitomo Mitsui Financial Group, Inc. (SMFG)
This list provides information on the latest institutional transactions involving Sumitomo Mitsui Financial Group, Inc. (SMFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
250K+ 76.33% |
$3.06M - $3.85M
|
576K
$8.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.8K+ 36.47% |
$623K - $783K
|
190K
$2.83M
|
|
|
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
$479K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
18.4K+ 59.9% |
$226K - $284K
|
49.2K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.3K+ 20.43% |
$200K - $251K
|
96.2K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$168K - $211K
|
13.7K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.2KNew |
$150K - $189K
|
12.2K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2KNew |
$138K - $173K
|
11.2K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 127.36% |
$137K - $172K
|
19.9K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$129K - $161K
|
10.5K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.1% |
$124K - $156K
|
43.6K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 18.54% |
$117K - $147K
|
61.1K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
9.22K+ 30.17% |
$113K - $142K
|
39.8K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.92K+ 14.13% |
$109K - $137K
|
72.1K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.78K+ 79.82% |
$108K - $135K
|
19.8K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.97K+ 10.74% |
$73.3K - $92K
|
61.6K
$916K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.9KNew |
$72.4K - $90.9K
|
5.9K
$87.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.69K+ 23.92% |
$57.5K - $72.2K
|
24.3K
$361K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.48K+ 23.98% |
$55K - $69K
|
23.2K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 9.0% |
$54.8K - $68.9K
|
54.1K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.42K+ 0.89% |
$54.2K - $68.1K
|
498K
$7.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.54K+ 4.75% |
$31.2K - $39.1K
|
56K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.53K+ 11.04% |
$31K - $38.9K
|
25.4K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.46K+ 20.86% |
$30.2K - $37.9K
|
14.3K
$212K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.09KNew |
$25.6K - $32.1K
|
2.09K
$31K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.93K+ 1.5% |
$23.6K - $29.7K
|
131K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 6.27% |
$21.7K - $27.3K
|
30K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.45K+ 14.21% |
$17.8K - $22.3K
|
11.7K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.36K+ 8.34% |
$16.6K - $20.9K
|
17.6K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.24K+ 29.46% |
$15.2K - $19.1K
|
5.45K
$81K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$15K - $18.8K
|
209K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.17K+ 6.63% |
$14.4K - $18K
|
18.8K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$13.5K - $17K
|
1.1K
$16.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 6.65% |
$12.5K - $15.6K
|
16.3K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
940+ 36.78% |
$11.5K - $14.5K
|
3.5K
$52K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
788New |
$9.67K - $12.1K
|
788
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
644New |
$7.9K - $9.92K
|
644
$9.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
572+ 2.72% |
$7.02K - $8.81K
|
21.6K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
395+ 32.86% |
$4.85K - $6.09K
|
1.6K
$23.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
323New |
$3.96K - $4.98K
|
323
$4.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
314+ 1.32% |
$3.85K - $4.84K
|
24.2K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
223+ 1.73% |
$2.74K - $3.44K
|
13.1K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 1.38% |
$2.74K - $3.44K
|
16.4K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
197+ 1.22% |
$2.42K - $3.04K
|
16.3K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
158+ 27.48% |
$1.94K - $2.43K
|
733
$10.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.28% |
$1.91K - $2.4K
|
56.2K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
136+ 13.98% |
$1.67K - $2.1K
|
1.11K
$16.5K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
94+ 0.93% |
$1.15K - $1.45K
|
10.2K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.4K
|