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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
169KNew |
$2.07M - $2.62M
|
169K
$2.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.2K+ 13.42% |
$320K - $405K
|
221K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.7KNew |
$131K - $166K
|
10.7K
$159K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9.88K+ 43.85% |
$121K - $153K
|
32.4K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.61K+ 65.62% |
$117K - $148K
|
24.2K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.12K+ 49.77% |
$112K - $141K
|
27.5K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.51K+ 24.44% |
$104K - $132K
|
43.3K
$640K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7K+ 4.4% |
$85.6K - $108K
|
166K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
5.68K+ 2.19% |
$69.5K - $87.9K
|
266K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.97K+ 8.81% |
$60.8K - $76.8K
|
61.4K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.18K+ 1.88% |
$51.1K - $64.6K
|
226K
$3.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 32.43% |
$41.4K - $52.3K
|
13.8K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.82K+ 13.14% |
$34.4K - $43.5K
|
24.2K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.1K+ 4.1% |
$25.6K - $32.4K
|
53.2K
$786K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 2.12% |
$18K - $22.8K
|
70.9K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 5.19% |
$17.6K - $22.2K
|
29.2K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.09K+ 6.21% |
$13.4K - $16.9K
|
18.7K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
794New |
$9.71K - $12.3K
|
794
$11.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
685+ 83.54% |
$8.38K - $10.6K
|
1.51K
$22.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
679+ 51.63% |
$8.3K - $10.5K
|
1.99K
$29.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649+ 49.85% |
$7.94K - $10K
|
1.95K
$28.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
433+ 1.5% |
$5.3K - $6.69K
|
29.3K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
376+ 79.66% |
$4.6K - $5.81K
|
848
$12.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
273+ 120.8% |
$3.34K - $4.22K
|
499
$7.37K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
185+ 2.12% |
$2.26K - $2.86K
|
8.9K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
125+ 92.59% |
$1.53K - $1.93K
|
260
$3.84K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4M+ 48.05% |
$161M - $190M
|
35.1M
$518M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
3.34M+ 14161.86% |
$47.2M - $55.9M
|
3.37M
$49.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
539K+ 59.84% |
$7.61M - $9.01M
|
1.44M
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
388K+ 211.02% |
$5.48M - $6.49M
|
572K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
340KNew |
$4.8M - $5.68M
|
340K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
231K+ 34.65% |
$3.26M - $3.86M
|
897K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
220KNew |
$3.11M - $3.68M
|
220K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
213K+ 299.42% |
$3.02M - $3.57M
|
285K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
175KNew |
$2.47M - $2.93M
|
175K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 17.17% |
$2.46M - $2.91M
|
1.19M
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
160K+ 28.39% |
$2.26M - $2.67M
|
723K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
159K+ 3.17% |
$2.25M - $2.66M
|
5.19M
$76.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 46.44% |
$2.1M - $2.48M
|
468K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
144K+ 103.61% |
$2.03M - $2.4M
|
282K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
142KNew |
$2.01M - $2.38M
|
142K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
120K+ 56.88% |
$1.7M - $2.01M
|
332K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 37.04% |
$1.7M - $2.01M
|
445K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 6.64% |
$1.69M - $2M
|
1.92M
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
118K+ 77.11% |
$1.67M - $1.98M
|
272K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
112K+ 1.75% |
$1.58M - $1.87M
|
6.5M
$95.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
96.5K+ 19.99% |
$1.36M - $1.61M
|
579K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.3K+ 19.76% |
$1.33M - $1.58M
|
572K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89.8K+ 5.93% |
$1.27M - $1.5M
|
1.61M
$23.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
89.5K+ 15.52% |
$1.26M - $1.5M
|
666K
$9.84M
|
|