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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.01K+ 22.67% |
$84.9K - $100K
|
32.5K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99K+ 40.63% |
$84.6K - $100K
|
20.7K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.42K+ 13.48% |
$76.5K - $90.6K
|
45.6K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.16K+ 654.7% |
$72.9K - $86.3K
|
5.95K
$87.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.14K+ 41.77% |
$72.6K - $85.9K
|
17.4K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 26.78% |
$61.7K - $73K
|
20.7K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.14K+ 214.77% |
$58.5K - $69.3K
|
6.07K
$89.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 25.94% |
$58.5K - $69.2K
|
20.1K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.9K+ 30.75% |
$55.1K - $65.2K
|
16.6K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.88K+ 35.89% |
$54.8K - $64.8K
|
14.7K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.82K+ 18.01% |
$54K - $63.9K
|
25K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.73K+ 8.12% |
$52.6K - $62.3K
|
49.6K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.69K+ 18.67% |
$52.2K - $61.7K
|
23.5K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.63K+ 8.59% |
$51.3K - $60.8K
|
45.9K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.43K+ 10.05% |
$48.5K - $57.3K
|
37.6K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.43K+ 4.15% |
$48.4K - $57.3K
|
85.9K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 3.96% |
$47.7K - $56.4K
|
88.5K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.25K+ 3.28% |
$45.9K - $54.3K
|
102K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14K+ 1.73% |
$44.4K - $52.5K
|
185K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.07K+ 2.98% |
$43.4K - $51.3K
|
106K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.82K+ 6.77% |
$39.8K - $47.1K
|
44.4K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.76K+ 6.38% |
$39K - $46.1K
|
46K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.76K+ 5.15% |
$39K - $46.1K
|
56.3K
$832K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.7K+ 732.52% |
$38.2K - $45.2K
|
3.07K
$45.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.7K+ 4.18% |
$38.1K - $45.1K
|
67.2K
$993K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 4.33% |
$37.6K - $44.5K
|
64.2K
$948K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.52K+ 12.82% |
$35.5K - $42.1K
|
22.1K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39K+ 2.65% |
$33.7K - $39.9K
|
92.6K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.3K+ 1.61% |
$32.6K - $38.5K
|
145K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 1044.12% |
$30.1K - $35.6K
|
2.33K
$34.5K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.62% |
$24K - $28.4K
|
27.4K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 8.15% |
$23.9K - $28.3K
|
22.4K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 2.97% |
$23.6K - $27.9K
|
57.9K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.55K+ 11.8% |
$21.9K - $25.9K
|
14.7K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 6.56% |
$15.2K - $18K
|
17.5K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
965New |
$13.6K - $16.1K
|
965
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
909+ 5.26% |
$12.8K - $15.2K
|
18.2K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
906+ 7.49% |
$12.8K - $15.1K
|
13K
$192K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
903+ 3.72% |
$12.8K - $15.1K
|
25.2K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
884+ 0.45% |
$12.5K - $14.8K
|
196K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
867+ 8.47% |
$12.3K - $14.5K
|
11.1K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
829+ 5.36% |
$11.7K - $13.9K
|
16.3K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
809+ 2.57% |
$11.4K - $13.5K
|
32.2K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
770+ 6.61% |
$10.9K - $12.9K
|
12.4K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
746New |
$10.5K - $12.5K
|
746
$11K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
729+ 3.77% |
$10.3K - $12.2K
|
20.1K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
728New |
$10.3K - $12.2K
|
728
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
686+ 3.75% |
$9.69K - $11.5K
|
19K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
674+ 35.77% |
$9.52K - $11.3K
|
2.56K
$37.8K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
648+ 8.81% |
$9.16K - $10.8K
|
8K
$118K
|