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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
250New |
$2.85K - $3.62K
|
250
$3.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
220+ 0.63% |
$2.5K - $3.19K
|
35.4K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 18.02% |
$2.22K - $2.82K
|
1.28K
$18.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
192+ 1.45% |
$2.18K - $2.78K
|
13.5K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 0.89% |
$2.11K - $2.68K
|
21K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
174+ 0.47% |
$1.98K - $2.52K
|
37.1K
$530K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 2.93% |
$1.93K - $2.46K
|
5.98K
$85.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$1.87K - $2.37K
|
164
$2.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 6.02% |
$1.56K - $1.98K
|
2.41K
$34.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86New |
$979 - $1.25K
|
86
$1.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81+ 0.34% |
$922 - $1.17K
|
23.9K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
73New |
$831 - $1.06K
|
73
$1.04K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 10.58% |
$626 - $796
|
575
$8.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47+ 0.26% |
$535 - $681
|
18.3K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 0.42% |
$501 - $637
|
10.5K
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
43+ 1.71% |
$489 - $623
|
2.56K
$36.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.77% |
$455 - $579
|
2.3K
$32.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$432 - $550
|
38
$543
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$353 - $449
|
32.7K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 0.26% |
$319 - $405
|
10.7K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.05% |
$250 - $319
|
44.1K
$630K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.0% |
$205 - $261
|
1.82K
$25.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.95% |
$114 - $145
|
1.06K
$15.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10+ 0.04% |
$114 - $145
|
27.5K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$91 - $116
|
8
$114
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8+ 8.08% |
$91 - $116
|
107
$1.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.02% |
$68.3 - $86.9
|
31.8K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$34.1 - $43.4
|
2.36K
$33.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$22.8 - $29
|
2
$28.6
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.2% |
$11.4 - $14.5
|
500
$7.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
448K+ 266.55% |
$4.97M - $6M
|
616K
$8.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
208K+ 3.14% |
$2.31M - $2.79M
|
6.83M
$97.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
159KNew |
$1.77M - $2.13M
|
159K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
102K+ 227.45% |
$1.13M - $1.36M
|
146K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84.9K+ 36.04% |
$942K - $1.14M
|
320K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82.5KNew |
$916K - $1.11M
|
82.5K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.7KNew |
$585K - $706K
|
52.7K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
49.5KNew |
$549K - $664K
|
49.5K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
13.8KNew |
$154K - $186K
|
13.8K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 21.43% |
$126K - $152K
|
64.4K
$919K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$119K - $143K
|
10.7K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 46.01% |
$113K - $136K
|
32.2K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41KNew |
$48.9K - $59.1K
|
4.41K
$62.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.01K+ 15.15% |
$33.4K - $40.4K
|
22.9K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.93K+ 251.29% |
$32.5K - $39.2K
|
4.09K
$58.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
869+ 17.52% |
$9.65K - $11.7K
|
5.83K
$83.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
607New |
$6.74K - $8.14K
|
607
$8.67K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 2.96% |
$4.91K - $5.93K
|
15.4K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$4.42K - $5.34K
|
398
$5.68K
|
|