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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.94K+ 2.35% |
$22.1K - $28.1K
|
84.6K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17KNew |
$13.4K - $17K
|
1.17K
$17.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
796New |
$9.06K - $11.5K
|
796
$11.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
634New |
$7.21K - $9.18K
|
634
$9.36K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
412New |
$4.69K - $5.97K
|
412
$6.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
381+ 1.18% |
$4.34K - $5.52K
|
32.8K
$485K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
250New |
$2.85K - $3.62K
|
250
$3.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$1.87K - $2.37K
|
164
$2.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 6.02% |
$1.56K - $1.98K
|
2.41K
$35.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86New |
$979 - $1.25K
|
86
$1.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$432 - $550
|
38
$561
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$353 - $449
|
32.7K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$91 - $116
|
8
$118
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$22.8 - $29
|
2
$29.5
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
448K+ 266.55% |
$4.97M - $6M
|
616K
$9.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
208K+ 3.14% |
$2.31M - $2.79M
|
6.83M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
159KNew |
$1.77M - $2.13M
|
159K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
102K+ 227.45% |
$1.13M - $1.36M
|
146K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84.9K+ 36.04% |
$942K - $1.14M
|
320K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82.5KNew |
$916K - $1.11M
|
82.5K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.7KNew |
$585K - $706K
|
52.7K
$778K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
49.5KNew |
$549K - $664K
|
49.5K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
13.8KNew |
$154K - $186K
|
13.8K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 21.43% |
$126K - $152K
|
64.4K
$951K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$119K - $143K
|
10.7K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 46.01% |
$113K - $136K
|
32.2K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41KNew |
$48.9K - $59.1K
|
4.41K
$65.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.93K+ 251.29% |
$32.5K - $39.2K
|
4.09K
$60.4K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$13.3K - $16.1K
|
1.2K
$17.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
607New |
$6.74K - $8.14K
|
607
$8.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$4.42K - $5.34K
|
398
$5.88K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 75.0% |
$2.96K - $3.58K
|
623
$9.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
195New |
$2.16K - $2.61K
|
195
$2.88K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
167New |
$1.85K - $2.24K
|
167
$2.47K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
141New |
$1.57K - $1.89K
|
141
$2.08K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 14.26% |
$1.54K - $1.86K
|
1.11K
$16.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$1.39K - $1.68K
|
125
$1.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 5.72% |
$588 - $711
|
980
$14.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$178 - $215
|
16
$236
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
111KNew |
$1.06M - $1.37M
|
111K
$1.64M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
61.8KNew |
$593K - $761K
|
61.8K
$912K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
30.7KNew |
$295K - $379K
|
30.7K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.8K+ 70.8% |
$229K - $294K
|
57.5K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20KNew |
$192K - $246K
|
20K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.2KNew |
$165K - $212K
|
17.2K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13KNew |
$125K - $160K
|
13K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
10.2KNew |
$98.2K - $126K
|
10.2K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.2KNew |
$97.4K - $125K
|
10.2K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10KNew |
$96K - $123K
|
10K
$148K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.79K+ 15.23% |
$74.8K - $96.1K
|
59K
$871K
|
|