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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
515+ 8.62% |
$4.66K - $5.23K
|
6.49K
$91.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
274New |
$2.48K - $2.78K
|
274
$3.85K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.81K - $2.03K
|
200
$2.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$1.48K - $1.66K
|
164
$2.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.19K - $1.34K
|
132
$1.86K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$1.04K - $1.17K
|
115
$1.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87New |
$787 - $883
|
87
$1.22K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
61+ 45.52% |
$552 - $619
|
195
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$516 - $579
|
57
$801
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33New |
$299 - $335
|
33
$464
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.7% |
$9.05 - $10.2
|
38
$534
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
1.27MNew |
$10.9M - $13.2M
|
1.27M
$17.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
920KNew |
$7.88M - $9.53M
|
920K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
178KNew |
$1.52M - $1.84M
|
178K
$2.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
143KNew |
$1.22M - $1.48M
|
143K
$2.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
47.3K+ 20.13% |
$405K - $490K
|
283K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
37.3KNew |
$320K - $386K
|
37.3K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
28.7KNew |
$246K - $297K
|
28.7K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
22.2KNew |
$190K - $230K
|
22.2K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
20KNew |
$171K - $207K
|
20K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
16.1K+ 14.92% |
$138K - $167K
|
124K
$1.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.62K+ 23.52% |
$48.1K - $58.1K
|
29.5K
$415K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.74K+ 2.35% |
$14.9K - $18K
|
75.8K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.47KNew |
$12.6K - $15.2K
|
1.47K
$20.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.4KNew |
$12K - $14.5K
|
1.4K
$19.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
901+ 1.38% |
$7.71K - $9.33K
|
66K
$928K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
598+ 37.52% |
$5.12K - $6.19K
|
2.19K
$30.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 2.94% |
$3.67K - $4.44K
|
15K
$211K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$1.76K - $2.13K
|
206
$2.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
8+ 1.46% |
$68.5 - $82.8
|
555
$7.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
91.1KNew |
$714K - $786K
|
91.1K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
65.9K+ 23.37% |
$517K - $569K
|
348K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39.5K+ 30.12% |
$310K - $341K
|
171K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27.4KNew |
$215K - $236K
|
27.4K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.4K+ 39.65% |
$97K - $107K
|
43.6K
$613K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1KNew |
$7.84K - $8.63K
|
1K
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
595New |
$4.66K - $5.13K
|
595
$8.37K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
285New |
$2.23K - $2.46K
|
285
$4.01K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
224New |
$1.76K - $1.93K
|
224
$3.15K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
173New |
$1.36K - $1.49K
|
173
$2.43K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51New |
$400 - $440
|
51
$717
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$15.7 - $17.3
|
2
$28.1
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
52.7KNew |
$404K - $476K
|
52.7K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
35.5KNew |
$272K - $320K
|
35.5K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
27.5KNew |
$211K - $248K
|
27.5K
$387K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$87.1K - $103K
|
11.4K
$160K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2KNew |
$15.3K - $18.1K
|
2K
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
374New |
$2.86K - $3.38K
|
374
$5.26K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101New |
$774 - $912
|
101
$1.42K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$429 - $506
|
56
$787
|
|