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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
540New |
$5.18K - $6.66K
|
540
$7.98K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$4.13K - $5.3K
|
430
$6.35K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
314+ 0.16% |
$3.01K - $3.87K
|
202K
$2.99M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
297New |
$2.85K - $3.66K
|
297
$4.39K
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
218New |
$2.09K - $2.69K
|
218
$3.22K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
104New |
$998 - $1.28K
|
104
$1.54K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44New |
$422 - $543
|
44
$650
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
246KNew |
$2.22M - $2.49M
|
246K
$3.63M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
176KNew |
$1.59M - $1.78M
|
176K
$2.59M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
97.9KNew |
$886K - $994K
|
97.9K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Tiger Pacific Capital LP
New York, NY |
BUY
|
- |
66.1KNew |
$598K - $671K
|
66.1K
$976K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
48.2KNew |
$436K - $489K
|
48.2K
$712K
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
26.7KNew |
$241K - $271K
|
26.7K
$394K
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
25.2KNew |
$228K - $255K
|
25.2K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$220K - $246K
|
24.3K
$358K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$208K - $233K
|
23K
$340K
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15KNew |
$136K - $152K
|
15K
$222K
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13.3KNew |
$121K - $135K
|
13.3K
$197K
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.2KNew |
$101K - $113K
|
11.2K
$165K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.18K+ 15.51% |
$28.8K - $32.3K
|
23.7K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
2.38K+ 1.51% |
$21.6K - $24.2K
|
160K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
515+ 8.62% |
$4.66K - $5.23K
|
6.49K
$95.9K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
274New |
$2.48K - $2.78K
|
274
$4.05K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.81K - $2.03K
|
200
$2.95K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$1.48K - $1.66K
|
164
$2.42K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.19K - $1.34K
|
132
$1.95K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$1.04K - $1.17K
|
115
$1.7K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87New |
$787 - $883
|
87
$1.28K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
61+ 45.52% |
$552 - $619
|
195
$2.88K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$516 - $579
|
57
$842
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33New |
$299 - $335
|
33
$487
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.7% |
$9.05 - $10.2
|
38
$561
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
1.27MNew |
$10.9M - $13.2M
|
1.27M
$18.8M
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
920KNew |
$7.88M - $9.53M
|
920K
$13.6M
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
178KNew |
$1.52M - $1.84M
|
178K
$2.63M
|
|
Nov 21, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
143KNew |
$1.22M - $1.48M
|
143K
$2.11M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
47.3K+ 20.13% |
$405K - $490K
|
283K
$4.17M
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
37.3KNew |
$320K - $386K
|
37.3K
$551K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
28.7KNew |
$246K - $297K
|
28.7K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
22.2KNew |
$190K - $230K
|
22.2K
$328K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.62K+ 23.52% |
$48.1K - $58.1K
|
29.5K
$436K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.74K+ 2.35% |
$14.9K - $18K
|
75.8K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.47KNew |
$12.6K - $15.2K
|
1.47K
$21.7K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.4KNew |
$12K - $14.5K
|
1.4K
$20.6K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
901+ 1.38% |
$7.71K - $9.33K
|
66K
$975K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
598+ 37.52% |
$5.12K - $6.19K
|
2.19K
$32.4K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 2.94% |
$3.67K - $4.44K
|
15K
$222K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$1.76K - $2.13K
|
206
$3.04K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
8+ 1.46% |
$68.5 - $82.8
|
555
$8.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
91.1KNew |
$714K - $786K
|
91.1K
$1.35M
|