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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
65.9K+ 23.37% |
$517K - $569K
|
348K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39.5K+ 30.12% |
$310K - $341K
|
171K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27.4KNew |
$215K - $236K
|
27.4K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.4K+ 39.65% |
$97K - $107K
|
43.6K
$644K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1KNew |
$7.84K - $8.63K
|
1K
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
595New |
$4.66K - $5.13K
|
595
$8.79K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
285New |
$2.23K - $2.46K
|
285
$4.21K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
224New |
$1.76K - $1.93K
|
224
$3.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
173New |
$1.36K - $1.49K
|
173
$2.56K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51New |
$400 - $440
|
51
$753
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$15.7 - $17.3
|
2
$29.5
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
52.7KNew |
$404K - $476K
|
52.7K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
35.5KNew |
$272K - $320K
|
35.5K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
27.5KNew |
$211K - $248K
|
27.5K
$406K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$87.1K - $103K
|
11.4K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2KNew |
$15.3K - $18.1K
|
2K
$29.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
374New |
$2.86K - $3.38K
|
374
$5.52K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101New |
$774 - $912
|
101
$1.49K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$429 - $506
|
56
$827
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
396KNew |
$2.13M - $3.18M
|
396K
$5.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
220KNew |
$1.19M - $1.77M
|
220K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
63.5K+ 103.08% |
$342K - $511K
|
125K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
56.7KNew |
$306K - $457K
|
56.7K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.5KNew |
$105K - $157K
|
19.5K
$288K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.8KNew |
$79.8K - $119K
|
14.8K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$77.3K - $116K
|
14.4K
$212K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
10.1KNew |
$54.5K - $81.4K
|
10.1K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.73KNew |
$14.7K - $22K
|
2.73K
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.5KNew |
$13.5K - $20.1K
|
2.5K
$36.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
985New |
$5.31K - $7.93K
|
985
$14.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
250+ 1.84% |
$1.35K - $2.01K
|
13.8K
$204K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
232New |
$1.25K - $1.87K
|
232
$3.43K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
183New |
$986 - $1.47K
|
183
$2.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
124New |
$668 - $998
|
124
$1.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
86New |
$464 - $692
|
86
$1.27K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
64New |
$345 - $515
|
64
$945
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54.7KNew |
$301K - $1.72M
|
54.7K
$807K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$91K - $521K
|
16.5K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$65.4K - $375K
|
11.9K
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.27KNew |
$23.5K - $135K
|
4.27K
$63.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
1.58K+ 13.29% |
$8.67K - $49.7K
|
13.4K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.06KNew |
$5.82K - $33.4K
|
1.06K
$15.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
860+ 47.62% |
$4.73K - $27.1K
|
2.67K
$39.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
705New |
$3.88K - $22.2K
|
705
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
335New |
$1.84K - $10.6K
|
335
$4.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
271New |
$1.49K - $8.54K
|
271
$4K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
255+ 1.73% |
$1.4K - $8.03K
|
15K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$985 - $5.64K
|
179
$2.64K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
17.7KNew |
$101K - $113K
|
17.7K
$261K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.28K+ 38.07% |
$41.8K - $46.6K
|
26.4K
$390K
|
|