Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.96K- 39.11% |
$70.3K - $77.4K
|
14K
$196K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 29.73% |
$40.1K - $44.2K
|
12.1K
$170K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 12.65% |
$12.7K - $14K
|
11.2K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-1.13K- 0.41% |
$8.83K - $9.72K
|
275K
$3.87M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-633- 4.09% |
$4.96K - $5.46K
|
14.8K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-358- 2.94% |
$2.81K - $3.09K
|
11.8K
$166K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-426K- 77.28% |
$3.26M - $3.85M
|
125K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-109K- 53.86% |
$835K - $984K
|
93.4K
$1.31M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-98.3K- 50.11% |
$753K - $888K
|
97.8K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.22K- 11.04% |
$9.35K - $11K
|
9.84K
$138K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-229- 5.0% |
$1.75K - $2.07K
|
4.35K
$61.2K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.26K- 1.0% |
$6.8K - $10.2K
|
125K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-977- 5.07% |
$5.27K - $7.86K
|
18.3K
$257K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-928- 0.24% |
$5K - $7.47K
|
388K
$5.46M
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-537- 4.02% |
$2.89K - $4.32K
|
12.8K
$180K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-396- 47.48% |
$2.13K - $3.19K
|
438
$6.16K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 97.3% |
$970 - $1.45K
|
5
$70.3
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-61- 0.51% |
$329 - $491
|
11.8K
$166K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-89.4K- 67.55% |
$492K - $2.82M
|
42.9K
$604K
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-928- 54.94% |
$5.1K - $29.2K
|
761
$10.7K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 20.83% |
$27.5 - $158
|
19
$267
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-152K- 98.13% |
$872K - $974K
|
2.89K
$40.7K
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-70.5KClosed |
$405K - $452K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-68.2KClosed |
$392K - $437K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-65.3KClosed |
$375K - $418K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-63KClosed |
$362K - $404K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-52.6K- 34.2% |
$302K - $337K
|
101K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-44.2KClosed |
$254K - $284K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-39.8KClosed |
$229K - $255K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-35.3K- 20.3% |
$202K - $226K
|
138K
$1.95M
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-19.5KClosed |
$112K - $125K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14.6KClosed |
$83.7K - $93.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-14.1KClosed |
$80.9K - $90.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13K- 6.53% |
$74.8K - $83.5K
|
186K
$2.62M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 54.76% |
$71.3K - $79.6K
|
10.3K
$144K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11.3K- 79.78% |
$64.8K - $72.4K
|
2.86K
$40.3K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8KClosed |
$62K - $69.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-10.4KClosed |
$59.7K - $66.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.8KClosed |
$16.1K - $17.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.12K- 37.32% |
$12.2K - $13.6K
|
3.56K
$50K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.3K- 56.06% |
$7.46K - $8.33K
|
1.02K
$14.3K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-932Closed |
$5.35K - $5.97K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-821Closed |
$4.71K - $5.26K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-810Closed |
$4.65K - $5.19K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-676Closed |
$3.88K - $4.33K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-558- 5.78% |
$3.2K - $3.58K
|
9.1K
$128K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-402- 10.04% |
$2.31K - $2.58K
|
3.6K
$50.6K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-300Closed |
$1.72K - $1.92K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-255Closed |
$1.46K - $1.63K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-117- 46.8% |
$672 - $750
|
133
$1.87K
|