Institutional Ownership Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 87.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
220
shares
|
$3,161
0.0% of portfolio
|
Q2 2024
Reduced 25.42%
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
200
shares
|
$2,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
187
shares
|
$2,687
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
167
shares
|
$2,399
0.0% of portfolio
|
Q1 2024
Added 198.21%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
164
shares
|
$2,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
136
shares
|
$1,954
0.0% of portfolio
|
Q2 2024
Reduced 95.95%
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
115
shares
|
$1,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
115
shares
|
$1,652
0.0% of portfolio
|
Q2 2024
Added 153.04%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
110
shares
|
$1,580
0.0% of portfolio
|
Q3 2024
Reduced 76.89%
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
107
shares
|
$1,537
0.0% of portfolio
|
Q3 2024
Added 8.08%
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
92
shares
|
$1,322
0.0% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
87
shares
|
$1,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
86
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73
shares
|
$1,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
57
shares
|
$819
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
38
shares
|
$546
0.0% of portfolio
|
Q4 2023
Added 2.7%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
38
shares
|
$546
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
33
shares
|
$474
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
19
shares
|
$273
0.0% of portfolio
|
Q3 2022
Reduced 20.83%
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
8
shares
|
$114
0.0% of portfolio
|
Q3 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$71
0.0% of portfolio
|
Q4 2022
Reduced 97.3%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2
shares
|
$28
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|