Purchases and Sales Made in Q1 2023 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q1 2023. The information is specifically focused on institutions that hold shares of SUMITOMO MITSUI FINANCIAL GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 9.2% |
$152K - $180K
|
236K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.9K+ 4.89% |
$144K - $170K
|
404K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18.8K+ 9.32% |
$144K - $170K
|
221K
$3.18M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
18.1K+ 157.15% |
$139K - $163K
|
29.6K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18KNew |
$138K - $162K
|
18K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.2K+ 71.61% |
$132K - $156K
|
41.3K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16.5K+ 21.15% |
$127K - $149K
|
94.8K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
16.4K+ 163.24% |
$125K - $148K
|
26.4K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.2K+ 5.47% |
$116K - $137K
|
292K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 6.44% |
$111K - $130K
|
239K
$3.44M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.2K+ 14.6% |
$101K - $120K
|
104K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.7KNew |
$97.3K - $115K
|
12.7K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.4K+ 65.6% |
$94.7K - $112K
|
31.2K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$91K - $107K
|
11.9K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.7KNew |
$89.3K - $105K
|
11.7K
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$88.9K - $105K
|
11.6K
$167K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$87.1K - $103K
|
11.4K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
11.2K+ 4.24% |
$86.2K - $102K
|
276K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.1K+ 1.53% |
$84.7K - $99.9K
|
736K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$81K - $95.5K
|
10.6K
$152K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.72K+ 12.75% |
$66.8K - $78.8K
|
77.1K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
8.32K+ 3.05% |
$63.8K - $75.2K
|
281K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.7K+ 11.74% |
$59K - $69.5K
|
73.3K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
6.83K+ 1.35% |
$52.3K - $61.7K
|
513K
$7.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.56K+ 4.13% |
$50.2K - $59.2K
|
165K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.24K+ 0.27% |
$47.8K - $56.4K
|
2.31M
$33.2M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.11K+ 8.21% |
$46.8K - $55.1K
|
80.5K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.92KNew |
$45.4K - $53.5K
|
5.92K
$85.3K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.47K+ 1.24% |
$41.9K - $49.4K
|
447K
$6.44M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.19K+ 4.64% |
$39.7K - $46.8K
|
117K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.14K+ 11.13% |
$39.4K - $46.4K
|
51.3K
$739K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.9K+ 40.47% |
$37.5K - $44.2K
|
17K
$245K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.8K+ 26.52% |
$36.8K - $43.4K
|
22.9K
$330K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.54K+ 9.35% |
$34.8K - $41K
|
53.1K
$764K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.11K+ 7.91% |
$31.5K - $37.1K
|
56.1K
$808K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4K+ 9.15% |
$30.6K - $36.1K
|
47.7K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.88K+ 5.64% |
$29.7K - $35K
|
72.6K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.87KNew |
$29.6K - $34.9K
|
3.87K
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.5K+ 23.19% |
$26.8K - $31.6K
|
18.6K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 7.8% |
$20.3K - $24K
|
36.7K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.58K+ 5.12% |
$19.7K - $23.3K
|
52.8K
$761K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51K+ 17.86% |
$19.2K - $22.7K
|
16.6K
$239K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.47K+ 335.46% |
$18.9K - $22.3K
|
3.21K
$46.2K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.45K+ 1.24% |
$18.8K - $22.1K
|
199K
$2.87M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.38KNew |
$18.2K - $21.5K
|
2.38K
$34.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 9.56% |
$17.3K - $20.4K
|
25.9K
$373K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 9.4% |
$16.5K - $19.5K
|
25.1K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.15K+ 18.84% |
$16.5K - $19.4K
|
13.6K
$195K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2KNew |
$15.3K - $18.1K
|
2K
$28.8K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.86K+ 3.51% |
$14.2K - $16.8K
|
54.8K
$789K
|