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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-429- 3.06% |
$3.29K - $3.87K
|
13.6K
$195K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-874- 99.89% |
$6.69K - $7.89K
|
1
$14.4
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-884- 35.67% |
$6.77K - $7.98K
|
1.59K
$23K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-887- 2.13% |
$6.79K - $8.01K
|
40.7K
$586K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-980- 2.61% |
$7.51K - $8.85K
|
36.5K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-987- 0.29% |
$7.56K - $8.91K
|
335K
$4.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.01K- 4.93% |
$7.74K - $9.13K
|
19.5K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.02K- 4.39% |
$7.81K - $9.21K
|
22.2K
$320K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.17K- 15.21% |
$8.97K - $10.6K
|
6.53K
$94K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.21K- 38.87% |
$9.29K - $11K
|
1.91K
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.22K- 11.04% |
$9.35K - $11K
|
9.84K
$142K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.52K- 7.66% |
$11.7K - $13.7K
|
18.4K
$264K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.7K- 3.38% |
$13K - $15.3K
|
48.6K
$700K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.76K- 2.02% |
$13.5K - $15.9K
|
85.6K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.81K- 11.75% |
$13.8K - $16.3K
|
13.6K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.97K- 16.23% |
$15.1K - $17.8K
|
10.2K
$146K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.09K- 2.93% |
$16K - $18.8K
|
69K
$994K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.11K- 8.04% |
$16.2K - $19.1K
|
24.1K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.39K- 15.37% |
$18.3K - $21.6K
|
13.2K
$190K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.68K- 12.85% |
$20.5K - $24.2K
|
18.1K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.98K- 14.51% |
$22.8K - $26.9K
|
17.5K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.02K- 3.54% |
$23.1K - $27.3K
|
82.2K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.05K- 5.02% |
$23.4K - $27.6K
|
57.8K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.24K- 14.22% |
$24.8K - $29.3K
|
19.6K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.25K- 21.06% |
$24.9K - $29.4K
|
12.2K
$176K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.29K- 36.2% |
$25.2K - $29.7K
|
5.79K
$83.4K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.41K- 25.04% |
$26.1K - $30.7K
|
10.2K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.5K- 12.89% |
$26.8K - $31.6K
|
23.7K
$341K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3.55K- 24.14% |
$27.2K - $32.1K
|
11.2K
$161K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-3.92K- 6.56% |
$30K - $35.4K
|
55.8K
$803K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.36K- 18.49% |
$33.4K - $39.4K
|
19.2K
$277K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.8K- 57.97% |
$36.8K - $43.4K
|
3.48K
$50.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.07K- 12.38% |
$38.8K - $45.8K
|
35.9K
$516K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.12K- 31.14% |
$39.2K - $46.2K
|
11.3K
$163K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.24K- 48.35% |
$40.1K - $47.3K
|
5.59K
$80.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 15.88% |
$41.7K - $49.2K
|
28.8K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.16K- 31.83% |
$47.1K - $55.6K
|
13.2K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.67K- 34.86% |
$51.1K - $60.2K
|
12.5K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.68K- 4.33% |
$51.2K - $60.3K
|
148K
$2.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8.09K- 37.21% |
$62K - $73.1K
|
13.7K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.18K- 3.94% |
$62.6K - $73.8K
|
199K
$2.87M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 97.27% |
$62.8K - $74K
|
230
$3.31K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.79K- 22.1% |
$67.3K - $79.4K
|
31K
$446K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.96K- 36.67% |
$68.6K - $80.9K
|
15.5K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.08K- 19.41% |
$69.5K - $82K
|
37.7K
$543K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.6K- 1.49% |
$81.1K - $95.6K
|
702K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11K- 6.54% |
$84.5K - $99.7K
|
158K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.4K- 24.82% |
$87.5K - $103K
|
34.6K
$498K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.4K- 21.93% |
$87.6K - $103K
|
40.7K
$586K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13.4K- 19.22% |
$103K - $121K
|
56.5K
$813K
|