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 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-16.2K- 8.89% |
$124K - $146K
|
166K
$2.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-17.1K- 8.08% |
$131K - $154K
|
194K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17.4K- 19.47% |
$133K - $157K
|
72K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-19.1K- 21.15% |
$147K - $173K
|
71.3K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.3K- 48.63% |
$148K - $174K
|
20.4K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23.1K- 97.06% |
$177K - $209K
|
701
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 15.2% |
$189K - $223K
|
138K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-25K- 8.07% |
$192K - $226K
|
285K
$4.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-34.5K- 30.31% |
$264K - $311K
|
79.3K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-37.5K- 44.83% |
$287K - $339K
|
46.2K
$665K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.9K- 45.0% |
$313K - $369K
|
50K
$720K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-45.1K- 13.35% |
$346K - $407K
|
293K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-46.3K- 28.28% |
$355K - $418K
|
117K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51.1K- 82.63% |
$392K - $462K
|
10.8K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-53.2K- 20.67% |
$408K - $481K
|
204K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.6K- 21.41% |
$449K - $529K
|
215K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-61.8K- 22.84% |
$473K - $558K
|
209K
$3.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.4K- 22.91% |
$601K - $708K
|
264K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-82.4K- 6.66% |
$632K - $744K
|
1.16M
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-98.3K- 50.11% |
$753K - $888K
|
97.8K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-103K- 20.66% |
$787K - $927K
|
394K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-109K- 53.86% |
$835K - $984K
|
93.4K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-144K- 14.49% |
$1.1M - $1.3M
|
849K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-150K- 8.53% |
$1.15M - $1.35M
|
1.6M
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-185K- 5.82% |
$1.42M - $1.67M
|
3M
$43.2M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-230K- 81.05% |
$1.76M - $2.08M
|
53.8K
$774K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-280K- 94.31% |
$2.14M - $2.53M
|
16.9K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-297K- 32.68% |
$2.27M - $2.68M
|
611K
$8.8M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-314K- 11.71% |
$2.41M - $2.84M
|
2.37M
$34.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-335K- 6.13% |
$2.56M - $3.02M
|
5.13M
$73.8M
|
|
|
May 15, 2023
Q1 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-426K- 77.28% |
$3.26M - $3.85M
|
125K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Cowen And Company, LLC
|
SELL
|
- |
-570K- 16.91% |
$4.37M - $5.15M
|
2.8M
$40.3M
|
|
|
May 11, 2023
Q1 2023
|
Cowen Investment Management LLC
New York, NY |
SELL
|
- |
-1M- 15.05% |
$7.66M - $9.03M
|
5.64M
$81.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.44M- 31.32% |
$11M - $13M
|
3.15M
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.44M- 10.77% |
$11M - $13M
|
11.9M
$172M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.75M- 66.66% |
$13.4M - $15.8M
|
877K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-2.23M- 72.44% |
$17.1M - $20.1M
|
847K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.03M- 36.91% |
$23.2M - $27.4M
|
5.18M
$74.6M
|