Purchases and Sales Made in Q1 2025 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q1 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4M+ 48.05% |
$161M - $190M
|
35.1M
$518M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
539K+ 59.84% |
$7.61M - $9.01M
|
1.44M
$21.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
406K+ 1752.33% |
$5.73M - $6.78M
|
429K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
388K+ 211.02% |
$5.48M - $6.49M
|
572K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
340KNew |
$4.8M - $5.68M
|
340K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
231K+ 34.65% |
$3.26M - $3.86M
|
897K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
220KNew |
$3.11M - $3.68M
|
220K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
213K+ 299.42% |
$3.02M - $3.57M
|
285K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
175KNew |
$2.47M - $2.93M
|
175K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 17.17% |
$2.46M - $2.91M
|
1.19M
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
160K+ 28.39% |
$2.26M - $2.67M
|
723K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
159K+ 3.17% |
$2.25M - $2.66M
|
5.19M
$76.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 46.44% |
$2.1M - $2.48M
|
468K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
144K+ 103.61% |
$2.03M - $2.4M
|
282K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
142KNew |
$2.01M - $2.38M
|
142K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
120K+ 56.88% |
$1.7M - $2.01M
|
332K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 37.04% |
$1.7M - $2.01M
|
445K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 6.64% |
$1.69M - $2M
|
1.92M
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
118K+ 77.11% |
$1.67M - $1.98M
|
272K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
112K+ 1.75% |
$1.58M - $1.87M
|
6.5M
$95.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
96.5K+ 19.99% |
$1.36M - $1.61M
|
579K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.3K+ 19.76% |
$1.33M - $1.58M
|
572K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89.8K+ 5.93% |
$1.27M - $1.5M
|
1.61M
$23.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
89.5K+ 15.52% |
$1.26M - $1.5M
|
666K
$9.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
86.2K+ 19.92% |
$1.22M - $1.44M
|
519K
$7.66M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
73.3K+ 21.05% |
$1.04M - $1.23M
|
421K
$6.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
65.6K+ 169.81% |
$928K - $1.1M
|
104K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
64.8KNew |
$915K - $1.08M
|
64.8K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.2K+ 3.62% |
$907K - $1.07M
|
1.84M
$27.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
62.2K+ 20.76% |
$878K - $1.04M
|
362K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.2K+ 32.99% |
$864K - $1.02M
|
247K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
58.6K+ 349.92% |
$828K - $979K
|
75.3K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.6K+ 0.48% |
$758K - $896K
|
11.3M
$166M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.5K+ 52.95% |
$629K - $745K
|
129K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
38.6KNew |
$546K - $646K
|
38.6K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
37.6K+ 52.23% |
$532K - $629K
|
110K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
37.3K+ 6.28% |
$528K - $624K
|
632K
$9.33M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
36.9KNew |
$521K - $616K
|
36.9K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.8KNew |
$520K - $615K
|
36.8K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.5K+ 25.95% |
$516K - $611K
|
177K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.9KNew |
$507K - $600K
|
35.9K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 15.48% |
$484K - $573K
|
256K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.8K+ 1.97% |
$449K - $532K
|
1.64M
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8K+ 67.63% |
$449K - $531K
|
78.8K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
30.7K+ 1473.68% |
$434K - $514K
|
32.8K
$485K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
30.5K+ 336.41% |
$431K - $510K
|
39.6K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$409K - $484K
|
28.9K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.8K+ 63.61% |
$392K - $464K
|
71.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.4K+ 140.87% |
$387K - $458K
|
46.9K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24.5K+ 15.02% |
$347K - $410K
|
188K
$2.78M
|