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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.5KNew |
$346K - $409K
|
24.5K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
24.1K+ 18.45% |
$341K - $404K
|
155K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.7K+ 17.4% |
$335K - $396K
|
160K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22.5K+ 34.77% |
$318K - $377K
|
87.4K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.4K+ 9.06% |
$288K - $341K
|
245K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.9K+ 21.85% |
$282K - $333K
|
111K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.7KNew |
$265K - $313K
|
18.7K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17K+ 32.5% |
$240K - $284K
|
69.3K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
16.9K+ 41.71% |
$238K - $282K
|
57.2K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.2KNew |
$215K - $254K
|
15.2K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.6KNew |
$207K - $245K
|
14.6K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.6KNew |
$206K - $244K
|
14.6K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$202K - $239K
|
14.3K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7KNew |
$194K - $229K
|
13.7K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
13.5K+ 6.47% |
$191K - $226K
|
222K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 90.33% |
$181K - $214K
|
27K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 63.21% |
$167K - $198K
|
30.6K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.6KNew |
$164K - $194K
|
11.6K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$145K - $172K
|
10.3K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 9.33% |
$144K - $171K
|
120K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.2KNew |
$143K - $170K
|
10.2K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
10KNew |
$142K - $168K
|
10K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8.87K+ 25.3% |
$125K - $148K
|
43.9K
$649K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.23K+ 20.92% |
$116K - $138K
|
47.5K
$702K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.1K+ 72.18% |
$115K - $135K
|
19.3K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.83K+ 12.71% |
$111K - $131K
|
69.4K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.53KNew |
$106K - $126K
|
7.53K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.51K+ 43.01% |
$106K - $126K
|
25K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.82K+ 11.16% |
$96.4K - $114K
|
67.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.44K+ 45.18% |
$91K - $108K
|
20.7K
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.36K+ 4.17% |
$89.9K - $106K
|
159K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.01K+ 22.67% |
$84.9K - $100K
|
32.5K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99K+ 40.63% |
$84.6K - $100K
|
20.7K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.89K+ 47.29% |
$83.2K - $98.4K
|
18.3K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.42K+ 13.48% |
$76.5K - $90.6K
|
45.6K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
5.17K+ 2.03% |
$73K - $86.4K
|
260K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.16K+ 654.7% |
$72.9K - $86.3K
|
5.95K
$87.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.14K+ 41.77% |
$72.6K - $85.9K
|
17.4K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.88K+ 2.57% |
$69K - $81.6K
|
195K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 26.78% |
$61.7K - $73K
|
20.7K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.14K+ 214.77% |
$58.5K - $69.3K
|
6.07K
$89.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 25.94% |
$58.5K - $69.2K
|
20.1K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.9K+ 30.75% |
$55.1K - $65.2K
|
16.6K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.88K+ 35.89% |
$54.8K - $64.8K
|
14.7K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.82K+ 18.01% |
$54K - $63.9K
|
25K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.73K+ 8.12% |
$52.6K - $62.3K
|
49.6K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.69K+ 18.67% |
$52.2K - $61.7K
|
23.5K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.69K+ 823.66% |
$52.1K - $61.7K
|
4.14K
$61.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.63K+ 8.59% |
$51.3K - $60.8K
|
45.9K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.43K+ 10.05% |
$48.5K - $57.3K
|
37.6K
$555K
|