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 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.43K+ 4.15% |
$48.4K - $57.3K
|
85.9K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 3.96% |
$47.7K - $56.4K
|
88.5K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.27K+ 59.98% |
$46.1K - $54.6K
|
8.71K
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.25K+ 3.28% |
$45.9K - $54.3K
|
102K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14K+ 1.73% |
$44.4K - $52.5K
|
185K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.07K+ 2.98% |
$43.4K - $51.3K
|
106K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.04K+ 135.96% |
$42.9K - $50.8K
|
5.27K
$77.8K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.82K+ 6.77% |
$39.8K - $47.1K
|
44.4K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.76K+ 6.38% |
$39K - $46.1K
|
46K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.76K+ 5.15% |
$39K - $46.1K
|
56.3K
$832K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.7K+ 732.52% |
$38.2K - $45.2K
|
3.07K
$45.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.7K+ 4.18% |
$38.1K - $45.1K
|
67.2K
$993K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 4.33% |
$37.6K - $44.5K
|
64.2K
$948K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.59K+ 17.25% |
$36.6K - $43.3K
|
17.6K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.52K+ 12.82% |
$35.5K - $42.1K
|
22.1K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39K+ 2.65% |
$33.7K - $39.9K
|
92.6K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.3K+ 1.61% |
$32.6K - $38.5K
|
145K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.3K+ 4.24% |
$32.5K - $38.4K
|
56.4K
$834K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 0.99% |
$30.9K - $36.5K
|
223K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 1044.12% |
$30.1K - $35.6K
|
2.33K
$34.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.97K+ 4.01% |
$27.9K - $33K
|
51.1K
$755K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.93K+ 9.36% |
$27.2K - $32.2K
|
22.5K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.62% |
$24K - $28.4K
|
27.4K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 8.15% |
$23.9K - $28.3K
|
22.4K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 2.97% |
$23.6K - $27.9K
|
57.9K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.55K+ 11.8% |
$21.9K - $25.9K
|
14.7K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.3K+ 130100.0% |
$18.4K - $21.8K
|
1.3K
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.13K+ 88.25% |
$15.9K - $18.8K
|
2.4K
$35.5K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 6.56% |
$15.2K - $18K
|
17.5K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
965New |
$13.6K - $16.1K
|
965
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
909+ 5.26% |
$12.8K - $15.2K
|
18.2K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
906+ 7.49% |
$12.8K - $15.1K
|
13K
$192K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
903+ 3.72% |
$12.8K - $15.1K
|
25.2K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
884+ 0.45% |
$12.5K - $14.8K
|
196K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
867+ 8.47% |
$12.3K - $14.5K
|
11.1K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
837+ 4.45% |
$11.8K - $14K
|
19.7K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
829+ 5.36% |
$11.7K - $13.9K
|
16.3K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
820New |
$11.6K - $13.7K
|
820
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
809+ 2.57% |
$11.4K - $13.5K
|
32.2K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
801+ 4.9% |
$11.3K - $13.4K
|
17.2K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
770+ 6.61% |
$10.9K - $12.9K
|
12.4K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
746New |
$10.5K - $12.5K
|
746
$11K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
729+ 3.77% |
$10.3K - $12.2K
|
20.1K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
728New |
$10.3K - $12.2K
|
728
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
686+ 3.75% |
$9.69K - $11.5K
|
19K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
674+ 35.77% |
$9.52K - $11.3K
|
2.56K
$37.8K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
648+ 8.81% |
$9.16K - $10.8K
|
8K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
629+ 2.49% |
$8.89K - $10.5K
|
25.9K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 2.94% |
$8.63K - $10.2K
|
21.4K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
588+ 2.9% |
$8.31K - $9.83K
|
20.9K
$308K
|