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
|
Rnc Capital Management LLC
|
BUY
|
- |
588+ 1.62% |
$8.31K - $9.83K
|
36.8K
$544K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
541+ 0.62% |
$7.64K - $9.05K
|
87.3K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
535+ 4.21% |
$7.56K - $8.95K
|
13.2K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
533New |
$7.53K - $8.91K
|
533
$7.87K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
468+ 2.52% |
$6.61K - $7.82K
|
19K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
424+ 4.05% |
$5.99K - $7.09K
|
10.9K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403+ 5.73% |
$5.69K - $6.74K
|
7.43K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
395+ 16.44% |
$5.58K - $6.6K
|
2.8K
$41.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
390+ 141.3% |
$5.51K - $6.52K
|
666
$9.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
388New |
$5.48K - $6.49K
|
388
$5.73K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
381+ 2.42% |
$5.38K - $6.37K
|
16.1K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
372+ 563.64% |
$5.26K - $6.22K
|
438
$6.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
357+ 310.43% |
$5.04K - $5.97K
|
472
$6.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
346New |
$4.89K - $5.79K
|
346
$5.11K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
342+ 1.1% |
$4.83K - $5.72K
|
31.3K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
341+ 0.99% |
$4.82K - $5.7K
|
34.8K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
329+ 0.99% |
$4.65K - $5.5K
|
33.7K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
314New |
$4.44K - $5.25K
|
314
$4.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
314+ 1.14% |
$4.44K - $5.25K
|
27.9K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
313New |
$4.42K - $5.23K
|
313
$4.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
290+ 2.04% |
$4.1K - $4.85K
|
14.5K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
255New |
$3.6K - $4.26K
|
255
$3.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
226New |
$3.19K - $3.78K
|
226
$3.34K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
208New |
$2.94K - $3.48K
|
208
$3.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
204+ 0.04% |
$2.88K - $3.41K
|
499K
$7.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
201+ 12.59% |
$2.84K - $3.36K
|
1.8K
$26.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 30.96% |
$2.83K - $3.34K
|
846
$12.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
196+ 17.52% |
$2.77K - $3.28K
|
1.32K
$19.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
171+ 1.03% |
$2.42K - $2.86K
|
16.7K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
142New |
$2.01K - $2.37K
|
142
$2.1K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
141+ 1.13% |
$1.99K - $2.36K
|
12.6K
$186K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
129New |
$1.82K - $2.16K
|
129
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
125New |
$1.77K - $2.09K
|
125
$1.85K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
122+ 1.06% |
$1.72K - $2.04K
|
11.6K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$1.68K - $1.99K
|
119
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
108+ 64.67% |
$1.53K - $1.81K
|
275
$4.06K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 3.92% |
$1.5K - $1.77K
|
2.81K
$41.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
105New |
$1.48K - $1.76K
|
105
$1.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
100+ 0.74% |
$1.41K - $1.67K
|
13.6K
$200K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
88New |
$1.24K - $1.47K
|
88
$1.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
58+ 100.0% |
$820 - $970
|
116
$1.71K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
49+ 1.4% |
$692 - $819
|
3.55K
$52.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
49New |
$692 - $819
|
49
$724
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
40+ 0.14% |
$565 - $669
|
28.6K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 1800.0% |
$509 - $602
|
38
$561
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 2.25% |
$480 - $568
|
1.54K
$22.8K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
33New |
$466 - $552
|
33
$487
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$452 - $535
|
32
$473
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 3.3% |
$254 - $301
|
564
$8.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14New |
$198 - $234
|
14
$207
|