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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 0.02% |
$170 - $201
|
55.2K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.91% |
$14.1 - $16.7
|
109
$1.61K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 1.79% |
$14.1 - $16.7
|
55
$812
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5- 0.03% |
$70.7 - $83.6
|
19.8K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 7.36% |
$311 - $368
|
277
$4.09K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34- 0.25% |
$480 - $568
|
13.6K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-36- 39.13% |
$509 - $602
|
56
$827
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 18.82% |
$721 - $853
|
220
$3.25K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-54- 0.26% |
$763 - $903
|
21K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$820 - $970
|
58
$857
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-64- 0.3% |
$904 - $1.07K
|
21.5K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 2.67% |
$1.29K - $1.52K
|
3.31K
$48.9K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-103- 0.36% |
$1.46K - $1.72K
|
28.9K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-104- 0.43% |
$1.47K - $1.74K
|
24.1K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-106- 1.8% |
$1.5K - $1.77K
|
5.8K
$85.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 4.19% |
$2.03K - $2.41K
|
3.29K
$48.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-173- 1.69% |
$2.44K - $2.89K
|
10.1K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-199- 30.95% |
$2.81K - $3.33K
|
444
$6.56K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-207- 1.88% |
$2.92K - $3.46K
|
10.8K
$159K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-219- 22.12% |
$3.09K - $3.66K
|
771
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-232- 1.16% |
$3.28K - $3.88K
|
19.8K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-268- 1.82% |
$3.79K - $4.48K
|
14.5K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-301- 1.24% |
$4.25K - $5.03K
|
24.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-390- 0.39% |
$5.51K - $6.52K
|
100K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-451- 1.32% |
$6.37K - $7.54K
|
33.7K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-454- 2.76% |
$6.42K - $7.59K
|
16K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-487- 20.68% |
$6.88K - $8.14K
|
1.87K
$27.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-504- 4.6% |
$7.12K - $8.43K
|
10.4K
$154K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-505- 3.92% |
$7.14K - $8.44K
|
12.4K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-534- 2.47% |
$7.55K - $8.93K
|
21.1K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 5.6% |
$8.83K - $10.5K
|
10.5K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-663- 1.82% |
$9.37K - $11.1K
|
35.8K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-730- 2.2% |
$10.3K - $12.2K
|
32.4K
$478K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-746- 5.55% |
$10.5K - $12.5K
|
12.7K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-747- 4.82% |
$10.6K - $12.5K
|
14.7K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-781- 6.28% |
$11K - $13.1K
|
11.7K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-792- 1.04% |
$11.2K - $13.2K
|
75.5K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-851- 0.48% |
$12K - $14.2K
|
178K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-857- 53.26% |
$12.1K - $14.3K
|
752
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-887- 3.05% |
$12.5K - $14.8K
|
28.2K
$416K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1K- 73.07% |
$14.1K - $16.7K
|
369
$5.45K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 6.72% |
$15.6K - $18.5K
|
15.3K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.23K- 4.95% |
$17.3K - $20.5K
|
23.5K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.26K- 2.46% |
$17.8K - $21K
|
49.9K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.26K- 8.65% |
$17.8K - $21.1K
|
13.3K
$197K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.3K- 99.39% |
$18.4K - $21.8K
|
8
$118
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 1.91% |
$18.6K - $22.1K
|
67.8K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.56K- 9.62% |
$22K - $26K
|
14.6K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 30.52% |
$29.2K - $34.5K
|
4.7K
$69.4K
|