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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.11K- 39.97% |
$29.8K - $35.2K
|
3.16K
$46.7K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.34K- 11.97% |
$33.1K - $39.1K
|
17.2K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.55K- 32.11% |
$36K - $42.7K
|
5.39K
$79.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.58K- 6.1% |
$36.4K - $43.1K
|
39.7K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.61K- 9.36% |
$36.9K - $43.7K
|
25.3K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 0.45% |
$37K - $43.8K
|
578K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.63K- 0.47% |
$37.1K - $43.9K
|
558K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.1K- 99.97% |
$43.8K - $51.8K
|
1
$14.8
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.12K- 19.16% |
$44.1K - $52.1K
|
13.2K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.57K- 0.75% |
$50.4K - $59.7K
|
473K
$6.99M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 1.4% |
$51.1K - $60.5K
|
254K
$3.76M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.57K- 8.15% |
$64.5K - $76.3K
|
51.4K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.83K- 12.41% |
$68.2K - $80.7K
|
34.1K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.97K- 18.73% |
$70.2K - $83.1K
|
21.6K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-5K- 12.61% |
$70.7K - $83.6K
|
34.7K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-5.48K- 4.31% |
$77.4K - $91.6K
|
122K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.6K- 27.34% |
$79.2K - $93.7K
|
14.9K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.76K- 9.23% |
$81.4K - $96.3K
|
56.6K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.83K- 4.28% |
$82.3K - $97.4K
|
130K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.28K- 10.74% |
$88.7K - $105K
|
52.2K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.96K- 1.72% |
$98.4K - $116K
|
398K
$5.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.24K- 0.98% |
$116K - $138K
|
832K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.54K- 24.33% |
$121K - $143K
|
26.6K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 52.58% |
$121K - $143K
|
7.74K
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-11.2K- 16.3% |
$159K - $188K
|
57.7K
$852K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-11.6K- 43.02% |
$164K - $194K
|
15.3K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.2K- 39.6% |
$172K - $204K
|
18.6K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-13.7K- 0.47% |
$193K - $228K
|
2.89M
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.1K- 3.41% |
$213K - $252K
|
427K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.7K- 55.28% |
$251K - $297K
|
14.4K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-17.9K- 11.5% |
$253K - $300K
|
138K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18.2K- 24.41% |
$257K - $304K
|
56.3K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18.9K- 10.59% |
$267K - $316K
|
159K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.3K- 6.25% |
$273K - $323K
|
290K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-22.9K- 5.52% |
$324K - $384K
|
393K
$5.8M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 10.24% |
$326K - $385K
|
202K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25K- 7.44% |
$353K - $418K
|
311K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-25.3K- 45.01% |
$357K - $422K
|
30.9K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-27.2K- 26.9% |
$384K - $455K
|
73.9K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-39K- 24.78% |
$551K - $651K
|
118K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-39.6K- 8.82% |
$560K - $662K
|
409K
$6.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-43.5K- 25.78% |
$615K - $728K
|
125K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-54.5K- 13.29% |
$770K - $912K
|
356K
$5.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-57.2K- 15.93% |
$808K - $956K
|
302K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-58.5K- 62.02% |
$827K - $978K
|
35.8K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90.8K- 4.36% |
$1.28M - $1.52M
|
1.99M
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-95.6K- 9.43% |
$1.35M - $1.6M
|
918K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-95.8K- 39.56% |
$1.35M - $1.6M
|
146K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125K- 42.32% |
$1.77M - $2.09M
|
170K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171K- 74.71% |
$2.42M - $2.86M
|
58K
$856K
|