Purchases and Sales Made in Q2 2023 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.08K+ 1.49% |
$8.48K - $9.34K
|
73.7K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.04K+ 3.94% |
$8.16K - $8.98K
|
27.4K
$403K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1KNew |
$7.84K - $8.63K
|
1K
$14.7K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
918+ 0.55% |
$7.2K - $7.92K
|
167K
$2.45M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
873New |
$6.84K - $7.53K
|
873
$12.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
693+ 28.5% |
$5.43K - $5.98K
|
3.13K
$45.9K
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
691+ 1.55% |
$5.42K - $5.96K
|
45.4K
$666K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
655+ 0.57% |
$5.14K - $5.65K
|
116K
$1.7M
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
603+ 0.31% |
$4.73K - $5.2K
|
195K
$2.86M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601+ 1.48% |
$4.71K - $5.19K
|
41.3K
$607K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601+ 1.48% |
$4.71K - $5.19K
|
41.3K
$607K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
595New |
$4.66K - $5.13K
|
595
$8.74K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
587+ 16.86% |
$4.6K - $5.07K
|
4.07K
$59.8K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
563+ 1.77% |
$4.41K - $4.86K
|
32.3K
$475K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
515+ 1.47% |
$4.04K - $4.44K
|
35.6K
$523K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
476+ 3.61% |
$3.73K - $4.11K
|
13.6K
$200K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
461New |
$3.61K - $3.98K
|
461
$6.77K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
440+ 0.11% |
$3.45K - $3.8K
|
395K
$5.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
432+ 2.46% |
$3.39K - $3.73K
|
18K
$264K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
380+ 0.4% |
$2.98K - $3.28K
|
95.2K
$1.4M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
352New |
$2.76K - $3.04K
|
352
$5.17K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
346+ 173.0% |
$2.71K - $2.99K
|
546
$8.02K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
341+ 6.77% |
$2.67K - $2.94K
|
5.38K
$79K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
315+ 2.39% |
$2.47K - $2.72K
|
13.5K
$198K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
289New |
$2.27K - $2.49K
|
289
$4.25K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
285New |
$2.23K - $2.46K
|
285
$4.19K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
283+ 2.23% |
$2.22K - $2.44K
|
13K
$191K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
280+ 1.44% |
$2.2K - $2.42K
|
19.8K
$290K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269New |
$2.11K - $2.32K
|
269
$3.95K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
266+ 2.38% |
$2.09K - $2.3K
|
11.4K
$168K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
245+ 1113.64% |
$1.92K - $2.11K
|
267
$3.92K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
224New |
$1.76K - $1.93K
|
224
$3.29K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
173New |
$1.36K - $1.49K
|
173
$2.54K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172+ 33.59% |
$1.35K - $1.48K
|
684
$10K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
118New |
$925 - $1.02K
|
118
$1.73K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 28.61% |
$745 - $820
|
427
$6.27K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
79+ 30.15% |
$619 - $682
|
341
$5.01K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$447 - $492
|
57
$837
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
54+ 5.58% |
$423 - $466
|
1.02K
$15K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51New |
$400 - $440
|
51
$749
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
26+ 0.12% |
$204 - $224
|
21.8K
$320K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
24+ 0.41% |
$188 - $207
|
5.95K
$87.4K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15+ 0.01% |
$118 - $129
|
295K
$4.33M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$70.6 - $77.7
|
9
$132
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$15.7 - $17.3
|
24.8K
$364K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$15.7 - $17.3
|
2
$29.4
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 5.67% |
$125 - $138
|
266
$3.91K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 25.0% |
$196 - $216
|
75
$1.1K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.28% |
$220 - $242
|
10.1K
$149K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-49- 0.03% |
$384 - $423
|
163K
$2.4M
|