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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 4.09% |
$549 - $604
|
1.64K
$23.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$800 - $880
|
11.5K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-104- 8.14% |
$815 - $898
|
1.17K
$16.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 5.59% |
$823 - $906
|
1.78K
$25.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-148- 16.48% |
$1.16K - $1.28K
|
750
$10.8K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-178- 0.92% |
$1.4K - $1.54K
|
19.2K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-255- 64.56% |
$2K - $2.2K
|
140
$2.02K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-267- 1.11% |
$2.09K - $2.3K
|
23.9K
$344K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-307- 5.54% |
$2.41K - $2.65K
|
5.23K
$75.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-327- 2.75% |
$2.56K - $2.82K
|
11.6K
$166K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-328- 37.49% |
$2.57K - $2.83K
|
547
$7.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-358- 2.94% |
$2.81K - $3.09K
|
11.8K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-377- 0.69% |
$2.96K - $3.25K
|
54.4K
$783K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-479- 3.53% |
$3.76K - $4.13K
|
13.1K
$188K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-525- 19.49% |
$4.12K - $4.53K
|
2.17K
$31.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-550- 2.48% |
$4.31K - $4.75K
|
21.7K
$312K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-604- 0.81% |
$4.74K - $5.21K
|
74K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-633- 4.09% |
$4.96K - $5.46K
|
14.8K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-651- 0.91% |
$5.1K - $5.62K
|
70.7K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-708- 2.28% |
$5.55K - $6.11K
|
30.3K
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-747- 1.49% |
$5.86K - $6.45K
|
49.3K
$709K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-871- 1.54% |
$6.83K - $7.52K
|
55.6K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-931- 0.47% |
$7.3K - $8.03K
|
198K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-983- 53.22% |
$7.71K - $8.48K
|
864
$12.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.1K- 2.77% |
$8.62K - $9.49K
|
38.6K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-1.13K- 0.41% |
$8.83K - $9.72K
|
275K
$3.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.25K- 12.82% |
$9.8K - $10.8K
|
8.5K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 0.08% |
$9.93K - $10.9K
|
1.67M
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.35K- 6.61% |
$10.6K - $11.6K
|
19K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.51K- 2.93% |
$11.8K - $13K
|
49.8K
$717K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.54K- 8.49% |
$12.1K - $13.3K
|
16.6K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 12.65% |
$12.7K - $14K
|
11.2K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.89K- 1.37% |
$14.8K - $16.3K
|
136K
$1.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 6.49% |
$15.2K - $16.8K
|
28K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.05K- 10.49% |
$16.1K - $17.7K
|
17.5K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.18K- 4.49% |
$17.1K - $18.8K
|
46.4K
$668K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.72K- 19.1% |
$21.3K - $23.5K
|
11.5K
$166K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.76K- 4.0% |
$21.7K - $23.8K
|
66.2K
$954K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.78K- 2.37% |
$21.8K - $24K
|
115K
$1.65M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 2.49% |
$24.1K - $26.5K
|
120K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.57K- 0.09% |
$28K - $30.8K
|
3.87M
$55.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.05K- 2.74% |
$31.7K - $34.9K
|
144K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.09K- 1.71% |
$32.1K - $35.3K
|
235K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.72K- 2.26% |
$37K - $40.7K
|
204K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.97K- 0.22% |
$39K - $42.9K
|
2.3M
$33.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 29.73% |
$40.1K - $44.2K
|
12.1K
$174K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.53K- 57.69% |
$51.2K - $56.3K
|
4.79K
$68.9K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.73K- 32.0% |
$52.7K - $58K
|
14.3K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-7.18K- 0.98% |
$56.3K - $62K
|
728K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-7.58K- 2.7% |
$59.4K - $65.4K
|
273K
$3.94M
|