Purchases and Sales Made in Q2 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 11.09% |
$14.9M - $18M
|
13.5M
$189M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 11.09% |
$14.9M - $18M
|
13.5M
$189M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
448K+ 266.55% |
$4.97M - $6M
|
616K
$8.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
409K+ 3.75% |
$4.54M - $5.49M
|
11.3M
$159M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
381K+ 1935.13% |
$4.23M - $5.11M
|
401K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
208K+ 3.14% |
$2.31M - $2.79M
|
6.83M
$96.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
159KNew |
$1.77M - $2.13M
|
159K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 158.18% |
$1.69M - $2.04M
|
248K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
136K+ 3.21% |
$1.5M - $1.82M
|
4.36M
$61.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
111KNew |
$1.24M - $1.5M
|
111K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
102K+ 227.45% |
$1.13M - $1.36M
|
146K
$2.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
91.7K+ 56.99% |
$1.02M - $1.23M
|
253K
$3.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
91.1KNew |
$1.01M - $1.22M
|
91.1K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
88.5KNew |
$983K - $1.19M
|
88.5K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85.2K+ 175.18% |
$946K - $1.14M
|
134K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84.9K+ 36.04% |
$942K - $1.14M
|
320K
$4.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
84.9K+ 36.04% |
$942K - $1.14M
|
320K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82.5KNew |
$916K - $1.11M
|
82.5K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
82.1K+ 22.26% |
$912K - $1.1M
|
451K
$6.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
75.7K+ 26.62% |
$840K - $1.02M
|
360K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.8KNew |
$786K - $949K
|
70.8K
$996K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
69.1K+ 5.42% |
$768K - $927K
|
1.34M
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60.6K+ 11.56% |
$672K - $812K
|
584K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
54.9K+ 485.11% |
$609K - $736K
|
66.2K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.7KNew |
$585K - $706K
|
52.7K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
51.4KNew |
$570K - $689K
|
51.4K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
50.7K+ 12.94% |
$563K - $680K
|
442K
$6.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
49.6K+ 16.07% |
$550K - $665K
|
358K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
49.5KNew |
$549K - $664K
|
49.5K
$696K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
48.9KNew |
$543K - $656K
|
48.9K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
45.8K+ 10.82% |
$508K - $614K
|
469K
$6.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42.7KNew |
$474K - $573K
|
42.7K
$601K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
42.7K+ 10.84% |
$474K - $572K
|
436K
$6.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
41.4K+ 35.03% |
$460K - $555K
|
160K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
39.4K+ 7.18% |
$437K - $529K
|
589K
$8.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
36.2K+ 20.64% |
$402K - $485K
|
211K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 22.51% |
$373K - $450K
|
183K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6KNew |
$340K - $410K
|
30.6K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.5K+ 34.34% |
$317K - $383K
|
112K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.1K+ 14.85% |
$290K - $350K
|
202K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.8K+ 7.77% |
$286K - $346K
|
358K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.7K+ 26.6% |
$285K - $345K
|
122K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23.8KNew |
$264K - $319K
|
23.8K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1KNew |
$212K - $257K
|
19.1K
$269K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 15.79% |
$204K - $246K
|
135K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
18.3KNew |
$203K - $245K
|
18.3K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 2.02% |
$187K - $226K
|
853K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16.8KNew |
$187K - $226K
|
16.8K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16.5K+ 56.71% |
$183K - $221K
|
45.6K
$642K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.8K+ 84.12% |
$176K - $212K
|
34.6K
$487K
|