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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 2.89% |
$26.1K - $31.5K
|
83.7K
$1.18M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.32K+ 13.69% |
$25.8K - $31.1K
|
19.3K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.31K+ 1.31% |
$25.6K - $30.9K
|
178K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.25K+ 18.61% |
$24.9K - $30.1K
|
14.3K
$201K
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.08K+ 29.23% |
$23.1K - $27.9K
|
9.2K
$129K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 9.52% |
$22.2K - $26.9K
|
23K
$324K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 0.5% |
$21.8K - $26.3K
|
392K
$5.52M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.92K+ 14.91% |
$21.4K - $25.8K
|
14.8K
$209K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.88KNew |
$20.8K - $25.2K
|
1.88K
$26.4K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 13.31% |
$19.8K - $23.9K
|
15.2K
$213K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 2.44% |
$17.7K - $21.4K
|
67K
$943K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.55K+ 4.6% |
$17.2K - $20.7K
|
35.1K
$494K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.54K+ 2.95% |
$17.1K - $20.6K
|
53.7K
$756K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 9.27% |
$16.2K - $19.5K
|
17.2K
$242K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 1.84% |
$15.5K - $18.8K
|
77.5K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 2.68% |
$15.5K - $18.7K
|
53.6K
$753K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.32K+ 3.09% |
$14.7K - $17.7K
|
44.1K
$620K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$13.3K - $16.1K
|
1.2K
$16.9K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 1.4% |
$12.2K - $14.7K
|
79.4K
$1.12M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 25.49% |
$12.1K - $14.6K
|
5.35K
$75.2K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.07K+ 3.12% |
$11.8K - $14.3K
|
35.2K
$495K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
990+ 2.27% |
$11K - $13.3K
|
44.6K
$627K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
980+ 6.58% |
$10.9K - $13.1K
|
15.9K
$223K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
963+ 4.99% |
$10.7K - $12.9K
|
20.2K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
878+ 0.99% |
$9.75K - $11.8K
|
89.6K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
869+ 17.52% |
$9.65K - $11.7K
|
5.83K
$82K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
859+ 3.22% |
$9.53K - $11.5K
|
27.5K
$387K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
807+ 4.51% |
$8.96K - $10.8K
|
18.7K
$263K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
691+ 5.28% |
$7.67K - $9.27K
|
13.8K
$194K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675+ 6.05% |
$7.49K - $9.05K
|
11.8K
$167K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
656+ 7.7% |
$7.28K - $8.8K
|
9.18K
$129K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
607New |
$6.74K - $8.14K
|
607
$8.54K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
601+ 3.46% |
$6.67K - $8.06K
|
18K
$253K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
596+ 3.46% |
$6.62K - $7.99K
|
17.8K
$250K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
551+ 0.97% |
$6.12K - $7.39K
|
57.4K
$808K
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
459+ 4.56% |
$5.09K - $6.16K
|
10.5K
$148K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
448New |
$4.97K - $6.01K
|
448
$6.3K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 2.96% |
$4.91K - $5.93K
|
15.4K
$216K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
441+ 3.24% |
$4.9K - $5.91K
|
14.1K
$198K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
435+ 3.56% |
$4.83K - $5.83K
|
12.7K
$178K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
422+ 2.07% |
$4.68K - $5.66K
|
20.8K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$4.42K - $5.34K
|
398
$5.6K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
367+ 336.7% |
$4.07K - $4.92K
|
476
$6.7K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
339+ 3.34% |
$3.76K - $4.55K
|
10.5K
$148K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
297+ 133.18% |
$3.3K - $3.98K
|
520
$7.32K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 75.0% |
$2.96K - $3.58K
|
623
$8.77K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
266+ 2.43% |
$2.95K - $3.57K
|
11.2K
$158K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
243+ 28.96% |
$2.7K - $3.26K
|
1.08K
$15.2K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 3.77% |
$2.65K - $3.2K
|
6.58K
$92.5K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
230New |
$2.55K - $3.08K
|
230
$3.24K
|