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 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-500- 1.7% |
$5.55K - $6.71K
|
28.9K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-612- 4.24% |
$6.79K - $8.21K
|
13.8K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-636- 0.97% |
$7.06K - $8.53K
|
64.8K
$912K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-639- 0.07% |
$7.09K - $8.57K
|
859K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-650- 1.72% |
$7.22K - $8.72K
|
37.2K
$524K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-683- 3.0% |
$7.58K - $9.16K
|
22.1K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-688- 14.81% |
$7.64K - $9.23K
|
3.96K
$55.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-725- 1.84% |
$8.05K - $9.72K
|
38.7K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-797- 2.16% |
$8.85K - $10.7K
|
36.2K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-955- 1.14% |
$10.6K - $12.8K
|
82.7K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-964- 54.46% |
$10.7K - $12.9K
|
806
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-976- 4.64% |
$10.8K - $13.1K
|
20.1K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 63.63% |
$12K - $14.5K
|
619
$8.71K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12K- 42.96% |
$12.5K - $15.1K
|
1.49K
$21K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.15K- 8.81% |
$12.7K - $15.4K
|
11.9K
$167K
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.18K- 2.35% |
$13.1K - $15.9K
|
49.3K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.31K- 1.43% |
$14.5K - $17.6K
|
90K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 34.33% |
$19K - $23K
|
3.28K
$46.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.78K- 8.72% |
$19.7K - $23.8K
|
18.6K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.82K- 0.93% |
$20.2K - $24.4K
|
194K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 63.54% |
$20.3K - $24.5K
|
1.05K
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.02K- 3.4% |
$22.4K - $27.1K
|
57.3K
$807K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.1K- 1.25% |
$23.3K - $28.2K
|
166K
$2.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 10.08% |
$23.9K - $28.9K
|
19.2K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.41K- 3.59% |
$26.8K - $32.3K
|
64.8K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.47K- 7.08% |
$27.4K - $33.1K
|
32.4K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.93K- 15.87% |
$32.6K - $39.3K
|
15.5K
$219K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.95K- 1.41% |
$32.7K - $39.5K
|
205K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 9.12% |
$35.4K - $42.8K
|
31.8K
$447K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 95.95% |
$35.7K - $43.2K
|
136
$1.91K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.42K- 0.59% |
$38K - $45.9K
|
576K
$8.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.58K- 8.33% |
$39.7K - $48K
|
39.4K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.09K- 9.91% |
$45.4K - $54.8K
|
37.2K
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.22K- 17.91% |
$46.9K - $56.6K
|
19.3K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 13.41% |
$50K - $60.3K
|
29.1K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.5K- 15.0% |
$50K - $60.4K
|
25.5K
$359K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.83K- 1.06% |
$53.6K - $64.8K
|
450K
$6.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.83K- 1.06% |
$53.6K - $64.8K
|
450K
$6.34M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.92K- 16.8% |
$54.6K - $66K
|
24.4K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.02K- 8.61% |
$55.7K - $67.3K
|
53.3K
$749K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.05K- 49.23% |
$56.1K - $67.7K
|
5.21K
$73.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.33K- 28.84% |
$59.2K - $71.5K
|
13.2K
$185K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.47K- 31.9% |
$71.8K - $86.8K
|
13.8K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.04K- 2.8% |
$78.2K - $94.5K
|
245K
$3.44M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.09K- 19.6% |
$78.7K - $95.1K
|
29.1K
$409K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-9.21K- 6.34% |
$102K - $124K
|
136K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.35K- 11.42% |
$104K - $125K
|
72.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.72K- 19.42% |
$108K - $130K
|
40.4K
$568K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.75K- 10.85% |
$108K - $131K
|
80.1K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.1K- 8.73% |
$112K - $135K
|
105K
$1.48M
|