Purchases and Sales Made in Q2 2025 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 2025. 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 10, 2025
Q2 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
169KNew |
$2.07M - $2.62M
|
169K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.2K+ 13.42% |
$320K - $405K
|
221K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.7KNew |
$131K - $166K
|
10.7K
$160K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9.88K+ 43.85% |
$121K - $153K
|
32.4K
$481K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.61K+ 65.62% |
$117K - $148K
|
24.2K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.51K+ 24.44% |
$104K - $132K
|
43.3K
$643K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7K+ 4.4% |
$85.6K - $108K
|
166K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.97K+ 8.81% |
$60.8K - $76.8K
|
61.4K
$912K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.18K+ 1.88% |
$51.1K - $64.6K
|
226K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 32.43% |
$41.4K - $52.3K
|
13.8K
$205K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.82K+ 13.14% |
$34.4K - $43.5K
|
24.2K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 2.12% |
$18K - $22.8K
|
70.9K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 5.19% |
$17.6K - $22.2K
|
29.2K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.09K+ 6.21% |
$13.4K - $16.9K
|
18.7K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
679+ 51.63% |
$8.3K - $10.5K
|
1.99K
$29.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649+ 49.85% |
$7.94K - $10K
|
1.95K
$29K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
433+ 1.5% |
$5.3K - $6.69K
|
29.3K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
273+ 120.8% |
$3.34K - $4.22K
|
499
$7.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
185+ 2.12% |
$2.26K - $2.86K
|
8.9K
$132K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
125+ 92.59% |
$1.53K - $1.93K
|
260
$3.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 19.64% |
$135 - $170
|
45
$668
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-218- 1.27% |
$2.67K - $3.37K
|
16.9K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-226- 0.41% |
$2.76K - $3.49K
|
55K
$817K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-350- 2.83% |
$4.28K - $5.41K
|
12K
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-442- 10.68% |
$5.41K - $6.83K
|
3.7K
$54.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-878- 36.52% |
$10.7K - $13.6K
|
1.53K
$22.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 1.91% |
$13.5K - $17K
|
56.6K
$840K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.25K- 8.04% |
$27.5K - $34.7K
|
25.7K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.26K- 6.9% |
$27.7K - $35K
|
30.6K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.38K- 33.16% |
$103K - $130K
|
16.9K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-43K- 5.17% |
$526K - $665K
|
789K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-54.3K- 76.03% |
$664K - $839K
|
17.1K
$254K
|