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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.2K+ 13.42% |
$320K - $405K
|
221K
$3.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.1K+ 21.72% |
$319K - $403K
|
146K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.7KNew |
$315K - $398K
|
25.7K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 315.12% |
$298K - $377K
|
32.1K
$534K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
22.6KNew |
$276K - $349K
|
22.6K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$263K - $332K
|
21.5K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.4K+ 0.33% |
$262K - $331K
|
6.52M
$108M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3KNew |
$261K - $330K
|
21.3K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
20.5KNew |
$251K - $317K
|
20.5K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18.7KNew |
$228K - $288K
|
18.7K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18.2K+ 41.07% |
$223K - $282K
|
62.6K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$216K - $273K
|
17.7K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16KNew |
$196K - $248K
|
16K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.9KNew |
$195K - $246K
|
15.9K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.4K+ 22.75% |
$189K - $239K
|
83.3K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 46.48% |
$185K - $234K
|
47.6K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.9K+ 22.11% |
$182K - $230K
|
82.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
14.8KNew |
$181K - $229K
|
14.8K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.5K+ 14.13% |
$177K - $224K
|
117K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
14.4KNew |
$177K - $223K
|
14.4K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7K+ 18.64% |
$155K - $196K
|
80.6K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5KNew |
$153K - $194K
|
12.5K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12.5K+ 14.35% |
$153K - $194K
|
99.9K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.4KNew |
$151K - $191K
|
12.4K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.3K+ 12.82% |
$151K - $191K
|
109K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$149K - $189K
|
12.2K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12KNew |
$147K - $186K
|
12K
$200K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.3K+ 59.45% |
$139K - $175K
|
30.4K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$136K - $172K
|
11.1K
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11KNew |
$135K - $170K
|
11K
$183K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.7KNew |
$131K - $166K
|
10.7K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
10.6K+ 18.47% |
$129K - $163K
|
67.8K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $162K
|
10.4K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$126K - $159K
|
10.3K
$171K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
10.2K+ 28.2% |
$124K - $157K
|
46.1K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9.88K+ 43.85% |
$121K - $153K
|
32.4K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.61K+ 65.62% |
$117K - $148K
|
24.2K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.32K+ 46.76% |
$114K - $144K
|
29.3K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.24K+ 67.49% |
$113K - $143K
|
22.9K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.12K+ 49.77% |
$112K - $141K
|
27.5K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.99K+ 17.24% |
$110K - $139K
|
61.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.72K+ 2.41% |
$107K - $135K
|
370K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.7K+ 28.2% |
$106K - $135K
|
39.6K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
8.68K+ 56.63% |
$106K - $134K
|
24K
$399K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
8.51K+ 2.82% |
$104K - $132K
|
310K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.51K+ 24.44% |
$104K - $132K
|
43.3K
$720K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
7.93K+ 15.88% |
$97K - $123K
|
57.9K
$961K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7K+ 4.4% |
$85.6K - $108K
|
166K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.92K+ 35.82% |
$84.7K - $107K
|
26.3K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.59K+ 37.78% |
$80.5K - $102K
|
24K
$399K
|