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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.05K+ 697.69% |
$74K - $93.5K
|
6.92K
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.91K+ 4.07% |
$72.3K - $91.4K
|
151K
$2.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.86K+ 2.39% |
$71.6K - $90.5K
|
251K
$4.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
5.68K+ 2.19% |
$69.5K - $87.9K
|
266K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.62K+ 2.86% |
$68.7K - $86.8K
|
202K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.47K+ 11.51% |
$66.9K - $84.6K
|
53K
$881K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.35K+ 3.01% |
$65.5K - $82.7K
|
183K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.34K+ 14.52% |
$65.3K - $82.6K
|
42.1K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.32K+ 89.42% |
$65K - $82.2K
|
11.3K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.17K+ 6.87% |
$63.3K - $80K
|
80.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.01K+ 24.24% |
$61.3K - $77.4K
|
25.7K
$426K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.97K+ 8.81% |
$60.8K - $76.8K
|
61.4K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
4.96K+ 13.46% |
$60.6K - $76.6K
|
41.8K
$694K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.93K+ 176.16% |
$60.3K - $76.2K
|
7.73K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.62K+ 6.66% |
$56.5K - $71.4K
|
74K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.39K+ 21.19% |
$53.7K - $67.9K
|
25.1K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.32K+ 91.93% |
$52.8K - $66.8K
|
9.02K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.3K+ 139.91% |
$52.6K - $66.4K
|
7.37K
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.18K+ 1.88% |
$51.1K - $64.6K
|
226K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.14K+ 1323.64% |
$50.7K - $64.1K
|
4.46K
$74K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 3.8% |
$49.4K - $62.4K
|
110K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 32.43% |
$41.4K - $52.3K
|
13.8K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.34K+ 32.86% |
$40.8K - $51.6K
|
13.5K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.34K+ 10.34% |
$40.8K - $51.6K
|
35.6K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3K+ 401.74% |
$36.7K - $46.3K
|
3.74K
$62.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.88K+ 1.96% |
$35.2K - $44.4K
|
149K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.82K+ 13.14% |
$34.4K - $43.5K
|
24.2K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.81K+ 21.62% |
$34.4K - $43.5K
|
15.8K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.68K+ 13.55% |
$32.8K - $41.4K
|
22.5K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$31.4K - $39.7K
|
2.57K
$42.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 2.71% |
$29.4K - $37.1K
|
90.9K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.39K+ 23.71% |
$29.3K - $37K
|
12.5K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.37K+ 4.61% |
$29K - $36.7K
|
53.8K
$894K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.1K+ 4.1% |
$25.6K - $32.4K
|
53.2K
$884K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.09K+ 270.69% |
$25.5K - $32.3K
|
2.86K
$47.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.06KNew |
$25.2K - $31.9K
|
2.06K
$34.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.92K+ 8.67% |
$23.5K - $29.7K
|
24.1K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.86K+ 12.61% |
$22.7K - $28.7K
|
16.6K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.83K+ 3.26% |
$22.4K - $28.4K
|
58.1K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 2.61% |
$20.5K - $25.9K
|
65.9K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.65K+ 7.03% |
$20.2K - $25.5K
|
25.1K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.55K+ 2.1% |
$19K - $24K
|
75.4K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 2.12% |
$18K - $22.8K
|
70.9K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 5.19% |
$17.6K - $22.2K
|
29.2K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.38K+ 1.17% |
$16.9K - $21.4K
|
120K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.36K+ 204.65% |
$16.7K - $21.1K
|
2.03K
$33.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 163.16% |
$15K - $19K
|
1.98K
$32.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.21K+ 15112.5% |
$14.8K - $18.7K
|
1.22K
$20.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.09K+ 6.21% |
$13.4K - $16.9K
|
18.7K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.05K+ 2.28% |
$12.9K - $16.2K
|
47.1K
$782K
|