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 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
955+ 53.11% |
$11.7K - $14.8K
|
2.75K
$45.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
921+ 8.53% |
$11.3K - $14.2K
|
11.7K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
900+ 7.24% |
$11K - $13.9K
|
13.3K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
864+ 5.02% |
$10.6K - $13.4K
|
18.1K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
842+ 3.07% |
$10.3K - $13K
|
28.2K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
794New |
$9.71K - $12.3K
|
794
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
751New |
$9.18K - $11.6K
|
751
$12.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
685+ 83.54% |
$8.38K - $10.6K
|
1.51K
$25K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
679+ 51.63% |
$8.3K - $10.5K
|
1.99K
$33.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
651+ 4.95% |
$7.96K - $10.1K
|
13.8K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649+ 49.85% |
$7.94K - $10K
|
1.95K
$32.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
513+ 27.46% |
$6.27K - $7.93K
|
2.38K
$39.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
483+ 2.4% |
$5.91K - $7.47K
|
20.6K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
454+ 1.33% |
$5.55K - $7.02K
|
34.5K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
433+ 1.5% |
$5.3K - $6.69K
|
29.3K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
376+ 79.66% |
$4.6K - $5.81K
|
848
$14.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
366New |
$4.48K - $5.66K
|
366
$6.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
361+ 2.22% |
$4.42K - $5.58K
|
16.7K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
276+ 87.9% |
$3.38K - $4.27K
|
590
$9.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
273+ 120.8% |
$3.34K - $4.22K
|
499
$8.29K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
265New |
$3.24K - $4.1K
|
265
$4.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
248+ 119.23% |
$3.03K - $3.83K
|
456
$7.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
244+ 2.1% |
$2.98K - $3.77K
|
11.8K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
239New |
$2.92K - $3.69K
|
239
$3.97K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
226New |
$2.76K - $3.49K
|
226
$3.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
208+ 1.57% |
$2.54K - $3.22K
|
13.4K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
206New |
$2.52K - $3.18K
|
206
$3.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200+ 1.72% |
$2.45K - $3.09K
|
11.9K
$197K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
185+ 2.12% |
$2.26K - $2.86K
|
8.9K
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
170New |
$2.08K - $2.63K
|
170
$2.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 153.21% |
$2.04K - $2.58K
|
276
$4.58K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
167New |
$2.04K - $2.58K
|
167
$2.77K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163+ 5.15% |
$1.99K - $2.52K
|
3.33K
$55.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
145+ 0.6% |
$1.77K - $2.24K
|
24.2K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
144+ 205.71% |
$1.76K - $2.23K
|
214
$3.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133+ 18.14% |
$1.63K - $2.06K
|
866
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
127New |
$1.55K - $1.96K
|
127
$2.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
126+ 0.69% |
$1.54K - $1.95K
|
18.3K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
125+ 92.59% |
$1.53K - $1.93K
|
260
$4.32K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
118+ 0.87% |
$1.44K - $1.82K
|
13.7K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
109+ 39.64% |
$1.33K - $1.69K
|
384
$6.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107New |
$1.31K - $1.65K
|
107
$1.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
87New |
$1.06K - $1.35K
|
87
$1.45K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 578.57% |
$991 - $1.25K
|
95
$1.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80New |
$978 - $1.24K
|
80
$1.33K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
44+ 0.27% |
$538 - $680
|
16.2K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 3.63% |
$404 - $510
|
942
$15.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
32+ 0.9% |
$391 - $495
|
3.58K
$59.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23New |
$281 - $356
|
23
$382
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13+ 2.93% |
$159 - $201
|
457
$7.59K
|