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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 19.64% |
$135 - $170
|
45
$747
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-28- 0.1% |
$342 - $433
|
28.6K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 0.18% |
$428 - $541
|
19K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-53- 0.21% |
$648 - $819
|
25.1K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-58- 0.46% |
$709 - $897
|
12.6K
$209K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-93- 0.64% |
$1.14K - $1.44K
|
14.5K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 3.38% |
$1.16K - $1.47K
|
2.72K
$45.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-101- 0.48% |
$1.24K - $1.56K
|
21K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-126- 5.4% |
$1.54K - $1.95K
|
2.21K
$36.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-133- 8.63% |
$1.63K - $2.06K
|
1.41K
$23.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-153- 0.71% |
$1.87K - $2.37K
|
21.3K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-166- 5.05% |
$2.03K - $2.57K
|
3.12K
$51.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-179- 0.64% |
$2.19K - $2.77K
|
28K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-180- 3.11% |
$2.2K - $2.78K
|
5.62K
$93.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 52.31% |
$2.21K - $2.8K
|
165
$2.74K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-218- 1.27% |
$2.67K - $3.37K
|
16.9K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-226- 0.41% |
$2.76K - $3.49K
|
55K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-226- 4.19% |
$2.76K - $3.49K
|
5.17K
$85.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-334- 1.39% |
$4.08K - $5.16K
|
23.7K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-350- 2.83% |
$4.28K - $5.41K
|
12K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-356- 0.21% |
$4.35K - $5.5K
|
170K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-376- 1.05% |
$4.6K - $5.81K
|
35.4K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-400- 91.32% |
$4.89K - $6.18K
|
38
$631
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-425- 1.26% |
$5.2K - $6.57K
|
33.3K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-442- 10.68% |
$5.41K - $6.83K
|
3.7K
$61.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-472- 3.22% |
$5.77K - $7.3K
|
14.2K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-473- 14.28% |
$5.78K - $7.31K
|
2.84K
$47.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-504- 4.2% |
$6.16K - $7.79K
|
11.5K
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-510- 3.51% |
$6.24K - $7.88K
|
14K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-519- 2.21% |
$6.35K - $8.02K
|
23K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-610- 4.16% |
$7.46K - $9.43K
|
14.1K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-634- 5.71% |
$7.75K - $9.8K
|
10.5K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-841- 4.49% |
$10.3K - $13K
|
17.9K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-847- 2.3% |
$10.4K - $13.1K
|
36K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-878- 36.52% |
$10.7K - $13.6K
|
1.53K
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-955- 5.03% |
$11.7K - $14.8K
|
18K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1K- 3.94% |
$12.3K - $15.5K
|
24.4K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.03K- 2.59% |
$12.5K - $15.8K
|
38.5K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 3.2% |
$12.7K - $16K
|
31.4K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.08K- 8.09% |
$13.2K - $16.7K
|
12.3K
$204K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 1.91% |
$13.5K - $17K
|
56.6K
$939K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 6.74% |
$13.8K - $17.4K
|
15.6K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.21K- 0.26% |
$14.8K - $18.7K
|
472K
$7.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 3.43% |
$16.2K - $20.5K
|
37.3K
$620K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.43K- 9.42% |
$17.5K - $22.1K
|
13.8K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.49K- 2.3% |
$18.2K - $23K
|
63.3K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.56K- 7.88% |
$19.1K - $24.1K
|
18.2K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.67K- 3.62% |
$20.4K - $25.7K
|
44.3K
$735K
|