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 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69K- 4.37% |
$20.6K - $26.1K
|
36.9K
$614K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 8.04% |
$22.1K - $27.9K
|
20.6K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.81K- 9.21% |
$22.1K - $28K
|
17.8K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 3.94% |
$22.6K - $28.5K
|
45K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.9K- 8.8% |
$23.2K - $29.3K
|
19.7K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2K- 15.72% |
$24.4K - $30.9K
|
10.7K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 14.7% |
$24.5K - $31K
|
11.6K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 8.81% |
$26.9K - $34K
|
22.8K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.25K- 8.04% |
$27.5K - $34.7K
|
25.7K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.26K- 6.9% |
$27.7K - $35K
|
30.6K
$508K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.48K- 5.44% |
$30.3K - $38.4K
|
43.1K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 0.5% |
$34.2K - $43.2K
|
555K
$9.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.84K- 19.91% |
$34.8K - $44K
|
11.4K
$190K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.09K- 0.73% |
$37.8K - $47.8K
|
418K
$6.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.32K- 6.69% |
$40.6K - $51.3K
|
46.3K
$769K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.83K- 26.24% |
$46.8K - $59.2K
|
10.8K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.96K- 2.45% |
$48.4K - $61.2K
|
158K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.24K- 69.75% |
$51.8K - $65.5K
|
1.84K
$30.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.47K- 3.56% |
$54.6K - $69K
|
121K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.73K- 30.79% |
$57.8K - $73K
|
10.6K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.81K- 23.22% |
$58.8K - $74.3K
|
15.9K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.69K- 7.53% |
$69.5K - $87.9K
|
69.8K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.17K- 19.7% |
$75.5K - $95.4K
|
25.2K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.98K- 37.55% |
$85.4K - $108K
|
11.6K
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.09K- 8.12% |
$86.7K - $110K
|
80.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 16.89% |
$90.7K - $115K
|
36.5K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7.51K- 2.64% |
$91.8K - $116K
|
277K
$4.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.65K- 1.38% |
$93.6K - $118K
|
548K
$9.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 3.55% |
$97K - $123K
|
215K
$3.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.38K- 33.16% |
$103K - $130K
|
16.9K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.5K- 8.3% |
$104K - $131K
|
93.9K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.9K- 0.31% |
$109K - $138K
|
2.88M
$47.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.28K- 1.98% |
$114K - $144K
|
459K
$7.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.6K- 7.67% |
$129K - $164K
|
127K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-12K- 34.63% |
$147K - $186K
|
22.7K
$376K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.5K- 5.64% |
$153K - $194K
|
210K
$3.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 48.09% |
$159K - $200K
|
14K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-14.3K- 25.18% |
$174K - $220K
|
42.4K
$704K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 6.57% |
$204K - $259K
|
238K
$3.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.7K- 2.51% |
$205K - $259K
|
649K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.6K- 4.41% |
$215K - $271K
|
381K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-18.5K- 49.22% |
$226K - $286K
|
19.1K
$317K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18.6K- 51.81% |
$228K - $288K
|
17.3K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18.6K- 51.81% |
$228K - $288K
|
17.3K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.4K- 6.58% |
$274K - $346K
|
318K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26.2K- 9.03% |
$320K - $405K
|
264K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31.3K- 4.96% |
$383K - $485K
|
600K
$9.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-32.2K- 29.34% |
$394K - $498K
|
77.5K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.7K- 13.69% |
$413K - $522K
|
213K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-34.8K- 8.86% |
$425K - $538K
|
358K
$5.94M
|