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 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-35.3K- 93.38% |
$431K - $545K
|
2.5K
$41.5K
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-36.1K- 20.63% |
$442K - $558K
|
139K
$2.31M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-43K- 5.17% |
$526K - $665K
|
789K
$13.1M
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-45.6K- 37.48% |
$557K - $704K
|
76K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.3K- 65.72% |
$652K - $825K
|
27.8K
$462K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-54.3K- 76.03% |
$664K - $839K
|
17.1K
$284K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-62.1K- 38.94% |
$759K - $959K
|
97.3K
$1.62M
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-70.9K- 35.08% |
$867K - $1.1M
|
131K
$2.18M
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-71.8K- 68.85% |
$878K - $1.11M
|
32.5K
$540K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75.8K- 13.26% |
$927K - $1.17M
|
496K
$8.23M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-94.5K- 18.23% |
$1.16M - $1.46M
|
424K
$7.04M
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-164K- 49.4% |
$2.01M - $2.54M
|
168K
$2.79M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-239K- 16.59% |
$2.92M - $3.69M
|
1.2M
$19.9M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-433K- 48.32% |
$5.3M - $6.7M
|
464K
$7.7M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-599K- 5.31% |
$7.33M - $9.26M
|
10.7M
$177M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-609K- 85.76% |
$7.44M - $9.41M
|
101K
$1.68M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.83M- 10.91% |
$46.8M - $59.2M
|
31.3M
$519M
|