Purchases and Sales Made in Q3 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.5K+ 32.35% |
$222K - $283K
|
79.9K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.6KNew |
$212K - $269K
|
18.6K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6K+ 5.19% |
$211K - $269K
|
376K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.1K+ 3.57% |
$195K - $248K
|
497K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.9K+ 7.99% |
$192K - $245K
|
228K
$3.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
16.6K+ 8.69% |
$189K - $240K
|
207K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.3K+ 14.62% |
$186K - $236K
|
128K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.8KNew |
$179K - $228K
|
15.8K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$176K - $224K
|
15.5K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.9KNew |
$170K - $216K
|
14.9K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.9K+ 41.18% |
$169K - $216K
|
51K
$735K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
14.2KNew |
$162K - $206K
|
14.2K
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 10.83% |
$155K - $197K
|
139K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
13.3K+ 3.15% |
$151K - $193K
|
435K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$146K - $185K
|
12.8K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.2K+ 2993.12% |
$139K - $176K
|
12.6K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 14.85% |
$131K - $167K
|
89.1K
$1.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$129K - $164K
|
11.3K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$128K - $163K
|
11.3K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.8K+ 25.17% |
$122K - $156K
|
53.5K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.2KNew |
$116K - $148K
|
10.2K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.5K+ 10.43% |
$108K - $138K
|
101K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.08K+ 5.72% |
$103K - $131K
|
168K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.03K+ 19.29% |
$91.4K - $116K
|
49.7K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.01K+ 9.04% |
$91.1K - $116K
|
96.6K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.91K+ 52.17% |
$90.1K - $115K
|
23.1K
$332K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.78K+ 4.87% |
$88.5K - $113K
|
167K
$2.41M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
7.47K+ 9.4% |
$85.1K - $108K
|
87K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.16K+ 3.7% |
$81.5K - $104K
|
201K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.14K+ 13.8% |
$81.2K - $103K
|
58.9K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6.27K+ 10.92% |
$71.4K - $90.8K
|
63.7K
$918K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.86K+ 3.33% |
$66.7K - $84.8K
|
182K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 8.21% |
$62.6K - $79.7K
|
72.5K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.12K+ 8.14% |
$58.3K - $74.2K
|
68.1K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.92K+ 13.31% |
$56K - $71.2K
|
41.9K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.85K+ 2.92% |
$55.1K - $70.2K
|
171K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.8K+ 12.91% |
$54.6K - $69.5K
|
42K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.53K+ 46.67% |
$51.6K - $65.6K
|
14.2K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52K+ 7.71% |
$51.5K - $65.5K
|
63.1K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.27K+ 1.09% |
$48.6K - $61.8K
|
397K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.09K+ 10.25% |
$46.6K - $59.2K
|
44K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.86K+ 1.53% |
$43.9K - $55.8K
|
257K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.53K+ 18.35% |
$40.2K - $51.1K
|
22.8K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.45K+ 4.75% |
$39.2K - $49.9K
|
76K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.3K+ 21.45% |
$37.5K - $47.8K
|
18.7K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 1.52% |
$36.4K - $46.3K
|
213K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8K+ 5.22% |
$31.8K - $40.5K
|
56.3K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.75K+ 6.83% |
$31.3K - $39.8K
|
43K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.68K+ 1.44% |
$30.5K - $38.8K
|
189K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.66K+ 18.41% |
$30.2K - $38.5K
|
17.1K
$246K
|