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 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.6K+ 5.32% |
$29.6K - $37.7K
|
51.5K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 4.15% |
$25.6K - $32.6K
|
56.5K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.2K+ 2.44% |
$25K - $31.8K
|
92.2K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 33.3% |
$24.9K - $31.7K
|
8.77K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.18KNew |
$24.8K - $31.5K
|
2.18K
$31.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.08K+ 6.47% |
$23.6K - $30.1K
|
34.2K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.01K+ 2.4% |
$22.9K - $29.1K
|
85.7K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2K+ 10.35% |
$22.7K - $28.9K
|
21.3K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.94K+ 2.35% |
$22.1K - $28.1K
|
84.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.89K+ 5.24% |
$21.5K - $27.4K
|
37.9K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.85K+ 13.45% |
$21.1K - $26.8K
|
15.6K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.79K+ 10.05% |
$20.3K - $25.9K
|
19.6K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.69K+ 8.16% |
$19.2K - $24.4K
|
22.4K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.67K+ 23.61% |
$19K - $24.2K
|
8.74K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.63K+ 13.75% |
$18.5K - $23.6K
|
13.5K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 13.11% |
$17.5K - $22.3K
|
13.3K
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.31K+ 8.85% |
$14.9K - $19K
|
16.1K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.27K+ 11.67% |
$14.4K - $18.3K
|
12.1K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 5.37% |
$14.1K - $17.9K
|
24.3K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 1.54% |
$14K - $17.8K
|
80.6K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.22K+ 4.75% |
$13.9K - $17.7K
|
26.9K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 6.18% |
$13.5K - $17.1K
|
20.3K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17KNew |
$13.4K - $17K
|
1.17K
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.08K+ 2.79% |
$12.3K - $15.7K
|
39.8K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02K+ 0.23% |
$11.6K - $14.8K
|
442K
$6.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 10.97% |
$11.5K - $14.6K
|
10.2K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1K+ 4.99% |
$11.4K - $14.5K
|
21.1K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
933+ 1.75% |
$10.6K - $13.5K
|
54.2K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
924New |
$10.5K - $13.4K
|
924
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
891+ 7.96% |
$10.1K - $12.9K
|
12.1K
$174K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
863+ 7.89% |
$9.82K - $12.5K
|
11.8K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
826+ 561.9% |
$9.4K - $12K
|
973
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
825+ 5.86% |
$9.39K - $11.9K
|
14.9K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
796New |
$9.06K - $11.5K
|
796
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
796+ 244.17% |
$9.06K - $11.5K
|
1.12K
$16.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
736+ 4.84% |
$8.38K - $10.7K
|
15.9K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
699+ 3.45% |
$7.95K - $10.1K
|
20.9K
$302K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
634New |
$7.21K - $9.18K
|
634
$9.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
583+ 256.83% |
$6.63K - $8.44K
|
810
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
566+ 15.55% |
$6.44K - $8.2K
|
4.21K
$60.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
426+ 2.37% |
$4.85K - $6.17K
|
18.4K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
412New |
$4.69K - $5.97K
|
412
$5.93K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
395+ 1.92% |
$4.5K - $5.72K
|
21K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
381+ 1.18% |
$4.34K - $5.52K
|
32.8K
$472K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
356+ 6.03% |
$4.05K - $5.15K
|
6.26K
$90.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325+ 52.5% |
$3.7K - $4.71K
|
944
$13.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
312+ 166.84% |
$3.55K - $4.52K
|
499
$7.19K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
299New |
$3.4K - $4.33K
|
299
$4.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
292+ 0.74% |
$3.32K - $4.23K
|
39.7K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
276+ 8.18% |
$3.14K - $4K
|
3.65K
$52.6K
|