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 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-320- 0.57% |
$3.64K - $4.63K
|
55.6K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-366- 76.89% |
$4.17K - $5.3K
|
110
$1.58K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-381- 3.62% |
$4.34K - $5.52K
|
10.1K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-403- 1.39% |
$4.59K - $5.84K
|
28.5K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-451- 8.44% |
$5.13K - $6.53K
|
4.9K
$70.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-474- 1.06% |
$5.39K - $6.86K
|
44.1K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-495- 0.76% |
$5.63K - $7.17K
|
64.3K
$926K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-527- 32.02% |
$6K - $7.63K
|
1.12K
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-573- 17.47% |
$6.52K - $8.3K
|
2.71K
$39K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-579- 1.99% |
$6.59K - $8.38K
|
28.5K
$410K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-580- 2.65% |
$6.6K - $8.4K
|
21.3K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-609- 15.39% |
$6.93K - $8.82K
|
3.35K
$48.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-614- 3.87% |
$6.99K - $8.89K
|
15.3K
$220K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-639- 0.71% |
$7.27K - $9.25K
|
88.9K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-665- 5.84% |
$7.57K - $9.63K
|
10.7K
$154K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-675- 1.92% |
$7.68K - $9.77K
|
34.5K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-705- 1.45% |
$8.02K - $10.2K
|
47.9K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-895- 0.19% |
$10.2K - $13K
|
468K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-900- 0.49% |
$10.2K - $13K
|
182K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-966- 0.54% |
$11K - $14K
|
177K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 9.45% |
$13.2K - $16.8K
|
11.1K
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 14.46% |
$13.7K - $17.4K
|
7.1K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.27K- 2.22% |
$14.5K - $18.4K
|
56.1K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.85K- 20.09% |
$21K - $26.8K
|
7.35K
$106K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.96K- 0.33% |
$22.3K - $28.4K
|
587K
$8.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.13K- 13.68% |
$24.2K - $30.8K
|
13.4K
$193K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.17K- 15.69% |
$24.7K - $31.4K
|
11.6K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.17K- 0.71% |
$24.7K - $31.4K
|
305K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 13.27% |
$28.1K - $35.7K
|
16.1K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.77K- 7.7% |
$31.6K - $40.2K
|
33.3K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-2.97K- 6.02% |
$33.8K - $43K
|
46.3K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.2K- 15.37% |
$36.5K - $46.4K
|
17.6K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.35K- 17.89% |
$38.1K - $48.5K
|
15.4K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.44K- 15.6% |
$39.2K - $49.8K
|
18.6K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 20.75% |
$39.7K - $50.5K
|
13.3K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.72K- 26.01% |
$42.4K - $53.9K
|
10.6K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.85K- 20.81% |
$43.8K - $55.7K
|
14.6K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.88K- 4.46% |
$44.2K - $56.2K
|
83.1K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.93K- 7.32% |
$44.8K - $56.9K
|
49.8K
$717K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.13K- 27.3% |
$47K - $59.8K
|
11K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.13K- 3.72% |
$47K - $59.8K
|
107K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.37K- 21.34% |
$49.7K - $63.2K
|
16.1K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.38K- 22.65% |
$49.9K - $63.5K
|
15K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.39K- 4.16% |
$50K - $63.6K
|
101K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.97K- 10.51% |
$56.5K - $71.9K
|
42.3K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-5K- 3.73% |
$56.9K - $72.4K
|
129K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.09K- 10.63% |
$57.9K - $73.7K
|
42.8K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.38K- 3.75% |
$61.2K - $77.9K
|
138K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.5K- 13.21% |
$62.5K - $79.6K
|
36.1K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.6K- 6.99% |
$63.7K - $81.1K
|
74.5K
$1.07M
|