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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.18K- 3.06% |
$70.3K - $89.4K
|
196K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.77K- 3.43% |
$77K - $98K
|
190K
$2.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.04K- 0.94% |
$91.5K - $116K
|
851K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.54K- 4.23% |
$97.2K - $124K
|
193K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-9.01K- 6.62% |
$103K - $130K
|
127K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-9.43K- 14.25% |
$107K - $137K
|
56.7K
$834K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-9.51K- 20.66% |
$108K - $138K
|
36.5K
$537K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11.5KClosed |
$131K - $167K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 2.69% |
$134K - $170K
|
425K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.6K- 46.23% |
$167K - $212K
|
17K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.7K- 2.56% |
$168K - $213K
|
561K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 94.82% |
$181K - $230K
|
867
$12.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.1K- 37.48% |
$195K - $248K
|
28.5K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.7K- 26.44% |
$213K - $271K
|
52.1K
$765K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-19.4K- 17.44% |
$221K - $282K
|
92.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20.1K- 60.86% |
$228K - $290K
|
12.9K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 96.27% |
$267K - $340K
|
909
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-24.6K- 61.68% |
$280K - $356K
|
15.3K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25K- 61.98% |
$285K - $362K
|
15.3K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.1K- 15.76% |
$525K - $668K
|
247K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.4K- 74.64% |
$551K - $701K
|
16.4K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-65.6K- 2.24% |
$747K - $950K
|
2.87M
$42.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-82.1K- 18.21% |
$935K - $1.19M
|
369K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-96K- 39.25% |
$1.09M - $1.39M
|
149K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99.4K- 0.88% |
$1.13M - $1.44M
|
11.2M
$165M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-118K- 26.15% |
$1.34M - $1.71M
|
333K
$4.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-120K- 91.58% |
$1.37M - $1.74M
|
11.1K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-123K- 81.07% |
$1.4M - $1.78M
|
28.7K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-127K- 20.76% |
$1.45M - $1.84M
|
485K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-207K- 64.63% |
$2.36M - $3M
|
113K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-291K- 54.29% |
$3.31M - $4.21M
|
245K
$3.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-433K- 96.12% |
$4.93M - $6.27M
|
17.5K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-864K- 20.84% |
$9.83M - $12.5M
|
3.28M
$48.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-1.24M- 44.29% |
$14.1M - $18M
|
1.56M
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.95M- 99.43% |
$33.5M - $42.6M
|
16.8K
$247K
|