Purchases and Sales Made in Q4 2022 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$65.2K - $97.4K
|
12.1K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.8KNew |
$63.8K - $95.3K
|
11.8K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Channing Global Advisors, LLC
|
BUY
|
- |
11.4KNew |
$61.6K - $91.9K
|
11.4K
$164K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1KNew |
$59.6K - $89K
|
11.1K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.9K+ 5.68% |
$58.5K - $87.4K
|
202K
$2.91M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 154.21% |
$57.3K - $85.6K
|
17.5K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$56.8K - $84.8K
|
10.5K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.5K+ 174.75% |
$56.3K - $84.1K
|
16.4K
$237K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 20.03% |
$54.7K - $81.7K
|
60.8K
$876K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
10.1KNew |
$54.5K - $81.4K
|
10.1K
$146K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$54K - $80.7K
|
10K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.34K+ 37.46% |
$50.4K - $75.2K
|
34.3K
$494K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.92K+ 35.54% |
$48.1K - $71.8K
|
34K
$490K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.49K+ 10.3% |
$45.8K - $68.3K
|
90.9K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
6.31K+ 14.94% |
$34K - $50.8K
|
48.5K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.28K+ 18.32% |
$33.8K - $50.6K
|
40.6K
$584K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.14K+ 17.38% |
$33.1K - $49.4K
|
41.5K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.77K+ 41.83% |
$31.1K - $46.4K
|
19.6K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.58K+ 0.62% |
$30.1K - $44.9K
|
908K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
5.09K+ 127.54% |
$27.4K - $41K
|
9.08K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.98K+ 11.91% |
$26.8K - $40.1K
|
46.8K
$673K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.71K+ 15.04% |
$25.4K - $37.9K
|
36.1K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.58KNew |
$24.7K - $36.9K
|
4.58K
$66K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.53K+ 9.9% |
$24.4K - $36.5K
|
50.3K
$724K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.42K+ 31.43% |
$23.8K - $35.5K
|
18.5K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.36K+ 23.61% |
$23.5K - $35.1K
|
22.8K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.22K+ 1.25% |
$22.7K - $33.9K
|
342K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
4.16K+ 29.81% |
$22.4K - $33.5K
|
18.1K
$261K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.94K+ 17.05% |
$21.2K - $31.7K
|
27K
$389K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3.53K+ 5.44% |
$19K - $28.4K
|
68.4K
$985K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.53K+ 9.26% |
$19K - $28.4K
|
41.6K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.04K+ 8.52% |
$16.4K - $24.5K
|
38.7K
$557K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.02K+ 1.88% |
$16.3K - $24.3K
|
163K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.73KNew |
$14.7K - $22K
|
2.73K
$39.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.59K+ 2.08% |
$14K - $20.9K
|
127K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.59K+ 10.94% |
$13.9K - $20.8K
|
26.3K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.5KNew |
$13.5K - $20.1K
|
2.5K
$36K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.44K+ 6.95% |
$13.1K - $19.6K
|
37.5K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.25K+ 0.26% |
$12.1K - $18.1K
|
852K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.13K+ 2.44% |
$11.5K - $17.2K
|
89.4K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.92KNew |
$10.3K - $15.4K
|
1.92K
$27.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 5.02% |
$9.72K - $14.5K
|
37.7K
$543K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 0.82% |
$7.13K - $10.6K
|
162K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1KNew |
$5.39K - $8.05K
|
1K
$14.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
985New |
$5.31K - $7.93K
|
985
$14.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
970+ 45.1% |
$5.23K - $7.81K
|
3.12K
$44.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
689+ 1.92% |
$3.71K - $5.55K
|
36.5K
$526K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
629+ 2.74% |
$3.39K - $5.06K
|
23.6K
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
624+ 4.67% |
$3.36K - $5.02K
|
14K
$202K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
562+ 2.36% |
$3.03K - $4.52K
|
24.4K
$352K
|