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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$2.32K - $3.46K
|
430
$6.32K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
383New |
$2.06K - $3.08K
|
383
$5.63K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
338+ 0.83% |
$1.82K - $2.72K
|
40.9K
$601K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
321+ 57.94% |
$1.73K - $2.58K
|
875
$12.9K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
282New |
$1.52K - $2.27K
|
282
$4.14K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
250+ 1.84% |
$1.35K - $2.01K
|
13.8K
$203K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
232New |
$1.25K - $1.87K
|
232
$3.41K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
230New |
$1.24K - $1.85K
|
230
$3.38K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
228+ 2.14% |
$1.23K - $1.84K
|
10.9K
$160K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 25.03% |
$1.19K - $1.78K
|
1.1K
$16.2K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$1.11K - $1.66K
|
206
$3.03K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
183New |
$986 - $1.47K
|
183
$2.69K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 13.16% |
$765 - $1.14K
|
1.22K
$17.9K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127New |
$685 - $1.02K
|
127
$1.87K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
124New |
$668 - $998
|
124
$1.82K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$539 - $805
|
100
$1.47K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
86New |
$464 - $692
|
86
$1.26K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
84+ 1.02% |
$453 - $676
|
8.28K
$122K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
64New |
$345 - $515
|
64
$940
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 27.16% |
$340 - $507
|
295
$4.33K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
13+ 2.42% |
$70.1 - $105
|
551
$8.09K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$43.1 - $64.4
|
8
$118
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$5.39 - $8.05
|
1
$14.7
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 8.03% |
$156 - $233
|
332
$4.88K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-51- 0.21% |
$275 - $411
|
24.4K
$359K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-61- 0.51% |
$329 - $491
|
11.8K
$174K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-67- 7.11% |
$361 - $539
|
875
$12.9K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-92- 0.1% |
$496 - $741
|
95.2K
$1.4M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-132- 0.85% |
$711 - $1.06K
|
15.4K
$226K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 97.3% |
$970 - $1.45K
|
5
$73.5
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-198- 0.22% |
$1.07K - $1.59K
|
90.9K
$1.34M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-222- 16.41% |
$1.2K - $1.79K
|
1.13K
$16.6K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-263- 12.46% |
$1.42K - $2.12K
|
1.85K
$27.1K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-309- 11.96% |
$1.67K - $2.49K
|
2.27K
$33.4K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-361- 3.03% |
$1.95K - $2.91K
|
11.6K
$170K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-388- 1.97% |
$2.09K - $3.12K
|
19.3K
$284K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-396- 47.48% |
$2.13K - $3.19K
|
438
$6.43K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-416- 1.31% |
$2.24K - $3.35K
|
31.4K
$461K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-486- 50.68% |
$2.62K - $3.91K
|
473
$6.95K
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-537- 4.02% |
$2.89K - $4.32K
|
12.8K
$188K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-580- 43.61% |
$3.13K - $4.67K
|
750
$11K
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-620- 11.25% |
$3.34K - $4.99K
|
4.89K
$71.8K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-635- 14.86% |
$3.42K - $5.11K
|
3.64K
$53.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-752- 1.86% |
$4.05K - $6.05K
|
39.7K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-783- 6.42% |
$4.22K - $6.3K
|
11.4K
$168K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-885- 5.67% |
$4.77K - $7.12K
|
14.7K
$216K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-910- 7.1% |
$4.9K - $7.33K
|
11.9K
$175K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-928- 0.24% |
$5K - $7.47K
|
388K
$5.7M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-977- 5.07% |
$5.27K - $7.86K
|
18.3K
$269K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-982- 6.51% |
$5.29K - $7.91K
|
14.1K
$207K
|