Purchases and Sales Made in Q4 2023 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q4 2023. 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 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$220K - $246K
|
24.3K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
23.4K+ 25.31% |
$211K - $237K
|
116K
$1.72M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
23.3KNew |
$211K - $237K
|
23.3K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$208K - $233K
|
23K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22.6KNew |
$204K - $229K
|
22.6K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.6K+ 8.44% |
$204K - $229K
|
290K
$4.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6K+ 9.78% |
$196K - $219K
|
243K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.1K+ 4.82% |
$191K - $214K
|
459K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
20.9KNew |
$189K - $212K
|
20.9K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.9KNew |
$189K - $212K
|
20.9K
$310K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3KNew |
$184K - $206K
|
20.3K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
18.4KNew |
$166K - $186K
|
18.4K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.2K+ 8.01% |
$164K - $184K
|
245K
$3.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18KNew |
$163K - $183K
|
18K
$267K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
17.3KNew |
$157K - $176K
|
17.3K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.1K+ 14.82% |
$155K - $174K
|
133K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16.4K+ 8.6% |
$148K - $167K
|
207K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.8KNew |
$143K - $161K
|
15.8K
$235K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.8KNew |
$143K - $160K
|
15.8K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
15.7KNew |
$142K - $159K
|
15.7K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15KNew |
$136K - $152K
|
15K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.8KNew |
$134K - $150K
|
14.8K
$220K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14.7KNew |
$133K - $149K
|
14.7K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.6K+ 76.89% |
$132K - $148K
|
33.7K
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.2KNew |
$129K - $145K
|
14.2K
$211K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13.3KNew |
$121K - $135K
|
13.3K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13.3KNew |
$120K - $135K
|
13.3K
$197K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
13.2K+ 28.68% |
$119K - $134K
|
59.2K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$115K - $129K
|
12.7K
$189K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12K+ 16.83% |
$108K - $121K
|
83K
$1.23M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
11.9KNew |
$108K - $121K
|
11.9K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$108K - $121K
|
11.9K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$107K - $120K
|
11.8K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.7KNew |
$106K - $119K
|
11.7K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.7K+ 43.22% |
$105K - $118K
|
38.6K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
11.2K+ 12.37% |
$101K - $114K
|
102K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.2KNew |
$101K - $113K
|
11.2K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.2KNew |
$101K - $113K
|
11.2K
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.2KNew |
$92.1K - $103K
|
10.2K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.2KNew |
$91.9K - $103K
|
10.2K
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
10.1KNew |
$91.6K - $103K
|
10.1K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10KNew |
$90.5K - $102K
|
10K
$149K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.93K+ 27.24% |
$89.9K - $101K
|
46.4K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.5K+ 4.32% |
$76.9K - $86.3K
|
205K
$3.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.46K+ 4.7% |
$76.5K - $85.8K
|
188K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.39K+ 13.0% |
$75.9K - $85.1K
|
72.9K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.63K+ 6.92% |
$69.1K - $77.4K
|
118K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.54K+ 842.95% |
$68.2K - $76.5K
|
8.43K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.66K+ 2.58% |
$60.3K - $67.6K
|
265K
$3.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.58K+ 15.67% |
$59.5K - $66.8K
|
48.6K
$721K
|