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 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.19K+ 13.77% |
$56K - $62.9K
|
51.2K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6K+ 2.94% |
$54.3K - $60.9K
|
210K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.92K+ 66.38% |
$53.6K - $60.1K
|
14.8K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.87K+ 47.33% |
$53.2K - $59.6K
|
18.3K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.43K+ 6.91% |
$49.1K - $55.1K
|
84K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.07K+ 7.78% |
$45.8K - $51.4K
|
70.2K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
4.32K+ 2.77% |
$39.1K - $43.9K
|
161K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.98K+ 13.21% |
$36K - $40.4K
|
34.1K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.49KNew |
$31.6K - $35.5K
|
3.49K
$50.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.44KNew |
$31.2K - $34.9K
|
3.44K
$49.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.44K+ 0.81% |
$31.1K - $34.9K
|
429K
$6.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.21K+ 5.36% |
$29K - $32.5K
|
63K
$914K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.18K+ 15.51% |
$28.8K - $32.3K
|
23.7K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3K+ 2970.3% |
$27.2K - $30.5K
|
3.1K
$45K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.99K+ 17.04% |
$27K - $30.3K
|
20.5K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.52K+ 24.76% |
$22.8K - $25.5K
|
12.7K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 1.99% |
$21.9K - $24.5K
|
124K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
2.38K+ 1.51% |
$21.6K - $24.2K
|
160K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.33K+ 17.11% |
$21.1K - $23.7K
|
16K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 2.88% |
$19.9K - $22.3K
|
78.7K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.11K+ 0.25% |
$19.1K - $21.4K
|
831K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.88K+ 1.96% |
$17K - $19.1K
|
98K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.85K+ 21.79% |
$16.8K - $18.8K
|
10.4K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.62K+ 4.09% |
$14.6K - $16.4K
|
41.2K
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.56K+ 3.1% |
$14.1K - $15.8K
|
51.8K
$751K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.31K+ 7.4% |
$11.9K - $13.3K
|
19.1K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.24K+ 25.18% |
$11.2K - $12.6K
|
6.16K
$89.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.22K+ 26.59% |
$11.1K - $12.4K
|
5.82K
$84.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 9.65% |
$9.43K - $10.6K
|
11.8K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
943New |
$8.53K - $9.57K
|
943
$13.7K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
893+ 6.12% |
$8.08K - $9.06K
|
15.5K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
847+ 14.62% |
$7.67K - $8.6K
|
6.64K
$96.3K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
725+ 2.25% |
$6.56K - $7.36K
|
33K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
627+ 0.77% |
$5.67K - $6.36K
|
81.9K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
589+ 0.36% |
$5.33K - $5.98K
|
162K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
543+ 3.01% |
$4.91K - $5.51K
|
18.6K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
515+ 8.62% |
$4.66K - $5.23K
|
6.49K
$94.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
450+ 1.5% |
$4.07K - $4.57K
|
30.4K
$441K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
416+ 1.86% |
$3.76K - $4.22K
|
22.7K
$330K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
402+ 0.66% |
$3.64K - $4.08K
|
61.6K
$893K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
395+ 0.13% |
$3.57K - $4.01K
|
295K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
340+ 1.94% |
$3.08K - $3.45K
|
17.9K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
311+ 14.34% |
$2.81K - $3.16K
|
2.48K
$36K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
291+ 1.83% |
$2.63K - $2.95K
|
16.2K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
274New |
$2.48K - $2.78K
|
274
$3.97K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.81K - $2.03K
|
200
$2.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
185+ 69.29% |
$1.67K - $1.88K
|
452
$6.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$1.48K - $1.66K
|
164
$2.38K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
163+ 0.28% |
$1.48K - $1.65K
|
58.4K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152+ 8.96% |
$1.38K - $1.54K
|
1.85K
$26.8K
|