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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152+ 8.96% |
$1.38K - $1.54K
|
1.85K
$27.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.19K - $1.34K
|
132
$1.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
126+ 2.4% |
$1.14K - $1.28K
|
5.38K
$80.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$1.04K - $1.17K
|
115
$1.71K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
109New |
$986 - $1.11K
|
109
$1.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
108+ 34.07% |
$977 - $1.1K
|
425
$6.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
101New |
$914 - $1.03K
|
101
$1.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
101+ 11.43% |
$914 - $1.03K
|
985
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87New |
$787 - $883
|
87
$1.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
81+ 0.8% |
$733 - $822
|
10.2K
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
61+ 45.52% |
$552 - $619
|
195
$2.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$516 - $579
|
57
$848
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
53+ 0.51% |
$480 - $538
|
10.4K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 1.54% |
$308 - $345
|
2.24K
$33.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33New |
$299 - $335
|
33
$491
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28+ 0.2% |
$253 - $284
|
14.1K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 3.2% |
$235 - $264
|
839
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 1.69% |
$90.5 - $102
|
600
$8.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$18.1 - $20.3
|
172K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.7% |
$9.05 - $10.2
|
38
$565
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 75.0% |
$27.2 - $30.5
|
1
$14.9
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.56% |
$145 - $162
|
2.85K
$42.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 0.94% |
$489 - $548
|
5.69K
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-63- 52.94% |
$570 - $639
|
56
$833
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-66- 0.13% |
$597 - $670
|
49.5K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-125- 0.18% |
$1.13K - $1.27K
|
70.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-156- 32.84% |
$1.41K - $1.58K
|
319
$4.75K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-227- 57.32% |
$2.05K - $2.3K
|
169
$2.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-302- 50.59% |
$2.73K - $3.07K
|
295
$4.39K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-335- 38.77% |
$3.03K - $3.4K
|
529
$7.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-339- 64.45% |
$3.07K - $3.44K
|
187
$2.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-400- 0.28% |
$3.62K - $4.06K
|
140K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-463- 32.47% |
$4.19K - $4.7K
|
963
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-505- 2.61% |
$4.57K - $5.13K
|
18.9K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-517- 2.87% |
$4.68K - $5.25K
|
17.5K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-608- 2.48% |
$5.5K - $6.17K
|
23.9K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-766- 2.08% |
$6.93K - $7.77K
|
36K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-942- 6.12% |
$8.53K - $9.56K
|
14.4K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-982- 0.29% |
$8.89K - $9.97K
|
343K
$5.11M
|
|
|
Aug 29, 2024
Q4 2023
|
Cowen Investment Management LLC
New York, NY |
SELL
|
- |
-1K- 0.02% |
$9.05K - $10.2K
|
4.15M
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.04K- 0.52% |
$9.38K - $10.5K
|
197K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.17K- 2.25% |
$10.5K - $11.8K
|
50.6K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.19K- 2.08% |
$10.7K - $12K
|
55.9K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.29K- 1.98% |
$11.6K - $13.1K
|
63.6K
$947K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.3K- 18.29% |
$11.8K - $13.2K
|
5.82K
$86.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.38K- 21.19% |
$12.5K - $14K
|
5.15K
$76.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 3.53% |
$13.6K - $15.2K
|
41K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 8.21% |
$14.5K - $16.3K
|
17.9K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.73K- 5.74% |
$15.6K - $17.5K
|
28.4K
$423K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.8K- 4.57% |
$16.3K - $18.3K
|
37.6K
$560K
|