Purchases and Sales Made in Q4 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.8K+ 36.47% |
$623K - $783K
|
190K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.7K+ 35.69% |
$168K - $211K
|
52.2K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2KNew |
$138K - $173K
|
11.2K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.1% |
$124K - $156K
|
43.6K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 18.54% |
$117K - $147K
|
61.1K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.92K+ 14.13% |
$109K - $137K
|
72.1K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.97K+ 10.74% |
$73.3K - $92K
|
61.6K
$893K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.48K+ 23.98% |
$55K - $69K
|
23.2K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 9.0% |
$54.8K - $68.9K
|
54.1K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.42K+ 0.89% |
$54.2K - $68.1K
|
498K
$7.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.46K+ 20.86% |
$30.2K - $37.9K
|
14.3K
$207K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.09KNew |
$25.6K - $32.1K
|
2.09K
$30.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.24K+ 29.46% |
$15.2K - $19.1K
|
5.45K
$79K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$15K - $18.8K
|
209K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.17K+ 6.63% |
$14.4K - $18K
|
18.8K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
788New |
$9.67K - $12.1K
|
788
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
644New |
$7.9K - $9.92K
|
644
$9.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
572+ 2.72% |
$7.02K - $8.81K
|
21.6K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
314+ 1.32% |
$3.85K - $4.84K
|
24.2K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 1.38% |
$2.74K - $3.44K
|
16.4K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
197+ 1.22% |
$2.42K - $3.04K
|
16.3K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.28% |
$1.91K - $2.4K
|
56.2K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
82+ 0.3% |
$1.01K - $1.26K
|
27.6K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 2.62% |
$699 - $878
|
2.23K
$32.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.32% |
$294 - $370
|
1.84K
$26.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
20+ 0.0% |
$245 - $308
|
410K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$98.2 - $123
|
8
$116
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.03% |
$49.1 - $61.6
|
13.5K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 14.95% |
$196 - $247
|
91
$1.32K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66- 6.23% |
$810 - $1.02K
|
994
$14.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 0.5% |
$1.71K - $2.14K
|
27.9K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-317- 1.89% |
$3.89K - $4.88K
|
16.5K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-689- 3.24% |
$8.45K - $10.6K
|
20.6K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-855- 6.43% |
$10.5K - $13.2K
|
12.4K
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.12K- 6.48% |
$13.8K - $17.3K
|
16.2K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 99.92% |
$15.9K - $19.9K
|
1
$14.5
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.32K- 25.63% |
$16.2K - $20.3K
|
3.83K
$55.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.38K- 11.86% |
$16.9K - $21.3K
|
10.3K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10.8K- 1.27% |
$132K - $166K
|
840K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.6K- 6.9% |
$142K - $178K
|
156K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13.4K- 27.97% |
$164K - $206K
|
34.5K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 23.69% |
$234K - $294K
|
61.5K
$892K
|