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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
14K+ 3.22% |
$172K - $216K
|
449K
$6.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.7K+ 35.69% |
$168K - $211K
|
52.2K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$168K - $211K
|
13.7K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.7K+ 9.95% |
$156K - $196K
|
141K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.6K+ 22.32% |
$155K - $194K
|
69.1K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.2KNew |
$150K - $189K
|
12.2K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12K+ 13.44% |
$147K - $184K
|
101K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 4.61% |
$139K - $175K
|
258K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2KNew |
$138K - $173K
|
11.2K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 127.36% |
$137K - $172K
|
19.9K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$136K - $171K
|
11.1K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.8KNew |
$132K - $166K
|
10.8K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.5K+ 25.04% |
$129K - $161K
|
52.3K
$795K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$129K - $161K
|
10.5K
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$158K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.1% |
$124K - $156K
|
43.6K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10K+ 114.48% |
$123K - $154K
|
18.7K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 18.54% |
$117K - $147K
|
61.1K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
9.22K+ 30.17% |
$113K - $142K
|
39.8K
$605K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
9.07KNew |
$111K - $140K
|
9.07K
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.92K+ 14.13% |
$109K - $137K
|
72.1K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.78K+ 79.82% |
$108K - $135K
|
19.8K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.72K+ 1.86% |
$107K - $134K
|
477K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.39K+ 2.11% |
$103K - $129K
|
405K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.02K+ 35.22% |
$98.4K - $124K
|
30.8K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.81K+ 3.66% |
$95.8K - $120K
|
221K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.74K+ 1.82% |
$94.9K - $119K
|
432K
$6.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.64K+ 2.62% |
$93.8K - $118K
|
299K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 55.16% |
$76.2K - $95.6K
|
17.5K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.18K+ 30.44% |
$75.9K - $95.3K
|
26.5K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.97K+ 17.46% |
$73.3K - $92.1K
|
40.2K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.97K+ 10.74% |
$73.3K - $92K
|
61.6K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.9KNew |
$72.4K - $90.9K
|
5.9K
$89.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.68K+ 9.65% |
$69.7K - $87.5K
|
64.5K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.63K+ 9.91% |
$69K - $86.7K
|
62.4K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.37K+ 35.99% |
$65.9K - $82.8K
|
20.3K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.35K+ 48.13% |
$65.7K - $82.5K
|
16.5K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.75K+ 11.23% |
$58.2K - $73.1K
|
47K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.69K+ 23.92% |
$57.5K - $72.2K
|
24.3K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.67K+ 3.38% |
$57.3K - $72K
|
143K
$2.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.48K+ 23.98% |
$55K - $69K
|
23.2K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 9.0% |
$54.8K - $68.9K
|
54.1K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.42K+ 0.89% |
$54.2K - $68.1K
|
498K
$7.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 24.41% |
$46K - $57.7K
|
19.1K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.67K+ 9.66% |
$45K - $56.5K
|
41.6K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.53K+ 4.47% |
$43.3K - $54.4K
|
82.5K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.09K+ 27.89% |
$37.9K - $47.6K
|
14.2K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.96K+ 2178.68% |
$36.4K - $45.7K
|
3.1K
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.91K+ 13.02% |
$35.8K - $44.9K
|
25.3K
$385K
|