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 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-282- 80.11% |
$3.46K - $4.35K
|
70
$1.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-317- 1.89% |
$3.89K - $4.88K
|
16.5K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-344- 1.0% |
$4.22K - $5.3K
|
34.1K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-375- 2.93% |
$4.6K - $5.78K
|
12.4K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-386- 2.64% |
$4.74K - $5.95K
|
14.2K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-414- 2.44% |
$5.08K - $6.38K
|
16.5K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-426- 2.08% |
$5.23K - $6.56K
|
20K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-489- 1.55% |
$6K - $7.54K
|
31K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-604- 2.38% |
$7.41K - $9.31K
|
24.7K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-612- 18.27% |
$7.51K - $9.43K
|
2.74K
$41.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-629- 68.07% |
$7.72K - $9.69K
|
295
$4.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-675- 0.97% |
$8.28K - $10.4K
|
68.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-689- 3.24% |
$8.45K - $10.6K
|
20.6K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-705- 1.9% |
$8.65K - $10.9K
|
36.4K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-748- 1.74% |
$9.18K - $11.5K
|
42.3K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 11.27% |
$9.82K - $12.3K
|
6.3K
$95.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-853- 0.15% |
$10.5K - $13.1K
|
560K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-855- 6.43% |
$10.5K - $13.2K
|
12.4K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-866- 2.18% |
$10.6K - $13.3K
|
38.9K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-871- 1.97% |
$10.7K - $13.4K
|
43.2K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-995- 2.67% |
$12.2K - $15.3K
|
36.2K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.12K- 6.48% |
$13.8K - $17.3K
|
16.2K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 2.0% |
$13.8K - $17.3K
|
55.2K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 1.66% |
$14.8K - $18.6K
|
71.3K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 99.92% |
$15.9K - $19.9K
|
1
$15.2
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.32K- 25.63% |
$16.2K - $20.3K
|
3.83K
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.33K- 7.92% |
$16.3K - $20.5K
|
15.5K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.38K- 11.86% |
$16.9K - $21.3K
|
10.3K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.46K- 29.87% |
$17.9K - $22.5K
|
3.43K
$52.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 1.49% |
$18.4K - $23.1K
|
99.1K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.52K- 7.22% |
$18.7K - $23.4K
|
19.5K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.85K- 0.72% |
$22.7K - $28.5K
|
255K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 12.51% |
$23.6K - $29.6K
|
13.4K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 22.29% |
$23.8K - $29.9K
|
6.76K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.96K- 1.15% |
$24.1K - $30.2K
|
169K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.04K- 2.21% |
$25K - $31.4K
|
90.2K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.14K- 58.68% |
$26.3K - $33K
|
1.51K
$22.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.15K- 15.05% |
$26.3K - $33.1K
|
12.1K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.74K- 7.57% |
$33.6K - $42.2K
|
33.4K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.77K- 17.19% |
$34K - $42.7K
|
13.3K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31K- 1.82% |
$40.6K - $51K
|
178K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.41K- 1.49% |
$41.8K - $52.5K
|
225K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.43K- 8.7% |
$42.1K - $52.9K
|
36K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.74K- 3.5% |
$45.9K - $57.6K
|
103K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 14.51% |
$50.7K - $63.7K
|
24.4K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.14K- 9.67% |
$50.8K - $63.8K
|
38.6K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.26K- 6.08% |
$52.2K - $65.6K
|
65.7K
$999K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.6K- 9.02% |
$56.5K - $70.9K
|
46.4K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.71K- 2.5% |
$57.8K - $72.6K
|
184K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.72K- 30.92% |
$58K - $72.8K
|
10.6K
$160K
|