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
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.9K- 0.98% |
$60.1K - $75.5K
|
492K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.34K- 5.53% |
$65.5K - $82.3K
|
91.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 2.71% |
$66.7K - $83.8K
|
195K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-5.94K- 12.82% |
$72.9K - $91.5K
|
40.4K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.41K- 0.07% |
$90.9K - $114K
|
11.2M
$171M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.26K- 20.82% |
$101K - $127K
|
31.4K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.89K- 4.67% |
$109K - $137K
|
182K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.85K- 5.69% |
$121K - $152K
|
163K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 5.28% |
$127K - $159K
|
185K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.8K- 16.73% |
$132K - $166K
|
53.5K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10.8K- 1.27% |
$132K - $166K
|
840K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-10.8K- 3.5% |
$133K - $167K
|
299K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.6K- 6.9% |
$142K - $178K
|
156K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 2.09% |
$152K - $191K
|
581K
$8.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 24.49% |
$157K - $197K
|
39.3K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.8K- 2.11% |
$157K - $197K
|
594K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13.4K- 27.97% |
$164K - $206K
|
34.5K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.1K- 9.02% |
$186K - $233K
|
153K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-15.3K- 41.91% |
$188K - $236K
|
21.2K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15.5K- 8.76% |
$190K - $239K
|
161K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-16K- 80.0% |
$196K - $247K
|
4K
$60.8K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-16.2K- 6.72% |
$199K - $250K
|
225K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17K- 20.76% |
$208K - $262K
|
64.8K
$985K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 23.69% |
$234K - $294K
|
61.5K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.9K- 1.46% |
$293K - $368K
|
1.61M
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.5K- 55.75% |
$301K - $378K
|
19.5K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-31.6K- 77.84% |
$388K - $487K
|
9K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.3K- 9.44% |
$409K - $513K
|
320K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39.9K- 76.43% |
$489K - $614K
|
12.3K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-47.3K- 54.39% |
$580K - $729K
|
39.7K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-51.3K- 22.35% |
$630K - $791K
|
178K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-165K- 90.96% |
$2.03M - $2.55M
|
16.5K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-328K- 67.61% |
$4.03M - $5.06M
|
157K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-342K- 25.2% |
$4.19M - $5.27M
|
1.01M
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-355K- 25.89% |
$4.35M - $5.47M
|
1.02M
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2M- 36.58% |
$14.7M - $18.5M
|
2.08M
$31.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.34M- 76.61% |
$16.5M - $20.7M
|
410K
$6.23M
|