A detailed history of Moran Wealth Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Moran Wealth Management, LLC holds 451,199 shares of SMFG stock, worth $5.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
451,199
Previous 528,313 14.6%
Holding current value
$5.8 Million
Previous $6.22 Million 2.7%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$11.1 - $13.41 $855,965 - $1.03 Million
-77,114 Reduced 14.6%
451,199 $6.05 Million
Q1 2024

May 15, 2024

BUY
$9.6 - $12.33 $17,155 - $22,033
1,787 Added 0.34%
528,313 $6.22 Million
Q4 2023

Feb 07, 2024

BUY
$9.05 - $10.15 $4.77 Million - $5.34 Million
526,526 New
526,526 $5.1 Million

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $88.1B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
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