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 333,233 shares of SMFG stock, worth $4.77 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
333,233
Previous 451,199 26.15%
Holding current value
$4.77 Million
Previous $6.05 Million 30.45%
% of portfolio
0.13%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$11.38 - $14.48 $1.34 Million - $1.71 Million
-117,966 Reduced 26.15%
333,233 $4.21 Million
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 $98.1B
  • 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
Track This Portfolio

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.