Patriot Financial Group Insurance Agency, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$5.74 - $6.41 $2,307 - $2,576	-402 Reduced 10.04%	3,601 $21,000
Q1 2022 May 11, 2022	BUY	$6.27 - $7.7 $3,881 - $4,766	619 Added 18.29%	4,003 $25,000
Q4 2021 Jan 10, 2022	SELL	$6.47 - $7.04 $478 - $520	-74 Reduced 2.14%	3,384 $23,000
Q3 2021 Nov 24, 2021	BUY	$6.6 - $7.48 $3,861 - $4,375	585 Added 20.36%	3,458 $24,000
Q2 2021 Jul 30, 2021	SELL	$6.88 - $7.44 $5,091 - $5,505	-740 Reduced 20.48%	2,873 $20,000
Q1 2021 Apr 29, 2021	BUY	$6.1 - $7.88 $494 - $638	81 Added 2.29%	3,613 $26,000
Q4 2020 Jan 15, 2021	SELL	$5.4 - $6.23 $437 - $504	-81 Reduced 2.24%	3,532 $22,000
Q2 2020 Jul 10, 2020	BUY	$4.63 - $6.37 $2,217 - $3,051	479 Added 15.28%	3,613 $20,000
Q1 2020 Apr 15, 2020	BUY	$4.61 - $7.47 $13,110 - $21,244	2,844 Added 980.69%	3,134 $15,000
Q4 2019 Jan 22, 2020	SELL	$6.72 - $7.53 $6 - $7	-1 Reduced 0.34%	290 $2,000
Q3 2019 Oct 25, 2019	BUY	$6.36 - $7.15 $171 - $193	27 Added 10.23%	291 $2,000
Q2 2019 Aug 07, 2019	SELL	$6.83 - $7.32 $396 - $424	-58 Reduced 18.01%	264 $2,000
Q1 2019 Apr 29, 2019	BUY	$6.62 - $7.44 $2,131 - $2,395	322 New	322 $2,000
Q4 2018 Feb 04, 2019	BUY	$6.36 - $8.29 $0 - $0	0 New	0 $0

Others Institutions Holding SMFG

# of Institutions

374

Shares Held

95.2M

Call Options Held

3.49M

Put Options Held

24.1K

Morgan Stanley New York, NY

23.7M
Shares

$363 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

11.2M
Shares

$172 Million
0.03% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$105 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

6.38M
Shares

$97.7 Million
0.67% of portfolio
Northern Trust Corp Chicago, IL

5.03M
Shares

$77 Million
0.01% of portfolio

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $105B
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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