Latest Institutional Transactions on Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information on the latest institutional transactions involving Sumitomo Mitsui Financial Group, Inc. (SMFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.02K- 8.51% |
$30.8K - $35.4K
|
21.8K
$380K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1New |
$15.2 - $17.5
|
1
$17.5
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.9K- 2.69% |
$256K - $295K
|
610K
$10.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.4K+ 10.43% |
$21.2K - $24.4K
|
14.8K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-64.7K- 35.01% |
$984K - $1.13M
|
120K
$2.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
292New |
$4.44K - $5.1K
|
292
$5.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.07K- 26.36% |
$61.8K - $71.1K
|
11.4K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.4KNew |
$21.2K - $24.4K
|
1.4K
$24.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.32K+ 39.63% |
$142K - $163K
|
32.8K
$574K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-149- 26.42% |
$2.26K - $2.6K
|
415
$7.25K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.26K+ 12.67% |
$64.8K - $74.5K
|
37.9K
$662K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
196+ 1.03% |
$2.98K - $3.43K
|
19.2K
$336K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 0.15% |
$730 - $839
|
32.7K
$571K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.82K+ 16.77% |
$42.8K - $49.3K
|
19.6K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$30.4 - $35
|
2.41K
$42.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.04K+ 4.7% |
$15.8K - $18.1K
|
23.1K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
842+ 6.19% |
$12.8K - $14.7K
|
14.4K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
40.9KNew |
$621K - $714K
|
40.9K
$714K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.33K- 3.3% |
$111K - $128K
|
215K
$3.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.29KNew |
$111K - $127K
|
7.29K
$127K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
789+ 4.85% |
$12K - $13.8K
|
17K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 40.09% |
$210K - $242K
|
48.4K
$845K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.45K+ 14.26% |
$67.7K - $77.8K
|
35.7K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-33- 2.08% |
$502 - $577
|
1.55K
$27.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
373+ 1.45% |
$5.67K - $6.52K
|
26.1K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
35.5K+ 48.37% |
$539K - $620K
|
109K
$1.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.3KNew |
$156K - $179K
|
10.3K
$179K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.2K+ 8.38% |
$33.5K - $38.5K
|
28.5K
$497K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.19KNew |
$18.1K - $20.9K
|
1.19K
$20.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-6- 4.55% |
$91.2 - $105
|
126
$2.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-7.78K- 13.75% |
$118K - $136K
|
48.8K
$853K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.48K- 0.75% |
$83.3K - $95.8K
|
728K
$12.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.01K- 0.64% |
$15.3K - $17.6K
|
155K
$2.71M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 6.79% |
$32K - $36.8K
|
33.1K
$578K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-576- 3.96% |
$8.37K - $9.87K
|
14K
$244K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.48K- 51.71% |
$21.5K - $25.3K
|
1.38K
$24.1K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
482+ 2.89% |
$7K - $8.26K
|
17.1K
$300K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 46.48% |
$19.2K - $22.6K
|
1.52K
$26.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.12K+ 40.76% |
$16.3K - $19.2K
|
3.88K
$67.7K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.83K- 31.25% |
$84.7K - $99.9K
|
12.8K
$224K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
186+ 7.27% |
$2.7K - $3.19K
|
2.74K
$48K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-726- 3.53% |
$10.5K - $12.4K
|
19.8K
$347K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.27K+ 7.26% |
$47.5K - $56K
|
48.3K
$844K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.7K+ 65.17% |
$504K - $595K
|
88K
$1.54M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.33K+ 225.25% |
$19.3K - $22.8K
|
1.92K
$33.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
943New |
$13.7K - $16.2K
|
943
$16.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-9.12K- 9.37% |
$132K - $156K
|
88.2K
$1.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-213- 1.86% |
$3.09K - $3.65K
|
11.2K
$196K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
39New |
$567 - $668
|
39
$682
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.71KNew |
$24.8K - $29.2K
|
1.71K
$29.8K
|
|