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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.06KNew |
$5.82K - $33.4K
|
1.06K
$18.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-89.4K- 67.55% |
$492K - $2.82M
|
42.9K
$751K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.27KNew |
$23.5K - $135K
|
4.27K
$74.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$91K - $521K
|
16.5K
$289K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
705New |
$3.88K - $22.2K
|
705
$12.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54.7KNew |
$301K - $1.72M
|
54.7K
$955K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
255+ 1.73% |
$1.4K - $8.03K
|
15K
$262K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
1.58K+ 13.29% |
$8.67K - $49.7K
|
13.4K
$235K
|
|
| Q2 2022 | |||||||
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 54.76% |
$71.3K - $79.6K
|
10.3K
$179K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8KClosed |
$62K - $69.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-676Closed |
$3.88K - $4.33K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-821Closed |
$4.71K - $5.26K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-65.3KClosed |
$375K - $418K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-44.2KClosed |
$254K - $284K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
861New |
$4.94K - $5.52K
|
861
$15.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.98K+ 5.84% |
$17.1K - $19.1K
|
53.9K
$942K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-68.2KClosed |
$392K - $437K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-152K- 98.13% |
$872K - $974K
|
2.89K
$50.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13K- 6.53% |
$74.8K - $83.5K
|
186K
$3.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.46K+ 11.02% |
$8.4K - $9.38K
|
14.7K
$258K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14.6KClosed |
$83.7K - $93.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-19.5KClosed |
$112K - $125K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-255Closed |
$1.46K - $1.63K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-52.6K- 34.2% |
$302K - $337K
|
101K
$1.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11.3K- 79.78% |
$64.8K - $72.4K
|
2.86K
$50K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-117- 46.8% |
$672 - $750
|
133
$2.32K
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
17.7KNew |
$101K - $113K
|
17.7K
$309K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
468New |
$2.69K - $3K
|
468
$8.18K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-402- 10.04% |
$2.31K - $2.58K
|
3.6K
$62.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-10.4KClosed |
$59.7K - $66.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.12K- 37.32% |
$12.2K - $13.6K
|
3.56K
$62.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-558- 5.78% |
$3.2K - $3.58K
|
9.1K
$159K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.52KNew |
$26K - $29K
|
4.52K
$79K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.3K- 56.06% |
$7.46K - $8.33K
|
1.02K
$17.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-932Closed |
$5.35K - $5.97K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-70.5KClosed |
$405K - $452K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-35.3K- 20.3% |
$202K - $226K
|
138K
$2.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.08KNew |
$6.19K - $6.91K
|
1.08K
$18.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-39.8KClosed |
$229K - $255K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-35Closed |
$201 - $224
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
491New |
$2.82K - $3.15K
|
491
$8.58K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-63KClosed |
$362K - $404K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-810Closed |
$4.65K - $5.19K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-520Closed |
$3.26K - $4K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-168- 21.85% |
$1.05K - $1.29K
|
601
$10.5K
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.12MClosed |
$7M - $8.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-824Closed |
$5.17K - $6.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.05MClosed |
$6.55M - $8.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-64.9KClosed |
$407K - $499K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-107KClosed |
$672K - $825K
|
0
$0
|
|