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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-5.94K- 12.82% |
$72.9K - $91.5K
|
40.4K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.14K- 9.67% |
$50.8K - $63.8K
|
38.6K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.08% |
$123 - $154
|
12.5K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
592+ 4.9% |
$7.26K - $9.12K
|
12.7K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.5K+ 25.04% |
$129K - $161K
|
52.3K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29K+ 15.01% |
$356K - $447K
|
222K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.96K+ 2178.68% |
$36.4K - $45.7K
|
3.1K
$48.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-16K- 80.0% |
$196K - $247K
|
4K
$62K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-342K- 25.2% |
$4.19M - $5.27M
|
1.01M
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
453+ 1.58% |
$5.56K - $6.98K
|
29.1K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.9K- 1.46% |
$293K - $368K
|
1.61M
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.3K- 9.44% |
$409K - $513K
|
320K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.12K+ 138.15% |
$13.7K - $17.2K
|
1.93K
$29.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.74K- 3.5% |
$45.9K - $57.6K
|
103K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.89K- 4.67% |
$109K - $137K
|
182K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17K- 20.76% |
$208K - $262K
|
64.8K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
33.8K+ 1.18% |
$415K - $521K
|
2.9M
$45M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
27.1K+ 93.12% |
$332K - $417K
|
56.1K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.53K+ 4.47% |
$43.3K - $54.4K
|
82.5K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 22.29% |
$23.8K - $29.9K
|
6.76K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-386- 2.64% |
$4.74K - $5.95K
|
14.2K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 37.87% |
$746K - $937K
|
221K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
14KNew |
$172K - $216K
|
14K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$21.3K - $26.7K
|
1.73K
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 24.41% |
$46K - $57.7K
|
19.1K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394+ 0.09% |
$4.83K - $6.07K
|
442K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.6K+ 22.32% |
$155K - $194K
|
69.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.39K+ 2.11% |
$103K - $129K
|
405K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16K+ 23.55% |
$197K - $247K
|
84.1K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 4.43% |
$30.4K - $38.2K
|
58.4K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.77K- 17.19% |
$34K - $42.7K
|
13.3K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.91K+ 13.02% |
$35.8K - $44.9K
|
25.3K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$181K - $227K
|
14.7K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.2% |
$12.3 - $15.4
|
501
$7.77K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.17% |
$12.3K - $15.4K
|
86.7K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
309KNew |
$3.8M - $4.77M
|
309K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
135New |
$1.66K - $2.08K
|
135
$2.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.97K+ 17.46% |
$73.3K - $92.1K
|
40.2K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.34M- 76.61% |
$16.5M - $20.7M
|
410K
$6.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
25+ 0.09% |
$307 - $385
|
28.6K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.9K+ 23.01% |
$35.5K - $44.6K
|
15.5K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-278- 1.32% |
$3.41K - $4.28K
|
20.7K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
14K+ 3.22% |
$172K - $216K
|
449K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12K+ 13.44% |
$147K - $184K
|
101K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-355K- 25.89% |
$4.35M - $5.47M
|
1.02M
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
312+ 19.85% |
$3.83K - $4.81K
|
1.88K
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.9K- 0.98% |
$60.1K - $75.5K
|
492K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-51.3K- 22.35% |
$630K - $791K
|
178K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
111+ 0.71% |
$1.36K - $1.71K
|
15.7K
$244K
|