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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14K+ 608.86% |
$172K - $216K
|
16.3K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 4.61% |
$139K - $175K
|
258K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 2.49% |
$25.4K - $31.9K
|
85.1K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1K+ 5.39% |
$12.3K - $15.5K
|
19.6K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.49K+ 8.1% |
$18.2K - $22.9K
|
19.8K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-604- 2.38% |
$7.41K - $9.31K
|
24.7K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
25.5K+ 7.65% |
$313K - $393K
|
359K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-675- 0.97% |
$8.28K - $10.4K
|
68.9K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.26K- 20.82% |
$101K - $127K
|
31.4K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.8K- 16.73% |
$132K - $166K
|
53.5K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-705- 1.9% |
$8.65K - $10.9K
|
36.4K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-262- 0.74% |
$3.21K - $4.04K
|
35.1K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
76.9K+ 18.94% |
$943K - $1.18M
|
483K
$7.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-426- 2.08% |
$5.23K - $6.56K
|
20K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
276New |
$3.39K - $4.25K
|
276
$4.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
136KNew |
$1.67M - $2.1M
|
136K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$136K - $171K
|
11.1K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
948+ 5.15% |
$11.6K - $14.6K
|
19.3K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
109KNew |
$1.34M - $1.69M
|
109K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 24.49% |
$157K - $197K
|
39.3K
$610K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.41K+ 2.83% |
$17.3K - $21.7K
|
51.2K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10K+ 114.48% |
$123K - $154K
|
18.7K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.74K+ 1.82% |
$94.9K - $119K
|
432K
$6.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.97K+ 32.93% |
$24.1K - $30.3K
|
7.94K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
204New |
$2.5K - $3.14K
|
204
$3.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.5KNew |
$251K - $316K
|
20.5K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
281+ 2.62% |
$3.45K - $4.33K
|
11K
$171K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
248+ 22.1% |
$3.04K - $3.82K
|
1.37K
$21.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.2K+ 83.27% |
$236K - $296K
|
42.3K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
25.7KNew |
$315K - $396K
|
25.7K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
40.1K+ 35.41% |
$492K - $618K
|
153K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.71K- 2.5% |
$57.8K - $72.6K
|
184K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.64K+ 2.62% |
$93.8K - $118K
|
299K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
295+ 9.49% |
$3.62K - $4.55K
|
3.4K
$52.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-414- 2.44% |
$5.08K - $6.38K
|
16.5K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
794+ 7.43% |
$9.74K - $12.2K
|
11.5K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.14K- 58.68% |
$26.3K - $33K
|
1.51K
$23.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.19K+ 8.87% |
$14.6K - $18.3K
|
14.6K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.47K+ 2.72% |
$18.1K - $22.7K
|
55.7K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$16.1K - $20.2K
|
1.31K
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 4.08% |
$22.1K - $27.7K
|
45.9K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-344- 1.0% |
$4.22K - $5.3K
|
34.1K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 11.27% |
$9.82K - $12.3K
|
6.3K
$97.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-10.8K- 3.5% |
$133K - $167K
|
299K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
291New |
$3.57K - $4.48K
|
291
$4.51K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 1.74% |
$503 - $632
|
2.4K
$37.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.6K- 9.02% |
$56.5K - $70.9K
|
46.4K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 1.49% |
$18.4K - $23.1K
|
99.1K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 6.27% |
$21.7K - $27.3K
|
30K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$13.5K - $17K
|
1.1K
$17.1K
|