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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.28% |
$1.91K - $2.4K
|
56.2K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 23.69% |
$234K - $294K
|
61.5K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.03% |
$49.1 - $61.6
|
13.5K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 99.92% |
$15.9K - $19.9K
|
1
$15.5
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.12K- 6.48% |
$13.8K - $17.3K
|
16.2K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$98.2 - $123
|
8
$124
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13.4K- 27.97% |
$164K - $206K
|
34.5K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
572+ 2.72% |
$7.02K - $8.81K
|
21.6K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10.8K- 1.27% |
$132K - $166K
|
840K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 2.62% |
$699 - $878
|
2.23K
$34.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66- 6.23% |
$810 - $1.02K
|
994
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
644New |
$7.9K - $9.92K
|
644
$9.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2KNew |
$138K - $173K
|
11.2K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$15K - $18.8K
|
209K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
314+ 1.32% |
$3.85K - $4.84K
|
24.2K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
197+ 1.22% |
$2.42K - $3.04K
|
16.3K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 18.54% |
$117K - $147K
|
61.1K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 0.5% |
$1.71K - $2.14K
|
27.9K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.42K+ 0.89% |
$54.2K - $68.1K
|
498K
$7.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.97K+ 10.74% |
$73.3K - $92K
|
61.6K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.92K+ 14.13% |
$109K - $137K
|
72.1K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.38K- 11.86% |
$16.9K - $21.3K
|
10.3K
$159K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 9.0% |
$54.8K - $68.9K
|
54.1K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-855- 6.43% |
$10.5K - $13.2K
|
12.4K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
788New |
$9.67K - $12.1K
|
788
$12.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.8K+ 36.47% |
$623K - $783K
|
190K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.1% |
$124K - $156K
|
43.6K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.6K- 6.9% |
$142K - $178K
|
156K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.46K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 1.38% |
$2.74K - $3.44K
|
16.4K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-317- 1.89% |
$3.89K - $4.88K
|
16.5K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-689- 3.24% |
$8.45K - $10.6K
|
20.6K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
82+ 0.3% |
$1.01K - $1.26K
|
27.6K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
20+ 0.0% |
$245 - $308
|
410K
$6.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.32K- 25.63% |
$16.2K - $20.3K
|
3.83K
$59.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 14.95% |
$196 - $247
|
91
$1.41K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.46K+ 20.86% |
$30.2K - $37.9K
|
14.3K
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.24K+ 29.46% |
$15.2K - $19.1K
|
5.45K
$84.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.32% |
$294 - $370
|
1.84K
$28.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.48K+ 23.98% |
$55K - $69K
|
23.2K
$359K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.09KNew |
$25.6K - $32.1K
|
2.09K
$32.4K
|
|
| Q3 2024 | |||||||
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11.5KClosed |
$131K - $167K
|
0
$0
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$251K - $320K
|
22.1K
$342K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$1.87K - $2.37K
|
164
$2.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.53K+ 46.67% |
$51.6K - $65.6K
|
14.2K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-9.01K- 6.62% |
$103K - $130K
|
127K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
294KNew |
$3.34M - $4.25M
|
294K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 96.27% |
$267K - $340K
|
909
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 20.75% |
$39.7K - $50.5K
|
13.3K
$207K
|
|