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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.1K- 99.97% |
$43.8K - $51.8K
|
1
$17.5
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
220KNew |
$3.11M - $3.68M
|
220K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 5.6% |
$8.83K - $10.5K
|
10.5K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
728New |
$10.3K - $12.2K
|
728
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 30.96% |
$2.83K - $3.34K
|
846
$14.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-454- 2.76% |
$6.42K - $7.59K
|
16K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 2.97% |
$23.6K - $27.9K
|
57.9K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
729+ 3.77% |
$10.3K - $12.2K
|
20.1K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-451- 1.32% |
$6.37K - $7.54K
|
33.7K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
965New |
$13.6K - $16.1K
|
965
$16.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
129New |
$1.82K - $2.16K
|
129
$2.25K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$452 - $535
|
32
$559
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.54K- 24.33% |
$121K - $143K
|
26.6K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 1800.0% |
$509 - $602
|
38
$664
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.53KNew |
$106K - $126K
|
7.53K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403+ 5.73% |
$5.69K - $6.74K
|
7.43K
$130K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$820 - $970
|
58
$1.01K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 3.3% |
$254 - $301
|
564
$9.86K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 18.82% |
$721 - $853
|
220
$3.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$1.68K - $1.99K
|
119
$2.08K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 7.36% |
$311 - $368
|
277
$4.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
533New |
$7.53K - $8.91K
|
533
$9.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
49New |
$692 - $819
|
49
$857
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
424+ 4.05% |
$5.99K - $7.09K
|
10.9K
$191K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
142New |
$2.01K - $2.37K
|
142
$2.48K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.82K+ 18.01% |
$54K - $63.9K
|
25K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-54.5K- 13.29% |
$770K - $912K
|
356K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
33New |
$466 - $552
|
33
$577
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25New |
$307 - $385
|
25
$437
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
22New |
$270 - $339
|
22
$385
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.64K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 1.71% |
$24.5 - $30.8
|
119
$2.08K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.71KNew |
$21K - $26.4K
|
1.71K
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
242KNew |
$2.97M - $3.73M
|
242K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.72K- 30.92% |
$58K - $72.8K
|
10.6K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
14KNew |
$172K - $216K
|
14K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$21.3K - $26.7K
|
1.73K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 24.41% |
$46K - $57.7K
|
19.1K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.34M- 76.61% |
$16.5M - $20.7M
|
410K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-612- 18.27% |
$7.51K - $9.43K
|
2.74K
$47.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
412New |
$5.06K - $6.35K
|
412
$7.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
24.9KNew |
$306K - $384K
|
24.9K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
19.8KNew |
$243K - $305K
|
19.8K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$136K - $171K
|
11.1K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.47K+ 2.72% |
$18.1K - $22.7K
|
55.7K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.6K- 9.02% |
$56.5K - $70.9K
|
46.4K
$812K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
291New |
$3.57K - $4.48K
|
291
$5.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-10.8K- 3.5% |
$133K - $167K
|
299K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 11.27% |
$9.82K - $12.3K
|
6.3K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$168K - $211K
|
13.7K
$240K
|
|