Latest Institutional Purchases of Sumitomo Mitsui Financial Group, Inc. (SMFG)
This list provides information on the latest institutional transactions involving Sumitomo Mitsui Financial Group, Inc. (SMFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.8K+ 36.47% |
$623K - $783K
|
190K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.7K+ 35.69% |
$168K - $211K
|
52.2K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2KNew |
$138K - $173K
|
11.2K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.1% |
$124K - $156K
|
43.6K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 18.54% |
$117K - $147K
|
61.1K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.92K+ 14.13% |
$109K - $137K
|
72.1K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.97K+ 10.74% |
$73.3K - $92K
|
61.6K
$893K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.48K+ 23.98% |
$55K - $69K
|
23.2K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 9.0% |
$54.8K - $68.9K
|
54.1K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.42K+ 0.89% |
$54.2K - $68.1K
|
498K
$7.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.46K+ 20.86% |
$30.2K - $37.9K
|
14.3K
$207K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.09KNew |
$25.6K - $32.1K
|
2.09K
$30.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.24K+ 29.46% |
$15.2K - $19.1K
|
5.45K
$79K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$15K - $18.8K
|
209K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.17K+ 6.63% |
$14.4K - $18K
|
18.8K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
788New |
$9.67K - $12.1K
|
788
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
644New |
$7.9K - $9.92K
|
644
$9.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
572+ 2.72% |
$7.02K - $8.81K
|
21.6K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
314+ 1.32% |
$3.85K - $4.84K
|
24.2K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 1.38% |
$2.74K - $3.44K
|
16.4K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
197+ 1.22% |
$2.42K - $3.04K
|
16.3K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.28% |
$1.91K - $2.4K
|
56.2K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$1.15K - $1.45K
|
94
$1.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
82+ 0.3% |
$1.01K - $1.26K
|
27.6K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 2.62% |
$699 - $878
|
2.23K
$32.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.32% |
$294 - $370
|
1.84K
$26.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
20+ 0.0% |
$245 - $308
|
410K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$98.2 - $123
|
8
$116
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.03% |
$49.1 - $61.6
|
13.5K
$195K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85M+ 21.15% |
$32.4M - $41.3M
|
16.3M
$237M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.35M+ 337.1% |
$15.4M - $19.6M
|
1.75M
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
671K+ 15.4% |
$7.64M - $9.72M
|
5.03M
$72.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
517K+ 60.65% |
$5.89M - $7.49M
|
1.37M
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
470K+ 39.89% |
$5.34M - $6.8M
|
1.65M
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
309KNew |
$3.52M - $4.48M
|
309K
$4.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 20.44% |
$3.35M - $4.26M
|
1.73M
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
294KNew |
$3.34M - $4.25M
|
294K
$4.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
292K+ 844.7% |
$3.33M - $4.23M
|
327K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
267KNew |
$3.03M - $3.86M
|
267K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
241KNew |
$2.75M - $3.5M
|
241K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
173K+ 48.44% |
$1.97M - $2.51M
|
531K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
107K+ 207.82% |
$1.22M - $1.55M
|
158K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
106K+ 6.94% |
$1.21M - $1.54M
|
1.63M
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
104K+ 23.47% |
$1.18M - $1.5M
|
546K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
99.7K+ 7.41% |
$1.13M - $1.44M
|
1.44M
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
98.7K+ 7.85% |
$1.12M - $1.43M
|
1.36M
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
85K+ 31.71% |
$967K - $1.23M
|
353K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
70KNew |
$797K - $1.01M
|
70K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54.2KNew |
$617K - $785K
|
54.2K
$786K
|
|