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 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
59.3K+ 18.51% |
$901K - $1.04M
|
380K
$6.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
48.6K+ 47.82% |
$738K - $849K
|
150K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
40.9KNew |
$621K - $714K
|
40.9K
$714K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
35.5K+ 48.37% |
$539K - $620K
|
109K
$1.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 90.38% |
$227K - $261K
|
31.4K
$550K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 40.09% |
$210K - $242K
|
48.4K
$845K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
12.5K+ 46.9% |
$190K - $219K
|
39.2K
$684K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.1K+ 19.42% |
$184K - $211K
|
74.4K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.6K+ 17.57% |
$160K - $185K
|
70.7K
$1.24M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
10.4KNew |
$158K - $182K
|
10.4K
$182K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.3KNew |
$156K - $179K
|
10.3K
$179K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.57K+ 64.85% |
$145K - $167K
|
24.3K
$425K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.32K+ 39.63% |
$142K - $163K
|
32.8K
$574K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.6K+ 20.26% |
$116K - $133K
|
45.1K
$789K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.29KNew |
$111K - $127K
|
7.29K
$127K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.45K+ 14.26% |
$67.7K - $77.8K
|
35.7K
$624K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.26K+ 12.67% |
$64.8K - $74.5K
|
37.9K
$662K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 1.53% |
$50.6K - $58.2K
|
221K
$3.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.82K+ 16.77% |
$42.8K - $49.3K
|
19.6K
$343K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.65K+ 17.95% |
$40.3K - $46.4K
|
17.4K
$305K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.54K+ 1.68% |
$38.7K - $44.5K
|
154K
$2.69M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 8.88% |
$37.5K - $43.1K
|
30.3K
$529K
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
2.39K+ 14.96% |
$36.3K - $41.7K
|
18.3K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.2K+ 8.38% |
$33.5K - $38.5K
|
28.5K
$497K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 6.79% |
$32K - $36.8K
|
33.1K
$578K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.46K+ 1.16% |
$22.2K - $25.5K
|
128K
$2.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.42K+ 5.61% |
$21.5K - $24.8K
|
26.7K
$466K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.4K+ 10.43% |
$21.2K - $24.4K
|
14.8K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.4KNew |
$21.2K - $24.4K
|
1.4K
$24.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.28K+ 12.31% |
$19.5K - $22.4K
|
11.7K
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.19KNew |
$18.1K - $20.9K
|
1.19K
$20.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.1K+ 8.37% |
$16.6K - $19.1K
|
14.2K
$248K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.04K+ 4.7% |
$15.8K - $18.1K
|
23.1K
$405K
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
952+ 1.93% |
$14.5K - $16.6K
|
50.3K
$879K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
842+ 6.19% |
$12.8K - $14.7K
|
14.4K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
789+ 4.85% |
$12K - $13.8K
|
17K
$298K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
741New |
$11.3K - $13K
|
741
$13K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
610+ 76.83% |
$9.27K - $10.7K
|
1.4K
$24.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
530+ 2.2% |
$8.06K - $9.26K
|
24.7K
$431K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
458+ 34.49% |
$6.96K - $8.01K
|
1.79K
$31.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
373+ 1.45% |
$5.67K - $6.52K
|
26.1K
$456K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
292New |
$4.44K - $5.1K
|
292
$5.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
279+ 1.35% |
$4.24K - $4.88K
|
20.9K
$366K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
241New |
$3.66K - $4.21K
|
241
$4.21K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225New |
$3.42K - $3.93K
|
225
$3.93K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
213+ 1.45% |
$3.24K - $3.72K
|
14.9K
$260K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
196New |
$2.98K - $3.43K
|
196
$3.43K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
196+ 1.03% |
$2.98K - $3.43K
|
19.2K
$336K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
125New |
$1.9K - $2.19K
|
125
$2.19K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
104+ 20.19% |
$1.58K - $1.82K
|
619
$10.8K
|
|