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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.39K+ 38.73% |
$136K - $161K
|
33.6K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.02K+ 0.31% |
$131K - $155K
|
2.89M
$50.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.25K+ 76.67% |
$120K - $141K
|
19K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.99K+ 31.81% |
$116K - $137K
|
33.1K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
7.54K+ 188.5% |
$110K - $129K
|
11.5K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.48K+ 34.84% |
$109K - $128K
|
29K
$506K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
7.25K+ 16.81% |
$105K - $124K
|
50.4K
$880K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
7.15K+ 25.31% |
$104K - $122K
|
35.4K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.71K+ 3.32% |
$97.6K - $115K
|
209K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.52K+ 34.3% |
$94.7K - $112K
|
25.5K
$446K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.42K+ 37.49% |
$93.2K - $110K
|
23.5K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.28K+ 11.67% |
$91.3K - $108K
|
60.1K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.08K+ 48.49% |
$88.3K - $104K
|
18.6K
$325K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53K+ 3.66% |
$80.3K - $94.6K
|
157K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5.1K+ 73.73% |
$74.1K - $87.3K
|
12K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.98K+ 47.63% |
$72.3K - $85.2K
|
15.4K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.97K+ 16.97% |
$72.3K - $85.2K
|
34.3K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
4.93K+ 11.63% |
$71.6K - $84.4K
|
47.3K
$827K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.8K+ 39.94% |
$69.7K - $82.2K
|
16.8K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.7KNew |
$68.2K - $80.4K
|
4.7K
$82.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.43K+ 15.16% |
$64.4K - $76K
|
33.7K
$589K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.26K+ 30.39% |
$61.9K - $73K
|
18.3K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.17K+ 18.55% |
$60.6K - $71.4K
|
26.6K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.16K+ 5.19% |
$60.5K - $71.3K
|
84.3K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.07K+ 23.54% |
$59.2K - $69.8K
|
21.4K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$53.1K - $62.6K
|
3.66K
$63.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.63K+ 182.05% |
$52.7K - $62.2K
|
5.62K
$98.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
3.59K+ 8.6% |
$52.2K - $61.5K
|
45.4K
$793K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.38K+ 29.04% |
$49K - $57.8K
|
15K
$262K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.27K+ 7.26% |
$47.5K - $56K
|
48.3K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.22K+ 3.56% |
$46.8K - $55.2K
|
93.9K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.1K+ 25.4% |
$45K - $53.1K
|
15.3K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.83K+ 19.52% |
$41.1K - $48.4K
|
17.3K
$303K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.79K+ 22.54% |
$40.5K - $47.8K
|
15.2K
$265K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.66K+ 24.72% |
$38.6K - $45.5K
|
13.4K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
2.35K+ 16.52% |
$34.1K - $40.2K
|
16.5K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 10.07% |
$33.6K - $39.6K
|
25.2K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.28K+ 4.85% |
$33.1K - $39.1K
|
49.3K
$862K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.2K+ 18.57% |
$32K - $37.7K
|
14.1K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 1.01% |
$31.7K - $37.3K
|
218K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.12K+ 8.25% |
$30.8K - $36.3K
|
27.8K
$486K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.1K+ 17.71% |
$30.5K - $35.9K
|
13.9K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 0.76% |
$30.5K - $35.9K
|
279K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.09K+ 4.95% |
$30.3K - $35.8K
|
44.2K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.96K+ 2443.75% |
$28.4K - $33.5K
|
2.04K
$35.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.9KNew |
$27.6K - $32.5K
|
1.9K
$33.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.72K+ 771.3% |
$25K - $29.5K
|
1.94K
$34K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.71KNew |
$24.8K - $29.2K
|
1.71K
$29.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.7K+ 2.1% |
$24.6K - $29K
|
82.2K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 14.9% |
$23.2K - $27.3K
|
12.3K
$215K
|
|