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 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
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.2K+ 18.57% |
$32K - $37.7K
|
14.1K
$246K
|
|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.56K+ 207.72% |
$22.7K - $26.7K
|
2.31K
$40.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 14.37% |
$22.2K - $26.1K
|
12.1K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.4K+ 3.03% |
$20.4K - $24K
|
47.7K
$834K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.33K+ 225.25% |
$19.3K - $22.8K
|
1.92K
$33.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.13K+ 10.28% |
$16.4K - $19.4K
|
12.1K
$212K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.12K+ 40.76% |
$16.3K - $19.2K
|
3.88K
$67.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 5.14% |
$15.4K - $18.1K
|
21.6K
$378K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
943New |
$13.7K - $16.2K
|
943
$16.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
938New |
$13.6K - $16.1K
|
938
$16.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
932+ 50.73% |
$13.5K - $16K
|
2.77K
$48.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
926+ 0.62% |
$13.5K - $15.9K
|
150K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
823+ 42.18% |
$12K - $14.1K
|
2.77K
$48.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
810+ 6.45% |
$11.8K - $13.9K
|
13.4K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
807+ 40.78% |
$11.7K - $13.8K
|
2.79K
$48.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
779+ 0.77% |
$11.3K - $13.3K
|
102K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
750New |
$10.9K - $12.8K
|
750
$13.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
678+ 5.84% |
$9.85K - $11.6K
|
12.3K
$215K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
663New |
$9.63K - $11.4K
|
663
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
657+ 3.34% |
$9.55K - $11.3K
|
20.3K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
635+ 2.64% |
$9.23K - $10.9K
|
24.7K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
626+ 3.94% |
$9.1K - $10.7K
|
16.5K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
618New |
$8.98K - $10.6K
|
618
$10.8K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
606+ 3.75% |
$8.81K - $10.4K
|
16.8K
$293K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
540New |
$7.85K - $9.25K
|
540
$9.44K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
536+ 2.94% |
$7.79K - $9.18K
|
18.8K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
488+ 1.51% |
$7.09K - $8.36K
|
32.9K
$575K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
482+ 2.89% |
$7K - $8.26K
|
17.1K
$300K
|
|