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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
376+ 79.66% |
$4.6K - $5.81K
|
848
$14.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
366New |
$4.48K - $5.66K
|
366
$6.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
273+ 120.8% |
$3.34K - $4.22K
|
499
$8.72K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
265New |
$3.24K - $4.1K
|
265
$4.63K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
226New |
$2.76K - $3.49K
|
226
$3.95K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
208+ 1.57% |
$2.54K - $3.22K
|
13.4K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
206New |
$2.52K - $3.18K
|
206
$3.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
170New |
$2.08K - $2.63K
|
170
$2.97K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
167New |
$2.04K - $2.58K
|
167
$2.92K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163+ 5.15% |
$1.99K - $2.52K
|
3.33K
$58.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
144+ 205.71% |
$1.76K - $2.23K
|
214
$3.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
127New |
$1.55K - $1.96K
|
127
$2.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
125+ 92.59% |
$1.53K - $1.93K
|
260
$4.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
109+ 39.64% |
$1.33K - $1.69K
|
384
$6.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
87New |
$1.06K - $1.35K
|
87
$1.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 578.57% |
$991 - $1.25K
|
95
$1.66K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23New |
$281 - $356
|
23
$402
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
220KNew |
$3.11M - $3.68M
|
220K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$409K - $484K
|
28.9K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$145K - $172K
|
10.3K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
10KNew |
$142K - $168K
|
10K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.53KNew |
$106K - $126K
|
7.53K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.82K+ 18.01% |
$54K - $63.9K
|
25K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.43K+ 4.15% |
$48.4K - $57.3K
|
85.9K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 2.97% |
$23.6K - $27.9K
|
57.9K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 6.56% |
$15.2K - $18K
|
17.5K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
965New |
$13.6K - $16.1K
|
965
$16.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
729+ 3.77% |
$10.3K - $12.2K
|
20.1K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
728New |
$10.3K - $12.2K
|
728
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
648+ 8.81% |
$9.16K - $10.8K
|
8K
$140K
|
|
|
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
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
424+ 4.05% |
$5.99K - $7.09K
|
10.9K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403+ 5.73% |
$5.69K - $6.74K
|
7.43K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 30.96% |
$2.83K - $3.34K
|
846
$14.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
142New |
$2.01K - $2.37K
|
142
$2.48K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
129New |
$1.82K - $2.16K
|
129
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
125New |
$1.77K - $2.09K
|
125
$2.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$1.68K - $1.99K
|
119
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
105New |
$1.48K - $1.76K
|
105
$1.84K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
88New |
$1.24K - $1.47K
|
88
$1.54K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
49New |
$692 - $819
|
49
$857
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 1800.0% |
$509 - $602
|
38
$664
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
33New |
$466 - $552
|
33
$577
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$452 - $535
|
32
$559
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 3.3% |
$254 - $301
|
564
$9.86K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
242KNew |
$2.97M - $3.73M
|
242K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.2KNew |
$395K - $496K
|
32.2K
$562K
|
|
|
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
|
|