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 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 21.43% |
$126K - $152K
|
64.4K
$844K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$119K - $143K
|
10.7K
$140K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 46.01% |
$113K - $136K
|
32.2K
$422K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41KNew |
$48.9K - $59.1K
|
4.41K
$57.7K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.93K+ 251.29% |
$32.5K - $39.2K
|
4.09K
$53.6K
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.85K+ 25.14% |
$20.5K - $24.8K
|
9.2K
$121K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$13.3K - $16.1K
|
1.2K
$15.7K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
607New |
$6.74K - $8.14K
|
607
$7.96K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$4.42K - $5.34K
|
398
$5.22K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 75.0% |
$2.96K - $3.58K
|
623
$8.17K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
230New |
$2.55K - $3.08K
|
230
$3.02K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
195New |
$2.16K - $2.61K
|
195
$2.56K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176+ 153.04% |
$1.95K - $2.36K
|
291
$3.82K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
167New |
$1.85K - $2.24K
|
167
$2.19K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
141New |
$1.57K - $1.89K
|
141
$1.85K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 14.26% |
$1.54K - $1.86K
|
1.11K
$14.6K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$1.39K - $1.68K
|
125
$1.64K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 18.32% |
$1.11K - $1.34K
|
646
$8.47K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 5.72% |
$588 - $711
|
980
$12.8K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$178 - $215
|
16
$210
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
111KNew |
$1.06M - $1.37M
|
111K
$1.45M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
67.7K+ 47.03% |
$650K - $835K
|
212K
$2.78M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
61.8KNew |
$593K - $761K
|
61.8K
$810K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
30.7KNew |
$295K - $379K
|
30.7K
$403K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.8K+ 70.8% |
$229K - $294K
|
57.5K
$754K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20KNew |
$192K - $246K
|
20K
$262K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.2KNew |
$165K - $212K
|
17.2K
$226K
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13KNew |
$125K - $160K
|
13K
$170K
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
10.2KNew |
$98.2K - $126K
|
10.2K
$134K
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.2KNew |
$97.4K - $125K
|
10.2K
$133K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10KNew |
$96K - $123K
|
10K
$131K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.79K+ 15.23% |
$74.8K - $96.1K
|
59K
$773K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
540New |
$5.18K - $6.66K
|
540
$7.08K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$4.13K - $5.3K
|
430
$5.64K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
314+ 0.16% |
$3.01K - $3.87K
|
202K
$2.65M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
306+ 44.74% |
$2.94K - $3.77K
|
990
$13K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
297New |
$2.85K - $3.66K
|
297
$3.89K
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
218New |
$2.09K - $2.69K
|
218
$2.86K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
111+ 198.21% |
$1.07K - $1.37K
|
167
$2.19K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
104New |
$998 - $1.28K
|
104
$1.36K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44New |
$422 - $543
|
44
$577
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
246KNew |
$2.22M - $2.49M
|
246K
$3.22M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
176KNew |
$1.59M - $1.78M
|
176K
$2.3M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
97.9KNew |
$886K - $994K
|
97.9K
$1.28M
|
|
Feb 14, 2024
Q4 2023
|
Tiger Pacific Capital LP
New York, NY |
BUY
|
- |
66.1KNew |
$598K - $671K
|
66.1K
$867K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
48.2KNew |
$436K - $489K
|
48.2K
$632K
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
26.7KNew |
$241K - $271K
|
26.7K
$349K
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
25.2KNew |
$228K - $255K
|
25.2K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$220K - $246K
|
24.3K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$208K - $233K
|
23K
$302K
|