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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
35.5KNew |
$272K - $320K
|
35.5K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
27.5KNew |
$211K - $248K
|
27.5K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$87.1K - $103K
|
11.4K
$165K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2KNew |
$15.3K - $18.1K
|
2K
$29K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
374New |
$2.86K - $3.38K
|
374
$5.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101New |
$774 - $912
|
101
$1.46K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$429 - $506
|
56
$812
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
396KNew |
$2.13M - $3.18M
|
396K
$5.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
220KNew |
$1.19M - $1.77M
|
220K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
63.5K+ 103.08% |
$342K - $511K
|
125K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
56.7KNew |
$306K - $457K
|
56.7K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.5KNew |
$105K - $157K
|
19.5K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.8KNew |
$79.8K - $119K
|
14.8K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$77.3K - $116K
|
14.4K
$208K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
10.1KNew |
$54.5K - $81.4K
|
10.1K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.73KNew |
$14.7K - $22K
|
2.73K
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.5KNew |
$13.5K - $20.1K
|
2.5K
$36.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
985New |
$5.31K - $7.93K
|
985
$14.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
250+ 1.84% |
$1.35K - $2.01K
|
13.8K
$201K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
232New |
$1.25K - $1.87K
|
232
$3.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
228+ 2.14% |
$1.23K - $1.84K
|
10.9K
$158K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
183New |
$986 - $1.47K
|
183
$2.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
124New |
$668 - $998
|
124
$1.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
86New |
$464 - $692
|
86
$1.25K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
64New |
$345 - $515
|
64
$928
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54.7KNew |
$301K - $1.72M
|
54.7K
$792K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$91K - $521K
|
16.5K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$65.4K - $375K
|
11.9K
$172K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.27KNew |
$23.5K - $135K
|
4.27K
$61.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
1.58K+ 13.29% |
$8.67K - $49.7K
|
13.4K
$195K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.12KNew |
$6.18K - $35.4K
|
1.12K
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.06KNew |
$5.82K - $33.4K
|
1.06K
$15.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
860+ 47.62% |
$4.73K - $27.1K
|
2.67K
$38.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
705New |
$3.88K - $22.2K
|
705
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
335New |
$1.84K - $10.6K
|
335
$4.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
271New |
$1.49K - $8.54K
|
271
$3.93K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
255+ 1.73% |
$1.4K - $8.03K
|
15K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$985 - $5.64K
|
179
$2.6K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
17.7KNew |
$101K - $113K
|
17.7K
$256K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.28K+ 38.07% |
$41.8K - $46.6K
|
26.4K
$383K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.52KNew |
$26K - $29K
|
4.52K
$65.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.98K+ 5.84% |
$17.1K - $19.1K
|
53.9K
$782K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.46K+ 11.02% |
$8.4K - $9.38K
|
14.7K
$214K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.08KNew |
$6.19K - $6.91K
|
1.08K
$15.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
861New |
$4.94K - $5.52K
|
861
$12.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
491New |
$2.82K - $3.15K
|
491
$7.12K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
468New |
$2.69K - $3K
|
468
$6.79K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
11.6KNew |
$72.6K - $89.1K
|
11.6K
$168K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
13.9K+ 42.77% |
$90K - $98K
|
46.5K
$674K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
11.6KNew |
$74.8K - $81.3K
|
11.6K
$168K
|
|