Purchases and Sales Made in Q1 2023 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q1 2023. The information is specifically focused on institutions that hold shares of SUMITOMO MITSUI FINANCIAL GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.42K+ 111.46% |
$10.9K - $12.8K
|
2.69K
$41.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.4K+ 38.47% |
$10.7K - $12.6K
|
5.04K
$77.1K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.4KNew |
$10.7K - $12.6K
|
1.4K
$21.4K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.22KNew |
$9.36K - $11K
|
1.22K
$18.7K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 99.18% |
$9.28K - $10.9K
|
2.43K
$37.2K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.15K+ 9.94% |
$8.81K - $10.4K
|
12.7K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
967New |
$7.41K - $8.73K
|
967
$14.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
889+ 2.6% |
$6.81K - $8.03K
|
35.1K
$537K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
806+ 4.6% |
$6.17K - $7.28K
|
18.3K
$281K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
806+ 70.15% |
$6.17K - $7.28K
|
1.96K
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
737+ 2.4% |
$5.65K - $6.66K
|
31.4K
$481K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
650+ 1.67% |
$4.98K - $5.87K
|
39.7K
$607K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
607+ 54.98% |
$4.65K - $5.48K
|
1.71K
$26.2K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
594+ 1.91% |
$4.55K - $5.36K
|
31.7K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
553+ 55300.0% |
$4.24K - $4.99K
|
554
$8.48K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
512New |
$3.92K - $4.62K
|
512
$7.84K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
500+ 0.17% |
$3.83K - $4.52K
|
295K
$4.51M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
470+ 0.41% |
$3.6K - $4.24K
|
115K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
374New |
$2.86K - $3.38K
|
374
$5.73K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
367+ 1.36% |
$2.81K - $3.31K
|
27.4K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 211.02% |
$2.05K - $2.42K
|
395
$6.05K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
262New |
$2.01K - $2.37K
|
262
$4.01K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
235+ 1.86% |
$1.8K - $2.12K
|
12.9K
$197K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
233+ 647.22% |
$1.78K - $2.1K
|
269
$4.12K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
226+ 75.33% |
$1.73K - $2.04K
|
526
$8.05K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
194+ 0.47% |
$1.49K - $1.75K
|
41.6K
$638K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
148+ 19.73% |
$1.13K - $1.34K
|
898
$13.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
148+ 1.05% |
$1.13K - $1.34K
|
14.2K
$218K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
146+ 12.91% |
$1.12K - $1.32K
|
1.28K
$19.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
115+ 30.03% |
$881 - $1.04K
|
498
$7.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101New |
$774 - $912
|
101
$1.55K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
90+ 0.09% |
$689 - $813
|
95.3K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$429 - $506
|
56
$857
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
31+ 0.02% |
$237 - $280
|
163K
$2.5M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$169 - $199
|
22
$337
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.02% |
$23 - $27.1
|
18.5K
$283K
|
|
|
May 10, 2023
Q1 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-100- 0.07% |
$766 - $903
|
138K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-106- 2.17% |
$812 - $957
|
4.79K
$73.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-121- 1.23% |
$927 - $1.09K
|
9.75K
$149K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-123- 0.34% |
$942 - $1.11K
|
36.4K
$557K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-178- 0.92% |
$1.36K - $1.61K
|
19.2K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 49.11% |
$1.48K - $1.74K
|
200
$3.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-212- 3.69% |
$1.62K - $1.91K
|
5.54K
$84.8K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-229- 5.0% |
$1.75K - $2.07K
|
4.35K
$66.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-232- 78.64% |
$1.78K - $2.09K
|
63
$965
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-266- 15.72% |
$2.04K - $2.4K
|
1.43K
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-273- 57.72% |
$2.09K - $2.47K
|
200
$3.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-281- 2.36% |
$2.15K - $2.54K
|
11.6K
$178K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-381- 3.58% |
$2.92K - $3.44K
|
10.3K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-413- 3.48% |
$3.16K - $3.73K
|
11.5K
$176K
|