Purchases and Sales Made in Q1 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.2K+ 180.28% |
$203K - $261K
|
32.9K
$504K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
20.9K+ 164.2% |
$200K - $257K
|
33.6K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20KNew |
$192K - $246K
|
20K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
19.7KNew |
$189K - $243K
|
19.7K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
18KNew |
$173K - $222K
|
18K
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
17.6K+ 15.18% |
$169K - $216K
|
133K
$2.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17.5KNew |
$168K - $216K
|
17.5K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.2KNew |
$165K - $212K
|
17.2K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.2KNew |
$165K - $212K
|
17.2K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16.6K+ 16.35% |
$160K - $205K
|
118K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.3KNew |
$156K - $201K
|
16.3K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.4K+ 68.25% |
$148K - $190K
|
38K
$581K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
15K+ 39.51% |
$144K - $185K
|
53K
$812K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.9KNew |
$143K - $184K
|
14.9K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.6K+ 102.82% |
$141K - $181K
|
28.9K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
14.4KNew |
$138K - $178K
|
14.4K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
14.4K+ 4.06% |
$138K - $178K
|
369K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13KNew |
$125K - $160K
|
13K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 6.52% |
$118K - $151K
|
201K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12.2KNew |
$117K - $151K
|
12.2K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.1KNew |
$116K - $149K
|
12.1K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$113K - $145K
|
11.8K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11.2K+ 27.32% |
$107K - $138K
|
52.2K
$798K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2KNew |
$107K - $138K
|
11.2K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.9K+ 30.99% |
$105K - $134K
|
46K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.7K+ 4.48% |
$103K - $132K
|
250K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$98.5K - $126K
|
10.3K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
10.2KNew |
$98.2K - $126K
|
10.2K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.2KNew |
$97.4K - $125K
|
10.2K
$155K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10KNew |
$96K - $123K
|
10K
$153K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.44K+ 81.55% |
$81.1K - $104K
|
18.8K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.29K+ 3604.35% |
$79.6K - $102K
|
8.52K
$130K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.79K+ 15.23% |
$74.8K - $96.1K
|
59K
$903K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.56KNew |
$72.5K - $93.2K
|
7.56K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.35K+ 15.09% |
$70.6K - $90.7K
|
56.1K
$859K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.32K+ 45.86% |
$70.2K - $90.2K
|
23.3K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.19K+ 38.75% |
$69K - $88.7K
|
25.8K
$394K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7K+ 15.09% |
$67.2K - $86.3K
|
53.4K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7K+ 21.0% |
$67.2K - $86.3K
|
40.3K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.97K+ 0.75% |
$66.9K - $85.9K
|
931K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.32K+ 1.38% |
$60.7K - $77.9K
|
466K
$7.13M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.13K+ 0.14% |
$58.9K - $75.6K
|
4.28M
$65.5M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.11K+ 3.77% |
$58.6K - $75.3K
|
168K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.25K+ 20.63% |
$50.4K - $64.7K
|
30.7K
$470K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.78K+ 28.74% |
$45.8K - $58.9K
|
21.4K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.63K+ 0.56% |
$44.5K - $57.1K
|
836K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.48K+ 14.72% |
$43K - $55.2K
|
34.9K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.31K+ 2.28% |
$41.4K - $53.1K
|
193K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.03K+ 2.35% |
$38.7K - $49.7K
|
176K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4K+ 14.44% |
$38.4K - $49.3K
|
31.7K
$485K
|