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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.88K+ 5.36% |
$37.2K - $47.8K
|
76.1K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.83K+ 4.62% |
$36.8K - $47.3K
|
86.8K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.82K+ 26.02% |
$36.7K - $47.1K
|
18.5K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.49K+ 122.15% |
$33.5K - $43K
|
6.34K
$98.3K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.24K+ 10.67% |
$31.1K - $39.9K
|
33.6K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 1.56% |
$30.7K - $39.4K
|
208K
$3.23M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.98K+ 3.48% |
$28.6K - $36.7K
|
88.7K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.54K+ 744.57% |
$24.4K - $31.3K
|
2.88K
$44.7K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.49KNew |
$23.9K - $30.7K
|
2.49K
$38.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 3.79% |
$22.9K - $29.4K
|
65.4K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.32K+ 4.14% |
$22.3K - $28.6K
|
58.3K
$904K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08KNew |
$20K - $25.7K
|
2.08K
$32.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.01K+ 19.83% |
$19.3K - $24.8K
|
12.2K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2K+ 10.92% |
$19.2K - $24.6K
|
20.3K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.99K+ 5.14% |
$19.1K - $24.5K
|
40.6K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.98K+ 13.71% |
$19K - $24.4K
|
16.4K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.82K+ 4.83% |
$17.4K - $22.4K
|
39.4K
$611K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.8KNew |
$17.3K - $22.2K
|
1.8K
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.79K+ 0.34% |
$17.2K - $22K
|
528K
$8.19M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 11.6% |
$15.7K - $20.1K
|
15.7K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.61K+ 3.9% |
$15.4K - $19.8K
|
42.8K
$663K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.46K+ 9.44% |
$14K - $18K
|
16.9K
$263K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.42K+ 5.09% |
$13.6K - $17.5K
|
29.3K
$454K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.42K+ 11.96% |
$13.6K - $17.5K
|
13.3K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.35K+ 7.1% |
$13K - $16.7K
|
20.4K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.3K+ 22.38% |
$12.5K - $16.1K
|
7.12K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 33.93% |
$12.1K - $15.6K
|
4.99K
$77.4K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$11.5K - $14.8K
|
1.2K
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.18K+ 11.67% |
$11.3K - $14.6K
|
11.3K
$175K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.18K+ 7.26% |
$11.3K - $14.5K
|
17.4K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$11.2K - $14.4K
|
1.16K
$18.1K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.16K+ 9.74% |
$11.1K - $14.3K
|
13.1K
$203K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.11K+ 4.33% |
$10.6K - $13.6K
|
26.6K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 183.67% |
$10.6K - $13.6K
|
1.7K
$26.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
999+ 2.77% |
$9.59K - $12.3K
|
37K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
943+ 5.98% |
$9.05K - $11.6K
|
16.7K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
930+ 9.3% |
$8.93K - $11.5K
|
10.9K
$170K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
867+ 4.95% |
$8.32K - $10.7K
|
18.4K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
757+ 4.37% |
$7.27K - $9.33K
|
18.1K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
752+ 3.14% |
$7.22K - $9.27K
|
24.7K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
729+ 3.49% |
$7K - $8.99K
|
21.6K
$336K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
715+ 3.49% |
$6.86K - $8.82K
|
21.2K
$329K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
697+ 37.7% |
$6.69K - $8.59K
|
2.55K
$39.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
653+ 3.2% |
$6.27K - $8.05K
|
21K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
596+ 1.39% |
$5.72K - $7.35K
|
43.6K
$676K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
540New |
$5.18K - $6.66K
|
540
$8.38K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
479+ 12.67% |
$4.6K - $5.91K
|
4.26K
$66.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$4.13K - $5.3K
|
430
$6.67K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
426+ 7.92% |
$4.09K - $5.25K
|
5.81K
$90.1K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
407New |
$3.91K - $5.02K
|
407
$6.31K
|