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 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
365+ 0.72% |
$3.5K - $4.5K
|
51K
$781K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
349+ 35.43% |
$3.35K - $4.3K
|
1.33K
$20.4K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334New |
$3.21K - $4.12K
|
334
$5.11K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
314+ 0.16% |
$3.01K - $3.87K
|
202K
$3.1M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
306+ 44.74% |
$2.94K - $3.77K
|
990
$15.2K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
297New |
$2.85K - $3.66K
|
297
$4.55K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
295New |
$2.83K - $3.64K
|
295
$4.52K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
255+ 8.22% |
$2.45K - $3.14K
|
3.36K
$51.4K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
255+ 252.48% |
$2.45K - $3.14K
|
356
$5.45K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250+ 36.18% |
$2.4K - $3.08K
|
941
$14.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
243+ 10.87% |
$2.33K - $3K
|
2.48K
$37.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
232+ 3.49% |
$2.23K - $2.86K
|
6.87K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
218New |
$2.09K - $2.69K
|
218
$3.34K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
216+ 1.7% |
$2.07K - $2.66K
|
12.9K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
191+ 596.88% |
$1.83K - $2.36K
|
223
$3.41K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
170+ 0.06% |
$1.63K - $2.1K
|
295K
$4.52M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
123+ 0.67% |
$1.18K - $1.52K
|
18.5K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
115+ 1.03% |
$1.1K - $1.42K
|
11.3K
$173K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
111+ 198.21% |
$1.07K - $1.37K
|
167
$2.56K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
104New |
$998 - $1.28K
|
104
$1.59K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
82+ 0.25% |
$787 - $1.01K
|
32.8K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 0.51% |
$720 - $925
|
14.9K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
71+ 0.15% |
$682 - $875
|
48.6K
$745K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 6.92% |
$576 - $740
|
927
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58+ 12.83% |
$557 - $715
|
510
$7.81K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44New |
$422 - $543
|
44
$674
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32+ 3.39% |
$307 - $395
|
975
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9+ 0.02% |
$86.4 - $111
|
47.9K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$38.4 - $49.3
|
4
$61.2
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$19.2 - $24.7
|
3
$45.9
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.18% |
$9.6 - $12.3
|
562
$8.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.09% |
$28.8 - $37
|
3.44K
$52.7K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-39- 0.05% |
$374 - $481
|
81.9K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 0.71% |
$422 - $543
|
6.12K
$93.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-49- 0.37% |
$470 - $604
|
13.2K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-70- 0.24% |
$672 - $863
|
29.1K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-95- 0.45% |
$912 - $1.17K
|
20.8K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-97- 2.05% |
$931 - $1.2K
|
4.65K
$71.1K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-106- 1.04% |
$1.02K - $1.31K
|
10.1K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112- 0.01% |
$1.08K - $1.38K
|
1.32M
$20.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-114- 4.18% |
$1.09K - $1.41K
|
2.61K
$40K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-126- 29.65% |
$1.21K - $1.55K
|
299
$4.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-169Closed |
$1.62K - $2.08K
|
0
$0
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-245- 0.64% |
$2.35K - $3.02K
|
37.9K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-281- 2.7% |
$2.7K - $3.46K
|
10.1K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-303- 0.19% |
$2.91K - $3.74K
|
161K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-344- 0.38% |
$3.3K - $4.24K
|
91.3K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-362- 0.46% |
$3.48K - $4.46K
|
78.3K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-379- 1.27% |
$3.64K - $4.67K
|
29.4K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-415- 1.79% |
$3.98K - $5.12K
|
22.7K
$348K
|