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
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-421- 1.38% |
$4.04K - $5.19K
|
30K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-520- 1.55% |
$4.99K - $6.41K
|
33K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-639- 2.28% |
$6.13K - $7.88K
|
27.4K
$425K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-730- 12.83% |
$7.01K - $9K
|
4.96K
$76.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-744- 30.0% |
$7.14K - $9.17K
|
1.74K
$26.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-748- 0.36% |
$7.18K - $9.22K
|
206K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-757- 1.43% |
$7.27K - $9.33K
|
52.2K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-812- 1.58% |
$7.8K - $10K
|
50.5K
$783K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-850- 1.21% |
$8.16K - $10.5K
|
69.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.07K- 82.27% |
$10.2K - $13.2K
|
230
$3.57K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.08K- 0.55% |
$10.3K - $13.3K
|
196K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.33K- 5.85% |
$12.8K - $16.4K
|
21.4K
$332K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.78K- 11.75% |
$17.1K - $22K
|
13.4K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.04K- 13.03% |
$19.6K - $25.2K
|
13.6K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.22K- 3.6% |
$21.3K - $27.3K
|
59.4K
$921K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 2.01% |
$22.8K - $29.2K
|
116K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.46K- 15.52% |
$23.6K - $30.3K
|
13.4K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 2.49% |
$25K - $32.1K
|
102K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.86K- 18.0% |
$27.5K - $35.3K
|
13K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3K- 4.27% |
$28.8K - $37K
|
67.2K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.93K- 7.46% |
$37.8K - $48.5K
|
48.8K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 16.19% |
$39K - $50.1K
|
21K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-5.3K- 2.48% |
$50.9K - $65.4K
|
208K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-6.25K- 2.03% |
$60K - $77.1K
|
302K
$4.69M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.1K- 2.67% |
$68.2K - $87.5K
|
258K
$4.01M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.26K- 20.1% |
$69.7K - $89.6K
|
28.9K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.11K- 8.27% |
$77.8K - $100K
|
89.9K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.44K- 9.4% |
$81K - $104K
|
81.4K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.51K- 99.3% |
$81.7K - $105K
|
60
$931
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.68K- 26.91% |
$83.3K - $107K
|
23.6K
$366K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-9.21K- 17.79% |
$88.4K - $114K
|
42.6K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.61K- 13.19% |
$92.3K - $119K
|
63.3K
$982K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.73K- 65.6% |
$93.4K - $120K
|
5.1K
$79.1K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.1K- 2.36% |
$97.2K - $125K
|
419K
$6.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 3.4% |
$112K - $144K
|
332K
$5.15M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12.7K- 2.72% |
$122K - $157K
|
455K
$7.06M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9K- 4.64% |
$123K - $159K
|
264K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.9K- 0.4% |
$124K - $159K
|
3.21M
$49.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-13.5K- 6.84% |
$130K - $166K
|
184K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.5K- 21.29% |
$130K - $167K
|
50.1K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-16K- 8.7% |
$154K - $197K
|
168K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18.3K- 33.14% |
$176K - $226K
|
37K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.4K- 4.17% |
$177K - $227K
|
423K
$6.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18.5K- 33.2% |
$178K - $228K
|
37.3K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-18.8K- 11.45% |
$180K - $232K
|
145K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-18.9K- 24.96% |
$182K - $233K
|
56.9K
$882K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-20K- 3.03% |
$192K - $246K
|
639K
$9.91M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 38.64% |
$199K - $255K
|
32.8K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-22.3K- 37.6% |
$214K - $274K
|
36.9K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22.8K- 0.34% |
$219K - $281K
|
6.62M
$103M
|