Purchases and Sales Made in Q2 2023 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.2K+ 3.35% |
$87.9K - $96.8K
|
346K
$5.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.9KNew |
$85.1K - $93.7K
|
10.9K
$166K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
10.5K+ 13.64% |
$82.5K - $90.8K
|
87.7K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.2KNew |
$80K - $88K
|
10.2K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
10KNew |
$78.5K - $86.4K
|
10K
$153K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 16.87% |
$76.4K - $84.1K
|
67.5K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.49K+ 4.76% |
$74.4K - $81.9K
|
209K
$3.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.94K+ 21.46% |
$70.1K - $77.1K
|
50.6K
$774K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.76K+ 24.43% |
$68.7K - $75.6K
|
44.6K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.04K+ 9.4% |
$63.1K - $69.4K
|
93.7K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
8.02K+ 27.1% |
$62.9K - $69.2K
|
37.6K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.62K+ 4.83% |
$59.7K - $65.7K
|
165K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.52K+ 7.89% |
$58.9K - $64.9K
|
103K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.07K+ 27.25% |
$55.4K - $61K
|
33K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.94K+ 22.09% |
$54.4K - $59.9K
|
38.3K
$587K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6.65K+ 14.4% |
$52.1K - $57.4K
|
52.8K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.48K+ 1.32% |
$50.8K - $55.9K
|
497K
$7.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.48K+ 1.32% |
$50.8K - $55.9K
|
497K
$7.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.29K+ 5.38% |
$49.3K - $54.3K
|
123K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.71K+ 7.78% |
$44.7K - $49.2K
|
79K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.6K+ 41.28% |
$43.9K - $48.4K
|
19.2K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.02K+ 6.91% |
$39.4K - $43.3K
|
77.7K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.83K+ 19.27% |
$37.9K - $41.7K
|
29.9K
$458K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.68K+ 2.83% |
$36.7K - $40.3K
|
170K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.61K+ 45.25% |
$36.2K - $39.8K
|
14.8K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 9.59% |
$35.8K - $39.5K
|
52.2K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.37K+ 1.85% |
$34.2K - $37.7K
|
240K
$3.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.79K+ 6.75% |
$29.7K - $32.7K
|
59.9K
$917K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.75K+ 7.1% |
$29.4K - $32.4K
|
56.6K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.11K+ 8.54% |
$24.4K - $26.8K
|
39.5K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.72K+ 1.76% |
$21.3K - $23.5K
|
157K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.63K+ 25.59% |
$20.6K - $22.7K
|
12.9K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 6.86% |
$19.7K - $21.7K
|
39.2K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.47K+ 8.18% |
$19.4K - $21.3K
|
32.7K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 12.59% |
$18.1K - $19.9K
|
20.6K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 19.82% |
$18.1K - $19.9K
|
13.9K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.29K+ 4.25% |
$17.9K - $19.7K
|
56K
$858K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.18K+ 0.36% |
$17.1K - $18.8K
|
613K
$9.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.17K+ 6.27% |
$17K - $18.7K
|
36.8K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.11K+ 2.93% |
$16.5K - $18.2K
|
74.1K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04K+ 2.09% |
$16K - $17.6K
|
99.9K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.85K+ 17.46% |
$14.5K - $15.9K
|
12.4K
$190K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.83K+ 13.51% |
$14.4K - $15.8K
|
15.4K
$236K
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.83K+ 5.82% |
$14.4K - $15.8K
|
33.3K
$509K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.76K+ 143.62% |
$13.8K - $15.1K
|
2.98K
$45.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.55K+ 5.66% |
$12.2K - $13.4K
|
28.9K
$443K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 9.02% |
$12K - $13.2K
|
18.5K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.35K+ 12.59% |
$10.6K - $11.7K
|
12.1K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.33K+ 69.86% |
$10.5K - $11.5K
|
3.24K
$49.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24K+ 4.28% |
$9.68K - $10.7K
|
30.1K
$460K
|