Purchases and Sales Made in Q2 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.2K+ 61.45% |
$168K - $203K
|
39.9K
$618K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.1KNew |
$168K - $203K
|
15.1K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4KNew |
$160K - $194K
|
14.4K
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 12.61% |
$156K - $189K
|
126K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
13.8KNew |
$154K - $186K
|
13.8K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6K+ 27.31% |
$140K - $169K
|
58.6K
$909K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.4K+ 4.8% |
$138K - $166K
|
271K
$4.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.3KNew |
$136K - $165K
|
12.3K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
12K+ 4.44% |
$133K - $161K
|
282K
$4.37M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$128K - $154K
|
11.5K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.4K+ 28.29% |
$127K - $153K
|
51.7K
$802K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 21.43% |
$126K - $152K
|
64.4K
$998K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11.1K+ 43.21% |
$124K - $149K
|
36.9K
$572K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$121K - $147K
|
10.9K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
10.9KNew |
$121K - $146K
|
10.9K
$168K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8K+ 212.29% |
$120K - $145K
|
15.9K
$247K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$119K - $143K
|
10.7K
$166K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$118K - $143K
|
10.7K
$165K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.3K+ 7.71% |
$114K - $138K
|
144K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 46.01% |
$113K - $136K
|
32.2K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.48K+ 4120.43% |
$105K - $127K
|
9.71K
$151K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.38K+ 4.67% |
$104K - $126K
|
210K
$3.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.2K+ 17.98% |
$102K - $123K
|
60.3K
$936K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8.86K+ 38.1% |
$98.4K - $119K
|
32.1K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.86KNew |
$98.4K - $119K
|
8.86K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.26K+ 25.15% |
$80.6K - $97.4K
|
36.1K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.07K+ 30.08% |
$78.4K - $94.7K
|
30.5K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.05K+ 21.47% |
$78.3K - $94.6K
|
39.9K
$619K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.34K+ 17.38% |
$59.2K - $71.6K
|
36K
$559K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
5.13K+ 1.7% |
$56.9K - $68.8K
|
307K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.06K+ 4.21% |
$56.1K - $67.8K
|
125K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.69K+ 12.71% |
$52.1K - $62.9K
|
41.6K
$645K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.47K+ 21.07% |
$49.6K - $59.9K
|
25.7K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41KNew |
$48.9K - $59.1K
|
4.41K
$68.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 15.46% |
$47K - $56.8K
|
31.6K
$490K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.02K+ 12.21% |
$44.6K - $53.9K
|
36.9K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.02K+ 12.21% |
$44.6K - $53.9K
|
36.9K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.82K+ 28.81% |
$42.4K - $51.2K
|
17.1K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
3.77K+ 22.93% |
$41.8K - $50.5K
|
20.2K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.75K+ 11.62% |
$41.6K - $50.3K
|
36K
$559K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.65K+ 9.62% |
$40.6K - $49K
|
41.6K
$646K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.49K+ 8.2% |
$38.8K - $46.8K
|
46.1K
$714K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$37.5K - $45.2K
|
3.37K
$52.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.27K+ 6.4% |
$36.2K - $43.8K
|
54.3K
$842K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.21K+ 26.34% |
$35.6K - $43K
|
15.4K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.01K+ 15.15% |
$33.4K - $40.4K
|
22.9K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.93K+ 251.29% |
$32.5K - $39.2K
|
4.09K
$63.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.82K+ 15.64% |
$31.3K - $37.8K
|
20.8K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.61K+ 14.41% |
$28.9K - $35K
|
20.7K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.55K+ 4.78% |
$28.3K - $34.2K
|
55.9K
$867K
|