Purchases and Sales Made in Q3 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
252+ 1.25% |
$2.87K - $3.65K
|
20.4K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
250New |
$2.85K - $3.62K
|
250
$3.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
220+ 0.63% |
$2.5K - $3.19K
|
35.4K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 18.02% |
$2.22K - $2.82K
|
1.28K
$19.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
192+ 1.45% |
$2.18K - $2.78K
|
13.5K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 0.89% |
$2.11K - $2.68K
|
21K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
174+ 0.47% |
$1.98K - $2.52K
|
37.1K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 2.93% |
$1.93K - $2.46K
|
5.98K
$92.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$1.87K - $2.37K
|
164
$2.54K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 6.02% |
$1.56K - $1.98K
|
2.41K
$37.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$1.31K - $1.67K
|
115
$1.78K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86New |
$979 - $1.25K
|
86
$1.33K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81+ 0.34% |
$922 - $1.17K
|
23.9K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
73New |
$831 - $1.06K
|
73
$1.13K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 10.58% |
$626 - $796
|
575
$8.92K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47+ 0.26% |
$535 - $681
|
18.3K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 0.42% |
$501 - $637
|
10.5K
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
43+ 1.71% |
$489 - $623
|
2.56K
$39.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.77% |
$455 - $579
|
2.3K
$35.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$432 - $550
|
38
$589
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$353 - $449
|
32.7K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 0.26% |
$319 - $405
|
10.7K
$166K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.05% |
$250 - $319
|
44.1K
$684K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.0% |
$205 - $261
|
1.82K
$28.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.95% |
$114 - $145
|
1.06K
$16.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10+ 0.04% |
$114 - $145
|
27.5K
$427K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8+ 8.08% |
$91 - $116
|
107
$1.66K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$91 - $116
|
8
$124
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.02% |
$68.3 - $86.9
|
31.8K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$34.1 - $43.4
|
2.36K
$36.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$22.8 - $29
|
2
$31
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.86% |
$11.4 - $14.5
|
117
$1.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.2% |
$11.4 - $14.5
|
500
$7.76K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$11.4 - $14.5
|
1.88K
$29.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 22.03% |
$296 - $376
|
92
$1.43K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-47- 0.22% |
$535 - $681
|
21.4K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-91- 0.54% |
$1.04K - $1.32K
|
16.8K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-107- 6.37% |
$1.22K - $1.55K
|
1.57K
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-122- -0.0% |
$1.39K - $1.77K
|
2.8M
$43.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-154- 0.49% |
$1.75K - $2.23K
|
31.5K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-160- 1.81% |
$1.82K - $2.32K
|
8.7K
$135K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-177- 33.46% |
$2.01K - $2.56K
|
352
$5.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-198- 13.28% |
$2.25K - $2.87K
|
1.29K
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-200- 1.58% |
$2.28K - $2.9K
|
12.5K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-215- 1.25% |
$2.45K - $3.11K
|
17K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-218- 1.32% |
$2.48K - $3.16K
|
16.3K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-264- 2.01% |
$3K - $3.82K
|
12.9K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-275- 18.62% |
$3.13K - $3.98K
|
1.2K
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-280- 1.64% |
$3.19K - $4.05K
|
16.8K
$261K
|