Purchases and Sales Made in Q4 2022 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07K- 2.26% |
$5.74K - $8.57K
|
46K
$705K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.23K- 5.52% |
$6.62K - $9.89K
|
21K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 5.42% |
$6.72K - $10K
|
21.7K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.26K- 1.0% |
$6.8K - $10.2K
|
125K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 1.84% |
$7.14K - $10.7K
|
70.5K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 1.6% |
$7.93K - $11.8K
|
90.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.49K- 10.56% |
$8.03K - $12K
|
12.6K
$193K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.66K- 56.55% |
$8.94K - $13.3K
|
1.27K
$19.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.85K- 2.54% |
$9.98K - $14.9K
|
71.1K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.88K- 7.58% |
$10.1K - $15.1K
|
22.9K
$351K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.95K- 16.13% |
$10.5K - $15.7K
|
10.1K
$155K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.98K- 0.48% |
$10.7K - $15.9K
|
410K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.99K- 9.54% |
$10.7K - $16K
|
18.9K
$289K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2K- 5.52% |
$10.8K - $16.1K
|
34.2K
$524K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 16.2% |
$11.3K - $16.9K
|
10.8K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.39K- 3.36% |
$12.9K - $19.3K
|
68.9K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-2.5K- 1.78% |
$13.5K - $20.1K
|
138K
$2.11M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.58K- 7.86% |
$13.9K - $20.8K
|
30.2K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 59.98% |
$15.2K - $22.7K
|
1.88K
$28.8K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 14.46% |
$15.5K - $23.1K
|
17K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3.18K- 4.36% |
$17.2K - $25.6K
|
69.9K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.66K- 1.23% |
$19.7K - $29.4K
|
294K
$4.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.1K- 41.64% |
$22.1K - $33K
|
5.75K
$88K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-4.26K- 21.5% |
$23K - $34.3K
|
15.6K
$238K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.76K- 86.6% |
$25.6K - $38.3K
|
736
$11.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.98K- 13.78% |
$26.8K - $40.1K
|
31.1K
$477K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.02K- 32.03% |
$27.1K - $40.4K
|
10.7K
$163K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.36K- 3.35% |
$28.9K - $43.1K
|
154K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.9K- 8.7% |
$31.8K - $47.5K
|
61.9K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.05K- 6.99% |
$32.6K - $48.7K
|
80.4K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.37K- 21.2% |
$34.3K - $51.3K
|
23.7K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.42K- 1.87% |
$34.6K - $51.7K
|
336K
$5.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.67K- 1.32% |
$35.9K - $53.7K
|
497K
$7.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-7.3K- 15.77% |
$39.3K - $58.8K
|
39K
$597K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-7.62K- 39.84% |
$41.1K - $61.3K
|
11.5K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.17K- 10.62% |
$44.1K - $65.8K
|
68.8K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.38K- 6.87% |
$45.2K - $67.5K
|
114K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-8.41K- 2.0% |
$45.3K - $67.7K
|
412K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.6K- 14.61% |
$46.4K - $69.3K
|
50.3K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.65K- 26.64% |
$46.6K - $69.6K
|
23.8K
$365K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-8.76K- 39.18% |
$47.2K - $70.5K
|
13.6K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.08K- 16.43% |
$48.9K - $73.1K
|
46.2K
$707K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-9.41K- 3.36% |
$50.7K - $75.7K
|
270K
$4.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-10.9K- 14.21% |
$58.6K - $87.5K
|
65.6K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-11.5K- 49.21% |
$62K - $92.7K
|
11.9K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 9.68% |
$64.6K - $96.5K
|
112K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-13K- 48.03% |
$70.1K - $105K
|
14.1K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.8K- 48.42% |
$74.6K - $111K
|
14.7K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 35.08% |
$87.3K - $130K
|
30K
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18.8K- 30.05% |
$101K - $151K
|
43.7K
$669K
|