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Get Institutions for : 
Sumitomo Mitsui Financial Group Inc Tokyo (SMFG)  
$12.81 0.25 (1.99%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    10
Total shares held : 
 89,601,717  
% of shares held : 
 1.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -5,871,417  
% of shares held change : 
   -0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.84  
Last Quarter's Ending Price : 
 $9.68  
Last Quarter's Average Price : 
 $9.69  
Change from last quarter's     
avg. price to the last closing  : 
3.12 (32.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 3,972,475
 4.43%
 
Increased Positions :
102
 8,204,189
 9.16%
 
Unchanged Positions :
42
 953,177
 1.06%
 
Decreased Positions :
99
-15,648,577
-17.46%
 
Closed Positions :
34
-2,399,504
-2.68%
 
Guru Positions :
3
240,182
 0.27%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 1130 - 2024-03-31 7,050,938 $82,990,000 23,453
   WELLS FARGO & CO/MN 708 - 2024-03-31 4,276,194 $50,331,000 6,132
   DIMENSIONAL FUND ADVISORS INC 1694 - 2024-03-31 2,951,743 $34,742,000 152,159
   ENVESTNET ASSET MANAGEMENT INC 1163 - 2024-03-31 1,563,278 $18,400,000 341,242
   AMERICAN CENTURY COMPANIES INC 1035 - 2024-03-31 1,275,724 $15,015,000 66,432
   ROYAL BANK OF CANADA 1439 - 2024-03-31 931,410 $10,963,000 6,966
   ANDERSON HOAGLAND & CO 27 - 2024-03-31 859,561 $9,919,000 28,814
   J P MORGAN CHASE & CO 2068 - 2024-03-31 835,904 $9,839,000 4,634
   CITADEL ADVISORS LLC 1370 - 2024-03-31 674,952 $7,944,000 585,645
   Moran Wealth Management LLC 145 - 2024-03-31 528,313 $6,218,000 1,787
   O SHAUGHNESSY ASSET MANAGEMENT LLC 311 - 2024-03-31 523,752 $6,165,000 86,898
   STIFEL FINANCIAL CORP 1091 - 2024-03-31 465,675 $5,481,000 6,319
   Ramirez Asset Management Inc. 21 - 2024-03-31 449,293 $5,288,000 75,126
   D E SHAW & CO INC 1197 - 2024-03-31 394,344 $4,641,000 368,200
   QRG CAPITAL MANAGEMENT INC. 276 - 2024-03-31 393,742 $4,634,000 103,875
   Quantinno Capital Management LP 215 - 2024-03-31 391,682 $4,610,000 21,534
   MARINER WEALTH ADVISORS, LLC 766 - 2024-03-31 390,434 $4,595,000 34,361
   Ethic Inc. 217 - 2024-03-31 368,972 $4,343,000 14,398
   HPM Partners LLC 708 - 2024-03-31 346,928 $4,083,000 104,330
   CREATIVE PLANNING 719 - 2024-03-31 308,352 $3,629,000 63,361
   HIGHTOWER ADVISORS, LLC 1100 - 2024-03-31 303,684 $3,581,000 54,615
   GREENLEAF TRUST 120 - 2024-03-31 295,387 $3,477,000 170
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2435 - 2024-03-31 284,446 $3,348,000 96,206
   EAGLE GLOBAL ADVISORS LLC 90 - 2024-03-31 270,000 $3,178,000 60,000
   BANK OF MONTREAL /CAN/ 1216 - 2024-03-31 249,796 $2,960,000 10,708
   Boston Partners 470 - 2024-03-31 251,597 $2,959,000 90,959
   ADVISOR PARTNERS II LLC 188 - 2023-09-30 282,579 $2,783,000 47,347
   Capital Wealth Planning LLC 51 - 2024-03-31 235,566 $2,773,000 118,235
   Penserra Capital Management LLC 315 - 2024-03-31 235,566 $2,772,000 118,235
   Advisor Group Holdings Inc. 1489 - 2024-03-31 224,832 $2,646,000 134,564
   CALAMOS ADVISORS LLC 366 - 2024-03-31 211,720 $2,492,000 67,720
   PNC FINANCIAL SERVICES GROUP INC 840 - 2024-03-31 208,397 $2,453,000 3,196
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 567 - 2024-03-31 207,691 $2,445,000 49,082
   CAPITAL FUND MANAGEMENT S.A. 444 - 2024-03-31 202,410 $2,382,000 314
   SIGNATUREFD, LLC 135 - 2024-03-31 200,781 $2,363,000 12,283
   Forum Financial Management LP 97 - 2024-03-31 193,123 $2,273,000 4,310
   MERCER GLOBAL ADVISORS INC /ADV 716 - 2024-03-31 175,823 $2,069,000 59,576
   WETHERBY ASSET MANAGEMENT INC 216 - 2024-03-31 175,633 $2,067,000 4,032
   JustInvest LLC 387 - 2024-03-31 175,285 $2,063,000 42,772
   RHUMBLINE ADVISERS 1916 - 2024-03-31 168,119 $1,979,000 6,106
   Cresset Asset Management LLC 698 - 2024-03-31 149,255 $1,757,000 25,616
   TUDOR INVESTMENT CORP ET AL 735 - 2024-03-31 141,153 $1,661,000 69,454
   Naviter Wealth LLC 114 - 2024-03-31 133,246 $1,568,000 17,557
   Comprehensive Portfolio Management LLC 272 - 2024-03-31 118,206 $1,391,000 16,615
   Cetera Investment Advisers 1817 - 2024-03-31 116,179 $1,367,000 101,511
   PARK AVENUE SECURITIES LLC 544 - 2024-03-31 111,607 $1,314,000 62,123
   PRUDENTIAL FINANCIAL INC 1750 - 2024-03-31 96,618 $1,137,000 77,755
   Orion Portfolio Solutions LLC 960 - 2024-03-31 88,694 $1,044,000 2,980
   Sequoia Financial Advisors LLC 471 - 2024-03-31 86,812 $1,022,000 3,833
   LPL FINANCIAL CORP 3235 - 2024-03-31 76,144 $896,000 3,875
   Kestra Advisory Services LLC 1396 - 2024-03-31 65,471 $771,000 47,536
   QUADRANT CAPITAL GROUP LLC 230 - 2024-03-31 65,399 $770,000 2,386
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2883 - 2024-03-31 64,652 $761,000 33,134
   Inspire Advisors LLC 147 - 2024-03-31 58,974 $694,000 7,793
   LAKE STREET ADVISORS GROUP LLC 284 - 2024-03-31 58,265 $686,000 2,318
   FINANCIAL NETWORK 1721 - 2024-03-31 57,476 $676,000 23,824
   TOWNSQUARE CAPITAL LLC 767 - 2024-03-31 56,080 $660,000 7,352
   BALLENTINE FINN & COMPANY INC 342 - 2024-03-31 53,380 $628,000 6,997
   BKM Wealth Management LLC 89 - 2024-03-31 53,010 $624,000 15,014
   Parallel Advisors LLC 468 - 2024-03-31 52,153 $614,000 11,192
   PRINCIPAL SECURITIES INC. 591 - 2024-03-31 51,145 $602,000 47,652
   EVERGREEN CAPITAL MANAGEMENT LLC 400 - 2024-03-31 51,013 $600,000 365
   CAPROCK Group Inc. 366 - 2024-03-31 48,637 $572,000 71
   WESTWOOD HOLDINGS GROUP INC 349 - 2024-03-31 47,852 $563,000 9
   Atomi Financial Group Inc. 322 - 2024-03-31 46,047 $542,000 10,894
   Checchi Capital Advisers LLC 318 - 2024-03-31 43,590 $513,000 596
   Banco Santander S.A. 333 - 2024-03-31 43,000 $506,000 43,000
   PDS Planning Inc 163 - 2024-03-31 42,769 $503,000 1,605
   GLENMEDE TRUST CO NA 935 - 2024-03-31 40,600 $478,000 1,985
   FIXED INCOME SECURITIES INC 923 - 2024-03-31 40,312 $474,000 6,996
   Pinnacle Wealth Planning Services Inc. 199 - 2024-03-31 39,424 $464,000 1,817
   Aaron Wealth Advisors 166 - 2024-03-31 37,981 $447,000 15,407
   SAGE RHINO CAPITAL LLC 139 - 2024-03-31 37,004 $436,000 999
   GATEWAY ADVISORY, LLC 90 - 2024-03-31 34,893 $411,000 4,476
   Schechter Investment Advisors LLC 432 - 2024-03-31 33,599 $395,000 3,239
   NEUBERGER BERMAN GROUP LLC 1547 - 2024-03-31 32,919 $387,000 21,174
   BAROMETER CAPITAL MANAGEMENT INC. 111 - 2024-03-31 33,554 $380,000 20,854
   LEUCADIA NATIONAL CORP -- Notable Guru -- 762 - 2024-03-31 31,658 $373,000 3,995
   IEQ CAPITAL LLC 723 - 2024-03-31 30,697 $361,000 5,250
   Goss Wealth Management LLC 1546 - 2024-03-31 29,280 $345,000 1,418
   CALLAN CAPITAL, LLC 188 - 2024-03-31 28,882 $340,000 14,642
   MATHER GROUP, INC. 428 - 2024-03-31 32,760 $317,000 82
   Traveka Wealth LLC 80 - 2024-03-31 26,647 $314,000 1,107
   Russell Investments Group Ltd. 2278 - 2024-03-31 25,753 $303,000 7,192
   HSBC HOLDINGS PLC 2058 - 2024-03-31 24,695 $291,000 752
   CITIGROUP INC 3007 - 2024-03-31 23,266 $274,000 7,315
   Sivia Capital Partners LLC 136 - 2024-03-31 21,644 $255,000 729
   Envestnet Portfolio Solutions Inc. 1446 - 2024-03-31 21,395 $252,000 4,776
   WEST FAMILY INVESTMENTS, INC. 209 - 2024-03-31 21,215 $250,000 715
   Werba Rubin Papier Wealth Management 118 - 2024-03-31 21,041 $248,000 653
   DRIVE WEALTH MANAGEMENT LLC 254 - 2024-03-31 20,416 $240,000 1,354
   Clarius Group LLC 407 - 2024-03-31 20,282 $239,000 1,996
   TRUST POINT INC. 488 - 2024-03-31 18,494 $218,000 3,819
   WRAPMANAGER INC 250 - 2024-03-31 18,478 $217,000 123
   Beverly Hills Private Wealth LLC 330 - 2024-03-31 18,369 $216,000 867
   SEEDS INVESTOR LLC 153 - 2024-03-31 18,090 $213,000 757
   Lindbrook Capital LLC 356 - 2024-03-31 17,368 $204,000 1,176
   First Affirmative Financial Network 224 - 2024-03-31 16,948 $199,000 1,462
   Claro Advisors LLC 401 - 2024-03-31 16,712 $197,000 943
   KEYBANK NATIONAL ASSOCIATION/OH 1053 - 2024-03-31 16,424 $193,000 1,980
  100 Records found
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