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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Orbis Allan Gray Ltd 70 - 2024-03-31 125,203 $1,474,000 0
   Te Ahumairangi Investment Management Ltd 79 - 2024-03-31 96,777 $1,139,000 0
   RNC CAPITAL MANAGEMENT LLC 117 - 2023-12-31 38,110 $369,000 0
   V-Square Quantitative Management LLC 347 - 2024-03-31 30,575 $348,000 0
   Green Square Asset Management LLC 168 - 2024-03-31 29,134 $338,000 0
   UMB BANK N A/MO 475 - 2024-03-31 28,396 $334,000 0
   Cable Hill Partners LLC 54 - 2024-03-31 34,099 $333,000 0
   BARCLAYS PLC 3132 - 2024-03-31 20,000 $235,000 0
   Five Oceans Advisors 159 - 2024-03-31 19,870 $234,000 0
   Allspring Global Investments Holdings LLC 1684 - 2024-03-31 18,796 $221,000 0
   New Republic Capital LLC 150 - 2024-03-31 17,903 $211,000 0
   Valeo Financial Advisors LLC 612 - 2024-03-31 15,121 $172,000 0
   STATE STREET CORP 3725 - 2024-03-31 13,954 $164,000 0
   SEVEN MILE ADVISORY 154 - 2024-03-31 10,156 $120,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 257 - 2024-03-31 8,300 $98,000 0
   Rosenberg Matthew Hamilton 404 - 2024-03-31 5,146 $59,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 430 - 2024-03-31 3,558 $42,000 0
   PERRITT CAPITAL MANAGEMENT INC 242 - 2024-03-31 2,500 $29,000 0
   JFS WEALTH ADVISORS, LLC 564 - 2024-03-31 2,274 $27,000 0
   HHM Wealth Advisors LLC 404 - 2024-03-31 1,770 $21,000 0
   EverSource Wealth Advisors LLC 1282 - 2024-03-31 1,849 $18,000 0
   Eagle Bay Advisors LLC 554 - 2024-03-31 963 $11,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 525 - 2024-03-31 839 $10,000 0
   Cape Investment Advisory Inc. 736 - 2023-12-31 684 $7,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 712 - 2024-03-31 529 $6,000 0
   KB FINANCIAL PARTNERS LLC 419 - 2023-09-30 601 $6,000 0
   HARBOUR INVESTMENTS INC. 2387 - 2023-12-31 546 $5,000 0
   WETZEL INVESTMENT ADVISORS INC. 728 - 2024-03-31 274 $3,000 0
   BESSEMER GROUP INC 1900 - 2024-03-31 227 $3,000 0
   Nemes Rush Group LLC 540 - 2024-03-31 285 $3,000 0
   AMERIVEST INVESTMENT MANAGEMENT LLC 451 - 2023-06-30 200 $2,000 0
   MOTCO 538 - 2024-03-31 187 $2,000 0
   PSI Advisors LLC 668 - 2024-03-31 200 $2,000 0
   JOHNSON FINANCIAL GROUP, INC. 653 - 2024-03-31 164 $2,000 0
   Financial Synergies Wealth Advisors Inc. 343 - 2024-03-31 183 $2,000 0
   Tyler-Stone Wealth Management 816 - 2024-03-31 153 $2,000 0
   CVA Family Office LLC 955 - 2024-03-31 115 $1,000 0
   CLARIVEST ASSET MANAGEMENT LLC 674 - 2024-03-31 87 $1,000 0
   Larson Financial Group LLC 1455 - 2024-03-31 109 $1,000 0
   JJJ Advisors Inc. 1026 - 2024-03-31 5 $0 0
   AdvisorNet Financial Inc 2378 - 2024-03-31 33 $0 0

  41 Records found
  1    
  Page 1 of 1
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