Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Sumitomo Mitsui Financial Group Inc Tokyo (SMFG)  
$11.60 0.09 (0.78%) as of 4:30 Fri 5/10


Download
     
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  : 
1.91 (19.71%)  




 
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
236,187
 0.26%
 
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
   MORGAN STANLEY 992 - 2023-12-31 13,382,451 $129,542,000 1,121,992
   FMR LLC 1165 - 2023-12-31 7,027,485 $68,026,000 66,577
   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
   MILLENNIUM MANAGEMENT LLC 745 - 2023-12-31 3,227,685 $31,244,000 3,028,831
   JANE STREET GROUP LLC 663 - 2023-12-31 1,611,597 $15,600,000 1,382,136
   AMERICAN CENTURY COMPANIES INC 1081 - 2023-12-31 1,209,292 $11,706,000 72,017
   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
   QRG CAPITAL MANAGEMENT INC. 276 - 2024-03-31 393,742 $4,634,000 103,875
   STIFEL FINANCIAL CORP 1168 - 2023-12-31 459,356 $4,447,000 21,124
   O SHAUGHNESSY ASSET MANAGEMENT LLC 344 - 2023-12-31 436,854 $4,229,000 43,761
   Crossmark Global Holdings Inc. 247 - 2023-12-31 428,920 $4,152,000 3,440
   NATIONAL BANK OF CANADA /FI/ 738 - 2023-12-31 406,400 $3,918,000 406,400
   Quantinno Capital Management LP 182 - 2023-12-31 370,148 $3,583,000 179,267
   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
   MARINER WEALTH ADVISORS, LLC 820 - 2023-12-31 356,073 $3,447,000 33,906
   Ethic Inc. 236 - 2023-12-31 354,574 $3,432,000 28,575
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2435 - 2024-03-31 284,446 $3,348,000 96,206
   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
   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
   CREATIVE PLANNING 848 - 2023-12-31 244,991 $2,372,000 18,171
   SIGNATUREFD, LLC 135 - 2024-03-31 200,781 $2,363,000 12,283
   HPM Partners LLC - 2023-12-31 242,598 $2,348,000 21,619
   Forum Financial Management LP 97 - 2024-03-31 193,123 $2,273,000 4,310
   JustInvest LLC 387 - 2024-03-31 175,285 $2,063,000 42,772
   EAGLE GLOBAL ADVISORS LLC 121 - 2023-12-31 210,000 $2,033,000 6,000
   RHUMBLINE ADVISERS 1916 - 2024-03-31 168,119 $1,979,000 6,106
   CAPITAL FUND MANAGEMENT S.A. 503 - 2023-12-31 202,096 $1,956,000 51,986
   WETHERBY ASSET MANAGEMENT INC 242 - 2023-12-31 171,601 $1,661,000 2
   MORNINGSTAR INVESTMENT SERVICES, INC. 197 - 2023-12-31 166,304 $1,602,000 84,276
   Naviter Wealth LLC 114 - 2024-03-31 133,246 $1,568,000 17,557
   Boston Partners 519 - 2023-12-31 160,638 $1,555,000 4,324
   Georgetown University 21 - 2023-12-31 160,183 $1,551,000 2,383
   Comprehensive Portfolio Management LLC 272 - 2024-03-31 118,206 $1,391,000 16,615
   PARK AVENUE SECURITIES LLC 544 - 2024-03-31 111,607 $1,314,000 62,123
   Aquatic Capital Management LLC 436 - 2023-12-31 125,800 $1,218,000 104,700
   Cresset Asset Management LLC 807 - 2023-12-31 123,639 $1,197,000 2,418
   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
   Vident Advisory LLC 618 - 2023-12-31 84,013 $813,000 5,429
   AXQ CAPITAL LP 168 - 2023-12-31 83,000 $803,000 83,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2883 - 2024-03-31 64,652 $761,000 33,134
   Mount Yale Investment Advisors LLC 247 - 2023-12-31 78,650 $761,000 2,200
   MML INVESTORS SERVICES LLC 1559 - 2023-12-31 72,902 $706,000 8,386
   Inspire Advisors LLC 147 - 2024-03-31 58,974 $694,000 7,793
   TUDOR INVESTMENT CORP ET AL 1041 - 2023-12-31 71,699 $694,000 32,394
   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
   QUADRANT CAPITAL GROUP LLC 258 - 2023-12-31 63,013 $610,000 3,206
   PRINCIPAL SECURITIES INC. 591 - 2024-03-31 51,145 $602,000 47,652
   CAPROCK Group Inc. 366 - 2024-03-31 48,637 $572,000 71
   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
   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
   Schechter Investment Advisors LLC 432 - 2024-03-31 33,599 $395,000 3,239
   BAROMETER CAPITAL MANAGEMENT INC. 111 - 2024-03-31 33,554 $380,000 20,854
   GLENMEDE TRUST CO NA 979 - 2023-12-31 38,615 $374,000 11,653
   IEQ CAPITAL LLC 723 - 2024-03-31 30,697 $361,000 5,250
   CALLAN CAPITAL, LLC 188 - 2024-03-31 28,882 $340,000 14,642
   FINANCIAL NETWORK 2180 - 2023-12-31 33,652 $326,000 14,628
   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
   BP WEALTH MANAGEMENT LLC 629 - 2023-12-31 30,430 $295,000 450
   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
   D E SHAW & CO INC 2459 - 2023-12-31 26,144 $253,000 26,144
   Envestnet Portfolio Solutions Inc. 1446 - 2024-03-31 21,395 $252,000 4,776
   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
   EWA LLC 90 - 2023-12-31 22,744 $237,000 416
   DANA INVESTMENT ADVISORS INC 399 - 2023-12-31 23,702 $229,000 3,183
   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
   WEST FAMILY INVESTMENTS, INC. 224 - 2023-12-31 20,500 $198,000 2,985
   Claro Advisors LLC 401 - 2024-03-31 16,712 $197,000 943
   CWM LLC 1538 - 2024-03-31 15,715 $185,000 1,633
   Apollon Wealth Management LLC 1041 - 2024-03-31 14,894 $175,000 75
   PATHSTONE FAMILY OFFICE, LLC 1541 - 2023-09-30 17,223 $170,000 5,120
   BLUE CREEK INVESTMENT PARTNERS LLC 372 - 2024-03-31 13,258 $156,000 1,416
   Wedmont Private Capital 579 - 2024-03-31 12,900 $150,000 216
   GAMMA Investing LLC 497 - 2024-03-31 12,171 $143,000 2,014
   PUTNAM FL INVESTMENT MANAGEMENT CO 477 - 2024-03-31 11,290 $133,000 115
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us