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)  
$11.66 0.06 (0.52%) as of 4:30 Mon 5/13


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  : 
1.97 (20.33%)  




 
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
   GOLDMAN SACHS GROUP INC/ 649 - 2023-12-31 11,033,220 $106,802,000 -675,479
   BLACKROCK INC. 2167 - 2024-03-31 6,621,399 $77,934,000 -22,808
   NORTHERN TRUST CORP 1287 - 2023-12-31 3,394,454 $32,858,000 -81,548
   INVESCO LTD 1295 - 2023-12-31 2,490,505 $24,108,000 -698,989
   RENAISSANCE TECHNOLOGIES LLC 690 - 2023-12-31 1,716,070 $16,612,000 -251,200
   BANK OF AMERICA CORP /DE/ 2146 - 2023-12-31 1,323,238 $12,809,000 -1,570,634
   ENVESTNET ASSET MANAGEMENT INC 1330 - 2023-12-31 1,222,036 $11,829,000 -705,691
   CAUSEWAY CAPITAL MANAGEMENT LLC 68 - 2023-12-31 988,309 $9,567,000 -44,767
   ROYAL BANK OF CANADA 1523 - 2023-12-31 924,444 $8,949,000 -422,433
   CIBC WORLD MARKETS INC. 266 - 2023-12-31 795,650 $7,702,000 -6,382
   CIBC GLOBAL ASSET MANAGEMENT INC 319 - 2024-03-31 639,223 $7,524,000 -19,978
   NATIXIS ASSET MANAGEMENT ADVISORS LP 731 - 2024-03-31 549,278 $6,465,000 -57,343
   FRANKLIN RESOURCES INC 1027 - 2023-12-31 586,662 $5,679,000 -15,014
   Bleakley Financial Group LLC 130 - 2024-03-31 455,282 $5,359,000 -12,727
   Qube Research & Technologies Ltd 841 - 2023-12-31 540,165 $5,229,000 -249,356
   Sawtooth Asset Management Inc. 151 - 2023-12-31 468,009 $4,530,000 -26,963
   Ramirez Asset Management Inc. 42 - 2023-12-31 374,167 $3,622,000 -5,415
   Veriti Management LLC 69 - 2024-03-31 302,246 $3,557,000 -6,250
   UBS Group AG 2354 - 2023-12-31 343,461 $3,325,000 -982
   GILMAN HILL ASSET MANAGEMENT, LLC 65 - 2024-03-31 275,879 $3,247,000 -126,590
   BANK OF NEW YORK MELLON CORP 2526 - 2024-03-31 270,815 $3,187,000 -16,283
   CLS INVESTMENT FIRM LLC 315 - 2022-12-31 388,251 $3,114,000 -928
   US BANCORP 705 - 2024-03-31 258,358 $3,041,000 -7,100
   FEDERATED INVESTORS INC /PA/ 863 - 2023-12-31 277,281 $2,684,000 -687,320
   DORSEY WRIGHT & ASSOCIATES 76 - 2024-03-31 208,395 $2,453,000 -5,304
   Legacy Wealth Asset Management LLC 25 - 2024-03-31 206,342 $2,429,000 -748
   THOMAS WHITE INTERNATIONAL LTD 67 - 2023-06-30 275,348 $2,368,000 -1,126
   BANK OF MONTREAL /CAN/ 1282 - 2023-12-31 239,088 $2,317,000 -89,795
   Integrated Wealth Concepts LLC 441 - 2023-12-31 226,587 $2,193,000 -10,743
   BTC Capital Management Inc. 101 - 2024-03-31 183,885 $2,164,000 -13,500
   AMERIPRISE FINANCIAL INC 2822 - 2023-12-31 196,615 $1,903,000 -1,037
   AUGUSTINE ASSET MANAGEMENT INC 26 - 2024-03-31 160,957 $1,894,000 -303
   SEI INVESTMENTS CO 1756 - 2024-03-31 120,000 $1,412,000 -132,901
   YOUSIF CAPITAL MANAGEMENT LLC 1018 - 2024-03-31 115,576 $1,360,000 -2,370
   MERCER GLOBAL ADVISORS INC /ADV 926 - 2023-12-31 116,247 $1,125,000 -25,276
   CI Private Wealth LLC 1287 - 2024-03-31 91,331 $1,075,000 -344
   JOHNSON INVESTMENT COUNSEL INC 375 - 2024-03-31 89,896 $1,058,000 -8,108
   TWO SIGMA INVESTMENTS LLC 1940 - 2023-12-31 104,400 $1,011,000 -18,400
   DORSEY & WHITNEY TRUST CO LLC 223 - 2024-03-31 81,889 $964,000 -39
   CITADEL ADVISORS LLC 3069 - 2023-12-31 89,307 $864,000 -150,852
   Investors Research Corp 132 - 2024-03-31 69,554 $819,000 -850
   LAZARD ASSET MANAGEMENT LLC 799 - 2023-12-31 84,063 $813,000 -4,892,183
   MISSION WEALTH MANAGEMENT LLC 324 - 2024-03-31 67,207 $791,000 -2,998
   Pacer Advisors Inc. 1020 - 2024-03-31 59,350 $699,000 -2,216
   EAGLE ASSET MANAGEMENT INC 522 - 2024-03-31 56,896 $650,000 -18,929
   GUGGENHEIM CAPITAL LLC 1368 - 2023-12-31 63,631 $616,000 -1,287
   BB&T CORP 1821 - 2023-12-31 63,627 $616,000 -312,719
   M&T BANK CORP 1055 - 2024-03-31 52,182 $615,000 -757
   GRADIENT INVESTMENTS LLC 203 - 2024-03-31 48,779 $574,000 -3,933
   LAKE STREET ADVISORS GROUP LLC 188 - 2023-12-31 55,947 $542,000 -1,186
   Vise Technologies Inc. 177 - 2023-12-31 55,317 $535,000 -5,578
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1223 - 2023-09-30 54,008 $532,000 -33,459
   CAPTRUST FINANCIAL ADVISORS 1707 - 2023-12-31 53,533 $518,000 -40,934
   FLOW TRADERS U.S. LLC 476 - 2023-12-31 52,052 $504,000 -75,083
   Vanguard Capital Wealth Advisors 65 - 2024-03-31 42,563 $501,000 -9,211
   EVERGREEN CAPITAL MANAGEMENT LLC 426 - 2023-12-31 50,648 $490,000 -1,165
   RAYMOND JAMES & ASSOCIATES 3037 - 2024-03-31 41,254 $486,000 -31,040
   WESTWOOD HOLDINGS GROUP INC 360 - 2023-12-31 47,843 $463,000 -54,946
   Covenant Partners LLC 108 - 2024-03-31 37,262 $439,000 -18,523
   CHEVY CHASE TRUST HOLDINGS, INC. 579 - 2024-03-31 36,926 $435,000 -22,252
   Gallacher Capital Management LLC 155 - 2024-03-31 29,394 $346,000 -379
   CHANNING GLOBAL ADVISORS LLC 39 - 2023-12-31 33,484 $324,000 -4,566
   ATLAS CAPITAL ADVISORS LLC 284 - 2024-03-31 27,389 $322,000 -639
   FIXED INCOME SECURITIES INC 1017 - 2023-12-31 33,316 $322,000 -1,659
   SCHRODER INVESTMENT MANAGEMENT GROUP 1042 - 2023-12-31 29,196 $283,000 -19,095
   Green Square Asset Management LLC 167 - 2023-12-31 29,134 $282,000 -28,764
   Goss Wealth Management LLC 1559 - 2023-12-31 27,862 $277,000 -47,288
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2866 - 2024-03-31 23,571 $277,000 -8,680
   PZENA INVESTMENT MANAGEMENT LLC 154 - 2024-03-31 22,739 $268,000 -415
   Private Advisor Group LLC 1963 - 2024-03-31 21,032 $248,000 -4,064
   HSBC HOLDINGS PLC 1938 - 2023-12-31 23,943 $232,000 -608
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2086 - 2024-03-31 19,283 $227,000 -33,793
   PRUDENTIAL FINANCIAL INC 2451 - 2023-12-31 18,863 $183,000 -505
   Kestra Advisory Services LLC 2119 - 2023-12-31 17,935 $174,000 -1,605
   Rehmann Capital Advisory Group 557 - 2024-03-31 13,586 $160,000 -1,774
   REGIONS FINANCIAL CORP 814 - 2024-03-31 13,297 $157,000 -27,248
   ACORN CREEK CAPITAL LLC 67 - 2024-03-31 13,243 $156,000 -49
   Prudent Man Advisors LLC 183 - 2023-12-31 15,892 $154,000 -3,026
   Cetera Investment Advisers 2087 - 2023-12-31 14,668 $142,000 -14,855
   KEYBANK NATIONAL ASSOCIATION/OH 1054 - 2023-12-31 14,444 $140,000 -942
   Smartleaf Asset Management LLC 404 - 2024-03-31 13,389 $129,000 -2,459
   Icon Wealth Partners LLC 353 - 2023-09-30 12,388 $122,000 -75
   BUCKINGHAM ASSET MANAGEMENT, LLC 728 - 2024-03-31 10,122 $119,000 -281
   DOrazio & Associates Inc. 189 - 2024-03-31 10,066 $118,000 -106
   Legacy Financial Advisors Inc. 295 - 2023-12-31 10,003 $97,000 -440
   PEAK6 Investments LLC 837 - 2023-12-31 7,967 $77,000 -56,041
   Hexagon Capital Partners LLC 357 - 2024-03-31 6,116 $72,000 -44
   Ronald Blue Trust Inc. 856 - 2024-03-31 5,103 $60,000 -9,731
   IFP Advisors Inc 1476 - 2023-12-31 5,691 $55,000 -54
   ZBN.A. 424 - 2023-12-31 4,743 $46,000 -41,063
   Bruce G. Allen Investments LLC 283 - 2024-03-31 3,440 $40,000 -3
   NBC SECURITIES INC. 1290 - 2024-03-31 2,614 $31,000 -114
   FIFTH THIRD BANCORP 1648 - 2024-03-31 1,736 $20,000 -744
   TOWER RESEARCH CAPITAL LLC 3984 - 2023-12-31 1,297 $13,000 -2,973
   SYSTM Wealth Solutions LLC 933 - 2024-03-31 60 $1,000 -8,508
   PROEQUITIES INC. 7342 - 2024-03-31 0 $0 -169
  96 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