Mount Yale Investment Advisors, LLC - SUMITOMO MITSUI FINL GROUP I ownership

SUMITOMO MITSUI FINL GROUP I's ticker is SMFG and the CUSIP is 86562M209. A total of 241 filers reported holding SUMITOMO MITSUI FINL GROUP I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of SUMITOMO MITSUI FINL GROUP I
ValueSharesWeighting
Q3 2023$753,031
+18.1%
76,450
+3.1%
0.08%
+20.6%
Q2 2023$637,584
+10.6%
74,138
+2.9%
0.07%
+4.6%
Q1 2023$576,237
-19.7%
72,030
-19.5%
0.06%
-19.8%
Q4 2022$717,370
+49.5%
89,448
+2.4%
0.08%
+26.6%
Q3 2022$480,000
-5.7%
87,314
+1.2%
0.06%0.0%
Q2 2022$509,000
-8.8%
86,320
-3.0%
0.06%
+4.9%
Q1 2022$558,000
+18.0%
89,021
+27.9%
0.06%
+24.5%
Q4 2021$473,000
+7.3%
69,622
+10.7%
0.05%
-3.9%
Q3 2021$441,000
+221.9%
62,913
+158.4%
0.05%
+104.0%
Q2 2020$137,000
-78.9%
24,345
-82.0%
0.02%
-82.9%
Q1 2020$649,000
-45.6%
135,519
-20.3%
0.15%
-29.5%
Q4 2019$1,194,000
-11.2%
170,031
-7.5%
0.21%
-14.1%
Q3 2019$1,345,000
-1.1%
183,732
-6.7%
0.24%
-4.0%
Q2 2019$1,360,000
+45.0%
196,870
+47.5%
0.25%
+42.6%
Q1 2019$938,000
+16.1%
133,455
+16.8%
0.18%
+7.3%
Q4 2018$808,000
+50.7%
114,295
+69.6%
0.16%
+74.5%
Q3 2018$536,00067,3860.09%
Other shareholders
SUMITOMO MITSUI FINL GROUP I shareholders Q3 2022
NameSharesValueWeighting ↓
COWEN AND COMPANY, LLC 10,251,605$70,121,00017.79%
LMR Partners LLP 10,965,142$74,974,0003.71%
NINE MASTS CAPITAL Ltd 2,706,787$18,508,588,0003.53%
Gilman Hill Asset Management, LLC 231,662$1,585,0000.53%
Fisher Asset Management, LLC 61,307,322$419,342,0000.46%
ACCIDENT COMPENSATION CORP 267,908$1,832,0000.44%
Crossmark Global Holdings, Inc. 1,784,540$12,206,0000.36%
TODD ASSET MANAGEMENT LLC 1,440,745$9,855,0000.27%
EVERGREEN CAPITAL MANAGEMENT LLC 398,766$2,728,0000.25%
Mount Yale Investment Advisors, LLC 183,732$1,345,0000.24%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders