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 267 filers reported holding SUMITOMO MITSUI FINL GROUP I in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Cowen Investment Management LLC 5,643,875$45,151,00011.78%
COWEN AND COMPANY, LLC 2,800,730$22,405,8402.63%
XY Capital Ltd 743,782$5,950,2562.32%
Capricorn Fund Managers Ltd 483,405$3,867,2401.18%
Gilman Hill Asset Management, LLC 437,044$3,496,3530.71%
ANDERSON HOAGLAND & CO 513,243$4,105,9440.59%
Susquehanna International Group Ltd. 109,268$874,1440.50%
Legacy Wealth Asset Management, LLC 165,729$1,325,8320.48%
THOMAS WHITE INTERNATIONAL LTD 276,474$2,211,7920.47%
Georgetown University 155,235$1,241,8800.43%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders