LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of SUMITOMO MITSUI FINL GROUP I
ValueSharesWeighting
Q3 2021$2,000
+100.0%
234
+107.1%
0.00%
Q2 2021$1,0000.0%113
-35.8%
0.00%
Q1 2021$1,0000.0%1760.0%0.00%
Q4 2020$1,000
-94.7%
176
-94.9%
0.00%
-100.0%
Q2 2020$19,000
-24.0%
3,450
-33.6%
0.01%
-40.9%
Q1 2020$25,000
-21.9%
5,199
+19.2%
0.02%
-12.0%
Q4 2019$32,000
+6.7%
4,362
-0.2%
0.02%
-10.7%
Q3 2019$30,000
-47.4%
4,370
-45.4%
0.03%
-44.0%
Q2 2019$57,000
+7.5%
8,010
+4.9%
0.05%
+25.0%
Q1 2019$53,000
+17.8%
7,634
+10.4%
0.04%
+17.6%
Q4 2018$45,0006,9150.03%
Other shareholders
SUMITOMO MITSUI FINL GROUP I shareholders Q3 2023
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,152,575$40,942,17851.93%
XY Capital Ltd 677,984$6,678,1423.83%
Capricorn Fund Managers Ltd 920,334$9,065,2903.15%
ANDERSON HOAGLAND & CO 828,637$8,162,0741.09%
Gilman Hill Asset Management, LLC 443,844$4,371,8650.86%
Ramirez Asset Management, Inc. 379,582$3,738,8830.80%
Legacy Wealth Asset Management, LLC 190,683$1,878,2280.69%
Georgetown University 157,800$1,554,3300.56%
Vanguard Capital Wealth Advisors 50,215$494,6180.46%
CHANNING GLOBAL ADVISORS, LLC 38,050$374,7920.36%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders