Sumitomo Mitsui TR-Spon ADRSUTNY

13F holders, Q2 2024 (June 30)
7holders
1new positions
1sold out
$4.60avg. 13F price*

At the end of Q2 2024, 7 institutions reported holding Sumitomo Mitsui TR-Spon ADR (SUTNY) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($1.8M), Great Lakes Advisors, LLC ($1.4M) and Yousif Capital Management, LLC ($286K).

Company
Sumitomo Mitsui TR-Spon ADR
CUSIP
86562X106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 8Q1 2025Q2 2025: 10Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$203K
Exits1$584

All 13F filers, Q1 2024 → Q2 2024: 326,007 shares bought and 2,767 shares sold, net +323,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Hantz Financial Services, Inc. 0.03% Add +0.4% 387,096 $1.8M
Great Lakes Advisors, LLC 0.01% Add +682.7% 316,330 $1.4M
Yousif Capital Management, LLC 0.00% No change 62,740 $286K
CHICAGO TRUST Co NA 0.04% New 44,449 $203K
Rhumbline Advisers 0.00% Add +10.2% 43,609 $202K
SVB Wealth LLC 0.00% Reduce -13.8% 15,139 $70K
GAMMA Investing LLC 0.00% Reduce -4.3% 4,639 $22K

"% of holder's portfolio" is SUTNY's weight in each manager's 13F, not the share of Sumitomo Mitsui TR-Spon ADR the manager owns.