Sumitomo Mitsui TR-Spon ADRSUTNY
13F holders, Q3 2024 (September 30)7holders
1new positions
1sold out
$4.78avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Sumitomo Mitsui TR-Spon ADR (SUTNY) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($1.9M), Great Lakes Advisors, LLC ($1.6M) and Yousif Capital Management, LLC ($261K).
- Company
- Sumitomo Mitsui TR-Spon ADR
- CUSIP
- 86562X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $70K |
All 13F filers, Q2 2024 → Q3 2024: 40,441 shares bought and 22,927 shares sold, net +17,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Hantz Financial Services, Inc. | 0.03% | Add +2.8% | 397,990 | $1.9M |
| Great Lakes Advisors, LLC | 0.01% | Add +6.3% | 336,361 | $1.6M |
| Yousif Capital Management, LLC | 0.00% | Reduce -12.4% | 54,952 | $261K |
| CHICAGO TRUST Co NA | 0.04% | Add +14.8% | 51,038 | $242K |
| Rhumbline Advisers | 0.00% | Add +4.8% | 45,714 | $219K |
| GAMMA Investing LLC | 0.00% | No change | 4,639 | $22K |
| Bull Oak Capital, LLC | 0.00% | New | 822 | $4K |
"% 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.