Sumitomo Mitsui TR-Spon ADRSUTNY
13F holders, Q4 2024 (December 31)7holders
1new positions
1sold out
$4.70avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Sumitomo Mitsui TR-Spon ADR (SUTNY) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($1.8M), Great Lakes Advisors, LLC ($1.7M) and Yousif Capital Management, LLC ($258K).
- Company
- Sumitomo Mitsui TR-Spon ADR
- CUSIP
- 86562X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $78K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 52,041 shares bought and 8,898 shares sold, net +43,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Hantz Financial Services, Inc. | 0.03% | Reduce -1.3% | 392,947 | $1.8M |
| Great Lakes Advisors, LLC | 0.01% | Add +10.5% | 371,775 | $1.7M |
| Yousif Capital Management, LLC | 0.00% | No change | 54,952 | $258K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -1.5% | 50,255 | $236K |
| Rhumbline Advisers | 0.00% | Reduce -4.9% | 43,464 | $204K |
| SVB Wealth LLC | 0.00% | New | 16,509 | $78K |
| GAMMA Investing LLC | 0.00% | Add +2.5% | 4,757 | $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.