Plante Moran Financial Advisors, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Plante Moran Financial Advisors, LLC opened 127 positions, added to 111, reduced 80 and sold out of 75.
- Q2 2026: Stock HMY; Country of operation —; Class ADR; Shares before 1,135.
- Q1 2026: Stock BP; Country of operation —; Class ADR; Shares before 328.
- Q1 2026: Stock NIO; Country of operation China; Class ADR; Shares before 2,000.
- Q1 2026: Stock CUK; Country of operation —; Class ADR; Shares before 65.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1424717), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-01); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-21); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | HMY
HARMONY GOLD MNG LTD SPONSORED ADR | | ADR | 1,135 | 0 | -1,135 | $17,445 | $0 | -$17,445 | 2026-08-06 |
|---|
| Q1 2026 | BP
BP PLC SPONSORED ADR | | ADR | 328 | 0 | -328 | $11,391 | $0 | -$11,391 | 2026-05-05 |
|---|
| Q1 2026 | NIO
NIO INC SPON ADS | China | ADR | 2,000 | 0 | -2,000 | $10,200 | $0 | -$10,200 | 2026-05-05 |
|---|
| Q1 2026 | CUK
CARNIVAL PLC ADS | | ADR | 65 | 0 | -65 | $1,971 | $0 | -$1,971 | 2026-05-05 |
|---|
| Q4 2025 | GSK
GSK PLC SPONSORED ADR | | ADR | 240 | 0 | -240 | $10,358 | $0 | -$10,358 | 2026-02-05 |
|---|
| Q4 2025 | BIDU
BAIDU INC SPON ADR REP A | | ADR | 20 | 0 | -20 | $2,635 | $0 | -$2,635 | 2026-02-05 |
|---|
| Q4 2025 | ULXXXX
UNILEVER PLC SPON ADR NEW | | ADR | 17 | 0 | -17 | $1,008 | $0 | -$1,008 | 2026-02-05 |
|---|
| Q3 2025 | VRNA
VERONA PHARMA PLC SPONSORED ADS | | ADR | 892 | 0 | -892 | $84,365 | $0 | -$84,365 | 2025-11-05 |
|---|
| Q3 2025 | AMX
AMERICA MOVIL SAB DE CV SPON ADS RP CL B | | ADR | 965 | 0 | -965 | $17,312 | $0 | -$17,312 | 2025-11-05 |
|---|
| Q3 2025 | SE
SEA LTD SPONSORD ADS | Singapore | ADR | 13 | 0 | -13 | $2,079 | $0 | -$2,079 | 2025-11-05 |
|---|
| Q3 2025 | LX
LEXINFINTECH HLDGS LTD ADR | | ADR | 84 | 0 | -84 | $606 | $0 | -$606 | 2025-11-05 |
|---|
| Q3 2025 | ADAPY
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADS | United Kingdom | ADR | 925 | 0 | -925 | $222 | $0 | -$222 | 2025-11-05 |
|---|
| Q2 2025 | RIO
RIO TINTO PLC SPONSORED ADR | | ADR | 125 | 0 | -125 | $7,510 | $0 | -$7,510 | 2025-08-05 |
|---|
| Q2 2025 | IHG
INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | | ADR | 1 | 0 | -1 | $110 | $0 | -$110 | 2025-08-05 |
|---|
| Q2 2025 | NWG
NATWEST GROUP PLC SPONS ADR | | ADR | 0 | 0 | 0 | $0 | $0 | $0 | 2025-08-05 |
|---|
| Q1 2025 | SNY
SANOFI SPONSORED ADR | | ADR | 185 | 0 | -185 | $8,923 | $0 | -$8,923 | 2025-05-08 |
|---|
| Q1 2025 | EMBJ
EMBRAER S.A. SPONSORED ADS | | ADR | 211 | 0 | -211 | $7,739 | $0 | -$7,739 | 2025-05-08 |
|---|
| Q1 2025 | SHEL
SHELL PLC SPON ADS | | ADR | 84 | 0 | -84 | $5,263 | $0 | -$5,263 | 2025-05-08 |
|---|
| Q1 2025 | SAP
SAP SE SPON ADR | | ADR | 18 | 0 | -18 | $4,432 | $0 | -$4,432 | 2025-05-08 |
|---|
| Q1 2025 | BTI
BRITISH AMERN TOB PLC SPONSORED ADR | | ADR | 100 | 0 | -100 | $3,632 | $0 | -$3,632 | 2025-05-08 |
|---|
| Q1 2025 | SNN
SMITH & NEPHEW PLC SPDN ADR NEW | | ADR | 115 | 0 | -115 | $2,827 | $0 | -$2,827 | 2025-05-08 |
|---|
| Q1 2025 | WPP
WPP PLC NEW ADR | | ADR | 53 | 0 | -53 | $2,724 | $0 | -$2,724 | 2025-05-08 |
|---|
| Q1 2025 | GRFS
GRIFOLS S A SP ADR REP B NVT | | ADR | 259 | 0 | -259 | $1,927 | $0 | -$1,927 | 2025-05-08 |
|---|
| Q1 2025 | VIV
TELEFONICA BRASIL SA NEW ADR | | ADR | 200 | 0 | -200 | $1,510 | $0 | -$1,510 | 2025-05-08 |
|---|
| Q4 2024 | HDB
HDFC BANK LTD SPONSORED ADS | | ADR | 86 | 0 | -86 | $5,380 | $0 | -$5,380 | 2025-02-05 |
|---|
| Q4 2024 | RIO
RIO TINTO PLC SPONSORED ADR | | ADR | 44 | 0 | -44 | $3,126 | $0 | -$3,126 | 2025-02-05 |
|---|
| Q4 2024 | OMAB
GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | | ADR | 28 | 0 | -28 | $1,899 | $0 | -$1,899 | 2025-02-05 |
|---|
| Q3 2024 | ING
ING GROEP N.V. SPONSORED ADR | | ADR | 557 | 0 | -557 | $9,547 | $0 | -$9,547 | 2024-10-30 |
|---|
| Q3 2024 | PBR
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | | ADR | 380 | 0 | -380 | $5,506 | $0 | -$5,506 | 2024-10-30 |
|---|
| Q3 2024 | MREO
MEREO BIOPHARMA GROUP PLC SPON ADS | | ADR | 48 | 0 | -48 | $173 | $0 | -$173 | 2024-10-30 |
|---|
| Q2 2024 | IBN
ICICI BANK LIMITED ADR | | ADR | 147 | 0 | -147 | $3,882 | $0 | -$3,882 | 2024-08-12 |
|---|
| Q2 2024 | NTES
NETEASE INC SPONSORED ADS | | ADR | 0 | 0 | 0 | $0 | $0 | $0 | 2024-08-12 |
|---|
| Q1 2024 | NGG
NATIONAL GRID PLC SPONSORED ADR NE | | ADR | 183 | 0 | -183 | $12,442 | $0 | -$12,442 | 2024-05-09 |
|---|
| Q1 2024 | SNY
SANOFI SPONSORED ADR | | ADR | 125 | 0 | -125 | $6,216 | $0 | -$6,216 | 2024-05-09 |
|---|
| Q1 2024 | INFY
INFOSYS LTD SPONSORED ADR | | ADR | 203 | 0 | -203 | $3,731 | $0 | -$3,731 | 2024-05-09 |
|---|
| Q1 2024 | JMIA
JUMIA TECHNOLOGIES AG SPONSORED ADS | Germany | ADR | 25 | 0 | -25 | $88 | $0 | -$88 | 2024-05-09 |
|---|
| Q1 2024 | MAPS
WM TECHNOLOGY INC COM | United States | Stock | 40 | 0 | -40 | $29 | $0 | -$29 | 2024-05-09 |
|---|
| Q1 2016 | SNY
Sanofi ADR | | ADR | 323 | 0 | -323 | $14,000 | $0 | -$14,000 | 2016-04-26 |
|---|
| Q1 2016 | HSBC
HSBC Holdings PLC ADR | | ADR | 337 | 0 | -337 | $13,000 | $0 | -$13,000 | 2016-04-26 |
|---|
| Q1 2016 | NJDCY
Nidec Corp | | ADR | 189 | 0 | -189 | $3,000 | $0 | -$3,000 | 2016-04-26 |
|---|
| Q1 2016 | BBVA
Banco Bilbao Vizcaya Argentari | | ADR | 247 | 0 | -247 | $2,000 | $0 | -$2,000 | 2016-04-26 |
|---|
| Q1 2016 | IX
Orix Corp ADR | | ADR | 30 | 0 | -30 | $2,000 | $0 | -$2,000 | 2016-04-26 |
|---|
| Q1 2016 | ACGP
Associated Capital Group Inc S | United States | COM | 10 | 0 | -10 | $0 | $0 | $0 | 2016-04-26 |
|---|
| Q1 2016 | TELFY
Telefonica SA ADR | Spain | ADR | 12 | 0 | -12 | $0 | $0 | $0 | 2016-04-26 |
|---|
| Q1 2015 | SNY
Sanofi | | ADR | 250 | 0 | -250 | $11,000 | $0 | -$11,000 | 2015-04-24 |
|---|
| Q1 2015 | TELFY
Telefonica SA | Spain | ADR | 60 | 0 | -60 | $1,000 | $0 | -$1,000 | 2015-04-24 |
|---|
| Q4 2014 | BTI
British American Tobacco PLC | | ADR | 10 | 0 | -10 | $1,000 | $0 | -$1,000 | 2015-01-27 |
|---|
| Q3 2014 | TEVA
Teva Pharmaceutical Industries | | ADR | 250 | 0 | -250 | $13,000 | $0 | -$13,000 | 2014-10-23 |
|---|
| Q3 2014 | BHP
BHP Billiton Ltd Sponsored Adr | | ADR | 175 | 0 | -175 | $12,000 | $0 | -$12,000 | 2014-10-23 |
|---|
| Q3 2014 | DEO
Diageo PLC | | ADR | 81 | 0 | -81 | $10,000 | $0 | -$10,000 | 2014-10-23 |
|---|
| Q3 2014 | STRS
Stratus Properties Inc | United States | COM | 9 | 0 | -9 | $0 | $0 | $0 | 2014-10-23 |
|---|
| Q2 2014 | HSBC
HSBC Holdings PLC | | ADR | 153 | 0 | -153 | $8,000 | $0 | -$8,000 | 2014-07-28 |
|---|
| Q1 2014 | ING
ING GP NV Sponsored ADR | | ADR | 551 | 0 | -551 | $8,000 | $0 | -$8,000 | 2014-04-21 |
|---|
| Q1 2014 | KB
KB Financial Group Inc Sponsor | | ADR | 168 | 0 | -168 | $7,000 | $0 | -$7,000 | 2014-04-21 |
|---|
| Q1 2014 | LYG
Lloyds Banking Group PLC | | ADR | 1,372 | 0 | -1,372 | $7,000 | $0 | -$7,000 | 2014-04-21 |
|---|
| Q1 2014 | TELFY
Telefonica SA | Spain | ADR | 436 | 0 | -436 | $7,000 | $0 | -$7,000 | 2014-04-21 |
|---|
| Q1 2014 | ERIC
Ericsson LM Tel CL B ADR | | ADR | 463 | 0 | -463 | $6,000 | $0 | -$6,000 | 2014-04-21 |
|---|
| Q1 2014 | SIEGY
Siemens AG | | ADR | 41 | 0 | -41 | $6,000 | $0 | -$6,000 | 2014-04-21 |
|---|
| Q1 2014 | E
Eni S P A Sponsored ADR | | ADR | 108 | 0 | -108 | $5,000 | $0 | -$5,000 | 2014-04-21 |
|---|
| Q1 2014 | PKX
POSCO | | ADR | 62 | 0 | -62 | $5,000 | $0 | -$5,000 | 2014-04-21 |
|---|
| Q1 2014 | SNY
Sanofi Aventis Spon ADR | | ADR | 84 | 0 | -84 | $5,000 | $0 | -$5,000 | 2014-04-21 |
|---|
| Q1 2014 | TM
Toyota Motor Corp ADR | | ADR | 35 | 0 | -35 | $4,000 | $0 | -$4,000 | 2014-04-21 |
|---|
| Q1 2014 | PBRA
Petroleo Brasileiro | | ADR | 208 | 0 | -208 | $3,000 | $0 | -$3,000 | 2014-04-21 |
|---|
| Q1 2014 | NVO
Novo-Nordisk A/S ADR | | ADR | 11 | 0 | -11 | $2,000 | $0 | -$2,000 | 2014-04-21 |
|---|
| Q1 2014 | SAP
SAP Aktiengesellschaft ADR | | ADR | 21 | 0 | -21 | $2,000 | $0 | -$2,000 | 2014-04-21 |
|---|
| Q1 2014 | TKC
Turkcell | | ADR | 155 | 0 | -155 | $2,000 | $0 | -$2,000 | 2014-04-21 |
|---|
| Q4 2013 | NVS
Novartis A G Sponsored Adr | | ADR | 935 | 0 | -935 | $72,000 | $0 | -$72,000 | 2014-01-21 |
|---|
| Q4 2013 | BTI
British Amern Tob Plc Sponsore | | ADR | 595 | 0 | -595 | $63,000 | $0 | -$63,000 | 2014-01-21 |
|---|
| Q4 2013 | NTTYY
Nippon Teleg & Tel Corp | Japan | ADR | 1,945 | 0 | -1,945 | $51,000 | $0 | -$51,000 | 2014-01-21 |
|---|
| Q4 2013 | ABBNY
ABB Ltd ADR | Switzerland | ADR | 1,585 | 0 | -1,585 | $37,000 | $0 | -$37,000 | 2014-01-21 |
|---|
| Q4 2013 | BHP
BHP Billiton Ltd Sponsored Adr | | ADR | 376 | 0 | -376 | $25,000 | $0 | -$25,000 | 2014-01-21 |
|---|
| Q4 2013 | TLK
P.T. Telekomunikasi Indonesia | | ADR | 610 | 0 | -610 | $22,000 | $0 | -$22,000 | 2014-01-21 |
|---|
| Q4 2013 | HDB
HDFC Bank | | ADR | 65 | 0 | -65 | $2,000 | $0 | -$2,000 | 2014-01-21 |
|---|
| Q4 2013 | VALE
Vale S A ADR | | ADR | 100 | 0 | -100 | $2,000 | $0 | -$2,000 | 2014-01-21 |
|---|
| Q3 2013 | TELFY
Telefonica SA | Spain | ADR | 2,500 | 0 | -2,500 | $32,000 | $0 | -$32,000 | 2013-10-23 |
|---|