Latest Institutional Transactions on Stone X Group Inc. (SNEX)
This table provides information on the latest institutional transactions involving Stone X Group Inc. (SNEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.95K+ 128.85% |
$603K - $1M
|
17.7K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.56K- 26.33% |
$216K - $360K
|
9.97K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.74KNew |
$166K - $277K
|
2.74K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 35.05% |
$4.12K - $6.87K
|
262
$24.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.21K+ 50.0% |
$73K - $122K
|
3.62K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93K+ 86.8% |
$178K - $296K
|
6.31K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.1KNew |
$731K - $1.22M
|
12.1K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 50.0% |
$1.52K - $2.53K
|
75
$7.07K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 50.0% |
$92.4K - $154K
|
4.58K
$431K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.17K+ 29.19% |
$71K - $118K
|
5.19K
$489K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-997- 26.95% |
$82.1K - $99.3K
|
2.7K
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-27.4K- 56.0% |
$2.26M - $2.73M
|
21.5K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 23.08% |
$2.47K - $2.99K
|
100
$9.43K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$658 - $797
|
8
$754
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$178K - $233K
|
2.23K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.43K+ 55.14% |
$114K - $149K
|
4.03K
$380K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.9KNew |
$3.9M - $5.1M
|
48.9K
$4.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.56KNew |
$204K - $267K
|
2.56K
$241K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-327Closed |
$27.7K - $34.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$189
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.23K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.3K- 70.67% |
$448K - $557K
|
2.2K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
198New |
$16.8K - $20.8K
|
198
$18.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$189
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 84.51% |
$5.08K - $6.3K
|
131
$12.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$84.6 - $105
|
59
$5.56K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$471
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$94.3
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 8.61% |
$50.9K - $62.3K
|
7.63K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
179KNew |
$15M - $18.4M
|
179K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-12.9K- 71.96% |
$1.08M - $1.32M
|
5.01K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.45% |
$25.2K - $30.9K
|
9K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-30.3K- 70.53% |
$2.54M - $3.11M
|
12.6K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31KNew |
$194K - $238K
|
2.31K
$218K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.49KNew |
$209K - $256K
|
2.49K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
9.32KNew |
$784K - $960K
|
9.32K
$879K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.8K - $20.6K
|
200
$18.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 46.15% |
$448 - $576
|
19
$1.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 4.29% |
$224 - $288
|
67
$6.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-219Closed |
$16.4K - $21K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
305New |
$22.8K - $29.3K
|
305
$28.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
76New |
$5.68K - $7.29K
|
76
$7.16K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 23.38% |
$830K - $982K
|
64.6K
$6.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-53.8KClosed |
$3.64M - $4.31M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
9New |
$610 - $722
|
9
$848
|
|
|
Aug 12, 2022
Q2 2022
|
Kokino LLC
Oklahoma City, OK |
SELL
|
- |
-4.14KClosed |
$280K - $332K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-8.65K- 47.53% |
$586K - $694K
|
9.55K
$900K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5Closed |
$339 - $401
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.13KClosed |
$68.9K - $87.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-795Closed |
$48.5K - $61.3K
|
0
$0
|
|