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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$205
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.33K
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.3K- 70.67% |
$448K - $557K
|
2.2K
$225K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
198New |
$16.8K - $20.8K
|
198
$20.3K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$205
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 84.51% |
$5.08K - $6.3K
|
131
$13.4K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$84.6 - $105
|
59
$6.04K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$512
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.54K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$102
|
|
Q4 2022 | |||||||
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
37.4KNew |
$3.15M - $3.85M
|
37.4K
$3.83M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 8.61% |
$50.9K - $62.3K
|
7.63K
$782K
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.6K+ 280.76% |
$889K - $1.09M
|
14.3K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
179KNew |
$15M - $18.4M
|
179K
$18.3M
|
|
Feb 14, 2023
Q4 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-12.9K- 71.96% |
$1.08M - $1.32M
|
5.01K
$514K
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-1.87K- 6.06% |
$158K - $193K
|
29K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-30.3K- 70.53% |
$2.54M - $3.11M
|
12.6K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.45% |
$25.2K - $30.9K
|
9K
$922K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31KNew |
$194K - $238K
|
2.31K
$237K
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.49KNew |
$209K - $256K
|
2.49K
$255K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
9.32KNew |
$784K - $960K
|
9.32K
$955K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.45K- 98.51% |
$206K - $252K
|
37
$3.79K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.8K - $20.6K
|
200
$20.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-7.42K- 27.05% |
$554K - $712K
|
20K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 4.29% |
$224 - $288
|
67
$6.86K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 46.15% |
$448 - $576
|
19
$1.95K
|
|
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
$31.2K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
76New |
$5.68K - $7.29K
|
76
$7.79K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 23.38% |
$830K - $982K
|
64.6K
$6.62M
|
|
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
$922
|
|
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
$978K
|
|
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 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 3.39% |
$122 - $154
|
57
$5.84K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-795Closed |
$48.5K - $61.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.8KNew |
$906K - $1.15M
|
14.8K
$1.52M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-23Closed |
$1.4K - $1.77K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-60- 84.51% |
$3.66K - $4.63K
|
11
$1.13K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-323Closed |
$19.7K - $24.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$509K - $643K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$85.6K - $108K
|
1.4K
$144K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-17.9KClosed |
$1M - $1.29M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-41.8KClosed |
$2.35M - $3.01M
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.2KClosed |
$571K - $732K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-781Closed |
$48.1K - $54.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-350Closed |
$21.5K - $24.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cohanzick Management, LLC
Pleasantville, NY |
SELL
|
- |
-500Closed |
$30.8K - $34.8K
|
0
$0
|