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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.16KClosed |
$502K - $569K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.59KClosed |
$344K - $389K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.2KClosed |
$673K - $782K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33Closed |
$1.99K - $2.31K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50Closed |
$3.02K - $3.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-26.6KClosed |
$1.61M - $1.86M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.1KClosed |
$2.6M - $3.02M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.94KClosed |
$238K - $276K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-100Closed |
$6.03K - $7.01K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.31KClosed |
$441K - $512K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-113KClosed |
$6.82M - $7.93M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-130- 2.35% |
$6.96K - $8.62K
|
5.41K
$554K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-6.07KClosed |
$325K - $402K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-8KClosed |
$428K - $530K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.05KClosed |
$56K - $69.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-140Closed |
$7.49K - $9.28K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$268 - $331
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-200Closed |
$10.7K - $13.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-61Closed |
$3.26K - $4.04K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-709Closed |
$37.9K - $47K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-22.4KClosed |
$1.13M - $1.44M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-142Closed |
$7.18K - $9.13K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-256Closed |
$13K - $16.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-421Closed |
$21.3K - $27.1K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Nkcfo LLC
|
SELL
|
- |
-4.4KClosed |
$223K - $283K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$5.06K - $6.43K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
PUT |
-300Closed |
$15.2K - $19.3K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
61New |
$3.09K - $3.92K
|
61
$6.25K
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-5.43KClosed |
$275K - $349K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.09KNew |
$200K - $242K
|
4.09K
$419K
|
|