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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-16.5K- 36.07% |
$1.04M - $1.2M
|
29.3K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26New |
$1.64K - $1.9K
|
26
$2.44K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
53New |
$3.34K - $3.87K
|
53
$4.97K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-38.7K- 33.43% |
$2.34M - $3.91M
|
77K
$7.22M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$182 - $303
|
3
$281
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
9.49K+ 68.76% |
$575K - $958K
|
23.3K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 50.36% |
$102K - $169K
|
5K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$189K - $315K
|
3.12K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
408+ 7.2% |
$24.7K - $41.2K
|
6.08K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.85KNew |
$536K - $893K
|
8.85K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
829KNew |
$50.3M - $83.8M
|
829K
$77.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
6.25K+ 50.0% |
$379K - $631K
|
18.8K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-782- 13.11% |
$47.4K - $79K
|
5.18K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
301New |
$18.2K - $30.4K
|
301
$28.2K
|
|
|
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
$934K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$3.76K - $6.26K
|
62
$5.81K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.74KNew |
$166K - $277K
|
2.74K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 35.05% |
$4.12K - $6.87K
|
262
$24.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.21K+ 50.0% |
$73K - $122K
|
3.62K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93K+ 86.8% |
$178K - $296K
|
6.31K
$591K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.1KNew |
$731K - $1.22M
|
12.1K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 50.0% |
$1.52K - $2.53K
|
75
$7.03K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 50.0% |
$92.4K - $154K
|
4.58K
$429K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.17K+ 29.19% |
$71K - $118K
|
5.19K
$486K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 58.33% |
$230K - $279K
|
7.6K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-997- 26.95% |
$82.1K - $99.3K
|
2.7K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-27.4K- 56.0% |
$2.26M - $2.73M
|
21.5K
$2.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 23.08% |
$2.47K - $2.99K
|
100
$9.37K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$658 - $797
|
8
$750
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$215K - $281K
|
2.7K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.43K+ 55.14% |
$114K - $149K
|
4.03K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$178K - $233K
|
2.23K
$209K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.56KNew |
$204K - $267K
|
2.56K
$240K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.9KNew |
$3.9M - $5.1M
|
48.9K
$4.59M
|
|
| 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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.22K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.22K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$187
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.3K- 70.67% |
$448K - $557K
|
2.2K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
198New |
$16.8K - $20.8K
|
198
$18.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$187
|
|
|
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
$5.53K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$469
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$93.7
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.41K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 8.61% |
$50.9K - $62.3K
|
7.63K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
179KNew |
$15M - $18.4M
|
179K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-12.9K- 71.96% |
$1.08M - $1.32M
|
5.01K
$470K
|
|