Institutional Ownership Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX). We have compiled data on the 270 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
115
shares
|
$11,815
0.0% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
109
shares
|
$11,198
0.0% of portfolio
|
Q4 2023
Added 49.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
109
shares
|
$11,198
0.0% of portfolio
|
Q4 2023
Added 49.32%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
102
shares
|
$10,479
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
88
shares
|
$9,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
88
shares
|
$9,041
0.0% of portfolio
|
Q4 2023
Added 49.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
88
shares
|
$9,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$8,219
0.0% of portfolio
|
Q3 2024
Reduced 70.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$7,808
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
75
shares
|
$7,705
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
69
shares
|
$7,089
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
69
shares
|
$7,089
0.0% of portfolio
|
Q4 2023
Reduced 69.74%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
65
shares
|
$6,678
0.0% of portfolio
|
Q3 2024
Added 91.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
65
shares
|
$6,678
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
62
shares
|
$6,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$6,267
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
37
shares
|
$3,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
34
shares
|
$3,493
0.0% of portfolio
|
Q4 2023
Added 47.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$3,082
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
28
shares
|
$2,876
0.0% of portfolio
|
Q4 2023
Reduced 28.21%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
27
shares
|
$2,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24
shares
|
$2,465
0.0% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22
shares
|
$2,260
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
21
shares
|
$2,157
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|