Purchases and Sales Made in Q1 2023 in Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX) during Q1 2023. The information is specifically focused on institutions that hold shares of StoneX Group Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7+ 0.9% |
$592 - $735
|
782
$73.3K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$469
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$338 - $420
|
3.61K
$339K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.22K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3+ 0.08% |
$254 - $315
|
3.6K
$338K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.22K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$254 - $315
|
4
$375
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$169 - $210
|
2
$187
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$187
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$84.6 - $105
|
59
$5.53K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$187
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$93.7
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 17.65% |
$254 - $315
|
14
$1.31K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 0.24% |
$677 - $840
|
3.33K
$312K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 9.88% |
$677 - $840
|
73
$6.84K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 15.79% |
$761 - $945
|
48
$4.5K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 37.31% |
$2.12K - $2.63K
|
42
$3.94K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 6.33% |
$2.45K - $3.05K
|
429
$40.2K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-42- 51.85% |
$3.55K - $4.41K
|
39
$3.65K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-51- 20.16% |
$4.32K - $5.36K
|
202
$18.9K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-55- 1.27% |
$4.65K - $5.78K
|
4.28K
$401K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-56- 0.84% |
$4.74K - $5.88K
|
6.6K
$618K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-65- 1.13% |
$5.5K - $6.83K
|
5.67K
$531K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-99- 15.52% |
$8.38K - $10.4K
|
539
$50.5K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-116- 10.83% |
$9.81K - $12.2K
|
955
$89.5K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 8.13% |
$10.7K - $13.3K
|
1.44K
$134K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-165- 6.08% |
$14K - $17.3K
|
2.55K
$239K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-169- 0.77% |
$14.3K - $17.7K
|
21.7K
$2.03M
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 1.05% |
$16.9K - $21K
|
18.9K
$1.77M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-200- 2.27% |
$16.9K - $21K
|
8.6K
$806K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 73.26% |
$16.9K - $21K
|
73
$6.84K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-257- 35.89% |
$21.7K - $27K
|
459
$43K
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-271- 4.49% |
$22.9K - $28.5K
|
5.77K
$541K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272- 1.54% |
$23K - $28.6K
|
17.4K
$1.63M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-327Closed |
$27.7K - $34.3K
|
0
$0
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-340- 3.95% |
$28.8K - $35.7K
|
8.26K
$774K
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-360- 2.66% |
$30.5K - $37.8K
|
13.2K
$1.24M
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-361- 6.86% |
$30.5K - $37.9K
|
4.9K
$460K
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-464- 1.48% |
$39.3K - $48.7K
|
30.9K
$2.89M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-489- 6.2% |
$41.4K - $51.3K
|
7.39K
$693K
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-512- 0.68% |
$43.3K - $53.8K
|
74.4K
$6.97M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-517- 3.72% |
$43.7K - $54.3K
|
13.4K
$1.25M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-600- 6.52% |
$50.8K - $63K
|
8.6K
$806K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-623- 41.15% |
$52.7K - $65.4K
|
891
$83.5K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-666- 5.42% |
$56.4K - $69.9K
|
11.6K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-810- 1.54% |
$68.5K - $85.1K
|
51.8K
$4.86M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-837- 86.65% |
$70.8K - $87.9K
|
129
$12.1K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-845- 10.94% |
$71.5K - $88.7K
|
6.88K
$644K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-890- 14.48% |
$75.3K - $93.5K
|
5.26K
$492K
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-890- 14.48% |
$75.3K - $93.5K
|
5.26K
$492K
|