Purchases and Sales Made in Q4 2023 in Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 49.15% |
$1.76K - $2.93K
|
88
$8.25K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 50.0% |
$1.52K - $2.53K
|
75
$7.03K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 48.08% |
$1.52K - $2.53K
|
77
$7.22K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 50.0% |
$1.39K - $2.32K
|
69
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 50.0% |
$1.27K - $2.12K
|
63
$5.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 50.0% |
$1.21K - $2.02K
|
60
$5.62K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$727 - $1.21K
|
12
$1.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 47.83% |
$667 - $1.11K
|
34
$3.19K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11+ 100.0% |
$667 - $1.11K
|
22
$2.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 43.75% |
$424 - $707
|
23
$2.16K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 46.15% |
$364 - $606
|
19
$1.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$242 - $404
|
4
$375
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$182 - $303
|
10
$937
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$182 - $303
|
3
$281
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 50.0% |
$121 - $202
|
6
$562
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$60.6 - $101
|
4
$375
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$121 - $202
|
0
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 14.29% |
$242 - $404
|
24
$2.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4- 0.51% |
$242 - $404
|
774
$72.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 28.21% |
$667 - $1.11K
|
28
$2.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-34- 1.72% |
$2.06K - $3.43K
|
1.94K
$182K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-159- 69.74% |
$9.64K - $16.1K
|
69
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-302- 50.5% |
$18.3K - $30.5K
|
296
$27.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-314- 25.99% |
$19K - $31.7K
|
894
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-782- 13.11% |
$47.4K - $79K
|
5.18K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.56K- 26.33% |
$216K - $360K
|
9.97K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-6.17K- 51.59% |
$374K - $623K
|
5.79K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.58K- 63.14% |
$399K - $665K
|
3.84K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.02K- 70.38% |
$425K - $709K
|
2.95K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.37K- 74.8% |
$446K - $744K
|
2.48K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-9.1K- 30.51% |
$551K - $919K
|
20.7K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-9.52K- 43.74% |
$577K - $962K
|
12.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-19.2K- 31.39% |
$1.16M - $1.93M
|
41.9K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-23.8K- 39.58% |
$1.44M - $2.41M
|
36.4K
$3.41M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 5.94% |
$1.51M - $2.51M
|
394K
$36.9M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-38.7K- 33.43% |
$2.34M - $3.91M
|
77K
$7.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-69.3K- 22.92% |
$4.2M - $7M
|
233K
$21.8M
|