Purchases and Sales Made in Q4 2023 in Stellantis N.V. (STLA)
This table provides information about the institutional ownership of Stellantis N.V. (STLA) during Q4 2023. The information is specifically focused on institutions that hold shares of Stellantis N.V..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
264New |
$4.75K - $6.23K
|
264
$3.32K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
247New |
$4.45K - $5.83K
|
247
$3.1K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
247New |
$4.45K - $5.83K
|
247
$3.1K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240New |
$4.32K - $5.66K
|
240
$3.01K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
220+ 44.0% |
$3.96K - $5.19K
|
720
$9.04K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
217New |
$3.91K - $5.12K
|
217
$2.73K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
217New |
$3.91K - $5.12K
|
217
$2.73K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
204+ 1.51% |
$3.67K - $4.81K
|
13.7K
$172K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.55K - $4.65K
|
197
$2.47K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
174New |
$3.13K - $4.1K
|
174
$2.19K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
169New |
$3.04K - $3.99K
|
169
$2.12K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
154New |
$2.77K - $3.63K
|
154
$1.93K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
147New |
$2.65K - $3.47K
|
147
$1.85K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 4.62% |
$1.93K - $2.52K
|
2.43K
$30.5K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 34.01% |
$1.82K - $2.38K
|
398
$5K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
83+ 159.62% |
$1.49K - $1.96K
|
135
$1.7K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
67+ 5.24% |
$1.21K - $1.58K
|
1.35K
$16.9K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
65New |
$1.17K - $1.53K
|
65
$816
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 30.56% |
$990 - $1.3K
|
235
$2.95K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
51New |
$918 - $1.2K
|
51
$641
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40+ 3.56% |
$720 - $944
|
1.16K
$14.6K
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
40+ 0.02% |
$720 - $944
|
225K
$2.83M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 0.35% |
$666 - $873
|
10.5K
$132K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
25+ 56.82% |
$450 - $590
|
69
$867
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
22New |
$396 - $519
|
22
$276
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 31.67% |
$342 - $448
|
79
$992
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17New |
$306 - $401
|
17
$214
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 9.46% |
$126 - $165
|
81
$1.02K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$18 - $23.6
|
1
$12.6
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6- 2.38% |
$108 - $142
|
246
$3.09K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.02% |
$198 - $259
|
49.7K
$624K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 2.08% |
$288 - $377
|
753
$9.46K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-32- 4.65% |
$576 - $755
|
656
$8.24K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-50- 0.07% |
$900 - $1.18K
|
66.9K
$840K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-61- 3.57% |
$1.1K - $1.44K
|
1.65K
$20.7K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-65- 0.65% |
$1.17K - $1.53K
|
9.96K
$125K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-123- 4.54% |
$2.21K - $2.9K
|
2.59K
$32.5K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-126- 0.4% |
$2.27K - $2.97K
|
31.1K
$391K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 47.06% |
$3.6K - $4.72K
|
225
$2.83K
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-230- 0.89% |
$4.14K - $5.43K
|
25.5K
$320K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-237- 2.2% |
$4.27K - $5.59K
|
10.5K
$132K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-237- 2.2% |
$4.27K - $5.59K
|
10.5K
$132K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-273- 22.05% |
$4.91K - $6.44K
|
965
$12.1K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-290- 2.45% |
$5.22K - $6.84K
|
11.6K
$145K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-390- 0.29% |
$7.02K - $9.2K
|
133K
$1.67M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-440- 2.76% |
$7.92K - $10.4K
|
15.5K
$195K
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-500- 3.33% |
$9K - $11.8K
|
14.5K
$182K
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-529- 2.86% |
$9.52K - $12.5K
|
18K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-542- 1.34% |
$9.76K - $12.8K
|
40K
$502K
|