Purchases and Sales Made in Q4 2021 in Stone Co Ltd. (STNE)
This table provides information about the institutional ownership of Stone Co Ltd. (STNE) during Q4 2021. The information is specifically focused on institutions that hold shares of StoneCo Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
204+ 20.75% |
$3.05K - $8.05K
|
1.19K
$18K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
202New |
$3.02K - $7.97K
|
202
$3.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
200New |
$2.99K - $7.89K
|
200
$3.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192+ 2400.0% |
$2.87K - $7.58K
|
200
$3.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
184New |
$2.75K - $7.26K
|
184
$2.79K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
118New |
$1.76K - $4.66K
|
118
$1.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$1.5K - $3.95K
|
40.1K
$609K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$1.5K - $3.95K
|
100
$1.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$1.5K - $3.95K
|
100
$1.52K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
95New |
$1.42K - $3.75K
|
95
$1.44K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
90New |
$1.35K - $3.55K
|
90
$1.37K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
88New |
$1.32K - $3.47K
|
88
$1.34K
|
|
|
Feb 09, 2022
Q4 2021
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
88+ 0.27% |
$1.32K - $3.47K
|
33K
$501K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
73New |
$1.09K - $2.88K
|
73
$1.11K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
69New |
$1.03K - $2.72K
|
69
$1.05K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 122.22% |
$822 - $2.17K
|
100
$1.52K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55New |
$822 - $2.17K
|
55
$835
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$748 - $1.97K
|
50
$760
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
44New |
$658 - $1.74K
|
44
$668
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$449 - $1.18K
|
30
$456
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30New |
$449 - $1.18K
|
30
$456
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$449 - $1.18K
|
30
$456
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24New |
$359 - $947
|
24
$365
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
17New |
$254 - $671
|
17
$258
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.14% |
$150 - $395
|
7.35K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$15 - $39.5
|
1
$15.2
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1Closed |
$15 - $39.5
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3Closed |
$44.8 - $118
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6Closed |
$89.7 - $237
|
0
$0
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6- 1.83% |
$89.7 - $237
|
322
$4.89K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11Closed |
$164 - $434
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-22- 53.66% |
$329 - $868
|
19
$289
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26Closed |
$389 - $1.03K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30Closed |
$449 - $1.18K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76Closed |
$1.14K - $3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$1.5K - $3.95K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-111- 42.53% |
$1.66K - $4.38K
|
150
$2.28K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-128Closed |
$1.91K - $5.05K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-139Closed |
$2.08K - $5.48K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-141- 3.35% |
$2.11K - $5.56K
|
4.07K
$61.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-175- 20.66% |
$2.62K - $6.91K
|
672
$10.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-194- 20.77% |
$2.9K - $7.66K
|
740
$11.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-199- 0.85% |
$2.98K - $7.85K
|
23.3K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-212Closed |
$3.17K - $8.37K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-236Closed |
$3.53K - $9.31K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-259- 2.26% |
$3.87K - $10.2K
|
11.2K
$170K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-417- 87.42% |
$6.23K - $16.5K
|
60
$911
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-570Closed |
$8.52K - $22.5K
|
0
$0
|