Latest Institutional Transactions on Stone X Group Inc. (SNEX)
This table provides information on the latest institutional transactions involving Stone X Group Inc. (SNEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.47KNew |
$271K - $451K
|
4.47K
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
5.1K+ 50.0% |
$309K - $515K
|
15.3K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36+ 49.32% |
$2.18K - $3.64K
|
109
$12.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 35.05% |
$4.12K - $6.87K
|
262
$30.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 49.15% |
$1.76K - $2.93K
|
88
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-159- 69.74% |
$9.64K - $16.1K
|
69
$8.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
2.1K+ 50.0% |
$127K - $212K
|
6.3K
$739K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.21K+ 50.0% |
$73K - $122K
|
3.62K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.41K+ 50.0% |
$85.7K - $143K
|
4.24K
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93K+ 86.8% |
$178K - $296K
|
6.31K
$741K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 50.0% |
$1.39K - $2.32K
|
69
$8.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11+ 100.0% |
$667 - $1.11K
|
22
$2.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
270+ 49.54% |
$16.4K - $27.3K
|
815
$95.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.1KNew |
$731K - $1.22M
|
12.1K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 46.15% |
$364 - $606
|
19
$2.23K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$727 - $1.21K
|
12
$1.41K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 50.0% |
$1.52K - $2.53K
|
75
$8.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 50.0% |
$92.4K - $154K
|
4.58K
$537K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.17K+ 29.19% |
$71K - $118K
|
5.19K
$609K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 28.21% |
$667 - $1.11K
|
28
$3.29K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 58.33% |
$230K - $279K
|
7.6K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-997- 26.95% |
$82.1K - $99.3K
|
2.7K
$317K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-27.4K- 56.0% |
$2.26M - $2.73M
|
21.5K
$2.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 23.08% |
$2.47K - $2.99K
|
100
$11.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$658 - $797
|
8
$939
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65- 50.39% |
$5.18K - $6.78K
|
64
$7.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$215K - $281K
|
2.7K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.43K+ 55.14% |
$114K - $149K
|
4.03K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$178K - $233K
|
2.23K
$262K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.9KNew |
$3.9M - $5.1M
|
48.9K
$5.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.56KNew |
$204K - $267K
|
2.56K
$300K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-327Closed |
$27.7K - $34.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$235
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.53K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.53K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.3K- 70.67% |
$448K - $557K
|
2.2K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
198New |
$16.8K - $20.8K
|
198
$23.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$235
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 84.51% |
$5.08K - $6.3K
|
131
$15.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$84.6 - $105
|
59
$6.92K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$587
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.76K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$117
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
37.4KNew |
$3.15M - $3.85M
|
37.4K
$4.39M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 8.61% |
$50.9K - $62.3K
|
7.63K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
179KNew |
$15M - $18.4M
|
179K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-1.87K- 6.06% |
$158K - $193K
|
29K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-12.9K- 71.96% |
$1.08M - $1.32M
|
5.01K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.45% |
$25.2K - $30.9K
|
9K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-30.3K- 70.53% |
$2.54M - $3.11M
|
12.6K
$1.48M
|
|