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 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31KNew |
$194K - $238K
|
2.31K
$271K
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.49KNew |
$209K - $256K
|
2.49K
$292K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
9.32KNew |
$784K - $960K
|
9.32K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.8K - $20.6K
|
200
$23.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-219Closed |
$16.4K - $21K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 4.29% |
$224 - $288
|
67
$7.86K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 46.15% |
$448 - $576
|
19
$2.23K
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-7.42K- 27.05% |
$554K - $712K
|
20K
$2.35M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
305New |
$22.8K - $29.3K
|
305
$35.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
76New |
$5.68K - $7.29K
|
76
$8.92K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-53.8KClosed |
$3.64M - $4.31M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 23.38% |
$830K - $982K
|
64.6K
$7.58M
|
|
Aug 12, 2022
Q2 2022
|
Kokino LLC
Oklahoma City, OK |
SELL
|
- |
-4.14KClosed |
$280K - $332K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
9New |
$610 - $722
|
9
$1.06K
|
|
Jul 19, 2022
Q2 2022
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-8.65K- 47.53% |
$586K - $694K
|
9.55K
$1.12M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5Closed |
$339 - $401
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.13KClosed |
$68.9K - $87.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-795Closed |
$48.5K - $61.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.8KNew |
$906K - $1.15M
|
14.8K
$1.74M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-60- 84.51% |
$3.66K - $4.63K
|
11
$1.29K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-23Closed |
$1.4K - $1.77K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-323Closed |
$19.7K - $24.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$509K - $643K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$85.6K - $108K
|
1.4K
$165K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-17.9KClosed |
$1M - $1.29M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-41.8KClosed |
$2.35M - $3.01M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-350Closed |
$21.5K - $24.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-781Closed |
$48.1K - $54.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cohanzick Management, LLC
Pleasantville, NY |
SELL
|
- |
-500Closed |
$30.8K - $34.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.16KClosed |
$502K - $569K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.59KClosed |
$344K - $389K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.2KClosed |
$673K - $782K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33Closed |
$1.99K - $2.31K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-26.6KClosed |
$1.61M - $1.86M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.1KClosed |
$2.6M - $3.02M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50Closed |
$3.02K - $3.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.94KClosed |
$238K - $276K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.31KClosed |
$441K - $512K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-113KClosed |
$6.82M - $7.93M
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-130- 2.35% |
$6.96K - $8.62K
|
5.41K
$635K
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-6.07KClosed |
$325K - $402K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-8KClosed |
$428K - $530K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.05KClosed |
$56K - $69.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-140Closed |
$7.49K - $9.28K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$268 - $331
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-61Closed |
$3.26K - $4.04K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-200Closed |
$10.7K - $13.3K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-709Closed |
$37.9K - $47K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-142Closed |
$7.18K - $9.13K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-22.4KClosed |
$1.13M - $1.44M
|
0
$0
|