Latest Institutional Purchases of Stone X Group Inc. (SNEX)
This list provides information on the latest institutional transactions involving Stone X Group Inc. (SNEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 49.32% |
$2.18K - $3.64K
|
109
$12.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36+ 49.32% |
$2.18K - $3.64K
|
109
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
34+ 50.0% |
$2.06K - $3.43K
|
102
$12K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 49.15% |
$1.76K - $2.93K
|
88
$10.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 50.0% |
$1.52K - $2.53K
|
75
$8.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 50.0% |
$1.39K - $2.32K
|
69
$8.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$727 - $1.21K
|
12
$1.41K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11+ 100.0% |
$667 - $1.11K
|
22
$2.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 46.15% |
$364 - $606
|
19
$2.23K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$182 - $303
|
3
$352
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 58.33% |
$230K - $279K
|
7.6K
$892K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$658 - $797
|
8
$939
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.9KNew |
$3.9M - $5.1M
|
48.9K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$215K - $281K
|
2.7K
$317K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.56KNew |
$204K - $267K
|
2.56K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$178K - $233K
|
2.23K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.43K+ 55.14% |
$114K - $149K
|
4.03K
$473K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
198New |
$16.8K - $20.8K
|
198
$23.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 84.51% |
$5.08K - $6.3K
|
131
$15.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.76K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5New |
$423 - $525
|
5
$587
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.53K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 30.0% |
$254 - $315
|
13
$1.53K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2New |
$169 - $210
|
2
$235
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$84.6 - $105
|
2
$235
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$84.6 - $105
|
59
$6.92K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$84.6 - $105
|
1
$117
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
179KNew |
$15M - $18.4M
|
179K
$21M
|
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
37.4KNew |
$3.15M - $3.85M
|
37.4K
$4.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
9.32KNew |
$784K - $960K
|
9.32K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.49KNew |
$209K - $256K
|
2.49K
$292K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31KNew |
$194K - $238K
|
2.31K
$271K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 8.61% |
$50.9K - $62.3K
|
7.63K
$896K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.45% |
$25.2K - $30.9K
|
9K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.8K - $20.6K
|
200
$23.5K
|
|
| Q3 2022 | |||||||
|
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
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 46.15% |
$448 - $576
|
19
$2.23K
|
|
| Q2 2022 | |||||||
|
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
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
9New |
$610 - $722
|
9
$1.06K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.8KNew |
$906K - $1.15M
|
14.8K
$1.74M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$85.6K - $108K
|
1.4K
$165K
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
61New |
$3.09K - $3.92K
|
61
$7.16K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.09KNew |
$200K - $242K
|
4.09K
$480K
|
|