Institutional Ownership Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
112
shares
|
$13,511
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
109
shares
|
$13,149
0.0% of portfolio
|
Q4 2023
Added 49.32%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
109
shares
|
$13,149
0.01% of portfolio
|
Q4 2023
Added 49.32%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
108
shares
|
$13,029
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
102
shares
|
$12,305
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
88
shares
|
$10,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
88
shares
|
$10,616
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
88
shares
|
$10,616
0.0% of portfolio
|
Q4 2023
Added 49.15%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$9,651
0.0% of portfolio
|
Q3 2024
Reduced 70.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$9,168
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
75
shares
|
$9,048
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
69
shares
|
$8,324
0.0% of portfolio
|
Q4 2023
Reduced 69.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
69
shares
|
$8,324
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
65
shares
|
$7,841
0.0% of portfolio
|
Q3 2024
Added 91.18%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$7,479
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
62
shares
|
$7,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$7,359
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
40
shares
|
$4,825
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
37
shares
|
$4,463
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
35
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
28
shares
|
$3,377
0.0% of portfolio
|
Q4 2024
Added 833.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
28
shares
|
$3,377
0.0% of portfolio
|
Q4 2023
Reduced 28.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24
shares
|
$2,895
0.0% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
23
shares
|
$2,774
0.21% of portfolio
|
Q4 2024
Reduced 99.9%
|