Institutional Ownership Sun Opta Inc. (STKL)
This table provides information about the institutional ownership of Sun Opta Inc. (STKL). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 96.5 Million shares, which have been reported (via 13F filing form) to have a value of $722 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$5,497
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
684
shares
|
$5,013
0.0% of portfolio
|
Q4 2024
Added 271.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
659
shares
|
$4,830
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
653
shares
|
$4,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
645
shares
|
$4,727
0.0% of portfolio
|
Q3 2024
Added 82.72%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
580
shares
|
$4,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
575
shares
|
$4,214
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
521
shares
|
$3,818
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$3,665
0.0% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
299
shares
|
$2,191
0.0% of portfolio
|
Q3 2024
Reduced 85.15%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
285
shares
|
$2,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
243
shares
|
$1,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
241
shares
|
$1,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
180
shares
|
$1,319
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
168
shares
|
$1,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
149
shares
|
$1,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
98
shares
|
$718
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
93
shares
|
$681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
21
shares
|
$153
0.0% of portfolio
|
Q4 2024
Reduced 99.13%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
15
shares
|
$109
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$73
0.01% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|