Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Stonecastle Financial Corp. (BANX)  
$20.93 0.08 (0.38%) as of 4:30 Mon 6/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    1
Total shares held : 
1,024,646  
% of shares held : 
15.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
80,382  
% of shares held change : 
  1.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.19  
Last Quarter's Ending Price : 
$21.05  
Last Quarter's Average Price
$21.06  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 15,000
 1.46%
 
Increased Positions :
6
 171,123
 16.7%
 
Unchanged Positions :
14
 257,452
 25.13%
 
Decreased Positions :
10
-81,793
-7.98%
 
Closed Positions :
2
-23,948
-2.34%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARROWPOINT ASSET MANAGEMENT, LLC 188 - 2025-03-31 196,145 $4,139,000 0
   RAYMOND JAMES FINANCIAL INC 2472 - 2025-03-31 185,749 $3,910,000 -2,821
   STIFEL FINANCIAL CORP 1339 - 2025-03-31 179,233 $3,773,000 11,526
   Round Rock Advisors LLC 31 - 2025-03-31 163,933 $3,451,000 121,233
   Noble Wealth Management PBC 46 - 2025-03-31 50,121 $1,055,000 33,522
   BARD ASSOCIATES INC 93 - 2025-03-31 41,435 $872,000 -375
   Capital Investment Advisors LLC 401 - 2025-03-31 28,496 $600,000 -2,250
   OPPENHEIMER & CO INC 1056 - 2025-03-31 24,828 $523,000 899
   Falcon Wealth Planning 115 - 2025-03-31 18,862 $397,000 0
   Advisor Group Holdings Inc. 3065 - 2025-03-31 17,959 $378,000 -62,115
   HRT FINANCIAL LLC 1533 *New 2025-03-31 15,000 $316,000 15,000
   MILLENNIUM MANAGEMENT LLC 3337 - 2025-03-31 14,442 $305,000 3,900
   Green Square Asset Management LLC 189 - 2025-03-31 11,855 $250,000 -600
   CITADEL ADVISORS LLC 4398 - 2025-03-31 11,769 $248,000 -9,862
   MORGAN STANLEY 5463 - 2025-03-31 11,042 $232,000 -736
   OXBOW ADVISORS, LLC 187 - 2025-03-31 10,990 $231,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3013 - 2025-03-31 10,478 $221,000 -2,203
   Catalina Capital Group LLC 143 - 2025-03-31 10,324 $217,000 0
   MCCORMACK ADVISORS INTERNATIONAL 1292 - 2025-03-31 5,250 $111,000 0
   ROYAL BANK OF CANADA 4655 - 2025-03-31 4,731 $100,000 0
   BANK OF AMERICA CORP /DE/ 5263 - 2025-03-31 4,550 $96,000 0
   TRUST CO OF VERMONT 504 - 2025-03-31 2,750 $58,000 0
   UMB BANK N A/MO 995 - 2025-03-31 2,700 $57,000 0
   CALDWELL SUTTER CAPITAL INC. 502 - 2025-03-31 693 $15,000 -800
   BRYN MAWR TRUST CO/PA 1613 - 2025-03-31 500 $11,000 0
   Sound Income Strategies LLC 932 - 2025-03-31 449 $9,000 0
   HANSON MCCLAIN, INC. 2905 - 2025-03-31 200 $4,000 0
   SBI Securities Co. Ltd. 2067 - 2025-03-31 149 $3,000 43
   Everstar Asset Management LLC 181 *Closed 2025-03-31 0 $0 -23,198
   Pathway Financial Advisers LLC 257 *Closed 2025-03-31 0 $0 -750
   WELLS FARGO & CO/MN 5710 - 2025-03-31 12 $0 -31
   Farther Finance Advisors LLC 3943 - 2025-03-31 1 $0 0
   PROEQUITIES INC. 4898 - 2025-03-31 0 $0 0

  33 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results